App Trap

How to Avoid Killer Pitfalls to Streamlining Your Bookkeeping Workflow | taught by Gabrielle Fontaine
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Gabrielle Fontaine
Gabrielle Fontaine
Bookkeeper, Trainer, Consultant

About the Instructor

Gabrielle Fontaine, PB, ASBC is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, which is a 100% virtual bookkeeping service firm since 2003. She is an Accredited Small Business Consultant, as well as the author of the popular blog, The Freelance Bookkeeper. She provides online and offline training in technical as well as business topics both online and offline. 

Get free training and resources at Gabrielle's blog, The Freelance Bookkeeper

Using cloud-based accounting software is the simple, accepted way to scale up your bookkeeping business. Making the move to QuickBooks Online or Xero is straightforward enough, but that’s where simple ends.

The real challenge is in what happens next. How do you cut through all the noise in the marketplace and choose from thousands of third-party apps to customize your workflow beyond the core basics? THAT is where things get difficult.

It can feel like trying to cut your way through a thick jungle with a steak knife, and praying you don't step in a bear trap in the process! 

To truly leverage technology and scale your practice, you need a systematic way to ferret out and evaluate apps that are the right fit for you and your clients. It’s time to protect ourselves with a reliable and easy-to-use system. 

That's exactly what this training program specifically designed for bookkeepers will do for you. During the session, you’ll:

  • Discover the simple 6-step process for simplifying your workflow with third-party apps and get results fast!

  • Apply this process to evaluate and choose apps that fit yours and your clients' needs to save you time and dramatically increase profits...

  • See how to build your own customized 'app stack' and cut back the creeping costs of too many monthly subscriptions...

  • Walk away from this online program with a simple tool you can use to start building your own custom system for building and optimizing your workflow, starting immediately

Course Contents

10 Videos
1 Download