How do you grow your accounting practice when every new clients brings a pile of paperwork and data entry? That’s the question that Joe Lautier faced with his Jim’s Bookkeeping practice.
For years he’d been ahead of the game, putting scanners in his client’s 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.
“Within the last month, we’ve picked up six new clients, and not small ones. But without Receipt Bank, we would have had to stop growing 15 clients ago,” explains Joe.
Find out how Joe implemented new tools in his practice to boost his growth and service levels.