How to Adopt Digital Tools and Technology for Your Business

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There has never been a better time to adopt digital tools and technologies for your business. There are more options than ever to help save you time and improve business performance, each created to support different industries, business types, and functions.

There’s also a new Canadian Digital Adoption Program available – a subsidy offering businesses 90% of the cost up to $15,000 for developing a digital roadmap and transformation strategy with the help of a digital advisor. Approval for this subsidy is fairly easy to obtain and KWB has received approval to provide services such as planning, strategy development, and road mapping that can be paid for out of this subsidy.

How Cloud Technology Can Help Your Business

Migrating business processes and administrative activities from paper or manual desktop entry to digital and cloud-based software will save you time, money, and energy. Many tools – like Quickbooks Online and related apps – are user friendly and intuitive, even for the most tech-averse business owners.

Implementing digital tools and technology improves the accuracy of your data and information, automates workflows and processes, and provides you with more meaningful reporting to help you make better business decisions.

Help with Implementing Business Apps and Digital Tools

Working with an advisor like KWB will give you the guidance and confidence you need to successfully and effectively integrate new tools into your business practices.

We’ll work with you to understand your current processes as well as your needs, potential, and goals to determine the best tools to support you, and we’ll customize your digital ecosystem to suit your unique circumstances. You’ll receive full training and support to help you truly understand and benefit from new apps and tools. We’ll even cover the cost of some of the annual subscription fees.

What Apps Should Your Business Use?

Depending on the industry you’re in and the needs and goals of your business, these are some of the apps we often recommend that help you to improve your business performance, often with less time and energy, in addition to increasing your profit:

Quickbooks Online

Quickbooks Online (QBO) will help simplify your accounting processes by automating the flow of financial information, and will give you more accurate results that you can access anytime, anywhere. Spot and address trends to improve business performance and create more time for yourself, your family, or for more of the work you enjoy.

Dext

Rid yourself of shoeboxes and glove compartments full of paper receipts. Dext lets you organize and record receipts and documents digitally and saves you time by automatically categorizing and syncing your receipts with Quickbooks Online so your financial data is always up to date and accurate. Instantly scan receipts with the mobile app and set up rules and guidelines for recurring or related expenses. Learn more about Dext here.

Dryrun

Dryrun is a forecasting tool that assists you in making better business decisions through analyzing cash flow and sales and creating budgets. Evaluate potential scenarios and compare how different choices may impact your business before making a decision. Receive easy-to-read reports that simplify your financial information visually. Learn more about Dryrun here.

TripLog

For businesses that involve driving, tracking mileage is a must. TripLog automatically tracks mileage based on your GPS coordinates, analyzes fuel efficiency, and tracks your fleet. Ensure you’re invoicing your customers and reimbursing your employees for the right amount of mileage and are claiming the tax deductions you are entitled to. Access streamlined reporting and manage up to thousands of drivers easily. Learn more about TripLog here.

Quickbooks Time

Quickbooks Time is a time tracking software that lets your employees clock in and out with one click. They can take a break, change job codes, or add timesheet details instantly. Submit and approve employee time from anywhere with the app, and build schedules by jobs or shifts quickly to share with your crew. Learn more about Quickbooks Time here.

Wagepoint

Wagepoint is built for small businesses and makes managing your payroll simple. A secure portal allows employees and contractors to easily view their paystubs, edit their banking and personal information, and access their T slips. Spend less time on data entry by quickly importing approved hours through Quickbooks Time or other time tracking apps, or even a CSV file. If your payroll remains consistent, an auto-approve feature lets Wagepoint take care of payroll for you automatically. Learn more about Wagepoint here.

Jobber

Built for trades service oriented businesses, Jobber will help you streamline your financial processes and reduce time spent on repetitive administrative tasks by automating workflows. Provide quotes, issue invoices, and accept payments on the spot, significantly improving efficiency. Jobber can also help improve your close ratio and profit, and manage service call dispatching and work orders in one convenient location. Learn more about Jobber here.

SOS Inventory

SOS Inventory manages sales orders, assemblies, traceability, and more for multiple locations. It integrates with a number of major e-commerce shopping carts and shipping vendors and works seamlessly with QBO. The program is user friendly and accessible on any device, allowing you to manage your inventory anywhere, anytime. Learn more about SOS Inventory here.

Your Trusted Advisor

Receive tailored advice, guidance, and training on selecting and implementing the right apps for your business. Book an introductory meeting to learn more about how your business will benefit from KWB Accounting and Advisory services. 

Strategic Business Goal Setting

Get insight into your business with ONSight Advisory

If you’re an entrepreneur or a small business owner, click here to learn more about our ONSight Advisory program. We offer specially curated business coaching and advisory support to help you thrive.

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