This is a case-study of our Help Desk App Support service which is available to members on our Professional plan and above.
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Blog
App Advisory Plus Member Offers
Sign up for a free account to access range of great offers from some of the best apps on the market.
5 Core App Advisory Service Areas
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A Comparison of QuickBooks Projects & Xero Projects
We compared QuickBooks Projects with Xero Projects.
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Introducing our LinkedIn Member Hub
We are really keen to continue to grow content in our website community but recognise that right now whilst we further develop the site, it would be beneficial to take advantage of the built in features on the leading social media platforms.
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What are App Advisory Services for accountants?
This is where you look at a business’ problems, understand the processes that are causing the problems, and then
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What is an App Stack for accountants?
The term App Stack generally has one of two meanings for accountants
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Scenario Planning for Business Revival
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Using Zapier to notify invoice creators once an invoice is approved in ApprovalMax
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How to integrate Practice Ignition with Pixie using Zapier
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Receipt Bank Setup Process
We share our process guidance for getting Receipt Bank setup properly.
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AccountancyManager Xero Integration
AccountancyManager have recently launched their 2-way integration with Xero, including invoicing. Here’s our review and comparison.
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CitrusHR COVID-19 Response
Subscribe to a free App Advisory Plus account and receive CitrusHR free for your firm for one year! Start your free trial and get in touch to redeem the offer.
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Automate your Lead Management & Onboarding with Apps and Zapier
Do you struggle to keep on top of your pipeline, with too many manual steps to keep things up to date? You’re not alone.
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Process Advisory Part 3: Marketing Process Discovery
The third of our 3 part series on process mapping explores considerations for marketing process mapping as a service line.
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Process Advisory Part 2: Delivering Process Discovery for Clients
The second of our 3 part series on process mapping explores delivering process mapping for clients and the outcomes of this work.
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3 Actionable tips on how (and why) to persuade your clients to buy and use software to support cashflow management
To help you open up conversations with clients about cashflow software, we’ve highlighted 3 actionable tips.
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Chaser Job Template and Setup Form
We’ve created an onboarding template for your practice management system, and a comprehensive setup form to help you successfully on-board clients.
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Zahara Launch OCR in Partnership with EzzyBills
This means that Zahara can be used for the whole purchasing process with associated approval workflows, from requisition, to purchase order, to purchase invoice, to export.
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Using Zapier to integrate Practice Ignition with Senta
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When and How should you use Automatic Publishing in Receipt Bank?
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Expand your Advisory Services using Scoro’s Dashboards and Reports
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Unleashed Purchasing Workflows for Xero
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Covid-19 App Offers, Webinars & Resources, & Great Free Versions of Apps
We’ve put together a list of Covid-19 related special offers, webinars, educational resources, and our favourite free versions of apps to check out.
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Turning App Confusion Into App Confidence
Are apps a cost-centre for you, rather than the profit centre they should be?
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Fluidly’s Free 90 Day Automated Forecast – Our Verdict
Checkout our detailed review and watch our Insights Webinar.
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Build your Data Hub to drive App Advisory with Silverfin
Cameron John from Silverfin spoke to Will Farnell of App Advisory Plus about how Silverfin are facilitating more app advisory conversations through data insights.
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Should you charge for App Research and Evaluation?
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Process Advisory Part 1: Process Discovery for App Advisory Work
The first of our 3 part series on process mapping explores what process mapping is and how it fits into the context of App Advisory.
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Why you should never use Xero’s advisor-powered app recommendations feature
When would you hit that recommend button? The simple answer is never. Here’s why:
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QuickBooks Receipt Snap – App Advisory Plus Review
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App Advisory Conversations – Matthew Lowry, Fathom
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Using ServiceM8, Receipt Bank & QuickBooks Online to produce job costing reports
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ApprovalMax Onboarding, Training & Support
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Karbon Onboarding, Training & Support
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Zahara Onboarding, Training & Support
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What is App Advisory Plus and why did we set it up?
App Advisory Plus was built on the back of frustrations at Farnell Clarke. Despite having lived and breathed cloud accounting since 2009, the vast array of new apps coming to market made it impossible to keep up to date for a mid sized accounting firm.
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