Editor’s Note: In a recent Insightful Accountant audience study, we asked some members of the 2021 Top 100, including the “ProAdvisor of the Year” – Mariko Hayashi-Hall, to give us some of the strategies they use to stay on top of their games. Following is another in a series of their insights—information you can use to help set the blueprint for your practice’s strategy.

In a recent audience study, 53% of the respondents stated that “Keeping Up With Technology” is one of their most pressing challenges. How do you keep up with changes impacting your firm and/or clients?

Alicia Katz Pollock, RoyalWise Solutions Inc: That’s what I love about QBO’s automations and innovations. QBO’s new Books Review makes short order of my checklist, and the built-in Work Center gives me a place to create client checklists that I can share with my staff.

I like having all those tools right in my QBOA instead of cobbling together several different apps.

Nancy D’Amato, The Bottom Line: This is a huge challenge for me—one that I work on every day. Standardizing procedures and making sure my subs know the procedures is a major one. Also, helping clients to use the correct tools and supply information allows me to get information in a timely and efficient way (think bank fetching, etc.).

Susan Cook, Account Ability Consulting: One of the key ways is to have a system in place—one where everyone is trained and are continually enforcing how we use it.

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