Creating and Leveraging Process in Your Bookkeeping Business with James Rose of Content Snare

Processes are something every bookkeeping business needs. But how do you go about creating and leveraging them? Co-hosts Hannah Robinson and Melissa Honan interview Content Snare Co-Founder James (Jimmy) Rose – they discuss systems, automation, tech stack, and “shortcuts” that will help bookkeepers win time back and better streamline their workflow.

[0:41] Brisbane-based Jimmy Rose is the Co-Founder of Content Snare, a software platform that helps bookkeepers collect information and documents from clients. A former automation engineer, he now focuses on helping business owners regain their lives and be more productive.

[2:19] Hannah asks Jimmy what made him want to pivot away from running a digital marketing and web design agency.

[3:48] Based on his experience and conversations with bookkeepers, Jimmy sees wasted time chasing clients for documents or similar as the biggest pain-point for bookkeepers.

[6:07] For Jimmy, even after asking for client documents there may be challenges, as those documents may be forwarded to a bookkeeper in many different emails and attachments.

[9:05] Melissa talks about how Content Snare has helped her bookkeeping business when it comes to onboarding new clients and how surprised she is that the platform wasn’t initially created for bookkeepers.

[10:04] Melissa asks Jimmy what he would recommend, apart from Content Snare, for new bookkeepers to do to make their lives easier.

[10:35] According to Jimmy, many people make the mistake of trying to put systems in place before they’ve actually done the work manually.

[13:31] Jimmy shares how using something like TextExpander can help bookkeeping business owners.

[16:25] Hannah asks Jimmy what’s something that helped him in the early stages of his journey from a tech standpoint.

[16:49] Jimmy considers having a Get-Things-Done system the #1 thing everyone needs.

[18:30] Hannah asks Jimmy whether there are tech tools that can be used to easily put processes in place.

[21:49] Melissa points out that new business owners often get stressed out by not having everything perfect in place. It’s about things being nice and perfect, though, it’s just about getting it done.

[24:10] Hannah, Melissa, and Jimmy discuss additional things TextExpander can come in handy for.

[28:23] Hannah asks Jimmy why it’s important for Content Snare to help business owners build and maintain relationships with their clients.

[32:09] Melissa shares an automated process she uses whenever a new client signs a contract.

 

 

Mentioned in this episode:

Content Snare

Zapier

TextExpander

Monday.com

Teamwork

Trello

Todoist

Google Docs

Loom

success@ilovebookkeeping.com