Browse Author: Laura Tien articles!

Being able to narrow down the types of clients your accounting firm services allows you to have more focus and control. It’s important to have a general understanding of the industries your team works the best with. From there, you can start drilling down on specific business sizes and business types that are most suitable for the level of service you want to provide.

Whether a client comes to you with existing solutions in place or not, it’s important as an accountant to recommend the right apps for their situation. Take the time to compare apps and trust your experience when suggesting an ideal solution. Most importantly, focus on deep integrations that can accurately automate the flow of data between apps.

Business management platform MYOB has partnered with Amaka to build integrations that enable customers to link to a wide selection of e-commerce platforms.

Amaka, the global leader in accounting integrations, is doubling down on its SMB automation offering with the acquisition of InView.

Whether you’re building a tech stack internally for your accounting firm or externally for clients, there are a few key steps to take into consideration. As part of an interview series we’re running with a range of accounting technologists listed on the Amaka Advisor Directory, we spoke to Jamie Smith, Co-Founder and Chief Experience Officer at Amplify Advisors.

When building a tech stack for your accounting firm, the first step is to start at the core with an accounting software and build out from there with add-ons. Add-ons in general are still underrated by the accounting industry. It’s useful to take a step back every quarter, see what administrative tasks are taking up time and do research to find out what apps can automate these processes.

DocuSign, the world's leading way to electronically sign and manage contracts, has announced a partnership with Amaka to build its first official accounting integration with Xero.

Building efficient processes in your accounting firm with technology can help to improve lead conversion. We go through how speaking to clients about accounting technology in their own language can build rapport and better relationships.

Building a plan to transition your accounting firm, including your clients and entire team, to technology can be difficult. It’s important to take things step-by-step and be comfortable with some trial and error. To ensure that your accountants can implement any new software well, there needs to be a variety of training material available to them.

The earlier you invest in the right technology for your accounting firm, the less costs you’ll have to pay in the long run. As part of an interview series we’re running with a range of accounting technologists listed on the Amaka Advisor Directory, we spoke to Jamie Smith, Co-Founder and Chief Experience Officer at Amplify Advisors. She had to learn this lesson the hard way.