As I'm sure you well know, processing payroll for clients is not always straight forward. Waiting for clients to send over their payroll instructions in a timely manner can be frustrating, at best. No one likes chasing people, having to manually send reminders, or taking the time to contact them by phone.

Let’s face it, writing emails are a part of life. It’s hard enough finding time to write them but what’s more annoying is having to chase them up because the person that you've sent it to has yet to reply.

Enterprise collaboration software has come a long way in recent years. Where before there were niche solutions that addressed one or two pain points, now there are crossover tools that seek to overcome multiple organisational challenges. This blurring of lines has caused confusion among leaders.

As an accountant, your primary focus is on providing clients with specialised knowledge and professional services they can’t reasonably handle themselves. However, you still operate a business, and branding is a key part of growing your business and being successful over the long term.

Teamwork makes the dream work is a popular saying. But it’s a sentiment that’s often easier said than done, especially when it comes to cross-team collaboration.

Business leaders are always looking for ways to improve the bottom line. This typically means either selling more products and services to increase revenue, or doing more with less to reduce costs.

With today’s digital noise and limited results from offline approaches, marketing for any industry or profession can present a challenge. But marketing for accountants can be particularly thorny for a few reasons:

Workflow management for accountants revolves around two things: clients and information. You need clients to provide their financial information so you can act on it. Then you need to properly circulate that information—coupled with information your staff produces—between your firm and clients.

Let’s talk about folder structure. Yes, I know: Your eyes have already started to glaze over, because this isn’t exactly the most exciting topic. Honestly, it’s probably one of the most boring topics you’ll ever read about—unless you’re someone who’s obsessed with being organised.

If you and your team are constantly fishing for documents in a sea of email chains, it’s time to modernise your approach to file sharing. Storing important documents on individual hard drives and sending them as attachments via email or basic file transfer services is an outdated and inefficient method of document sharing.