Using the right technology to scale up your bookkeeping business There’s no denying any business looking to successfully scale and grow in 2021 and beyond must implement technology solutions. But why, what and how? Aaron shares his expertise with us. M
uch like the rest of the world, the bookkeeping industry is almost unrecognisable from 5 years ago. It’s not just about how you work; it’s about what you do and how your services evolve. It’s about ensuring you’re using best practice. And it’s about continually adding meaningful value to your clients – all while (hopefully) maintaining that coveted work/life balance many start their own business for. Like it or not – in today’s world, embracing technology is the key to mastering all those things. That is the reason technology exists: to provide the users with a fundamental change of how they approach their world, before they used the technology. And as Artificial Intelligence shapes the future-path of the industry, it’s clear to see the most efficient way to scale up your business successfully and sustainably in 2021 and beyond, is understanding and implementing it.
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@XBertapp
Aaron Wittman, co-founder, XBert A self-described ‘geek who moved into management’, Aaron Wittman is passionate about making life easier using technology. With a Bachelor of Information Science and extensive experience working in Australia, the UK, US, and India, this passion has enabled him to build and patent software running in the top 10% of the largest financial institutions in the world. He now brings his expertise to the accounting and bookkeeping market as the co-founder of XBert.io, an AI-based technology solution revolutionising the way financial advisors work.
Tech is the best business partner
Looking to practice processes – traditionally, they have been complex, arduous and manualThe sheer volume of technology work heavy. Technology, like we solutions available on the market have built with XBert, changes should be an indicator of it’s the paradigm on the ‘do once, importance for futurecheck, and focused business lock’ approach, leaders. When it comes enabling you Using a product to the accounting to smooth out that has been and bookkeeping your workflows. developed industries, the Consider, as specifically for repetitive manual your business is industry your tasks of the work scales and you’re a no-brainer. are ideal for Artificial onboarding new Intelligence solutions to staff – what does that be implemented. look like? Relying on staff to do the right thing, with no We know that excellent mistakes, all the time, just isn’t bookkeepers have a deep realistic. You can, however, trust understanding of their clients. the process when you’ve got the Every client can be different, not right technology in your corner only on their line of business, and supporting your team. but how they approach the management of their books. And The right people, armed with the so, any technology that will assist right technology, can amplify your also needs to understand how ability to quickly perform the work to approach these differences. required and know if mistakes Using Artificial intelligence that is have been made. This can create trained to act like a bookkeeper a new way of working, focusing and knows each individual on the review process rather than business, provides a new way hand-holding; providing a way for for professional bookkeepers you to scale your business to any to support and streamline their level. services.
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