We have experimented with advising for software purchases and procedure review/modification. We have always provided Dashboards, cash forecasts, COA Structure, and Financial Software conversions. As a result of our review, we have improved the advisory services we currently provide but probably will not pursue the new advisory services we tested. We are not seeing cost-effective solutions to provide these services.
We have reviewed Karbon, Canopy, and Client Hub (which included 2 weeks of use of the program). We still want to review Financial Cents. We are looking for:
We really wanted to provide payroll for our clients. The more we learned about what needed to be done to provide payroll correctly, the more we realized it was not a service we could provide at a reasonable cost. We did a deep dive into Patriot and agreed to add a client that might be a good fit, but thus far that client has not been found.
We're excited that we implemented this, but it was not 100% followed yet. More training is needed. We should also be included in Job Descriptions for the Team.
Done! Our score recently was 85/100 when we took the Tech Guru Technology Check-Up. There are some areas of improvement, like a Practice Management Program. It's a great tool to see where you stand and prioritize new technology implementation.
DONE! We now produce 2 videos a week and our delivery is much improved. We also have developed great videos for our website and for our proposal process. Visit our Youtube Channel to check it out for yourself!
Stay tuned for our goals and lessons learned from Scaling 2022! Or reach out to us if you need bookkeeping assistance or would like advice as to how your business can try to achieve similar goals!