AI is changing the way every bookkeeper works, but are you getting the most from your software?
In this episode, we explore how every bookkeeper can rethink their tech stack, reduce unnecessary subscriptions, embrace AI, and use technology to deliver more value instead of just working faster.
From workflow improvements and analytics to advisory services and client communication, these conversations are packed with practical ideas for the modern bookkeeper.
Bogdan Uzbekov
➡️ https://getapron.com/
➡️ Lee Russel
https://www.linkedin.com/in/lee-russel/
➡️ Kieran Lotze
https://www.linkedin.com/in/%F0%9F%92%99-kieran-lotze-13289b77/
➡️ Will Polston
https://www.linkedin.com/in/willpolston/
-----------------------------------------------
About us
We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective
-----------------------------------------------
About our Sponsor
This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper
-----------------------------------------------
Promotion
This video contains paid promotion.
-----------------------------------------------
Disclaimer
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Chapters:
00:00:00 - Introduction
00:00:43 - Software Subscriptions and Workflow
00:01:28 - Xero's Workflow
00:02:36 - Xero Analytics and SIFT Analytics
00:04:00 - Advisory Services
00:05:39 - The Human Connection Service
00:06:21 - The Role of Technology in Workflow
00:08:42 - Choosing the Right Tool
00:12:29 - Interview with Bogdan Uzbekov from Aprin
00:13:05 - Identifying the Bottlenecks
00:14:09 - Using Aprin to its Fullest Potential
00:15:23 - The Impact of Books Club
00:17:46 - The Role of AI in Professional Services
00:18:51 - The Shift to Advisory Services
00:20:06 - Interview with Lee Russell
00:20:21 - The Journey of Tech Startups
00:21:54 - The Importance of AI in Business
00:23:15 - The Challenges of Implementing AI
00:24:22 - The Value of Bootstrapping
00:27:26 - The Future of Bookkeeping and Accountancy Practices
00:30:26 - Leveraging AI in Business
00:31:35 - The Humanistic Side of Business
00:31:52 - Efficiency and Client Relationships
00:34:01 - Interview with Special Guest
00:34:18 - Understanding the Importance of Advisory Finance
00:35:08 - The Value of Awareness and Key Metrics
00:36:31 - The Role of Bookkeepers in Awareness
00:39:18 - Closing Remarks
#bookkeeper