5 Tools To Improve Your Firm (For Accountants & Bookkeepers)

Fl.ux: Helps dampen the backlight from your computer to reduce eye strain. Automatically adjusts your backlight based on the time of day. Highly recommend!

Amelia: This appointment scheduler is helpful for any business with a WordPress platform for your website. More than just scheduling appointments, Amelia allows you to charge and accept money for an appointment, a feature that can help you level-up your consultative services.

Recordit: Quickly record screencasts (similar to Jing but faster). Simply click the icon, record, and a unique, shareable, URL will be generated. The only downside, there’s no sound on the recording (so voice narrations are out).

Followup.cc: Instantly turn your inbox into a CRM but adding simple reminders in your BCC For example: Need to follow up in 7 days? Send a BCC to 7days@followup.cc and it will remind you in exactly 7 days. Need 3 months? Use 3months@followup.cc, and the email will shoot back to the top of your inbox in 3 months.

(Yes, we’re biased. )
Jetpack Workflow Software: Manage and track all the recurring client work, automate the creation of new projects/jobs and tasks, and track staff more effectively. You can schedule a 1-1 demo by clicking here