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Creating more time apps that create efficiencies
1. Charlie Carne, Moderator
Creating more time:
Apps that create efficiencies for you
so you can focus on your client
WiFi: QBConnect No password required#QBConnect
2. Take a few moments
to Connect with
your neighbor and
tell them the name
of an app you love.
3. 3
Panelists
Charlie Carne
Charlie Carne & Co -
Chartered Accountants and
Business Advisers
@CharlieCarne
Ash Beetson
Ashbeetson Bookkeeping
@AshBeetson
Ros Hodgson
BCAMS Limited
@RosHodgson
David Leary
Intuit Small Business
Ecosystem Evangelist
@DavidLeary
4. 4
Panelists
Charlie Carne
Charlie Carne & Co -
Chartered Accountants and
Business Advisers
@CharlieCarne
Ash Beetson
Ashbeetson Bookkeeping
@AshBeetson
Ros Hodgson
BCAMS Limited
@RosHodgson
Alan Hemingway
Hemingway Bailey Ltd -
Chartered Management
Accountants
@AlanAcct
6. 6
Apps I use in my
practice
QuickBooks Online
TaxFiler
Receipt Bank
AutoEntry
Go Cardless
Charlie Carne – App advice
• Don’t be afraid of the cloud. If you choose reputable suppliers, their security systems and backup
procedures will likely be much more robust than your own.
• Make sure that your firm’s staff are well trained and motivated to use the various apps in your own
practice, so that they can evangelise their use amongst your clients.
• Pick a few key apps that sync with your main cloud bookkeeping package that will provide added value
in particular industries that your clients work in (eg stock control apps or apps that specialise in
hospitality solutions, etc.)
• Master a few key apps so that you can become expert at each of them, rather than tinkering around the
edges of lots of apps that you only half-understand. If your team is big enough, get different staff
members to be the experts on particular apps, so that you can spread the knowledge around your firm.
• The great advantage of the cloud is that the accountant and the client both have real-time access to the
live accounting data. This means that you can tailor the distribution of the workload between the client
and your staff to suit what your client needs and what they are capable of handling. This may mean that
some of your clients only raise their sales invoices in QBO, leaving your firm to do all of the other
bookkeeping work (which can dramatically improve the efficiencies of the bookkeeping, whilst protecting
your client from doing tasks outside their comfort zone), whilst other clients do most of the bookkeeping
themselves. Unlike desktop software, the cloud allows the flexibility to dynamically adjust the workflow
between the accountant and the client whenever required
7. 7
Apps I use in my
practice
QuickBooks Online
TaxFiler
Receipt Bank
Paysuite
AutoEntry
GoCardless
PayPal
ZedAxis
Expensify
Ash Beetson – App advice
• Identify clients that might benefit from using apps - take up a lot of time
through basic data input etc.
• Familiarise with apps that you think will help your client, before discussing
options with clients (educate yourself first)
• If you’d like a client to use an app, make sure you make it’s really easy for
them to use. Maybe set it up for them (If not, they will plague with
questions and it will be YOUR fault if it doesn’t work)
• Make sure the app is cost effective. i.e. £50 a user/company licence
fees, might not stack up!
• Make sure the app benefits the client and the accountant – i.e. everyone
is happy!
8. 8
Ros Hodgson – App advice
• Think about you’re your pricing structure as early as possible – decide which
apps as intrinsic to your client service and price and which are add-ons/value
adds and price these services accordingly.
• Document your implementation journey and training for each app you use or
try. This will save time when training the team, clients and assist you when
you are not a frequent user of an app. Make good use also of the one to
one online help.
• Use a training / trial file to test apps against real data. Worth the investment!
• Have a proper conversation with your clients about your cloud transition and
how it impacts and improves the service you offer – take them on the
journey with you if you can.
• Don’t be afraid to leave clients who don’t want to change if they are holding
back your practice
Apps I use in my practice
QuickBooks
Online
Practice Ignition
TSheets
Receipt Bank
AutoEntry
GoCardless
Transaction Pro
Importer
Accountant Hub
Qvinci
Fathom
Expensify
ZohoCRM
Unleashed
Spotlight
My Business
Manager
9. 9
Apps I use in my
practice
QuickBooks Online
Karbon
TaxFiler
Practice Ignition
PandaDoc
ServiceM8
Entryless
InvoiceSherpa
Alan Hemingway – App advice
• Have the courage to make the change from the traditional desktop based systems and move into the
cloud. By not doing anything and not migrating in to the cloud, you will very quickly be at a competitive
disadvantage as more nimble accountancy practices satisfy client needs for the new software.
• For your practice, look at your processes from end to end and see what cloud solutions are out there to
satisfy these requirements. Do not be afraid to go against the conventional wisdom. Hemingway Bailey
have never used IRIS for example. I came from industry and so had never used IRIS whereas other
accountants who had started their own practice from another, just copied what they had always done.
• Whatever you bring into your practice must make you more efficient. Both from the angle of reducing time
you spend on a job to making you more efficient at getting high quality information to your clients. Should
always follow the Lean Process principle, eliminate waste and aim to maximise value adding processes
in your practice.
• Be innovative and see possibilities in cloud software packages to help yourself and clients for which they
might not have been intended originally. So for example we use Practice Ignition, we are going to be
installing it for a client who runs a gym with annual membership and the software will be able to cope with
contracts and renewals. Plus integrates into QBO.
• Trust your team to implement new software. I will find a lot of the software we use but individual members
of the team will be responsible for implementing it and becoming the "experts " . My skill is spotting the
uses of the software and which clients would benefit from it.
10. 10
David Leary’s – 12 Laws of Small Business SaaS Apps
Apps keep small business owners
and their employees out of the
accounting software, which is
returning to its natural home, the
domain of the
accountant/bookkeepers.
It's Software as a Service (SaaS).
Service is all that matters.
Commodity apps will get cheaper in
price, niche apps will increase in
price.
It's not a conversion from desktop, it's
an upgrade to a better cloud
ecosystem of solutions.
Accountants: You can not possibly
learn all the apps. Pick a niche and
learn the apps needed for that niche.
Developers: If you think your app
works for every Small Business niche
you are wrong.
Small Business Owners: If your
accountant says you need to be on
QuickBooks Desktop, they haven't
explored the numerous apps that
when added to QuickBooks Online
are a way better solution.
There is not a list of top apps. There
are only smaller lists of possible apps
that could be a good fit for a specific
small business.
There is no app that does everything.
The right app today, may not be the
right app tomorrow.
Using the right app can save time,
time is money, justifying the cost of
the app.
The source of truth will be spread
across many apps.
11. 11
By functionBy integration depth
How we define apps
Apps.com apps
Apps that integrate with QBO
Apps that don’t integrate with QBO
Apps to run your accounting firm
Niche apps
Apps that fit all your clients
12. 12
Implement
Test on it’s own
Add to demo account
Test with client
Get feedback and adjust
Train, support, rollout
Test
Collaboration
Learning Curve
Pricing
Platform
Support
APP checklist
Choose
Screen Shots
Upfront Pricing
Free Trial
Self Signup
QuickBooks integration
14. Access the presentation materials via:
The QuickBooks Connect 2017 Conference App
or
Slideshare at: http://www.slideshare.com/tag/QBCUK17
Hinweis der Redaktion
Panel Discussion — Creating More Time: Apps that Create Efficiencies for You so You Can Focus on Your Client
6 March, 4:15–5:15 & 7 March, 11:15–12:15pm (2 sessions available: repeats March 7th)
Eligible for 1 CPD point (check with your association)
The average business owner uses between 3 and 5 apps to run their businesses. Do you know which ones can save you dozens of hours per week? Designed for accountants and bookkeepers, this class will cover the key apps you can consider using to free you from tedious tasks like typing data that already exists elsewhere and leave you with more time to serve your clients with high value advisory services.
Charlie Carne, Moderator
Charlie Carne qualified as a chartered accountant too many years ago to remember and spent six years at Deloitte as a tax manager. He now runs his own accountancy practice, looking after clients in media, entertainment, IT and other creative industries. He created and ran a number of successful bars and restaurants and a music production company, so he has also seen business from the owner’s perspective. He is a strong advocate of cloud computing, running his practice entirely on cloud software solutions.
Ash Beetson, Panelist
Ash has accumulated 28 years of bookkeeping and accounting experience and has been working as a sole practitioner since 2008. He’s been an active member of the Intuit’s UK Trainer/Writer/Network Team since 2014 and assists Inuit with accountant training.
Ash is a keen problem solver and efficiency is key. With full implementation of QBO in his own practice, alongside some helpful apps, multi-tasking is more than possible. “Invest a little time learning just one app, and that time will soon pay you back double”.
Ros Hodgson, Panelist
Ros is an accounting professional with over 30 years’ experience in both private practice and industry. Her firm, BCAMS Ltd, specialises in QuickBooks app integration, set-up/configuration services and training, alongside the usual accounting services.
A member of Intuit’s TWN (Trainer Writer network) who trains both the advanced & core QuickBooks certification courses, Ros is an experienced QuickBooks Desktop Proadvisor & co-writer of the desktop certification. She has trained for Intuit including desktop & online care teams and public training and webinars for over 4 years.
David Leary, Panelist
David Leary is a Small Business Ecosystem Evangelist at Intuit and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise have helped bridge the gap between developers, small business owners and accountants.
In 2015, David was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue.
Charlie Carne, Moderator
Charlie Carne qualified as a chartered accountant too many years ago to remember and spent six years at Deloitte as a tax manager. He now runs his own accountancy practice, looking after clients in media, entertainment, IT and other creative industries. He created and ran a number of successful bars and restaurants and a music production company, so he has also seen business from the owner’s perspective. He is a strong advocate of cloud computing, running his practice entirely on cloud software solutions.
Ash Beetson, Panelist
Ash has accumulated 28 years of bookkeeping and accounting experience and has been working as a sole practitioner since 2008. He’s been an active member of the Intuit’s UK Trainer/Writer/Network Team since 2014 and assists Inuit with accountant training.
Ash is a keen problem solver and efficiency is key. With full implementation of QBO in his own practice, alongside some helpful apps, multi-tasking is more than possible. “Invest a little time learning just one app, and that time will soon pay you back double”.
Ros Hodgson, Panelist
Ros is an accounting professional with over 30 years’ experience in both private practice and industry. Her firm, BCAMS Ltd, specialises in QuickBooks app integration, set-up/configuration services and training, alongside the usual accounting services.
A member of Intuit’s TWN (Trainer Writer network) who trains both the advanced & core QuickBooks certification courses, Ros is an experienced QuickBooks Desktop Proadvisor & co-writer of the desktop certification. She has trained for Intuit including desktop & online care teams and public training and webinars for over 4 years.
Alan Hemingway, Panelist
Alan is not your traditional accountancy practice accountant having worked in manufacturing logistics before taking his accountancy qualifications. He puts great emphasis on apprenticeships and giving the team early responsibility. Alan believes training as an accountant is not just on technical skills but also on softer skills, so he helps his team become future business leaders and not just technical accountants. Hemingway Bailey were the first winners of the QuickBooks Firm of the Future in the UK in 2016.
CLICK
Don’t Integrate - 10000s of apps (Evernote, Cloze, hoot suite, Netflix)
Apps that integrate with QBO - Over 2000 (Clio, ADP)
Apps.com Apps - Over 430 (technical, security, and marketing reviewed)
CLICK
Apps that fit All – Black dress apps (Bill.com, Expensify, Hubdoc)
Niche apps – VetBadger, Clio, SaaSphalt
Apps to run your accounting firm – (Aero, Karbon, Practice Ignition)