Jason On Firms Podcast 451 The Best Ledger Software for Accounting Firms
May 2, 2025
Delve into the critical role of ledger software in accounting; discover top recommendations like QuickBooks Online and Xero for streamlined client services. Explore the transition from traditional to cloud accounting, assessing the strengths of popular platforms. Learn about user-friendly client portals, particularly ClientHub, and compare it with others. An innovative app database is discussed, encouraging user feedback for better choices, while also highlighting the significant impact of selecting the right technology tools on firm efficiency and profitability.
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Advocate for Ledger Platforms
- Accounting firms should be opinionated about what ledger platforms their clients use.
- Clients generally defer to accountants' recommendations, so guide them to efficient platforms.
QuickBooks Online and Xero Reign
- The only two ledger platforms Jason would build his accounting firm on today are QuickBooks Online and Xero.
- This is largely because they integrate with essential month-end close automation tools like Keeper, Expert, and Zenit.
Month-End Automation Is Key
- Month-end close automation platforms have become essential to bookkeeping firms.
- The viability of a ledger now depends on its compatibility with these automation tools.