First of all welcome to Digitfy! We are so happy to offer you the solutions you need to run your business as efficiently as possible. With a little help from our technology gurus, we can have you up and running in a fully cloud based system in no-time.
For those of you who have not made that switch, hearing the words: paperless, and cloud-based may be scary. We know the feeling! That brings us to our first topic: how did we get here?
Our story is fairly typical of many accounting and bookkeeping firms. Our partners all come from the traditional brick and mortar type firm. We have gone through the trials and tribulations of having paper everywhere, and we mean everywhere! Our transition to a paperless and cloud based firm did not come easily, and it did not come quickly! Afterall, our industry LOVES paper!
Our transition has come with its own set of challenges, so we completely understand where you are coming from. However, if you asked any of us if we wished we had held on a little tighter to that paper and old way of processing information that answer is NO! In fact, when we finally let go (and we held on for a long time), we kicked ourselves for not doing it sooner.
So what happened?
To be honest, it started over 10 years ago when our traditional firm outgrew its current space. We needed to move… well that meant we also needed to move our files. At this time we had a full floor of files we had to keep for archiving, plus our active and current files in our office space. Moving all of that seemed like a nightmare. A nightmare that started a discussion, and eventually got us here. How can we do this better? How can we save space and still maintain all the information we are required to have on file?
First step: electronic storage.
So we had a summer student (possibly one of us) who came in everyday and scanned the older files. This wasn’t the most exciting job, but it was necessary and valuable.
For a few years this was as far as we were comfortable going. We still kept active files in paper form. Slowly technology became more user friendly, we became more comfortable with electronic storage and increased it to include active files. For a long time, we also still kept the paper files as a parallel system just in case (insert because we are accountants and still couldn’t bring ourselves to part with our beloved paper).
Second step: letting go.
At this point in time, CRA has started accepting information electronically, we have full paperless files with the exact same information as the paper file, we have software being released in every industry that allows for cloud-based functionalities…and here we are still filing away our paper. When you put it that way, it seemed rather archaic and also unnecessary. We were keeping paper just because we had an attachment to it. So after a lot of debate, we set a date and made ourselves give up our paper.
If we can do it, so can you!
Third step: client awareness.
If we could do it, who else could? This started a lot of conversations. What does this look like for our clients? What clients can we help improve their systems? What clients would be open to change? Who is a good fit for taking this a step further and into the cloud?
So many questions – now the challenge of finding the answers. Accountants and bookkeepers by trade are problem solvers. It is what drives us. We solved our own problem, and now we wanted to solve yours…in most cases before you even knew there was one.
Today, the world is much different than it was 25, 10, even 5 years ago. we are constantly introduced to new technologies and better yet, they are starting to talk to each other. This is a truly amazing thing for businesses. Yet, we are often held back by fear of the unknown. What we noticed was all around us we were accepting change, except when it came to our books and records. This seemed silly, and there had to be a better way.
Fourth step: finding the way.
Cloud-based solutions! Did you know that your accounting system no longer has to be a stand-alone product? With technology you have the options of automation between your inventory system, time tracking system, payroll system, CRM system. You have the ability to schedule out your employees and change their routes on the fly. They can input their time while in the field so that invoicing labour is not a guessing game. You can provide your employees with the information they need to invoice in the field, without giving up all of the control. They can take payments that are deposited right into your bank account, and the payment posted directly into your accounting system. There is a huge opportunity for new and established businesses to be more streamlined and efficient! Wouldn’t you love to take advantage of that?
We hope you said yes! And if you did, but feel overwhelmed and just don’t even know where to begin, reach out to us! We have been there, we have been through it. Let us take the burden off your shoulders and guide you through the process. Let us show you the power technology can have on your business. Working with us, takes that stress off you. Tell us what you need, and we will find you a solution!