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Firm of the Future 2018: PJCO (UK) – app stack and business model

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Meet the other finalists:

Peter Jarman saw how much publicity the UK finalist gained in the Firm of the Future competition and decided that his own firm would one day take the stage. Two years later his dream is fulfilled. Jarman is travelling to QuickBooks Connect, San Jose to find out if PJCO has won the whole competition.

Jarman sat down and thought about how he could differentiate his firm to stand out from the pack. The short answer – invest in education. He hired two graduates from university to identify the curated stack of apps they would sell to clients, and to answer one burning question – could they get away with selling just one accounting app?

FIRM STATS

Name of Company PJCO Chartered Certified
Location of Company Shoreham-by sea, UK
How long have you been in business?  29
Number of staff? 17
Number of clients? 400
Staff to client ratio 24
Do you outsource bookkeeping or accounting work? Yes
What % of your clients are on value pricing/fixed fee? 95
What % of your clients are on cloud accounting software? 60
What % of your clients are on QBO? 59

 

Digital First: Why do you think you are a finalist?

Jarman: Firstly because we entered the competition. We probably spent a couple of years preparing our entry, so we’re not doing it out of short-termism. When we saw the UK Firm of the Future a couple of years ago we decided that was what we ought to try to do.

 

Digital First: Why did it take you several years to enter?

Jarman: We had to decide how we would differentiate ourselves from other firms. Part of that was thinking about ways we could operate in the cloud in a slightly different way. Early on we decided to make quite a heavy investment in new staff and R&D.

What we actually did was find some graduates just starting their accountancy career and get them to research how cloud accounting business apps worked. We spent probably a year allowing them to go off and research things. Not asking for any return in that, just getting them to understand how the environment works.

In the first year we were doing R&D on how we could be different and the second was implementing some of those changes.

FIRM APPS

What apps do you use for productivity? Office 365, Karbon, IRIS Practice Management, QBOA, Slack
What apps do you use for workflow? QBOA, Karbon, IRIS Practice Management
Tax and Statuory accounts? IRIS
Electronic signatures? IRIS OpenSpace
Document storage? Hosted Environment
CRM? IRIS Practice Management, Karbon, QBO, MailChimp
Time tracking?  none
Expense management? Receipt Bank, AutoEntry, Expensify
Credit Control?  Satago, Chaser
Management reporting? Futrli

 

Digital First: There are several hundred apps in the combined cloud accounting ecosystems to research. Did you give them a more specific brief?

Jarman: First we had to decide whether we had to be specialists in all cloud accounting software or just one package. Was there a big enough market for one app or did we have to offer all of them? We decided early on that there was a big enough market to offer just one accounting package. That meant we probably only had to concentrate on eight or 10 cloud apps around the sorts of businesses we were looking for. There are only 17 of us, we couldn’t possibly research properly 200 different business applications and eight accounting applications.

 

Digital First: What are the sorts of businesses that you look for?

Jarman: If you said we had just one niche, we look for SMEs that want to base their accounting on QuickBooks Online. Within that there’s probably three or four sorts of businesses that we deal with. We concentrate on contracting or gig economy businesses. It is pretty simple to implement digital apps to record all their transactions. They are the closest we have got to full automation. Our aim in a year’s time is to have some of our clients completely automated with all of their records happening with no human input.

We have lots of clients involved in construction and property, and we have found apps to help them work better. We are quite keen on hospitality, restaurants and cafes. We have a nice suite of apps that can mean if a new business owner opened a cafe tomorrow they can come to us and we have the whole app suite to open their cafe, take orders on iPads, send the order to the kitchen to produce food, payment solutions. The whole business in a box, for all intents and purposes.

 

Digital First: When you say gig economy do you mean Uber drivers and the like? Aren’t they quite low-value clients?

Jarman: In the UK there are lot of banking and IT contractors working for IT departments of larger concerns or banks. All of these people operate as one-man limited companies. They all have to comply with company law and tax. We are trying to automate the whole process of filing receipts and raising invoices so they can concentrate on doing their jobs. It means that they don’t have to spend half a day a week collating their receipts and recording them and not working. They can do it as they go along using their phones.

 

Digital First: Are they using QuickBooks Self-Employed, then?

Jarman: QuickBooks Self-Employed isn’t used that much for clients that use us. QuickBooks Online Plus is the standard application for us.

 

Digital First: What have you done to automate the process?

Jarman: For every client it is a combination of QuickBooks Online and Receipt Bank as a starting point. We use Receipt Bank as the filing system to make sure none of the receipts get lost. There’s no box of receipts that the tax authorities ask for in a couple of years, these are recorded as expenses are incurred. Our clients use the receipts to have them fully filed in an additional format. That’s a starting point for every point for every business.

 

Digital First: What percentage of automation does that care for?

Jarman: Certainly for those contractors in that gig economy we want to have 100% of their businesses automated. They raise one sales invoice to the company they are working for. It can be a repeat sales invoice, so they just have to enter the number of days. In terms of receipts, they generally have the same sort of receipts. Hotels and assistance costs going to their customer. In Receipt Bank we set up rules so that as soon as they take a photo of the receipt it goes to the right sort of expense category. But it’s only four or five expense categories and four or five suppliers. If we have enough rules in QuickBooks Online or Receipt Bank we don’t have to do any bookkeeping, it’s pure interpretation.

 

Digital First: Is that enough to differentiate yourself?

Jarman: It’s enough of a differentiator among all the firms in the UK. It’s not enough of a differentiator among the top 10% that are adopting cloud solutions. For that 10%, can you come up with business applications that are really going to help? There is a smaller percentage that are finding business apps that will make your business run better. I suspect that if a new cafe owner went to 95% or 98% of accountants in the UK they wouldn’t be in a position to offer them a solution that runs their business efficiently.

 

Digital First: Why is that?

Jarman: The majority of accountants would leave that to someone else. We’re quite interested in providing those sorts of solutions. And we generally find that most business owners are quite keen to take those solutions from accountants who know what they are talking about.

We build those sorts of business apps to link to QuickBooks Online. We use some soft skills such as marketing to talk to them about how they can improve profits by pricing their menus properly using techniques from people like Mark Wickersham. For cafes we will often talk to new business owners about anchoring. I can safely say that 99% of accountants in the UK won’t talk to cafe owners about anchoring, and how they can increase the price of fish and chips by increasing the price of lobster on the menu.

 

Digital First: Is accounting and software implementation is going to become standard for accountants?

Jarman: I think we’re ideally suited to do it. Generally business owners trust their accountants to do these things. Accountants need a sea change to understand what skills they need. But a lot of those skills are already ingrained in young uni graduates. They are trained already to operate in this way.

I don’t think it’s easy for older accountants like me to learn new things. But if you start your career in cloud based apps that’s the norm. We are encouraging our grads that that is the new norm so they learn it from day 1.

 

Digital First: Are you looking to expand into any other niches?

Jarman: We have to look at what’s available around us. There’s a lot of digital agencies in the nearby city to us, Brighton.

We decided we can provide quickBooks Online and the apps to the best possible std that we can do. So if the business wants that as the backbone for their business then we’re the right fit for them.

 

Digital First: You are doing all the implementation work yourself?

Jarman: In virtually all cases we are setting them all up. We do go off and spend a lot of time researching and training our cloud team into doing this. For example one of the apps we use is the Good Till company. It’s an automated tool for cafes, restaurants and retailers. We had to spend a couple of weeks really learning how to use that app and experiment with it before we could dare to go to a client and tell them we could put this app in for them.

In our video for Firm of the Future we were looking at an ice cream shop and their business is based on the Good Till app. In the past the owner couldn’t tell for days or weeks what ice creams were selling at what times of day so he couldn’t go off and get his staff to produce more ice cream. With GoodTill. I was able to look at the sales in real time and see how many strawberry flavoured ice creams were sold between 12pm and 2pm each day rather than chocolate and go back to the ice-cream making team to make fresh tubs of strawberry.

There was so much more information available to him to allow him to run his business better. If you’re offering that sort of service and you’re an accountant they trust you in the first place. Then it’s better for the accountant to do the install than a third party app provider coming in and doing it.

 

Digital First: Do you split the roles between accounting and software setup?

Jarman: We have a cloud accounting department and traditional accounting tax department. We allowed staff to go and experiment with apps. Every single member of our team had to take their QuickBooks Online advanced certification. So every member of the team, from payroll to administrator to client portfolio manager, had to become proficient in QuickBooks Online. The cloud based team are responsible for bringing other apps to that base knowledge.

Firm of the Future 2018: Wealth Cafe (INDIA) – app stack and business model

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Meet the other finalists:

How much should an accountant know about their clients’ industry? Just the tax or a little more? Wealth Cafe, based in Mumbai, India, goes into the first meeting with new clients armed with a list of the critical apps for their trade, and the knowledge of how to set them up with QuickBooks Online.

Harsh Vardhan Dawar employs commerce graduates as the first line of engagement who handle the day to day tasks, and one CPA per team to handle taxation and advisory (delivered quarterly). Training is a priority, not just in tax and regulatory changes but applications by industry too.

FIRM STATS

Name of Company Wealth Cafe Business Advisors
Location of Company  Mumbai, India
How long have you been in business?  6
Number of staff? 27
Number of clients? 150
Staff to client ratio 1.6
Do you outsource bookkeeping or accounting work?  No
What % of your clients are on value pricing/fixed fee? 100
What % of your clients are on cloud accounting software? 95
What % of your clients are on QBO? 95

 

Digital First: Why do you think you are a finalist?

Dawar: One is we have been using QuickBooks Online for quite some time now, close to 6 years. That has given us insight into the various ways we can leverage the application for different clients. The first question we ask is, what is the output you need?

One client might say, “Quick access to data at the click of a button.” Another would say, “I need fantastic reports”. Another says, “I need profitability product wise”.

Then we do a backend workout (to determine) how do we achieve that? What things work for what sorts of clients? We have a lot of clients in production and web development industries, so when we meet a client we know the pains they will have.

So when I talk to a client who knows about dealing with Amazon and Flipcard, we already have the solutions for them in the first meeting. (The client thinks,) “Apart from being an accountant he knows my industry and the solutions for it.”

So that sets the tone when we start, having some industry knowledge with the client. They expect us to know accounting and taxation really well,but when we know some of the pain points the industry has that gets us going immediately.

 

Digital First: How have you accumulated that industry knowledge?

Dawar: Suppose I have five or six clients in the production industry. They eventually refer us lots of clients in the same industry. If I solve the problems for dealing with ecommerce companies with stock and cash and sales, the same pain point is faced by others in the industry. So whatever learnings we have we keep documenting it. We have internal discussions with our team about the best way to improve the process. Is there a better way to do the same thing better for our clients?

 

Digital First: Who do you employ for this industry research? Accountants?

Dawar: They are bachelors in commerce. They understand the basic of accounts and banking and they know some accounting. We have a CPA who looks over them and leads the entire engagement, and seven to eight people in the team. The final authority lies with the CPA because he takes care of the taxation part. The grads and post-grads (masters in commerce) do the day-to-day work.

 

Digital First: That seems like quite a big team – isn’t it expensive? How many teams do you have?

Dawar: I am based in Mumbai, one of the highest in terms of payroll. We have three teams, each team works with 40-45 clients. The commercials work here pretty well.

 

Digital First: Are the teams specialised?

Dawar: We haven’t (made teams specialise by industry) because it makes the work less interesting.

 

Digital First: How do you share information between teams?

Dawar: When I went last time to QuickBooks Connect there was a lot of talk about value pricing. From the day we started our practice we have always had a retainership model. We do accounting and taxation, company secretarial, etc. We don’t work on a per hour basis. Every Thursday morning we have a one-hour training where we discuss the latest technology changes or talk about processes.

 

Digital First: How much time do you spend in training?

Dawar: One hour a week. That’s when the team sits together. In addition we would have external trainings and industry trainings that would be anywhere between 24 hours of external training which someone would attend in a particularly month. Industry training is typically a full day, usually from 10am to 6pm on a Saturday or Sunday. (Members from the team) do two trainings a particular month. In the last year it has been extremely important for us with the new goods and services tax.

 

APP STACKS

What apps do you use for productivity? G Suite, Office 365, Slack, Whatsapp
What apps do you use for workflow?  CCH iFirm, Trello
Tax and Statuory accounts?  KDK
Electronic signatures?  Adobe esign
Document storage?  Google Drive, Cloud HQ
CRM?  None
Time tracking? CCH iFirm
Expense management?  Greytiphr, Happay
Credit Control? None
Management reporting? None

 

Digital First: You work on weekends?

Dawar: We work as the banks work. We have the second and fourth Saturdays off.

 

Digital First: So staff are training twice a month, 12 months a year?

Dawar: It’s only one or two members going from the team, (no-one goes to 24 trainings a year). Anyone who attends an external training session takes notes which are discussed in the weekly training session with the rest of the team. (And we update our) internal SOPs. It can be regulatory, application or industry training.

 

Digital First: How long have you been selling advisory services?

Dawar: Yes, that is where a lot of the time of the CPA goes. The routine work is taken care of by graduates. Services we offer include valuations (for investment and loans), clients setting up a new business want a business plan. Given that we have a good hold of the accounting already it makes sense that we add those services.

Advisory happens on a quarterly basis, not monthly.

 

Digital First: How do you do automation?

Dawar: We don’t have a lot of the (apps available in the US); we don’t use the localised versions. We look for alternatives here (in India). We share data with clients on Google Drive, and a payroll app called GreyTip. That also takes care of employees claiming reimbursements. We have two or three tax applications, like a KBK or Computax( Indian). These are equivalent to TurboTax. Sasent imports transactions right into QuickBooks Online for e-commerce. Clients can have a huge volume of transactions.

Digital First: So the application environment that is very vibrant in the US is in its infancy in India.

Dawar: A lot of new businesses come and ask us if we work with QuickBooks. If their CPA doesn’t know (QBO) I have seen them leave their adviser of the last 10 years and move to us. Because they want access to data 24/7, they want good reports. We have seen the customers push for access to the application and when they’re not being serviced they are ready to shift. That’s a huge positive. Customers are moving to the cloud. The current generation of advisers will have to embrace (the cloud) otherwise they will lose more customers.

MYOB Doubles Down on Supplier Feeds: Accountech.Live 18

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Banks feeds were the killer feature that fuelled the rapid rise of cloud accounting software. But the bank rec is not fully automated yet. MYOB says it knows what will take it another big step closer – detailed supplier feeds.

MYOB is investing in higher quality, direct feeds to plumbing distributors Reece and TradeLink and office king OfficeWorks, with line item detail flowing directly into AccountRight and Essentials.

The idea is to create a “holistic” approach to expense management, says MYOB product manager Dale Dixon.  

“We found that customers struggled to keep track of expenses on the job,” Dixon said. “The Reece integration brings in the (item) lines of what they purchased and also allocates to the job in the system.”

MYOB AccountRight can switch on tracking for reimbursables in each job. Tradies give a purchase order number at the point of sale which is added to the invoice. Then when the tradie invoices the customer the software automatically adds a selection or all expenses.

“In the past you got your paper copy of your statement and worked out which ones you have invoices for that work. Now you can integrate it end to end,” Dixon says.

MYOB is not the first to add feeds to major suppliers (Xero has OfficeWorks and Reece already) but it is the first to add line item detail. This one change will make a huge difference to the speed of bank reconciliation, says Dixon.

“We are working with a bunch of suppliers to automate those feeds. It’s not just about getting the bill in the system, it’s about automating the workflow,” Dixon adds.

The supplier feeds are one part of MYOB’s push to improve data processing. It has also switched from billsapp@myob.com.au to a unique email address for forwarding invoices to an “in tray”, similar to Xero’s Inbox.

Now a company can hand out the unique email to suppliers so they can send bills directly to the accounting software, or multiple staff within a company can forward invoices they have received.

MYOB Essentials can also store receipts as well as bills by attaching them to transactions in the bank reconciliation screen, Dixon says.

You can hear more about MYOB’s plans at Accountech.Live, November 13-14 at the Melbourne Convention and Exhibition Centre. Register for free now.

 

Session: The next killer feature in accounting? Holistic expense management

Presenter: Simon Dennis, head of partnerships at MYOB

When: 10:05am – 10:35am, Tuesday 13 November

 

Image credit: MYOB

Accounting goes niche with Rounded app: Accountech.Live 18

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Just when you thought there couldn’t be room for a new accounting software company, another appears. This time it’s going niche, and it is chasing the boom in self-employed or sole traders.

The first wave of these apps include famous brands such as FreshBooks in Canada and FreeAgent in the UK. Intuit is pushing the mobile-based QuickBooks Self-Employed in the US, the UK and Australia, among other countries. In an astonishing announcement, Saasu revealed earlier this year that it was winding back its SME efforts to focus on micro-businesses.  

And now there is the Rounded app. Rounded has clocked up 1,500 active users in two and a half years and recently added an accountant portal for managing multiple accounts. It is one of the newest apps exhibiting at the Accountech.Live expo in Melbourne on November 13-14.

DigitalFirst.com caught up with Oliver Garside, co-founder and COO, to find out a little more about Australia’s latest accounting app.

DigitalFirst: Australia surely has more accounting software per capita than anywhere else. Why would you want to launch here?

Oliver Garside: The founder was a career freelancer, he worked as a graphic designer and filmmaker. He found that the options for managing a freelance business were not hitting the mark. He found it too complex, too expensive, and it didn’t deal with GST and BAS particularly well. So he solved his own problem and the feedback he got was that there was a broader application.

We are focused on Australia but it’s not going to be forever. We want to offer it in other markets as well. What makes this special is the focus on the use case. A lot of the more established solutions are really built for small business and offer a level of complexity and cost that freelancers and sole trader and self-employed don’t really need. One of the consistent bits of feedback is the design and simplicity and ease of use. It’s set up on a freelance use case and not a small business use case.

DigitalFirst.com: What are the differences between those use cases?

Garside: We don’t offer payroll. We can’t support anyone that has employees. That would be the main thing.

We also don’t have a general ledger or balance sheet. We have done a huge amount of work to use what you’d call friendlier terminology. Instead of a chart of accounts we have expenses. It’s just about making this as effective and un-intimidating as we can but still facilitating our customers in knowing exactly where they are at in their business at all times.

It is also producing professional invoices, which is huge, and using automation to give them time back in the day.

And when it comes to tax time it’s about connecting with the bookkeeper to remove the strife from going through the tax period. Our customers are organised much more effectively when it comes to tax requirements.

Left to Right: Grant McCall (Founder and Chief Product Designer), Nicholas Beames (Co-Founder & CEO), Oliver Garside (Co-Founder & COO)

Why did you personally join Rounded in 2016, when Xero was already growing so quickly?

Great question, especially when I had no interest in accounting. The first thing was how easy it was for me with no accounting experience to get how Rounded works. The beautiful design instantly appealed to me.

The other thing was that I felt the shift in the way that the world works. All the usual phrases like “future of work” and “gig economy”. That all boils down to the internet supporting people to work in a different way.

That freedom incents people to try different ways of working. Freshbooks isn’t built to deal with BAS or GST effectively. We felt we had identified a growing niche that didn’t need the cost or complexity of Xero or QuickBooks Online (QBO) but wanted effective, fit for purpose software. And I still think that is the philosophy that will make our business successful and has made it so successful today.

 

Funding and users

DigitalFirst: Have you taken on venture capital?

Oliver Garside: No, we haven’t had venture capital. We received a little bit of funding from an investor at beginning of the year but predominantly we are self funded.

And we are scalable in terms of development. So we do one deployment and it updates our three apps at the same time (browser, iOS and Android). We really make sure there is a consistent UX.

 

DigitalFirst: How many users do you have?

Oliver Garside: We have 1,500 active users right now and a few thousand people have downloaded the mobile app and had a look.

We have such a diverse range of customers. The thing that connects them all is that they are all sole traders. Musicians, journalists, tradies, small cafes and retail outlets, a variety of professional services such as doctors, dentists, consultants, architects.

Intuit is after the exact same market with QuickBooks Self-Employed. It is already selling heavily in multiple countries including Australia. What are your thoughts on that app?

We get a lot of customers that come to us from QBSE because their experience isn’t what they want it to be.

We think our app is better, of course. But we are at the opposite end of scale to QuickBooks we try not to lose too much sleep. All we can do is stand behind the experience that we provide.

We can’t position ourselves as the cheapest app in the market. Every now and then we lose out to $5 a month (QBSE’s discounted price) with new business but a significant number come back.

We take so much care over the design of the app and so much effort in the customer support they find that they are more than satisfied with the value the app provides. That’s the only thing that we can control and the one we focus it on.

 

Bank feeds and automation

DigitalFirst: What are you using for feeds?

Oliver Garside: We are using Proviso, they are used by Illion, previously Dun and Bradstreet Australia. They provide bank feed technology to lenders to make credit decisions based on personal loans, mortgages, and that kind of thing.

DigitalFirst: Why go with Illion and not Yodlee?

Oliver Garside: The price and the ease of integrating the API. We can offer 140 banks and institutions including credit cards. Feeds are hugely complex but a massive part of everything we offer. It’s pretty much impossible to have any credible accounting software these days without them.

DigitalFirst: You mentioned automation earlier. What have you built?

Oliver Garside: We will be rolling out some new automation features by the end of the year. We have a bigger development project due 1 January focusing on key areas of automation. One would be auto-categorization of expenses. If you have a regular direct debit that comes to your bank feeds that we can auto-categorise it.

DigitalFirst: Do you create the bank rule manually?

Oliver Garside: We will be able to use some AI in some instances. We are doing some work in the background doing some big data analysis of users’ records and building a list of the top 100 organisations for expenses. The more common ones we will use auto-created rules.

Everyone also has transactions that they categorise in their own way. So we will let people create their own rules as well.

DigitalFirst: Are these in-house AI skills? How can you afford that when you’re bootstrapping?

Oliver Garside: We are lucky that the people involved in the company from the beginning are some of the best engineers I’ve ever seen. We have a culture in the business that if you don’t know how to do something then learn how to do it. Everyone in our team works very, very hard to make this as good as it can be. We think we can do it.

DigitalFirst: What are the automations you have so far?

Oliver Garside: Recurring expenses, recurring invoices, a whole suite of smart reminders for when invoices have been paid and when they are overdue, and sending reminders to clients. It’s about making sure that things don’t fall through the gaps, especially when you have multiple invoices out at one time.

We have a stack of notifications as well. It helps our users keep on top of what’s happening in their business. When a BAS is overdue, that sort of ting. Our BAS is compiled on the fly. When our users submit a BAS at the end of the quarter it takes 30 seconds to pop into the ATO portal. It’s one of the features our users love the most.

Image credit: Rounded.com.au

Cloud Power – Testing the Limits of Accounting Software: Accountech.Live 18

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A funny thing happened on the way to the cloud. Small business accounting software became a lot more powerful.

The traditional line between desktop accounting software and ERP was pretty well defined. Sales guys had a solid list of advantages for ERPs – more customisable, scalable and could consolidate data in the business.

But now technology consultants are replacing smaller ERPs with QuickBooks Online and Xero, augmented with ecosystem apps.

Featured sessions:

Exploring the boundary between accounting software and ERP is a major theme at Accountech.Live, an expo in Melbourne on November 13-14.

Matt Paff, CEO of Value Adders, recently surprised an NGO in Sydney that was expecting to pay more than $10,000 a year to replace an aging ERP. Matt rolled out QBO and to the astonishment of the NGO’s CEO, it did everything they needed.

Matt Paff will be sharing this case study at Accountech.Live and explaining how the cloud has reset the parameters for small business accounting software. You can also catch a preview of  Paff’s session next week – just tune into this 30-minute, informal webinar at 12.30pm AEDT (GMT+11) on Thursday 18 October.

There is an obvious follow-on question. Where exactly is the boundary between small business accounting software and ERP in the cloud?

Accountech.Live has two excellent presenters working on the answer. Inbal Steinberg from Convertworx and Tim Richardson from GrowthPath will be sharing the results of experiments with DigitalFirst.com to identify the limitations of Xero and QBO. You may have already run into those limitations with your larger clients.  

“People perceive these cloud solutions as these huge things running on AWS and servicing hundreds of thousands of users so they don’t even think there could be limitations to the software,” Steinberg says. “You have to be aware of these limitations and know how to get around their them.”

Every accountant and bookkeeper should know where the current boundaries are for the accounting software they recommend. Xero does publicise a maximum 1,000 invoice-limit but only in vague terms, and it’s clear that the contents of those invoices affect Xero’s performance.

“We all know Xero users who have 2,000 or 3,000 invoices a month and it still worked. And we know someone who has 100 invoices a month with 100 lines in each invoice and Xero doesn’t work,” Steinberg says.

So how many invoices, and what type of invoices, can Xero and QBO take? When do they start to struggle? Come along to this session to find out. “The last thing you want is to get a client on a platform and for it to time out on them,” Steinberg says.

The session Testing the outer limits of accounting software – how big can you go? will outline ways of squeezing more out of your software before needing to move to ERP. But if you really want to know the nuts and bolts of these techniques then Steinberg returns to give you the low down.

Big clients slowing down their software? Workarounds for QBO and Xero is a breakdown of the inventory apps and programming techniques consultants use to save SMEs overspending on ERPs. Eventually an ERP is not just inevitable but the right choice for an SME. Come along to find out the tell-tale signs that it’s time for the Big Upgrade.

If you haven’t already register here for Accountech.Live and check out the rest of the agenda.

About D1

Digital First covers news and opinions on accounting technology and is read by tech-savvy accountants who understand the importance of technology in establishing competitive advantage.
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