CPDStore

A well-built app stack doesn’t just look tidy — it makes delivery calmer, faster, and more profitable. In this webinar, Lara Manton will show accountants and bookkeepers how to assess a client’s finance stack as a complete workflow (apps, integrations, roles, and rules), so you can reduce rework, strengthen the audit trail, and improve the client experience. You’ll leave with a simple model you can apply immediately: identify the bottleneck, protect the “single source of truth,” and choose the next best improvement that saves time for you and creates clearer, more confident numbers for your client.

In this webinar Lara Manton will cover the following topics:

• A simple way to audit any client’s app stack (fast, practical, repeatable)  
• The “single source of truth” principle: keeping clean data and reliable reporting  
• The 5 layers of a strong finance stack (capture, approvals, accounting, pay/collect, reporting)  
• Integration quality + common red flags (where good apps go wrong in real life)  
• How to choose and implement the next best improvement without disrupting delivery

By attending this session, you will be able to:  

• Assess a client’s current app stack and workflow in a structured way  
• Identify the biggest bottleneck causing delays, errors, or repeated client queries  
• Improve compliance confidence by strengthening the audit trail and approval flow  
• Decide which app/workflow change will deliver the highest impact next  
• Implement changes using a low-drama rollout plan (pilot, SOP, training, review)

This session is most relevant for:

• Bookkeepers and accountants working with cloud accounting and connected apps  
• Practice owners and managers looking to improve capacity, standardise delivery, and protect margins  
• Team members responsible for onboarding, month-end processes, VAT readiness, and client reporting  
• Anyone supporting growing clients where “good enough” processes are starting to break

Course level: Intermediate (practical and accessible, but assumes attendees are familiar with cloud accounting and the idea of connected apps)