The 5 Apps You Need In Your Accounting Firm

What this episode covers

In an era where the right software can make or break your accounting firm, choosing the right apps is essential. In this webinar, Blake Oliver, CPA, draws on his experience as a firm founder to guide you through the essential software that will streamline your operations, upgrade your client experience, and drive future growth. This session is designed to cut through the clutter of the ever-expanding app marketplace, providing you with a curated list of applications indispensable for modern accounting practices. Join us to discover how these apps can streamline your workflows, enhance your service delivery, and set your firm on a path to success.(Originally recorded on March 6, 2024, on Earmark Webinars+)SponsorClient Hub - https://earmarkcpe.promo/clienthubChapters(00:00) - The 5 Apps You Need In Your Accounting Firm sequence (01:40) - Why Choosing the Right Software Matters (05:12) - Diving Deep into Proposal Management Software (13:53) - Workflow Apps: The Backbone of Firm Operations (27:34) - Exploring General Ledger Applications (29:33) - Optimizing Accounting Systems with FreshBooks and Xero (29:59) - Designing Your App Stack for Efficient Accounting (30:56) - Choosing the Right General Ledger Systems for Your Clients (31:28) - Streamlining Client Onboarding with a Standardized Tech Stack (32:54) - The Importance of Payroll Apps in Accounting Firms (33:30) - Exploring the Best Payroll Software Options (38:00) - Bill Pay Apps: Enhancing Client Services (42:05) - Integrating AI and ChatGPT into Your Accounting Firm (43:40) - Best Practices for App Integration and Tech Adoption (54:30) - Concluding Remarks and Next Steps for Your Firm Get CPE for this episodehttps://app.earmarkcpe.com/?course_id=5df27e7f-b19f-469e-a72f-7bc9ee4b9b69Sign up to get free CPE for listening to the Earmark Podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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Frequently Asked Questions

How long is this episode of Earmark Podcast | Earn Free Accounting CPE?

This episode is 55 minutes long.

When was this Earmark Podcast | Earn Free Accounting CPE episode published?

This episode was published on May 3, 2024.

What is this episode about?

In an era where the right software can make or break your accounting firm, choosing the right apps is essential. In this webinar, Blake Oliver, CPA, draws on his experience as a firm founder to guide you through the essential software that will...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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