The right technology can make all the difference for your bookkeeping firm. It’s easy to get distracted or overwhelmed by all the tech options out there, especially with the recent rise of generative AI technology like Chat GPT. But at the end of the day, software and apps should be like tools in your toolbox. You should be able to use them to patch holes and solve problems. 

How Good Tech Helps You Scale

Finding the right tech stack for your firm can give you the necessary edge to scale your firm. Technology can improve your efficiency and quality of work. It can increase collaboration on your team and the effectiveness of that collaboration. It can improve client satisfaction by enabling you to provide quicker, quality work and bettering communication. Some tech can even help you standardize your practice, allowing you to provide the same excellent service to every single one of your clients. 

Is Your Tech in the Way? 

Technology is supposed to make our lives easier, not harder. Is your tech stack holding you back rather than providing the support you need to grow your firm? Suppose you’ve noticed that your software does not integrate well with each other, that tasks are taking an unnecessarily long amount of time due to tech problems, or that there’s an area in your business you’re still doing the old-fashioned way. In that case, it may be time to make some updates. 

What Technology Can Help You Scale Your Firm? 

  • Workflow and Project Management: You’re busy. That’s where workflow and project management software come in. Tools like Aero Workflow can help you store your procedures, schedule and track tasks, and collaborate with your team. 
  • Automation: Though it may sound intimidating, automation is quickly becoming a close friend to many industries. Automation tools allow you to forget about simple, repetitive tasks so that you can focus your energy on what matters: serving your clients. 
  • CRM: A CRM, or a customer relationship system, allows you to easily collect and manage client information. This can enable you to provide better customer service and understand your client base better. 
  • Time-Tracking: These kinds of tools are essential for bookkeeping businesses that use an hourly pricing model, but they can also be useful for fixed-fee services. Time-tracking lets you accurately see how long each task takes you, helping to prevent scope creep in your business. 
  • Communication: It may seem like a no-brainer, but good communication tools are vital to efficiency in business. The right tools can make your communication more effective, enabling you to reach your clients and staff easily whenever a need arises. 

While technology can’t do all the work for you, it can certainly help you work faster and smarter. With tools like automation taking simple tasks off your plate and workflow management software streamlining your workflow, you can even scale your business. Are you in the market for a new tool that can help you standardize your practice? Check out our Free Trial today to see if Aero Workflow is the right tool for you!