The Complete Guide to Professional Services Automation

🆕 Fresh, new content ready for you. The most-clicked articles from the Accounting Apps newsletter📧 during w/c 8.1.23:

The Complete Guide to Professional Services Automation | (Forecast)

To be the best in your industry in 2023, you need robust insights to inform your business decisions, meet customer demand, and drive growth. That means using intelligent technology to optimize processes and deliver more successful engagements. No matter what services your business provides, you have a laundry list of activities you must excel at in order to deliver a healthy profit. The only way to achieve this success is to streamline and standardize your complex service offerings while improving performance. In this guide, you’ll learn more about the right information when using professional services automation.

Atomic Habits for Accountants – Pt. 1: The Fundamentals | (EarMark CPE) 

Did you know you can earn CPE by listening to podcasts? When you use EarMark CPE App you can! In this podcast, Sons of CPAs welcome their newest faculty member at Accounting High, Twyla Verhelst, CPA. Twyla is the distinguished director of the Accountant Channel and the FreshBooks Accounting Partner Program leader. Download this episode to learn more about the fundamentals of atomic habits with Scott Scarano and Twyla Verhelst.

13 Tools to Create the Ultimate Accounting Firm Tech Stark | (Jetpack Workflow) 

A solid technology stack is a key element separating companies that run efficiently from those flying by the seat of their pants. However, it’s easy to get lost in the sea of tech tools available for small businesses, let alone those made specifically for accounting firms. To help you navigate the software waters, here is a list of 13 top tech solutions for accounting firms. You’ll learn what to look for when deciding on a software platform, the pros and cons of each tool, and how much you’ll need to budget for them.  

How to Build a Progressive Accounting Firm in 2023| (FinancialCents) 

Whether you run a profitable firm or struggle to survive in 2023 will depend on how much you understand (and leverage) changing client needs and expectations. Here’s why. Not long ago, businesses needed accountants mainly for compliance and reporting obligations. But today, most businesses expect their accountants to help with cash flow, growth advisory, and tax planning—besides their core accounting functions. These, and developments in technology, fall outside the domain of traditional accounting. Consequently, only a progressive approach will help accounting firms stay ahead of client needs, and build the right skills and systems to future-proof their services.

The Best Cash Flow Software for Bookkeepers | (Helm)

Providing cash flow forecasts and cash management for your clients is a great way to increase your value to clients, and help their business. But only if you can do it in a timely, and accurate manner. That’s where cash flow software comes in. If you’re a bookkeeper or someone who is already extremely familiar with the books of their clients, adding cash flow services can easily be done with the right cash flow management tools.

Which one of these highlights have you enjoyed the most during this week? 📋