Webinar: How to introduce apps to clients without scaring them, with AutoEntry & 6 Figure Bookkeeper
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In this episode of The Bookkeepers podcast / @6figurebookkeeper , host Jo Wood is joined by Brian Carolan and Chelsea Sands from AutoEntry, and accountant Vicki Boddice of Boddice Accounting.
The discussion centers around automating processes and leveraging technology to save time and improve efficiency. The panel emphasises the importance of evaluating existing software stacks and utilising all available features. They suggest attending industry events to explore different apps but caution against getting overwhelmed with too many options. They also highlight the significance of community support and networking to learn from others' experiences.
Vicki shares her journey of discovering various apps after starting her practice and emphasises the need for user-friendly interfaces and excellent customer support. The panel advises starting with a few clients and gradually introducing them to new software. Chelsea suggests demonstrating the full functionality of the software to clients and allowing them to choose the features that suit them best. The ultimate goal is to streamline processes and save time for both bookkeepers and their clients.
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Learn more about 6 Figure Bookkeeper: https://www.6figurebookkeeper.com/.
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6 Figure Bookkeeper comprises Jo and Zoe, who teach bookkeepers how to create successful, profitable businesses that work around their lives. They know firsthand how tough it can be to build a business, especially in this industry where you might be afraid to ask for help. That’s why they created a community of likeminded business owners. When you join them, you’ll get access to all the support and advice you need to succeed. So whatever stage you’re at in your journey, they've got you covered.