Bookkeeping and Technology: Part 2: My Setup

This is the second post in my series about bookkeeping and technology. Last time I wrote about the early days of moving my business online. Today I'd like to talk about the tech I use and how it has changed the way I run my business. For the sake of brevity we'll stick to what I use for client bookkeeping.

My basic criteria:

If my client is going to be using it, I want the interface clean and simple. There should be as little industry jargon as possible.

Is this a slight on my clients? Of course not.

My job as a bookkeeper isn't just to record business data and generate reports. My job is to make that part of an owner's business as simple as possible. I want my client to worry as little as possible about entering data so they can get back to doing what they do best.

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Bookkeeping - Made in Canada


It's funny how the mind works. Driving around each day, I couldn't tell you how many red Honda Civics passed me. But if I were to buy a red Honda Civic tomorrow, suddenly I'd be seeing them at every intersection.

No, I'm not about to talk about cars, or give a Radiolab-style analysis on why the mind notices these things. I say this because I am noticing a lot more Canadian tech companies lately. More specifically, Canadian-based bookkeeping companies.

There are times when a desktop accounting application is the best choice. In those circumstances, QuickBooks has been my brand of choice ever since they discontinued MYOB in Canada.

When QB isn't required, or when a client is using something online as their front-end invoicing app, I've been working with 3 main ones.

  1. Freshbooks
  2. Wave Accounting
  3. Xero

2 of these 3 have something in common. Yes, you guessed it, Canadian companies. To make things even more interesting, I recently started testing out another app.

Kashoo is another online bookkeeping service. I'm just starting to learn more about it. I think it's going to be another favourite. Guess what? Canadian too.

I have no idea what makes Canada a hotbed of accounting innovation. Whatever the reason, it sure makes me proud to be a bookkeeper here.

I realize that I've done a few posts on Freshbooks in the past. I think it's about time I wrote about some of the other options too. Maybe even a side by side comparison. The nice thing is, each company is going to have different wants and needs when it comes to their bookkeeping system. Each option I listed above is well suited to a specific type of entrepreneur.

Need to invoice but hate accounting? Freshbooks

Like but wish it could also do your books? Wave

Anyway, I know I've been really slow on putting up posts this year, but I'll try to get to those soon. Stay tuned for sure. In the meantime, I've been getting a lot of great people sending me guest posts. I hope you have enjoyed them so far. You're always welcome to contact me if you have an opinion on the content I'm publishing, or if you have a post idea of your own.