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Counting on Change
Leigh Stallard
18 episodes
1 week ago
Cloud Accounting promised to change the game for accountants, bookkeepers - but the majority of firms are still stuck, struggling to embrace change and adopt the tools the tools they've selected. This podcast is all about helping saas vendors, accountants and bookkeepers to navigate the difficult process of change together, with tips and advice from some of the leaders in our space.
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Technology
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Cloud Accounting promised to change the game for accountants, bookkeepers - but the majority of firms are still stuck, struggling to embrace change and adopt the tools the tools they've selected. This podcast is all about helping saas vendors, accountants and bookkeepers to navigate the difficult process of change together, with tips and advice from some of the leaders in our space.
Show more...
Technology
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Miss This Step & Your Tech Implementation Might Fail Before it's Begun
Counting on Change
26 minutes 55 seconds
5 months ago
Miss This Step & Your Tech Implementation Might Fail Before it's Begun

If your SaaS or tech implementation feels broken, it might not be the tools – maybe it’s your processes.In this episode of Counting on Change, I’m joined by Bethanie Hawkins – digital transformation consultant and accounting tech ninja – to unpack why so many firms fail at change initiatives, and what to do differently.✅ We explore: • Why workflow mapping is your step zero in digital transformation • Common red flags in accountants processes • How to get internal buy-in (without the usual drama) • When *not* to replace your systems • The real cost of untrained staff and verbal processesThis one’s especially useful for:👉 Accountants and bookkeepers who're trying to do new and interesting things in their practices👉 Customer success and onboarding leaders looking to reduce time-to-value👉 Sales leaders who want to empathise with post-sale tech implementation👉 Anyone trying to drive real change in SaaS without chasing shiny objects🔗 Connect with Bethanie: LinkedIn🔔 Subscribe for weekly episodes on SaaS onboarding, tech strategy, and client success.00:00 Coming Up01:27 Bethany Hawkins: Background and Experience02:18 Key Characteristics of Successful Firms03:15 The Role of a Change Champion05:03 Planning and Logistics of Change06:04 The Value of Process Mapping08:44 Common Pitfalls and Solutions15:22 Managing Change Effectively17:18 Identifying Red Flags and Initial Steps19:45 Challenges in Large Firms23:23 Building a Strong Business Case25:35 Conclusion and Final Thoughts

Counting on Change
Cloud Accounting promised to change the game for accountants, bookkeepers - but the majority of firms are still stuck, struggling to embrace change and adopt the tools the tools they've selected. This podcast is all about helping saas vendors, accountants and bookkeepers to navigate the difficult process of change together, with tips and advice from some of the leaders in our space.