Top Apps This Accounting Firm Uses to Run Remotely w/James E. Heyward

Summary

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James’ firm, as well as those that aren’t.

They also touch on the importance of using a support desk for client communication and setting expectations for response times. Tune in to learn about the marketing technology landscape and gain insights on how to optimize your firm’s tech stack.

This episode is sponsored by LiveFlow.

LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here.

What You’ll Learn

In this episode, the listener will learn about the challenges of client emails and the importance of using a support desk. They will also gain insights into the host’s tech stack for practice management and accounting, including their preference for Xero over QuickBooks Online.

The episode covers various software platforms used for bookkeeping and tax preparation, as well as the benefits of using Help Scout for managing client emails. Additionally, the listener will learn about LiveFlow, Slack, GoToConnect, and virtual business setup.

David and James also discuss client reporting packages like SIFT Analytics and touch on social media marketing and lead generation tools.

Detailed Synopsis

The podcast episode focuses on strategies for growing small and medium-sized firms and increasing profits with apps and technology.

David emphasizes that the series is designed for global, small, and medium-sized firms that are ready to scale and boost their profits.

James also further highlights the importance of utilizing social media and SEO to generate leads, demonstrating their commitment to business growth and increased profitability.

During the podcast episode, James shares insights into his tech stack for day-to-day operations and client management. He mentions using Jetpack Workflow for workflow management, although he humorously admits to not being the most proficient user of the software within his firm.

Additionally, James reveals that his firm utilizes AWeber for email marketing and communicates with clients through Help Scout. While he briefly mentions other technologies as well.

In terms of James’ tech stack at Heyward CPA, he mentions utilizing Jetpack Workflow, HelpScout, and some others. Jetpack Workflow serves as a workflow management software that James employs on the front end. HelpScout, on the other hand, is a client communication tool that helps streamline and organize their client interactions.

Timestamps

• [00:03:08] Virtual office and technology.
• [00:04:34] Why make the move?
• [00:07:26] The journey to cloud-based tax.
• [00:14:20] Client reporting package.
• [00:14:43] SIFT Analytics and its features.
• [00:18:41] Video and live streaming.