Apps & Tech for Bookkeepers

Jul 06, 2023

Automation is the backbone of my bookkeeping business, and tech plays a key role in optimising profit, reducing stress, maintaining quality service delivery, operating efficiently, and managing capacity.

While the benefits of an automated business can be seen year-round, they are particularly apparent in times of heightened capacity and pressure - like EOFY, BAS and STP deadlines (right now!).

Here are just some of the apps that make up my tech stack, and may be worth considering for your bookkeeping business.

Practice Protect
Karbon
Dext
Tanda
GovReports
Office 365
Bizink
Pandadoc
Slack
Zapier
MYOB
Xero
Zoom
Calendly
Loom
Retriever (thanks to one of our members for putting this on our radar)
Practice Ignition
Peppol
Content Snare
Intuit
Xbert

There are of course a lot more, and we're always testing out newbies to the market (and old faithfuls that have had an upgrade).

My top tips when determining the right tech for your Bookkeeping business.

Do your research - make use of free trials and demonstrations, check in with your peers and industry associations to gain their feedback, and find out what best caters to your niche.
Consider the individual needs of your business and of your clients.
Consider the stage of growth that you and your clients are in and how this (or changes to it) may affect your use of systems and tech.
Make sure that there are appropriate security, safety and access protocols in place.
Determine how scalable the tech is, and how growth/scalability will affect user access and pricing.
Determine how flexible you need the contract to be - how easily can you exit, are you locked in etc
Determine the level of support, onboarding, or integration assistance you may need, whether the provider will meet these requirements, and/or if you need to consider external, expert support.
Consider how it will impact your internal systems and team - training required, workflow updates etc.
Ensure it integrates with your other tech and systems you and your clients use. Ideally, your tech should operate as one big connected eco-system.
Start small - trial it internally (or set up a dummy client) to test it out before you roll it out across your business, and upgrade to higher packages only if/when you need to.

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Bookwiz Academy bookkeeping mentor reviews

Karen Whitely

Founder, Right Click Business Consulting

"I am so grateful for everything you do for the Academy members Martine.

I've been implementing the fixed prices and proposals strategy over the past few months and what a difference that's made to my business (and my mental health!). The fixed pricing and proposals learnings got me out of a few less than desirable situations and helped me put really strong processes in place to ensure I only take on clients that were the right fit for my business.

I can only say how amazing it's been cutting a lot of the dead wood. I've taken on some lovely new clients who have engaged my services since implementing the proposals etc - many have chosen a higher level than I would have expected. My existing clients have also surprised the heck of me! Some of those have also chosen a higher level than I expected.

I'm no longer chasing money, I know what my revenue is going to be each month and the sense of control over my business is indescribable. The pressure is off beyond what I could have ever expected. I know for a lot of people it's uncomfortable going through this process, but if I could only bottle the level of confidence this has given me and show them what it feels like to have the weight taken off, I'd do so in a heartbeat.

Thank you so much for everything you do for your members Martine. The value you bring is absolutely priceless!"

Chrissie Smith

Founder, Chrissie Smith Bookkeeping

"Thank you again Martine. Everyone in our industry needs to jump on the band wagon of this pricing method!

Lots of knowledge bombs, especially on how to have those value add discussions with existing clients. It was like a beacon going off in my head.

I've finally realised that my clients are happy to pay for my knowledge, not just my time.

I think I just needed that support and I have definitely found it in you & Bookwiz Academy!

Thanks for helping me take these steps. So much clarity, it feels really good."

Brooke Arnott

CEO, The Small Business Lounge

"I have been working with Martine for a number of years now to assist with the growth of The Small Business Lounge.

Having her as my mentor and sounding board has definitely assisted me with achieving my goals at each stage of our business growth.

I would highly recommend Martine and her Academy to any bookkeeper or accounting firm."

Hi! I'm Martine Hoosen

Welcome to Bookwiz Academy, where I share over 23 years of a multi-award winning bookkeeping, business ownership & mentoring experience with you!

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