There’s a longstanding joke on sitcoms about people bringing their accountants shoeboxes full of receipts at tax time. The accountant looks sad and overworked because he or she has been dealing with clients like this nonstop.

Unfortunately, this joke is your reality. Your small business clients are innovative, creative, and entrepreneurial. However, they’re also unaware of how to deal with finances, often late turning in their documentation, and usually missing crucial information on their financial forms.

You know that there must be a way to support your small business clients without adding to your own workload. You are looking for accurate data and don’t want to have to chase busy business owners around for information on a regular basis. By finding ways to work more efficiently with your clients, you’ll be able to scale your own business and increase your own income. The answer to your troubles is simple: harness the power of technology: apps.

Apps to Share with Your Clients

These apps gather information, keep your clients informed, and send data right to you without having to wait on the client to organize it.

  • Freshbooks

    This app is perfect for those clients who have never used accounting software before. It’s simple and easy to use. The dashboard layout makes understanding small business finances a breeze. They can invoice their clients directly, track and categorize expenses, track time across a team, store project files and communications, automate payment acceptance of credit cards, and generate and send reports right to you, the designated accountant.

  • Planday

    This app makes scheduling a breeze for your small business clients that employee hourly or shift employees. Planday considers things like staff vacations, staff availability, payroll expenses, and compliance issues when building schedules for your clients. Where Planday will benefit you, the accountant, is in its ability to export timesheets for payroll. Managers just need to approve employee hours and the timesheet can be exported right to payroll.

  • DocuSign

    Every time your clients brings on a new employee, enters into a new agreement with a client, or begins a relationship with a new vendor, there is paperwork that needs to be signed. DocuSign allows for agreements to be sent and signed digitally. It saves time and gets rid of the need for faxes, scanning, or mail. If your client has a dispute about finances, you’ll be able to easily access the agreement to get it resolved quickly.

  • Quickbooks by Intuit

    Every small business owner wants to keep their thumb on the financial pulse of the business. Bad days can make or break a new business. On the other hand, it can be difficult for small businesses to predict long-term financial success. Financial projections by Intuit can help your clients see an estimate of future earnings and expenses. The app allows you to show your client this projects in a multitude of ways including charts, tables, and numerical data.

  • Expensify

    This robust app helps your clients keep track of various expenses. They can enter expense information, use a corporate credit card integration to track employee expenses, and even highlight travel expenses. Expenses can be approved immediately with a touch of a button on the app, so small business owners don’t always have to be in the office to keep the business going. What’s more is that you, as the accountant, can access the data without receiving full admin privileges, so the clients will still be in charge of their information.

We also recommend

The 6 best scheduling apps for iPhone

Every self-respecting manager uses a scheduling app to plan their day. Why? Because it’s the easiest way to keep track...

Imagine a future where you’re not chasing down clients for information and you’re home and spending time with your family at a reasonable hour rather than making corrections to faulty accounting paperwork. That future doesn’t have to wait. Get your clients set up with and trained on apps that will help you both save time, make more money, and feel comfortable with financial state of the business.

Protected: Say hello to a revamped Planday

Kyra Kuik

Kyra Kuik

16 min read

How busy managers can achieve work-life balance

Lisa Andersen

Lisa Andersen

10 min read

Why you should promote work-life balance in your workplace and how to do it

Kyra Kuik

Kyra Kuik

11 min read

Recommended for you

How busy managers can achieve work-life balance

Lisa Andersen

Lisa Andersen

10 min read

Why you should promote work-life balance in your workplace and how to do it

Kyra Kuik

Kyra Kuik

11 min read

Accountants: Asking for client referrals

Lisa Andersen

Lisa Andersen

6 min read

Comments