How TydeCo™ Scales With Clients—Not Burnout

client_success_tydeco

As customer Success Manager at TydeCo™, Debbie Denler has helped create an outsource accounting model that evolves with clients while also avoiding team burn out. In this interview, she reveals how TydeCo™ is able to stay responsive and reduce risk, all while building stronger client partnerships along the way.

The Evolution of Client Advisory Services

Over the years, outsourced accounting has changed considerably. What started out as a grind of long hours, manual tasks, and almost no work-life balance has evolved into something much more sustainable and tech-forward.

  • With working from home becoming the new trend, we’ve moved away from burnout culture in favor of better work-life balance.
  • As baby boomers with decades of experience approach retirement, the demand for outsourced accountants eager to become the new experts has risen.
  • Compared to the manual, unreliable booking of the past, technology is now transforming outsourced accounting into something that’s both smarter and more efficient.

With the rapid advancements in modern outsourced accounting technology, and a refocus on people, there’s surely no going back to outdated bookkeeping models of old.

Structuring for Success

We don’t believe that one size fits all. That’s why every client we work with gets a tailored approach. Our goal is to grow with the client and adjust the way we work as their needs evolve.

  • We start every engagement by asking the client what matters most to them in terms of their goals and pain points. In this way we can customize our services for better value.
  • Our team workshops, comprising our senior manager, controller and assistant controller, help refine the scope of work and improve efficiency in line with our client’s growth plan.
  • Regular client feedback sessions help us make sure we’re not just delivering processes, but consistently improving upon them as well.

At TydeCo™, there’s always someone managing accountability in the background, making sure we stay on track in terms of our clients’ goals, deadlines and any issues that may arise.

Mitigating Single Points of Failure

There’s real risk involved when a whole process depends on one person. That’s why we structure our service to ensure every client has a full team at their disposal with a system that backs them up.

  • Each account is assigned a controller, assistant controller, and manager to handle day-to-day transactions and reconciliations, monthly financials, and quality control.
  • All communication runs through a shared group email, which ensures that all three team members are kept in the loop about their client’s needs and deadlines.
  • We use Flowcast to track every task, due date, and assignment, so nothing gets lost, even when one of the supporting team members is absent.

With this kind of ongoing finance team support, even if someone wins the lottery tomorrow, clients can rest assured that the work still gets done.

Integrating Technology in Client Advisory

Technology is a huge part of how we‘re able to deliver consistent, high-quality results. We’re constantly looking for ways to make things faster, easier, and more accurate for our clients.

  • With the current software tools available, we can effectively automate a lot of the manual tasks commonly associated with accounts payable, payroll, and expense management.
  • When there’s no direct integration available, we search for appropriate third-party tools to help us bridge the gaps between the software.
  • TydeCo™’s primary goal is always to reduce manual tasks and data entry to minimize errors and create smoother workflows.

Technology integration into client advisory isn’t solely about speed, it’s also about precision and giving peace of mind.

Future-Proofing Customer Success

We don’t just prepare for what’s next, we aim to build systems that grow with our clients in a way that’s relevant. That starts with training, collaboration, and ongoing improvement.

  • Every team member is regularly certified in the tools they use, whether it’s Sage Intacct, QuickBooks, or Xero.
  • We run ongoing internal workshops where senior managers, together with the client team and controllers, evaluate quality and find new efficiencies in third-party software.
    Monthly training sessions for the outsourced accounting team focus on advanced skills, tools, and strategy through various industry-related topics led by a cast team specialist.

At TydeCo™, we believe there’s always room to improve or develop, and we make that a routine, not a reaction.

Leadership Philosophy

I think my leadership approach sets the tone for how my team is going to behave, communicate, and interact, not just in the work we do, but also in how we support and treat one another.

  • I focus on being approachable and make an effort to understand my team as human individuals beyond just their job title.
  • I like to lead with kindness, especially when giving someone constructive feedback or praising their successes, no matter how big or small.
  • When it comes to building trust, I try to create a safe space where people feel seen, heard, and valued, even when they make mistakes.

In a work environment where people feel appreciated and supported, they are more motivated to perform at their best.

Balancing client advisory together with staff development in order to stay ahead in your industry may seem quite daunting, but as Debbie proves, with the right forward-thinking mindset and ongoing team support structures that not only encourage, but innovate, there’s no goal that cannot be reached.