During the upcoming “QB Talks,” I will dive into how to get started with App Advisory Services and steps needed to offer as a service for your business. Many business owners struggle to navigate the ever-growing landscape of software and applications, leading to a need for accountants to provide valuable insights and recommendations.

Accountants are in a unique position within the business because you know how the money should move, and given more insights into the internal operations of the business, you would be the ideal candidate to help your client streamline their operations with the use of apps.

Businesses need to have performance analytics at their fingertips. QuickBooks Online is always evolving and solves so many universal issues, but to narrow down and solve specific niche industry problems, you can implement other apps.

What is an App Stack?

When thinking about apps, sometimes you are going to need multiple apps to solve for the business pain point. For example, QuickBooks Online is an app. When pairing QuickBooks Online and Bill you can create an accounts payable process that is streamlined and more efficient because these two apps can be implemented together to solve for pain points when paying vendors.

There are many different scenarios in which app stacking can be helpful, which is why App Advisory is in high demand.

What is App Advisory?

App Advisory Services refer to the recommendation and implementation of software applications to help businesses streamline their operations. By leveraging the right apps, businesses can increase efficiency, automate tasks and improve data accuracy.

As an accountant, introducing apps to your clients offers great benefits. By recommending apps that integrate with each other, you can help your clients create an app stack that fits their business needs.

As an accountant, understanding your client’s business needs is the first step in building an app stack. You need to identify pain points and areas that can be automated or optimized. A thorough research of the available apps that can solve these problems is necessary.

Once you have found the right apps, you need to implement and integrate them into your client’s workflow. Ongoing support and maintenance ensure the system runs smoothly.

Next stepsThere are a few areas where you can learn more about how to offer this as a service within your firm. Check out our upcoming webinar this week for QB Talks to learn more.Also check out the new App Advisory training in the ProAdvisor training.

App Advisory Services offer great value to both accountants and their clients. Providing valuable insights and recommendations can lead to increased efficiency, productivity and, ultimately, business success. By embracing technology and offering a wider range of services, accounting firms can stay ahead of the curve in a competitive business landscape.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma. 

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Insightful Accountant