Our firm has relied on SUR+ Pricing software for the past 5 years, and it has become indispensable to our operations. Whenever a client requests a fee estimate, SUR+ Pricing is the first thing that comes to mind. This software has not only helped us streamline our pricing strategy but has also enabled us to implement it effectively across our office. With SUR+ Pricing, we’ve established a clear pricing policy for our office, ensuring that each partner prices clients according to firm guidelines. If there are any deviations, we can quickly identify and address them. Additionally, SUR+ Quoting software has allowed us to accurately scope all service lines, aligning us with our actual time spent on each project by up to 99%. This precision in scoping has led to a significant increase in our profitability. Our staff members are now under less pressure and are much happier in their roles. I believe that any audit or accounting firm looking toward the future would benefit immensely from integrating SUR+ into their operations. Kudos to the SUR+ development team for creating such a powerful and essential tool for our industry. Well done!

Surplus pricing software has been a game-changer for me in the quoting process. It strips away any emotional bias and ensures that each quote is precisely aligned with the client’s needs. Its user-friendly interface streamlines the entire process, enabling me to offer competitive rates with ease and efficiency.

Surplus Profit have changed the way we price in our business. Their specialisation in our industry has added immense value to one of the most important processes in our business. Their personal service is amazing and never fails to deliver on what they promise and more. The recent changes have made the offering even more flexible and user-friendly!

Surplus gives our business oustanding service and assistance they have a great team! The system is innovative, forward thinking and user friendly, that has taken our business to next level of professionalism.

Surplus Profit has revolutionised our firm. It eliminated the bottleneck relating to quoting and led to us getting quotes out quicker. It standardised pricing across different offices and departments. This tool enabled us to objectively evaluate our client base and identify clients where we were under or over-servicing clients, it also provided opportunities for upselling when discussing fees with clients.

We have been using Sur+ system for the past three years. It has completely changed the way existing and new clients experience our firm’s service offering. The Sur+ system increased our firm’s competitive advantage over most of our competition in the space we operate in. The use of the system assisted us in changing the language we use when presenting our firm’s service offering to existing and new clients. Words like “tariff per hour”, “quotation” and “separate fees for different services” completely disappeared. New language developed when discussing our service offering to clients include words like “Service Offering”, “Holistic Package” and “Payment Options” previously not available. Most importantly the different payment options incorporated in the Sur+ system improved our firm’s cashflow substantially, specifically over the December-holiday period. Sur+’s support is exceptional, and Marissa is always available and willing to listen, assist and enhance the system where possible. We look forward to a long and profitable relationship with Sur+.

A dream of moving from a time-based billing firm to a value-added billing firm was finally realised by the help of Surplus. We get great client service from the Surplus team and would recommend them to anyone. We look forward to continuing working with them into the foreseeable future.