Industry Guide: How to Grow Your Business with Smart Automation

Are you curious to know why the most successful service professionals are using cloud-based software to run their business?

It’s most likely because smart automation technology eliminates the need for manual data entry and admin work, the kind that’s always weighing you down and keeping you from focusing on your clients.

With the right smart platform you’ll be able to streamline your workflows and in turn, get back the time you need to grow your business successfully.

How? Here’s a quick rundown on how service professionals alike can benefit from implementing software that connects every moving part of their business: 

• QuickBooks & Xero Integrations for Accountants
• Work Remotely as a Consultant
• Recurring Projects for Creatives

QuickBooks & Xero Integrations for Accountants:

Keep your accounting and production teams on the same page by automatically syncing invoices and payments from your Xero account to your smart platform. For example, you’ll be able to import ledger codes, tax codes and customer data into a single dashboard where client information can be automatically calculated and updated for you. Just imagine how much time you'll save with paperless tax returns - which could actually be costing you up to $10,000 in leaked revenue each year!

For more accounting benefits, click here.

Work Remotely as a Consultant:

The most successful consultants use smart automation technology that allows them to run their business from anywhere. With the right cloud-based platform, you’ll be able to access client information from your laptop, tablet or smartphone, no matter where you are.

The best part? You won't have to find time on-the-go to manually update your records as this is automatically done for you. You can also say goodbye to annoying time tracking processes that often involve spreadsheets, punch clocks and a whole lot of guess work - because your cloud-based business software is handling all of that too.

For more consulting benefits, click here.

Recurring Projects for Creatives:

Save templates that match common projects for recurring clients, so that you don't have to spend time manually creating them over and over again when you could be growing your business. You may not realize it yet, but the time you spend on repetitive admin work can add up and really hurt your bottom line.

Use your smart platform to put projects together with ease, using either preconfigured templates or by starting with a blank canvas, and customize away - it's that easy!

For more benefits like this, click here.

With so much going on at your business, you might forget to touch base with your valuable clients. But with an automated smart platform you’ll be able to set yourself reminders with Triggers to reach out to your contacts and most valuable relationships, so you can retain their business before it’s too late.

If this sounds like something that could really help you grow with ease, just click here to learn more about the benefits of smart automation technology. Or, go here to start a free trial today!