“WriteUpp keeps my accountant happy whilst freeing up my headspace to work with clients.”

After two years of studies, she decided to change career direction and completed her formal qualification: FD in Humanistic Counselling with Transactional Analysis at the University of Winchester.

She has been in private practice for six years, working from her own purpose-designed business premises in Dorchester, Dorset.

What attracted you to WriteUpp?

I have a business mentor – it’s what I suggest to clients, and I like to model good practice.

My mentor is in America and shared how she worked when discussing business management. The system she uses isn’t available here. I did some research online and found WriteUpp.

I chose it above several others because of the security and data protection level. And the free trial meant I could see if it would work for me.

How much has WriteUpp changed how you and your practice have functioned on a day-to-day basis?

WriteUpp allows me to keep my accountant happy whilst freeing up ‘headspace’ to work with my clients.

Because I have three jobs, I must be on top of my diary, and cloud-based WriteUpp means that wherever I am, I can be sure when talking to clients about my availability.

The invoice feature means I can email invoices immediately to those clients who need them, saving much time in creating an excel one; no double keying saves me time and minimises errors.

WriteUpp hasn’t changed anything externally; it has changed everything internally. It has meant that I give my clients better service because I am confident that my business is sound and secure.

Do you have any hints or tips for anyone thinking about setting up their own practice?

Being a businessperson does not always sit naturally with therapists – to give good service to clients and have a successful business; we have to manage conflicts that others don’t.

You have CPD for your therapeutic work – so have CPD for your business, too, whether a peer group, mentor or business coach.