Makings of a Modern-day Bookkeeper
When we think of bookkeepers most of us conjure up an image of a guy in a tweed sport coat and glasses, suggests Kate Swiftney, co-owner of Triune Financial. But that image along with the worn jacket needs to be retired, she says.
Gone are the days of manual data entry (entries lagging months behind), rooms of filing cabinets, reams of copy paper, and file folders overflowing with credit card slips and receipts. The modern-day bookkeeper – or accounting tech landscaper, if you will – helps clients cultivate a garden of apps like Hubdoc, Mavenlink, and MRPEasy to track things like inventory, billable hours, and expenses. These apps in turn sync with software like Xero, allowing your bookkeeper to collaborate with you in real time.
“It’s a partnership. We walk alongside them,” says Corey Swiftney, owner and Lead Guide, of the business advisory services Triune extends to every client. “From the start we ask ourselves, ‘How can we set up this client with the best package of software for their business that will save them both time and money?’”
- That cloud-based tech ecosystem allows you to:
- Tell whether you’ll make a profit or loss
- Receive advice relative to expenses
- See how you can more effectively spend your money
- Automate payables
- Reduce data entry
- Increase accuracy and proper coding
- Create searchable documents
- Develop dynamic budgeting
- Eliminate year-end adjustments
- Reduce paper
As accounting tech landscapers, “Triune helps with business strategy. We offer leadership at meetings and sit on the board. We build personal relationships with each of our clients, who feel more like family,” explains Corey. “Bookkeeping is such a small part of what we do.”