Institute of Certified Bookkeepers

Software is just software without an expert adviser, software becomes a solution when the adviser ensures its practical, expedient and effective use to address the needs of the business.

Today, business is different to the way it was a mere few years ago and the way clients access services has changed. With the emergence of social media, email, instant messaging, text and media messages, VoIP, video chat and more, businesses are becoming rather overwhelmed by the substantial number of applications needed to engage with their customers. With the emergence of web-based applications for project management, integrated billing, delivery management to name just a few, businesses are struggling to know which solutions are the best given the myriad of options available to them.

This is where bookkeepers must play the central role as the trusted advisers and solutions experts to their clients. With accounting software often serving as the knowledge and management hub of the businesses, bookkeepers must be aware of the solutions that may be of benefit to their clients groups and be able to make recommendations accordingly.

Bookkeepers are uniquely placed to offer guidance impartially when others cannot.
Software is just software without an expert adviser, software becomes a solution when the adviser ensures its practical, expedient and effective use to address the needs of the business.

By acknowledging your significant application expertise and learning about the ecosystem of applications that extend upon your preferred accounting platform you are able to help address client needs as they emerge or increasingly before they emerge.

Small business owners will seek out services designed to meet their needs in the increasingly competitive markets they operate in with numerous options available, if you are not able to provide them with guidance they may seek it elsewhere so you need to avail yourself to the options. They want services that provide their businesses with user-friendly solutions to assist them in achieving their business goals. Are you able to present them with solutions that allow them to be their best, perform high quality work, analyse their performance, and bolster productivity in a reliable and robust way, and do your solutions deliver cost savings or revenue gains?

The central question to practice success is not just how to stay engaged with your clients – it is how to help them most efficiently build their business, given all the available tools and technologies. The solutions are out there and you are the trusted adviser.

Kate Carnell, the Australian Small Business and Family Ombudsman, reports

“The impediments to digital adoption include cost, not knowing where to start, fear of technology, finding the time and understanding the benefits. Scottish Pacific research indicated most business owners are focussed on the day-to-day operations and their ability to manage cash flow, rather than maximising the use of data in their businesses.

“Xero research reports businesses that use apps for finance, marketing, human resources, inventory/ordering and data management were more likely to grow. For example, a point of sale app can achieve increased revenue from better marketing, stock selection and inventory management.

“The messages from these statistics is important. IT suppliers need to be part of the solution. They need to understand the different resources available for medium, small and micro businesses, and provide different packages and support that align with the needs and skills of business owners.

“Trusted advisers such as accountants, BAS agents and bookkeepers should expand their services to include developing growth plans for their customers, such as identifying appropriate apps, advice on e-invoicing and performing an overall digital health check.”


  • 22nd October, 2018