Accountants: Industry of the Month

By: Casey Sutton Tuesday July 20, 2021 comments



AllProWebTools solves the communication and organization problems common to many of these small businesses. 

  • Freelance accountants that are hired by big businesses
  • Accounting businesses that work with many different businesses and clients throughout the day

By upgrading their customer relationship strategy, calendar integrations, and productivity tools, small businesses can improve efficiency and meet the needs of more new customers.  They also increase their ability to attract new customers by improving their website and marketing capabilities.

Integrating all these functions into one software solution can save them a lot of energy, and give them access to unique, time-saving tools.


  • Public Accounting
  • Management Accounting
  • Internal Auditing


Recommended Tools

Workflow Timeline

The Workflow Timeline gives owners, managers, and employees access to a live feed of important business updates.

  • Stay connected and in-the-loop without making phone calls to check on progress.
  • Staff on the road get important client updates and tasks in real time.
  • New appointments and orders post in real time.
  • All the tools below post to the Workflow Timeline, making it a powerful tool for small business owners.


Some of these companies sell products online,and many could benefit from online orders or bookings.  Having a web presence is also a great way to acquire leads, provide information to potential customers, and give current customers a place to recommend the company’s services. 

  • Online Scheduling: Customers can make appointments and orders onlinewithout picking up the phone. They could even book and pay for catering online.  This is perfect for business owners that spend a lot of time playing phone tag.
  • Image Slider and Photo Gallery: Perfect to show off food, satisfied customers, and location.
  • Opt-In Lead Box: Send new customer notifications as a text directly to the owner or manager, to keep up with leads on the go.
  • Video Testimonials: Let satisfied customers speak for themselves with engaging testimonials.

Customer Service

Customer satisfaction is critical for small businesses.  Using Customer Relationship Management tools (CRM) helps keep customers happy and draws in new leads.

  • Client Notes: Internal client notes post automatically to the Workflow Timeline, so everyone has the most current information. This is great for caterers to keep up with updates on the go.
  • Customer Database: Keep the contact information of all past customers, current customers, leads, affiliates, and more in one database, integrated with the sales pipeline.
  • Acquire Leads: Search for businesses that might benefit from the company’s services, using the online tool. Drop a map pin on the desired location, and instantly access contact information and a preview of the websites of local businesses.  Leads can be added directly to the sales pipeline.
  • Mobile Invoicing: Generate accurate to the minute invoices instantly from a mobile device.



In a shop with many different repair projects going on at once, information equals productivity.  Particularly for small high tech repair companies, efficiency and speed is what gives them an edge.  Making use of AllProWebTools’ timecard and tasking tools, both of which post to the Workflow Timeline, makes it much easier to track progress on various projects.  All employees can scroll through the timeline to see what work has already been completed, and what’s next.

  • Timecards: Workers clock in to specific projects, and clock out each time they switch tasks. For companies who bill by the hour, this provides accurate to the minute data for the invoice. 
  • Pay in Advance: Companies can also charge a retainer and have employees clock in to drain from that retainer.
  • Track Sales Commission: If the company has a sales team, automatically track their commission based on business generated.
  • Tasking: Managers and workers can assign each other tasks with various priority levels. Tasks can be shared among several employees and set to recur on any schedule.  It’s perfect for setting a to-do list for each project. 
  • Updated tasks post to the Workflow Timeline, so all employees can track progress.


Many get new business from word of mouth and the phone book, but a more proactive strategy could yield more dramatic results.  Tapping into the resource of past customers can give an edge to small businesses that do outstanding work.

  • Automated Email Marketing: Find out how many website visits, leads, and appointments result from each individual email campaign. Send automated emails to past customers at set times after a job is completed to offer upsells and special deals, or to request a testimonial.
  • Opt-In Lead Box: Offer emailed special offers and coupon codes from a lead box on the website.
Casey Sutton

About the Author: Casey Sutton

Casey Sutton is the resident writer for AllProWebTools, and a published author. When she emerges, blinking from her grotto, she spends her time cultivating her creativity by playing D&D, falling during ice skating, and aspiring to become a 'bench-pressing goddess'. 




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