How do you grow your accounting practice when every new clients brings a pile of paperwork and data entry? Thatβs the question that Joe Lautier faced with his Jimβs Bookkeeping practice.
For years heβd been ahead of the game, putting scanners in his clientβs offices to help them take the lead on scanning and sending their financial documents. But the arrival of cloud tools gave him the chance to take it to the next level.
βWithin the last month, weβve picked up six new clients, and not small ones. But without Receipt Bank, we would have had to stop growing 15 clients ago,β explains Joe.
Find out how Joe implemented new tools in his practice to boost his growth and service levels.