When I talk about apps, I use the term accounting apps. These are applications that connect to online accounting solutions. If you think of your online accounting solution as your mobile device, maybe like your iPhone. Your iPhone typically has lots of apps on it. Your accounting solution is a platform like your iPhone device. [...]
Learn how to provide Power BI interactive visualisations and business intelligence reporting with a dynamic interface that accounting staff can use to create their own reports and dashboards. Host Heather Smith introduces speakers Cameron Lynch & Kevin Weigand, who will discuss the lessons they have learnt and demonstrate how to scale Power BI in your [...]
Accountants frequently ask me: “How can I encourage my own client base to adopt cloud accounting solutions”. When they do I share with them a story about a meticulously maintained historical museum in Landsborough, Queensland with the largest collection of hand-cranked wash boards and vintage washing machines I’ve ever seen. If there’s a chance your [...]
Jason Andrew, CoFounder of Arbor Group shares his story of leaving his corporate accounting career to start his own accounting business at the next Cloud Accountants & Advisors Meetup Thurs Mar 8th River City Labs, Fortitude Valley. The old school accounting business model is broken. Gone are the days of having to grind for 15+ [...]
If you want to sell to accountants and bookkeepers, join relevant forums, introduce yourself, tell people what the solution does, give them information about the solution, and how the integration works. Be as useful as possible. Don’t try and sell! pic.twitter.com/zYvRIgTH6R — Heather Smith (@HeatherSmithAU) December 15, 2017 If you have built an app, and [...]
If you’re looking for a Customer Relationship Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How big is your sales team? How many people will need to access the CRM? Do you need a Sales Leads Manager? Do you need to [...]
I use GSuite (Formerly Google Apps) in my business. Part of the GSuite offering is a Marketplace of apps. The image indicates the Apps I identified as working with Xero and that I've added to my Admin Console - Automate.io, Expensify, PandaDoc, and Zapier. Adding them only took a few seconds. If you are working [...]
I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in a significant increase in their client base. To adapt to these developments practices are tinkering with their pricing model, offering advisory services, and focusing on [...]
Imagine opening up your computer in the morning and a Day Sheet arrives in your inbox with an assortment of client scheduled meetings for the day. You’ve not wasted any non-billing time coordinating the client meetings or entering client information. Your clients have booked a time that suits them, within the parameters set up in [...]
A client asked me “What Xero integrated payment services allow you to on-charge the fees to the client?” I looked at eight different solutions, and two had this feature: IntegraPay and eWay. IntegraPay Can your solution accept payment by credit card? Yes Can additional credit card or payment fee charges be automatically added to the [...]
