Episode 4 - Tech First: Modern Tools for Modern Practices

15/10/2025 38 min Temporada 1 Episodio 4

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Episode Synopsis

In this episode of Bean Counter to Boss, Will, Amy, and James dive into the technology shaping the next generation of UK accounting firms. From automating workflows to managing clients smarter, it’s all about building a practice that runs efficiently — and scales effortlessly.💡 You’ll discover:The essential tech stack every modern firm needs — including Xero, QuickBooks, XBert, and Ignition.How to use automation to save hours on admin and elevate client communication.What to look for when choosing software that grows with your business, not against it.Whether you’re just starting your practice or streamlining an established one, this episode is packed with practical insights and real-world examples to help you run a more connected, tech-savvy firm.The Bean Counter to Boss podcast is powered by XBert. XBert is your trusty accounting and bookkeeping sidekick, tirelessly checking the data for errors and helping you manage workflow easily. Process, visibility and data quality control in one AI driven system. Visit the website to start a free trial or find out more