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How to introduce apps to clients without scaring them

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How to introduce apps to clients without scaring them

In this webinar and podcast, created by the Six Figure Bookkeeper team of Jo Wood and Zoe Whitman, the discussion centres around automating processes and leveraging technology to save time and improve efficiency. Jo is joined by Brian Carolan and Chelsea Sands from AutoEntry, and accountant Vicki Boddice, from Boddice Accounting.

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On demand webinar: Struggling to help clients go digital-first? Our experts have the answers.

Clients need to embrace accounting technology but it's not uncommon to encounter resistance. Our experts discuss the solutions.

How to introduce apps to clients without scaring them

In this webinar and podcast, created by the Six Figure Bookkeeper team of Jo Wood and Zoe Whitman, the discussion centres around automating processes and leveraging technology to save time and improve efficiency. Jo is joined by Brian Carolan and Chelsea Sands from AutoEntry, and accountant Vicki Boddice, from Boddice Accounting.

‍

They talk about:

  • The importance of evaluating existing software stacks and utilising all available features.

  • Attending industry events to explore different apps.

  • The significance of community support and networking to learn from others' experiences.

  • How Vicki started her journey of discovering various apps after starting her practice.

  • The plan of starting with a few clients and gradually introducing them to new software.

Our industry expert speakers

Learn more about the people who led this podcast and webinar.

Brian Carolan
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Product Owner, AutoEntry

Brian Carolan is the most senior product specialist at AutoEntry. He has been working at the organisation since before its launch, helping guide the development and success of the world-class accounting automation product. An expert on all matters relating to accounting, Brian has a deep understanding of not only AutoEntry but how customers use it.

Chelsea Sands
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Product Specialist, AutoEntry

Chelsea Sands was a product specialist at AutoEntry.

Jo Wood
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Jo Wood, Six Figure Bookkeeper

Jo Wood MICB PM.Dip is the owner of Jo Wood Virtual FD Ltd and has extensive experience building and running bookkeeping practices. Thanks to her skill and expertise, she has been able to build a successful, multi-6 figure practice from home with a virtual team. Jo has been recognised as one of the Top 50 Women in Accounting for 2021 and, in the same year, won the LUCA award for Large Practice of the Year.

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Vicki Boddice
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Vicki Boddice, Boddice Accounting

Vicki Boddice started working in the financial sector with PricewaterhouseCoopers, and over the years worked for a number of the top ten UK firms.Working mostly in the Insolvency area, Vicki developed a keen interest in assisting business owners. In 2021 Vicki made the decision to launch Boddice Accounting to provide expert advice and assistance to those who were looking for a more personalised approach.

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