Automate! Automate! Automate!

Recently I was at an industry roadshow and I kept hearing these words exclaimed "Automate Automate Automate !"

The person doing the exclaiming is a progressive leader in the accounting space - so it grabbed my attention

Whilst as a bookkeeper it may be tempting to poo poo this idea - thinking it will deny us work - it will mean the end to data etc etc

The automated bots are coming and in some instances they are already here.

I feel qualified to speak to you on these changes because as a small business I have been through the journey myself and with many clients.

So - as a business owner - what does automation look like ? And how can it assist small business ?

LEAVE THE NEST

1. Start with a great tool box

MOVE to online accounting software

GET up and running on the latest platform and start changing your workflows

DO A TRAINING FLIGHT

2. Ensure your set up, transition and day to day running is smooth - consider engaging professionals as required

Make sure you are keeping the week-on week work completed confidently and correctly.

GOING SOLO

3. Time to spread those wings and really harness the automation

It's time for the funky and cool stuff to happen

Use the the tools available ..e.g

Receipt bank -effortless bookkkeeping
Payment gateways - Use Stripe, Paypal
Industry Specific Tools - Vend, Kounta, ServiceM8 etc etc

So how do you harness the AUTOMATE AUTOMATE AUTOMATE message - you engage with GREAT accountants and AWESOME bookkeepers who DRIVE this automation.