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How automation helps Humanise the Numbers - podcast

19th May 2023
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FYI have a clear goal. To remove repetitive and mundane tasks from the day-to-day work of...
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Humanise the Numbers Podcast 77 with Ian Cooper, FYI Software.

Automation saves time, what will you do with it?
FYI Software

Humanise the Numbers, a podcast dedicated to helping accountants and bookkeepers improve their businesses has released Episode 77 with Ian Cooper, Head of UK for FYI Software.

In this episode, Cooper shares his insights on how accountants and bookkeepers can use technology to improve their businesses. He also discusses the importance of customer service and how accountants and bookkeepers can create a positive experience for their clients.

“Ian Cooper is a wealth of knowledge regarding technology and accounting,” said Paul Shrimpling host of Humanise the Numbers. “In this episode, he shares some great tips on how accountants and bookkeepers can use technology to free up time for staff to have more meaningful conversations with their clients.”

Software should be an enabler

The podcast covers how automation has the opportunity to free up staff time for more rewarding and higher-value work. Firms have the choice to make when technology frees up time. Do more of the same, or use the time to work closely with existing clients on higher-value work or find ways to enter new markets.

Ian shares examples of firms that are re-imagining their practice, working on ways to really help their clients achieve their personal and business goals. “This is being achieved by having a laser focus on how to build stronger relationships with their clients.”

Track the number of client interactions, not tax returns complete

Imagine focusing on leading indicators that show future growth rather than in the rear-view mirror, such as amount billed, recovery etc. Paul commented that very few firms are measuring the number of client interactions because it’s hard to measure”. With the right technology, such as FYI Software, these measurements become easy to record. And what gets measured gets managed.

“I was really pleased to share my insights with the Humanise the Numbers audience. It’s a go-to podcast for me” said Cooper. “I hope my tips will help accountants and bookkeepers improve their businesses and provide a better experience for their clients.”

Humanise the Numbers is available on all major podcast platforms. To listen to the show, visit Humanise the Numbers

Humanise the Numbers is a podcast dedicated to helping accountants and bookkeepers improve their businesses. The show features interviews with experts in the accounting and bookkeeping industry and tips and advice from successful accountants and bookkeepers. Humanise the Numbers is hosted by the amazingly knowledgeable Paul Shrimpling.

Click here to learn more about the world’s most automated document management software for accountants and bookkeepers.

FYI Software