CPDStore

Bookkeepers are being sold new apps every week: receipt capture, reporting, workflow, payments, you name it. The problem isn’t a lack of options; it's choosing the right tools for your practice and making sure they work together without creating more admin. This webinar is a practical guide to building your Bookkeepers Tech Toolkit: the core app categories most practices rely on, the pros and cons of common approaches in each category, and the red flags to watch for before you commit. We’ll cut through marketing claims and focus on what matters in real life: usability, integration quality, true cost, support, and how each tool impacts accuracy, efficiency, and client experience.

In this session Lara Manton will cover the following topics:

• The Toolkit map: the key app categories in a modern bookkeeping practice (what each category is for, and what good looks like)
• Pros and cons by category: where tools typically save time vs where they introduce risk, rework, or hidden admin
• Integration reality check: native vs API vs import/export, and how to avoid double-entry and broken workflows
• Timelines: where to start with adding apps to replace manual processes
• Build and improve your toolkit: a simple framework to audit what you have, spot gaps, and implement changes in phases

By attending this session you will learn/understand/be able to: - Identify the core app categories that make up a strong bookkeeping tech toolkit (and what to prioritise first) - Compare the pros/cons of different tool types in each category (including where best-in-class can be overkill) - Spot common red flags before buying: weak integrations, hidden costs, poor support, and workflow mismatches - Evaluate apps with a repeatable checklist you can use across clients and industries - Create a practical action plan to simplify your stack, reduce errors, and improve turnaround times

This session will be of most interest to: - Bookkeepers (or small accounting practices) who want a clear, confident way to choose tools - Practice owners looking to scale delivery without adding complexity - Bookkeepers onboarding new clients and inheriting messy or inconsistent app stacks

Course level: Foundation