10 Essential Accounting & Bookkeeping Tools to Set Your Clients up for Success

The best bookkeeping, organizational, and financial tools for your small business clients’ needs and budgets.

When you introduce clients to time-saving tools and applications that make their workload more manageable, it’s a win-win. They appreciate vetted recommendations from a trusted adviser, and you strengthen your role as an essential partner for your clients by offering advisory services.

Plus, when all (or even some) of your clients use the same tools, it’s easier to streamline your own processes and scale your business.

Important Tips

Many accountants and bookkeepers try to be all things to all people, adapting to whichever tools and apps their clients use. This may be easier in the short term, but it’s inefficient for you and your clients in the long run.

There are hundreds, if not thousands, of apps in the cloud accounting/small business ecosystem, and you can’t be an expert on all of them.
Convincing your clients to switch to an all-in-one tool (like FreshBooks) may take some effort. But it will simplify your workflow and streamline your technology stack. Your clients benefit, too. They will save time and likely get better services from you, since you’ll be intimately familiar with the tools and systems they’re using.

Ensure that any solution you recommend has the following traits:

  • Cloud-based. Cloud-based tools make collaboration easy and effective. You and your clients can easily share data and work effectively on projects remotely and in real-time.
  • Integrates with other systems and tools you already use and like. Siloed applications waste productivity and lack real-time visibility. Before investing or recommending any tool or app, make sure it plays well with others.

As a FreshBooks partner, many of the solutions I recommend are ones that integrate best with FreshBooks. However, there are many other options out there. It’s a good idea to take advantage of free trials to see which ones work well with the tools you already use and love. – Read more

Learn More About Freshbooks

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