- Original Poster
- #1
I didn’t want to overhaul everything, but I saw a few areas to simplify. Here are the 5 changes I’ve made:
1. Moved bookkeeping to Xero: Previously, tasks were done manually or in spreadsheets. Using Xero centralises everything and cuts down on repetitive work.
2. Improved bank data process: This was a major time drain. I chose Finexer with Xero to minimise manual bank data handling.
3. Standardised client onboarding: Each client was handled differently before. Now, a basic checklist for access, bank connections, bookkeeping, and documents ensures consistency and reduces chaos.
4. Documented processes: Much of the knowledge was in my dad’s head. I’m creating checklists and process notes to avoid relying on one person’s memory.
5. Viewed the business from the client’s perspective: This is the biggest shift. Instead of just checking if the books are up to date, I’m focusing on what clients need and how quickly they can get it. I’m still figuring it out.
For those who’ve taken over an established bookkeeping/accounting business — what change made the biggest difference for you? And was there anything you changed that turned out to be unnecessary?
1. Moved bookkeeping to Xero: Previously, tasks were done manually or in spreadsheets. Using Xero centralises everything and cuts down on repetitive work.
2. Improved bank data process: This was a major time drain. I chose Finexer with Xero to minimise manual bank data handling.
3. Standardised client onboarding: Each client was handled differently before. Now, a basic checklist for access, bank connections, bookkeeping, and documents ensures consistency and reduces chaos.
4. Documented processes: Much of the knowledge was in my dad’s head. I’m creating checklists and process notes to avoid relying on one person’s memory.
5. Viewed the business from the client’s perspective: This is the biggest shift. Instead of just checking if the books are up to date, I’m focusing on what clients need and how quickly they can get it. I’m still figuring it out.
For those who’ve taken over an established bookkeeping/accounting business — what change made the biggest difference for you? And was there anything you changed that turned out to be unnecessary?
