Accounting is all about efficiency and you need every accountant who works for you to be the best they can, so all of your clients are happy and satisfied. Accounting practice software can create a workplace that flows smoothly, giving everyone the tools they need for increased efficiency. You’ll be able to implement a system and train your accountants easily by walking them through the software and showing them how it works.
Deciding to Get Software Help
How do you know that your office really needs accounting practice software to encourage efficiency? If your asking yourself this question, you probably need help of some sort and there are some simple points to consider when deciding if that help should come from software.
The easiest answer will come from your financial reports. If there are discrepancies or you can see that entries are often made late, this could be caused by common human error and may be helped by software.
Talk to your clients and look at calendars to see if there are frequently double booked or missed appointments. Most software that promotes efficiency includes alerts and tracking to keep these things from happening.
Check notes included with repeat and longtime clients. If there are several accountants on one large account, features in most software will allow all the notes from the different accountants to appear in one place.
Implementing a New System
When you do decide to move to a more efficient system using accounting practice software, you’ll need to acclimate your accountants to the new way of the office. This requires training and possibly some extra technical help after an initial adaptation period.
Hold a seminar to show all of the features of your new software so that a large group can view the system as a whole as well as point-by-point analysis of how it all works.
Follow through with additional training and let accountants come to you with questions about the way things work with the new software. Not everyone learns at the same pace and in order for things to really work, you need for everyone to understand how it does.
Keep track of the way your accountants use the software by checking their work. Provide surveys or conduct progress reports to ensure that the efficiency you hoped for is really being achieved.
Use a test group before letting everyone use the software. Bring together a small group to try it out before you decide to implement the system throughout the entire office and use the results from that group to see any snags in the system before they come up.
Greater efficiency won’t only show in your numbers and the reports you get from each of your accountants. You’ll also see more customer satisfaction, which means client retention and good testimonials that help bring in new business. Talk to your accountants and your clients about how they like the way things work after implementing new software.
Use questionnaires with your most important clients to see if they are pleased with your accountants’ performances presently and before the change over.
Encourage open dialogue between clients, accountants, and yourself. Hold meetings or scheduled team conferences to talk about any issues the accounting practice software may be causing.
Present constructive solutions to any problems that arise so you can continue using your new software effectively.
Make sure your solutions are used to solve the problems that arise and encourage accountants and clients to present other solutions that may work better for them.
Once everyone has gotten used to using the accounting practice software you’ve chosen, follow up every month or quarter to make sure things continue to work as you want them to. Many programs include management areas within the software that will allow you to send reminders and calendar alerts to ensure your customers’ needs are met and your accountants are utilizing every part of the software you’ve implemented. JetPack Workflow includes all of the features you need for these assurances. Find out more about how you can utilize this software for your accounting practice today!