How to develop an app advisory practice in your accounting firm

Do you get app overwhelm with the countless number of accounting apps out there?

Caroline specialises in advising accountants on delivering app advisory. In this podcast, I asked her how accountants can develop an app advisory service in their firms, where to start and how it can become a profitable service line.

Listen to this podcast to learn how you can start a profitable app advisory service in your firm. 

When it comes to a running a successful accounting firm there are only 4 things that move the needle forward i.e pricing, positioning, process and people. In this episode we have focused on getting your positioning right. To know more about the other three pillars hear my other podcasts here.

Once you get these 4 pillars sorted, you will have a successful accounting firm.

Time-stamped show notes

[1:30] Introduction of Caroline and her accounting journey

[4:55] How far does Caroline think accountants have come in their journey to make their practice digital

[7:03] Which app is Caroline's favourite and what app would she recommend a firm to start with?

[12:49] What are your favourite apps for management reporting management?

[18:38] How to get your clients to use these apps

[20:23] Case study of how by using cloud technology helped a client free up so much of his time

[24:51] the opportunity for accountants to offer full finance function to their clients and adding value to your clients.

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Links mentioned in this episode:

Xero
QuickBooks
Autoentry
Receipt Bank
Counting Clouds Cambridgeshire
Linkedin 
Facebook
Instagarm