Accountants and Softwares – Moses OluwaTosin O.

Of course you need bookkeeping and accounting software to run an accounting firm, so we’ve included the most popular options.

Quickbooks

Quickbooks is a great accounting software option for firms as it has everything your client needs for day-to-day bookkeeping as well as options for your firm such as payments, payroll, work papers and tax programs.

QuickBooks is one of the most popular accounting software options available today. It offers clients a variety of features including invoicing, inventory management, time tracking, reporting, payroll, taxes, and more. You can easily import transactions right from the bank rather than manually from bank statements. This makes it easy for small businesses to manage all aspects of their business with just one program.

Xero

Xero is another popular accounting software option that has everything you and your client need.

You can set up your bank transactions to automatically flow into Xero, rather than manually from bank statements and reconcile easily. You are able to get a real-time look at your business finances as well as invite any advisors or team members in to collaborate, leaving comments to discuss data or allowing employees to submit expenses.

Apps for customer relationship management (CRM)

There are a number of apps available that can help accounting firms manage their customer relationships. Some of these apps include features such as contact management, task management, and document management. Other apps offer more specialized features such as invoicing and payments, time tracking, and project management.

Hubspot

HubSpot is a great tool for accounting firms because it helps you stay organized with all of your contacts and clients, which are the heart of your business. You can save time by using HubSpot CRM because it’s easy to manage your contacts, make personalized marketing campaigns, and keep track of all of your tasks.

The app lets you see information about your contacts and log activities like calls or emails. It also has an email scheduling tool so you can send emails at certain times, such as later in the week or on a specific date.

Salesforce

Salesforce is not only a popular CRM for accountants, but it’s also a powerful tool for marketing your accounting firm. Their marketing cloud can help you manage all of your marketing activities, including email campaigns and social media management.

The Salesforce marketing cloud makes it easy to segment your customers into groups. This is important because different groups will have different needs or concerns, and you should be treating them differently. For example, if one group is interested in tax advice while another group needs help with bookkeeping, they’ll want to hear different things when you send them an email newsletter.

Once you’ve segmented your audience into groups, the next step is to personalize the marketing messages that are sent to each group.

Apps to track client workflow & projects

One of the most important aspects of being a service-based business owner is being able to keep your clients and their work and other projects organized. This is important because your clients are the heart of your business and you want to make sure they are happy. And clients are happy when their work is completed on time. If you’re looking for a more all-in-one solution, practice management software may be the perfect fit.

Tracking your workflow will also ensure you stay on top of what your employees are working on and adjust the overall workflow as needed.

You can use practice management software geared specifically towards accounting firms or choose one suited for everyone and customize it with your specific workflows and projects.