Integration Apps: The Least Likely First Step
New clients rarely start with advanced integration apps that link their cloud accounting software to tools like expense reporting automation or field service platforms. Before suggesting any of these, I need to thoroughly understand their current operations—how they track expenses, manage workflows, and handle daily tasks. Integrating new apps without this insight could disrupt their processes rather than help them. But once the groundwork is laid and everything is mapped out, these integrations make a huge impact on efficiency and accuracy. It’s one of my favorite parts of the job because it takes clients from a manual, time-consuming process to a seamless, automated system, giving them more time to focus on what they do best.