I have a client who is change resistant.
This is challenging for our relationship because I am pro change, and all about tech. He’s technology shy and once said to me “you should name your new puppy Apps”. You can imagine that we have had some lively discussions about his business workflows and processes.
Full disclosure, this “client” is also my husband. He has a Fly Fishing Guiding Company. And he’s a terrific guide, or so I hear. But you can imagine that he’s somewhat earthy and laid back. Not so much for the “complications” of the business side of things. I swear he’d be happy telling someone how much the day cost and hope they pay him.
Jeff “Parksie” has a pack of apps now that he has adopted, embraced and wouldn’t go without. In fact, I was trying to reorganize a bit to consolidate a workflow, drop a few apps, and he was having no part of it. I can’t really disagree in this case. It would have streamlined things a bit for him, but the benefits of that change would have been outweighed by the loss of a few great program features.
So what are the programs in #ParksiesAppPack? What are the “go to’s” for a small, non-business type business owner? What benefits and features do they bring to a tech reluctant guy like Jeff?
Here are a few examples:
Invoicing and receive payments magically, on the fly.
So, and oh dear to my allegiance with Intuit, I almost bailed on QBO for Jeff’s soloprenuer breakaway business. We all know I love these guys and that I sing the praises of QuickBooks Online constantly, but I did try to convince Parksie to do his bookkeeping in 17Hats.
Shhhh, cone of silence. It would have been a great addition to his workflow and really taken a few to-do’s off his list. He wouldn’t have needed to jump out of 17Hats, go to QBO and then link back into a 17Hats email. Plus he’s got no need for a balance sheet. It would have been perfect, except for a few things. To start with he’s hooked on QBO. Loves the interface, it’s simple enough that I have nothing to do with his invoicing and dropping the “copy link” into a 17Hats template email works great. The real deal breaker though is in receiving payments. The QBO merchant system is awesome. For his clients, for him and mostly for me.
We split his individual guest side of the business out of our shared corporate event business beginning Jan 1st so it would have been great timing to jump ship. I had to set up a new file anyhow (actually Jeff is setting it up that’s how comfy QBO is), but in the end I’m glad he wouldn’t budge. Especially today as I’m about to do a bank rec in QBO.
Capture, fetch, file, auto-publish receipts.
Hello⁉ Well duh‼ Jeff used to have a truck (and dresser, pockets, little boxes…) of receipts everywhere. I mean everywhere. With no system for filing them, or letting his bookkeeper – aka wife – know they existed. Imagine expense report and credit card reconciliation time at our place. The 5th of every month was not a great time for our marriage. Now he’s the king of snap & chuck. Like actually in the trash, not his backseat. Hubdoc has literally cleaned up Jeff’s act.
Of course the benefits of Hubdoc go far beyond receipt capture, but for Jeff and I, just this one aspect has been a game changer for our relationship and for creating bulletproof books for Calmwaters Fly Fishing.
Track and report mileage and expenses.
This is a recent addition to ParksiesAppPack, but it’s a game changer! Mileage is now simple. It was always a pain point for Jeff and I. A huge one. I had to chase him around for it and then his process included going back to his calendar, seeing where and who he was guiding, scribbling the details on a sheet of paper, using all his fingers and toes (okay he used a calculator) to add it up and then “presenting” it to me to get into the books. It was bulletproof since he was still only guiding through our corporation, no problem there. But it was a pain. For him, for me, for our marriage. So I found a few mileage and/or expense apps (of course I did) and we both “test drove” them. I loved some features of others but in the end we realized Jeff is never ever going to activate a mileage app when he heads out. Never, ever. So in the “know your audience” category we decided EVERLANCE is the hands down winner.
Always-on tracking and simple swipe left or right – there a singles joke here I’m sure – to categorize and detail every time his truck goes in gear is a great big yes for us. The detail he can put in the trip, and my ability to pull the 2 mileage types out of the excel report will solve a few pain points for us.
Lead capture, email-invoice-survey templates, calendarizing and workflows.
This program has so many more features than Jeff utilizes, but what it is doing for him is awesome any way. He is “on the river” most days from April to December and when he’s engaged with his guests he is certainly not going to be on his phone responding to leads or taking calls. And he doesn’t “have people for that”. That’s a whole other story given what his lovely wife does for a living.
At any rate we have set up lead capture with auto replies and workflow to make prospects feel cared for and to keep them engaged until Jeff can get back to them. The email, survey and contract templates combined with workflows for standard messaging, booking confirmations, waivers and event reminders are terrific. And so is the canned river day follow up, with the ability to add pictures of the river day for the client.
Apparently Fly Fishing Guides and their guests are intensely photo driven.
So there’s the story of #ParksiesAppPack and how his embracing them has helped him, and I, manage his business in an efficient, bullet-proof and argument-free way.
He has some pet social media apps as well, Instagram being his hands down favourite. Please refer back to earlier comment about photo obsessed fishing community. And he’s good-ish on Facebook, but we are still wrestling with his under-blogging ways.
The reason he is so great at the apps outside of his business though comes from learning to embrace the technology he needs to run his business. Maybe this is an element of the whole work-life balance discussion?
At any rate, I loved his journey through this and it has helped me immensely in my business of developing workflows and introducing apps and programs to my business clients. The big takeaway being that I need to be cognizant of the specific needs of each of my business customers and the expectations & limitations of the owners.
And of course it always ends at my favourite mantra.
“Change is hard. Not changing will be harder”
Kellie Parks, CPB
Change Is Hard. Not Changing Will Be Harder.
Proud member of the Intuit Trainer Writer Network.
Certified Professional Bookkeeper, QBO Advanced Pro Certified, Hubdoc Advanced Partner, Receipt Bank Certified,WagePoint Certified, Plooto Certified, Practice Ignition Partner, 17Hats Partner.
We love to see Accounting Professionals create efficiency in the Cloud.
Need help? Have questions? We’d love to book efficiency sessions with you!
Templates, workflows, app efficiencies, tips & tricks. We would love to get you started, discuss your pain points and solve them or make your processes more efficient!