AppVentory

Headed to the Digital Accountancy Show next week? Before you grab lunch on the 1st, join Bethanie Hawkins,??? Ryan Pearcy, Florentina Sandu and I at the Advisory Live stage to discuss "How to scope and deliver tech advisory services at scale" Here's the kind of things we're going to debate (in a friendly way, of course!) ? The difference between app advisory and tech advisory ? The ?? in scoping tech advisory services ? How to go beyond the one-off "I can help with that" to a truly profitable tech advisory service line. Bring your questions! And be sure to catch up with me later at the AppVentory booth. ??? ?? IYKYK.

Few things are worse than finding out the records you rely on are inaccurate or outdated. It makes troubleshooting a nightmare, hampers integration, and it can even create security risks. If that happens, app stack record keeping could be the hero that saves the day. ?? AppVentory makes app stack record keeping easy. Here’s how: ?? Creates an accurate app inventory of all your clients’ app stacks and monitors all applications in use ?? Allows you to create customized app stacks for different client profiles and provides visibility into your most used app stacks ?? Saves you hours of manually compiling and analyzing data ?? Standardizes your tech advisory processes firm-wide Want to learn more? Then click the link below. ??https://lnkd.in/eNgk3qQW

What’s one thing you wish more people knew about tech advisory? ?? For us, it’s that having more apps in your app stack doesn’t automatically mean it’s better.? Often, it’s the opposite, where overly complicated app stacks leave clients worse off. Making things worse is that it’s so easy to go unnoticed until it’s too late. ?? …. Which is probably why so many app advisory projects are reactive and ad-hoc. ?? ? Nobody wants to be the one who forgot about that security update until they wish they did - but it’s much more common than you might think. And that’s why, in app advisory, it pays off to be proactive. ?? #DigitalTransformation #TechStackOptimization #AppAdvisory

If you’re looking for a tech advisor, you should hire an external consultant who isn’t well-versed in your business - at least, according to Dayle Rodriguez, Systems Advisory Manager at Kreston Reeves. Because sometimes, you need an outsider’s objective perspective. Someone who can show you the tools the rest of the world is using beyond your industry or niche. Because why overcomplicate things when there’s a simpler, easier option that’s proven to work right in front of you? #TechAdvisory #AppAdvisory #DigitalTransformation

Is your firm ready for its digital transformation? Here are 5 of the most common mistakes to watch out for: ? Taking a half-hearted approach ? Jumping into too many tools at once (aka “app happy” syndrome) ? Paying for software you don’t need or barely use ? Not including staff in the decision-making process ? Not having a clear ‘why’ for the digital transformation in the first place Find out how to avoid these mistakes and ensure a successful digital transformation in our latest blog at the link below. ?? https://lnkd.in/etXwXBZP

Are you gearing up for the Digital Accountancy Show in April? We’re looking forward to seeing you there! So come say hi at booth B18, and stand a chance to get an exclusive Golden Ticket for 1 year of AppVentory for FREE! With AppVentory, you’ll be able to: ? Increase profitability with fast and accurate scoping and quoting. ? Rapidly scale your tech advisory offerings. ? Save hours and even days on the client discovery process. ? Automate and standardise your processes and workflows. So don’t miss your chance to get an exclusive look at how AppVentory will turn your free tech advice into paid tech advisory. ? WHEN / WHERE: ?? 1 - 2 April at Evolution London ?? Booth B18 ?? https://lnkd.in/etuUWKtv #DAS2025 #TechAdvisory #TechStackOptimisation

One of the biggest challenges for accountants is finding new high-profit opportunities. Here’s why: ? Client discovery takes too long ? A lack of structured processes ? An over-reliance on manual methods that don’t scale Check out our 10-step Scoping Checklist. and take away the guesswork to ensure you never forget a step, and help you: ? Identify high-profit opportunities fast ? Streamline your manual processes with a structured workflow ? Scale your advisory offerings and keep clients happy Interested? Then download the checklist for free at the link below. ?? https://lnkd.in/eR4mRccM #DigitalTransformation #TechAdvisory #ClientDiscovery

And that’s a wrap on the AppVentory Treasure Hunt at Festival of Accounting & Bookkeeping! ?? A huge thank you to everyone who got involved in solving clues and visiting our amazing partners between booths. Special shoutout to all the vendors who joined in and made this such a great experience: ?? FreeAgent ?? Dext ?? Active | UK ?? XBert ?? Translucent ?? A2X Seeing so many of you get stuck into the challenge and engage with different apps made all the planning worthwhile. ?? Drop your best moments and pics in the comments - we’d love to see them! ?? #FAB25

Before kicking off your digital transformation, there are 4 questions you MUST ask yourself first, according to Eriona Bajrakurtaj, Founder and CEO at Volt Digital Transformation. 1?? Why are you considering going digital? 2?? Why are you transforming your practice? 3?? Do you want to make your firm more efficient? 4?? Do you want to provide a different service to clients? Once you’ve answered those questions, you’ll have a better idea of what you want to achieve, which sets you up for success. #DigitalTransformation #TechAdvisory #AppAdvisory

We wrapped up at Intuit QuickBooks AppyHour in Australia recently and it was incredible!????? It was so great to network with everyone, exploring new tech solutions, and sharing how AppVentory supports seamless tech advisory in this technology-driven space over drinks and canapés with CoFounder?Rob Stone! If you missed it and would like to find out more, sign up for early access: https://lnkd.in/etTM4kbp #AppyHour #TechAdvisory #DigitalTransformation #QuickBooks