Accounting has transformed over the years, with accountants moving their clients to cloud platforms like QuickBooks, Xero and Sage Cloud Accounting to benefit from easy access, real-time figures, time-savings and efficiencies.
The question accountants should be asking themselves now is; “where do I focus my time and effort to generate additional fees, add value and help my clients achieve their life goals?”
There’s no doubt that the right apps can deliver a whole host of additional benefits to your clients, but as the app marketplace continues to grow rapidly, it’s becoming almost impossible to maintain a good understanding of every product on the market.
When I started trying to monitor apps, with a view to rolling the best ones out across our client base, it was hugely time-consuming, overwhelming and confusing.
There’s no denying that it can be daunting when you’re faced with looking into apps and choosing which ones to recommend to your clients, but applying a bit of logic, remembering to keep perspective and using your contacts can make all the difference.
And it’s worth it – getting your clients to use the right apps means success for them, ergo you.