Jess Turner Email & Phone Number

Coming almost full circle, having started my career as a trainee chartered accountant in an accountancy practice, I joined M Squared Accounting as their Office Administrator in October 2022. From day one, I felt like an integral part of the M Squared family in our busy and highly professional office. In my role, I've taken on the responsibility for office.

I chose to make the move from managing projects to delivering accounts training following a re-organisation within the company. I really enjoyed the close interaction with customers and being able to help and resolve queries directly. I trained client onboarding processes, such as administering anti-money laundering and compliance procedures and.

I continued to manage the implementation of practice & case management into small to medium-size law firms, following the takeover of Tikit by Advanced. Working with customer stakeholders and colleagues, I managed project schedules and resources to ensure the projects were successfully delivered to a high standard.

I worked closely with a small team of consultants & trainers to manage projects implementing Accounting & Practice Management software to Legal Firms. My role involved understanding and meeting the needs of each Firm, managing the expectations of customers, creating & delivering project plans and identifying, assessing & mitigating risks to minimise the.

I provided timely and effective telephone and online customer support for TR Elite’s Legal Finance & Practice Management products, including Envision and 3E. I worked closely with legal firms to advise how they may best use the functionality available in the practice management & accounting systems to ensure they were compliant with regulations, such as.

Working closely with practice managers and finance teams, I managed implementation projects for this legal software supplier. I was responsible for reviewing the requirements of legal firms and implementing changes to key procedures within each firm, such as compliance, streamlining client onboarding and automating accounting processes. Collaborating with.

As a key member of the implementation team, I provided consultancy and training to practice managers, solicitors and finance staff in using a practice management database, CRM, case management & workflows and legal accounting & MS Office applications.

Working in the Recruitment sector, I met with clients to discuss their website requirements and managed design & development projects from specification to go live. I introduced and improved processes, such as client onboarding and project sign-off procedures, within this innovative and dynamic web development company.