FYI, the leading document management and automation platform for accountants, announce the continuing focus on the UK with another of their strategic positions being filled. Meg Garlick will be joining the UK team to spearhead the onboarding and ongoing success of our customers.
“We targeted growth in the UK for 2022 as one of our strategic goals. We’re really excited to announce another key position that’s going to help improve the entire client experience,” said Rob Cameron, CEO of FYI. “One of our guiding pillars is making sure accountancy firms have a great first impression once they’ve chosen FYI. We offer easy onboarding with zero downtime – all within a 4-week window. The onboarding includes a full migration of historic documents, all staff trained, and tight integration with the full MS Office suite.”
Meg Garlick will be leading the UK Client Onboarding team. Meg brings close to seven years of experience in the Accounting Tech space and joins from Thomson Reuters. Within Thomson Reuters, Meg has been responsible for onboarding new firms into their desktop and cloud Practice Management systems. Her experience in creating onboarding plans for firms of all sizes will become essential for our rapid expansion plans in the UK.
Meg shared her views on the move, “I am extremely happy to be joining a business as innovative as FYI. Designing client onboarding plans and working with firms to provide best practices and to help them get value and business transparency from their Practice Management and document management systems. It is my specialism and what I really enjoy. I can clearly see why FYI is the leading document management and automation platform and I am so excited to be joining the team, to work with existing and new customers and to be a part of FYI’s progressive and bright future in the UK accounting tech space.”
“To find someone with Meg’s experience of implementing full practice management and her deep understanding of the accounting industry, was fantastic for us. Bringing in talented individuals like Meg, highlights just how exciting the future for FYI is in the UK.” Said Cassie Kaddatz – Head of Client Success for FYI.
Ian Cooper the Head of UK for FYI also said this about Meg, “I’ve worked with Meg for five years and to say I’m excited about working with Meg again would be a huge understatement. Meg has fantastic attention to detail, an understanding the UK accounting space and is an amazing problem solver who will bring significant value to our UK customers”.
