If you're still considering whether #nocode has relevance to accountants:
Here are 7 tools I've prototyped in the last 3 months while managing a 3,600 client firm through a pandemic
It isn't as hard as you'd think
👇
1/ PPP reporting
We were issuing these reports the week after the PPP began, and have run over 1,000 of them to-date
2/ Client request framework
A platform-agnostic approach to requesting client info at scale
3/ Scorecarding
Report generation tech that we're just starting to scratch the surface with. There are a thousand ways to sell this tech, and it's fully automated.
4/ PPP employee limitation tracking
An employee-by-employee breakdown of the different forgiveness limitations. We sold this report in our highest-tier PPP support offering.
5/ Bespoke Slack apps
The support team needs easy access to frequently requested files, so we pulled secure links into Slack.
6/ PPP FTE method comparison
My clients don't understand how FTE methods are calculated, but I can show them we've done the work. This report requires 4 inputs.
7/ Scalefactor dashboarding
A quick & dirty example showing how you could build your own version of Scalefactor's party-piece, the client dashboard.
Each took 1-4 hrs to build, and have come to life in the last 3 months
These are each flashy tools but the most important developments have happened behind the scenes, improving the efficiency of the team.
I'd be lying if I told you this wasn't the product of many years of learning. The difference today is these tools are now more accessible than ever.
So where to start?
I'm launching an online accelerator for accountants centered around the things we should be doing as a community, rather than in parallel:
-Building tools
-Bespoke integrations
-Learning new skills
-Troubleshooting inefficiencies
-Creating client content
Let's quit wasting time solving for the same problems on our own, and instead build 👉shared👈 solutions together
Sign your name on the 🌵 and let's build the future of the profession as a community 🙌
mailchi.mp/d4956364c8b7/n…
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