The Business
Clear Balance Bookkeeping have over 21 years of experience and pride themselves on being friendly and approachable – just like us. They like to keep things simple and avoid stuffy suits and jargon so they were a perfect fit to become a referral partner of ours. This means that Clear Balance use us to refer any of their clients who they think would benefit from our HR software.
The Challenges and Solution
Chris had experience with SafeHR from a previous company. In that company he hadn’t been looking for a partner, just HR software to use themselves as their current provider did not meet their requirements. A quick Google search lead Chris to SafeHR and he was happy with our transparent pricing and friendly nature.
“A lot of our clients have got zero hours staff. With all of the recent rulings around holiday pay, they’ve realised a spreadsheet wasn’t going to cut it anymore, so they’ve identified the need for proper HR help. It’s given them a solution that works. They haven’t got to worry about it. The staff can do a lot of work themselves once it’s set up. It just sits there in the background but they know they’ve got the support when they need it. It’s a weight off their mind that they can expand because they are supported.”
Chris, Clear Balance Bookkeeping
The Conclusion
Providing this added benefit to their clients meant that Clear Balance wouldn’t risk losing clients to a competitor because HR services weren’t something they provided.
What Clear Balance like most is how friendly and easy to deal with SafeHR is. Chris and his team have expressed how happy they are. Especially because there is no pressure to sell to their customers. Clear Balance feel they are able to take whatever approach to referrals that they like.
