How to Hire an Automation Role for an Accounting Practice

If you're starting an accounting practice today, the first tool that you pick and then build everything else around is either going to be your cloud practice management system. Keeper is a dedicated app for managing clients month and closes. It has an integration with QuickBooks and zero so it can actually pull the transactional detail like into keeper as you're doing reviews and that sort of thing. Most cloud practice management systems aren't very robust when it comes to billing. The biggest waste of time in public accounting is hounding people for information. Let the machines do that.