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4 ways to ease the pain of implementing tech solutions this new financial year

by XBert Team ~ 3 min read

tips for accountants and bookkeepers wanting to streamline workflow, find efficiencies and scale their business in the new financial year

It’s that time again: when we head into the End of Financial Year and accounting professionals everywhere start to reflect on what could be done better next year. Much like the standard New Year Resolutions, there are always good intentions for changes to make work more efficient, scale up – or even to free up more personal time.

However...when July 1 rolls around and it’s time to start implementing all those changes, it can be overwhelming. Where the answer to the problem is to implement a technology tool to help with automation and productivity, it can seem more effort than it’s worth. We’re here to tell you: that’s not true.

Implementing tech tools in your accounting or bookkeeping business is an absolute game changer for productivity. When it’s done well, you’ll question why you didn’t jump in sooner. Here are our top tips to ensure you follow through and reap the benefits:

1. Choose wisely

Let’s be honest here: there is always going to be an investment of time and money when it comes to implementing new technology solutions into your accounting or bookkeeping business. The trick is, ensuring you’re investing in the right tools – one that will not only deliver on the services you need right now, but that will grow with you (if that’s one of your goals).

There are a huge range of add-on products available when it comes to almost every aspect of accounting and bookkeeping businesses, including task tools. However, no matter how great a product is, if it’s not designed specifically for the way accounting professionals work, you will find holes and gaps in the service delivery.

The best and most simple place to start is with the products built for you and your industry. At XBert, we’ve spent hours upon hours talking with bookkeepers, finding out their pain points, what works, what doesn’t and how we can make your work life easier. It’s a commitment we adhere to every single day. Our users tell us our product is revolutionising their workflow, helping them save time, money and even keeping their head count low.

2. Break it down

You know the saying – fail to plan and you plan to fail. Get really clear on what your goals with your software are, and book a one-on-one meeting with your Customer Success or Account manager to nut out exactly how you’re going to achieve them. By having a mapped-out plan and a timeline, you know exactly what’s expected from you and your team, as well as from the product onboarding team.

3. Assign a hero

Nominating a hero (or as CA, Brendan Lucas calls them, Super Users) of each program, is how you keep up. You need to be up-to-date with new features and have close relations with your Account Manager – one person can't do that across all your software.

“By nominating someone as the owner of that software, you can divide and conquer. It also gives everyone that little bit of extra responsibility and ownership,” Brendan explains.

“We use Slack as a communication tool in our office, and we’ve created Slack channels for every software we use; that way, it’s clean, tech tips can be seen for each software and easily found. We also use Loom a lot for internal training, showing processes, and even troubleshooting or sharing information with clients.”

4. Go all in

5, 4, 3, 2, 1 – just do it. If you’re looking to scale your business, create more efficiencies or even just open up more personal time; then implementing a tech tool is crucial. Going all in and committing to your decision will ensure you’re getting the most out of the product.

When you take the above steps, it doesn’t have to be a difficult or arduous experience – it can be life changing. Partner with your chosen app team: they’re there to help. If issues arise, reach out and ask for the solution. Guaranteed any user-focused product will be happy to help and grateful for your feedback.


Built for accounting professionals

XBert has set out to be the most exciting and comprehensive task management and data integrity tool available for accounting professionals and we work closely with our users to ensure that happens.

With more than 55 XBert AI-Audit risk alerts live right now (and more being developed all the time) you will rest easy with less manual tasks and rework, knowing your data is accurate and the books are the cleanest they've ever been.

Our integrated task and process automation will help you reduce your manual tasks, manage your team more efficiently and never miss a beat.

If you're looking to scale your business, find efficiencies, manage more clients and have full visibility across your team - then you need XBert in your life.

Discover what XBert can do for your business by starting a free trial now.