Episode 221:How to introduce apps to clients without scaring them with Autoentry

Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers podcast, we spoke toVicki Boddice from Boddice Accounting and Brian and Chelsea from Auto Entry. Vicki runs her accounting firm in Falkirk, Scotland, catering to small and medium-sized businesses. Brian is part of the product team at Auto Entry and focuses on product development and system updates. Chelsea's role at Auto Entry involves training clients on how to use the software. Auto Entry is an automation tool that helps accountants and bookkeepers extract data from invoices, reconcile statements, and manage expenses. 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. During this episode you will gain insights into the benefits of automation tools like Auto Entry, the importance of exploring and utilising existing software features, and the process of introducing new apps to clients. The conversation emphasises the need for bookkeepers to be proactive in finding and implementing technologies that enhance their practice's efficiency. Resources: What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com ---------------------------------- Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com ---------------------------------- Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ---------------------------------- Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club ----------------------------------------- Book Order your copy of our bestselling book The Bookkeeper Rises ----------------------------------------- Courses Find out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme https://www.6figurebookkeeper.com/startup-bookkeeper-courses/ ------------------------------------------ About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. ----------------------------------------------- The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.