You may have heard the new buzz saying “app advisory” and wondering what in the world this actually means for you as an accountant or bookkeeper?
App advisory in our opinion is advice, guidance, implementation, training and change management, of the correct line of business applications to help run an SME. It involves understanding what your client is actually trying to achieve (their pain point), which you should know already as their trusted advisor… and what line of business application/s will achieve that result for your client. If you take it to the implementation stage, it also involves change management, changes in processes and procedures, nurturing the team and business through change and most importantly, training on how the systems work, but also integrate into the daily workflow or operation of the business.
As an accountant or bookkeeper you didn’t study to learn everything about a particular piece of software, you studied to be able to solve a problem for your clients. You are not expected to know everything about software, however you are expected to know how to guide your client to the appropriate person/s, such as Clarity Street, who can help assess the needs of the client and implement appropriate software to help them achieve their business goals.
App advisory can be broken down broadly into the following categories (this list is not exhaustive)
The client has come to you with a pain point and you point them in the direction of their accounting softwares’ application marketplace, such as the Xero app marketplace
This process involves no app advisory apart from pointing the client to the relevant application marketplace.
Analyse the client's current and future pain points, investigate suitable applications and then recommend applications for the client to self implement.
This process involves identifying a client's current and future business process pain points and then being able to investigate suitable solutions and have the client make their own decision and self implement. Basically you have done the narrowing down of the applications most appropriate and then the client is left to make the hard decision and to implement.
Analyse the client's current and future pain points, investigate suitable applications and then implement the appropriate app’s to suit your clients needs (not your own!)
This process involves identifying a client's current and future business process pain points and then being able to investigate suitable solutions and implement on your clients behalf. You are the one managing the process for your client and are dealing with the app on their behalf.
Recognising that there is a pain point for the client and then engaging a cloud integrator, such as Clarity Street, to correctly analyse the applications available to the client and to solve their pain points and then implement on your behalf.
This process involves recognising that the client has a current pain point or may have one in the future through growth or desire and engaging a cloud integrator to manage the process on your behalf.
As cloud integrators specialising in the Xero App Marketplace, Clarity Street is able to fully assess a client’s current and future pain points and recommend and implement app’s to solve these.
We assess clients needs based on processes first and application second as this is the only way in our belief, that a client's application needs can be fully understood and solved. Our mantra is that it is 10% technology and 90% people, processes and procedures.
When we assess an application we base it on:
If you have clients that are asking you for app advisory services, but you fit into any of the scenarios 1, 2 or 4, please get in touch with us to help you through the process.
Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable.