{"id":114972,"date":"2023-09-19t11:55:06","date_gmt":"2023-09-19t15:55:06","guid":{"rendered":"\/\/www.g005e.com\/?p=114972"},"modified":"2024-08-27t17:01:12","modified_gmt":"2024-08-27t21:01:12","slug":"do-your-apps-play-well-with-others","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/09\/19\/do-your-apps-play-well-with-others\/","title":{"rendered":"do your apps play well with others?"},"content":{"rendered":"

\"\"<\/p>\n

be careful as you gather your ideal technology.<\/strong><\/p>\n

by penny breslin<\/i>
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n

software is always changing, and new products come to market quicker than ever before. twenty-five years ago, software such as quickbooks, peachtree, accpac and mas changed how we did accounting. ledger books became a thing of the past as we could now review ledgers on a computer screen. in the last nine years, cloud-based systems have radically changed accounting once again.<\/p>\n

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the technology landscape can be confusing, but that will always be the case. your goal is to find what works for you and train your team and clients on a limited number of products that can become the base of your work. we call this our little black dress.
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\nour typical client utilizes some or all of our base apps, then we accessorize with any additional apps a specific client may need. just like business owners drove accountants to accept quickbooks back in the 1990s, so now we are seeing clients already savvy about add-on apps coming to us to assist in the integration and management of the data intersection points. a client who brings an app to you is a great team member and therefore a great client. and one who typically provides referrals, too.<\/p>\n

by focusing on your little black dress, you can avoid bright shiny object syndrome, which can tempt you into believing you need to be an expert in every app out there. even in the early days of accounting software, before the explosion of cloud apps that do everything under the sun and then some, it was impossible to know every detail of quickbooks, peachtree and all the other programs out there. the goal today is for you and your team to learn as much as you can about the base accounting program and the apps that best satisfy the most common needs of your clients.<\/p>\n

keep in mind that what you consider important \u2013 a clean, reconciled and properly allocated financial report \u2013 may be considered unimportant to many of your clients. they are focusing on what is happening in their business today<\/strong> and in the future. again, as always, clean financial reports are needed to provide direction for the future and providing that direction is where the firm can shine.<\/p>\n

this is where the apps and the role of a bos merge. it\u2019s important to remember that technology is just the enabler. technology is what makes it possible to keep your clients\u2019 financials updated so you can share your insights about the current state of their business with them. you still must add value in terms of the product you deliver<\/strong> and the dialogue you have with your clients<\/strong>. that\u2019s where the true value lies. just as we focus on the clients, team and procedures, we also focus on the products that support our work.<\/p>\n

just as your client is outsourcing the managerial accounting function to you, smaller firms should outsource the technology selection to the myriad of accounting practice consultants. larger firms can have a partner with a technology specialty on staff, a citp or cisa. you do not need to be a technology expert to fulfill this role for your clients, but one of your team members should be. let go of those things that remove you from the relationship with the client, not only data entry, but keeping 24\/7 current on the latest and greatest new technology. professional education and training are very important to stay at the leading edge of the technology curve, but the leader needs to know the potential and outcome. leave it to others in your team to learn the minutiae of the technology functions.<\/p>\n

do you really have time to learn new technology, implement it across your internal members, push it out to clients, make sure it\u2019s all working and then provide the client with actions for today?\u00a0 be realistic on what you can provide and let the rest of the team do their job in supporting you.<\/p>\n

there are annual conferences that drive home the apps and the integration training for the bookkeeping and accounting level of work. quickbooks connect and xerocon are good for specific gls. the aicpa shows tend to be more gl-agnostic. all of these events provide training by your peers on how to best integrate apps and pursue certifications.<\/p>\n

recommendations on exact applications and software eventually become outdated. so, if things change so fast around here, dorothy, what direction do we pick to reach the emerald city?<\/p>\n

find out what you and your preferred clients need. then find the application, it, software, hardware and provider that does the following;<\/p>\n