Do you have clients using electronic payment, e-commerce gateways, and point-of-sale applications? Maximize your profit potential with smarter automation. When it comes to bookkeeping, you want to know your books are being handled correctly, while eliminating as much data entry as possible, to free up your billable time. Choosing, implementing, and training your team to utilize the right automated bookkeeping solution is essential.
Bookkeep seamlessly integrates with Clover, GrubHub, Shopify, Square,Toast, Woocommerce and more as well as with QuickBooks and other accounting systems. One other thing I really love are the financial analytics which help us advise clients on how to better manage their ecommerce and other business transactions.
These are the top six benefits of Bookkeep that I am leveraging in my practice to eliminate manual entry using automated ecommerce reconciliations that actually work!
The truth is, automation is only useful if an app actually does what it is supposed to do and Bookkeep really means business! For my practice, it’s a best of breed solution for automated accounting and reconciliation with real bottom line benefits, Bookkeep literally eliminates hours of manual entry.
Bookkeeping and time-consuming are synonyms in my mind (I can think of a few other choice words, too). Seriously, there is absolutely no need for manual bookkeeping any longer…and no, adopting this modern mindset and automating the process is not going to put your firm out of business! In fact, it will help you grow it exponentially, if that’s your goal.
Consider how many businesses there are today all using ecommerce payment apps, almost every business uses at least one or more, likely three or four. There’s no way to accurately and efficiently track all of the transactions into accounting software. And why would you want to handle this manually?
I don’t. I use Bookkeep for all of my clients’ ecommerce payment transactions. This app was literally a life-changing discovery I made a couple of years ago at a conference. I met the awesome Bookkeep team, learned about the amazing QuickBooks and ecommerce integrations and I was sold! In case you are wondering, it’s completely affordable and the implementation took maybe 10 minutes. That’s all it takes and, as I can personally attest to, Bookkeep’s automation saves on average at least 20 hours per month per client. Seriously, it’s freaking amazing!
When you use Bookkeep you will be able to master multi-channel ecommerce payments for any business from brick and mortar service-based businesses like restaurants, medical offices, hair salons… the list goes on, plus all of those ecommerce businesses. If you are handling any of these, you know what a nightmare it can be to sort through transactions from all of the various apps, payment processors, and sales platforms.
Bookkeep seamlessly takes all of the transactions from just about any digital point of sale payment app including Square, Shopify, Grubhub, Amazon Seller, Squarespace, Stripe, and many more. The app takes all of those thousands of transactions (including up to five years of historical data in QuickBooks) and automatically syncs them with QuickBooks, which means it can all flow to wherever you need it to go next such as your tax, reporting, or other software for sales tax returns, tax preparation, and profit and loss reports, to name just a few engagements where this data is critical.
Another thing that is so important when selecting apps is the quality of the partner you choose. Bookkeep is the leading provider of summarized financial automation and deposit reconciliation for retail, restaurant, cannabis and ecommerce businesses and they have invested in deep integrations with accounting systems like QuickBooks, Xero, Sage Intacct and NetSuite.
So if you haven’t already stopped reading this blog to immediately implement Bookkeep to manage your mess of manual bookkeeping, why the heck not? Ecommerce clients should not eat away your efficiency! Do not let this happen, go get Bookkeep now, and stop the insanity of multi-channel ecommerce bookkeeping with a single app!
The right tech stack can really alleviate stress, save time, and maximize your firm’s throughput, but only if you have a clear vision for each solution you are using. There’s a buffet of options out there, that’s for sure, and they all cost either time to implement or money to buy (or both) so it can be stressful to even think about which solutions to use. I get it and I want to help, that’s why I am sharing my softball strategy to help you build a tech stack that works with your firm not against it!
Imagine if hitting a home run when it comes to the profitability of your practice was as easy as watching a ball game. To me, it really is—running a profitable and highly efficient accounting, bookkeeping or tax practice is no different than coaching a softball (or baseball) team. Here’s a brief overview of how you can use softball strategy to knock it out of the park when it comes to your practice productivity and profitability, too.
You see, in softball, you have positions on your team that you have to fill. In addition, you have players that you need to recruit to fill those positions. Let’s stick with the defensive side of the game. You have a pitcher, catcher, first baseman, second baseman, etc. Imagine if hitting a home run when it comes to the profitability of your practice was as easy as watching a ball game. To me, it really is—running a profitable and highly efficient accounting, bookkeeping or tax practice is no different than coaching a softball (or baseball) team. Here’s a brief overview of how you can use softball strategy to knock it out of the park when it comes to your practice productivity and profitability, too. nd baseman, third baseman, shortstop, left fielder, center fielder, and right fielder.
As a coach, you need to know what the positions are and you need to seek the most talented players to fill those positions. From an accounting, bookkeeping, or tax practice perspective the game really is no different. You have certain positions to fill in order to run your firm, to create an amazing client experience, and to complete client work.
Every accounting firm has some positions that are necessary no matter what you provide for services. Then there are the tools you need that are specific to the services you provide. In other words, in order to pick the right software, you need to also accept that no one piece of software is going to solve everything.
Here are the solutions that I have chosen (Click on the name of each one below to get the overview of benefits):
However, you really need to choose your own based on your needs and by looking at the solutions and how they align with the problems you are trying to solve. Start by downloading the Team Brolin Starting Lineup Playbook here.