256 | [AMA] Switching Workflow Softwares (Financial Cents vs. Double)

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If you have between 10 and 20 clients and you’ve been eyeing a new workflow software, hear me out before you hit “start free trial.” In this episode, I answer a question from my Ask Me Anything series: Stephanie is a solo bookkeeper with about 20 clients, trying to decide between staying on Financial Cents or switching to Double. Instead of naming a winner, I turn the question around and walk through how to tell the difference between being stubborn about your software and making a smart business decision. I also share my own shiny object syndrome story (hi, ClickUp) and why I stayed with Asana instead.

In this episode you’ll hear:

• My Own Shiny Object Syndrome Story
• The Questions to Ask Yourself Before Switching Software

Resources mentioned in this episode:

• Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7d
• Dubsado**: https://www.dubsado.com/?c=shoupcpa
• Effortless Client Requests from Workflow Queen: https://serenashoup.krtra.com/t/j7gf1iOhVBYf
• Onboarding Bookkeeping Clients with Dubsado: https://www.youtube.com/watch?v=0ffUIah7zUY

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba

Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper**

https://www.katieferro.com/a/38894/2PQNgtvv

For creators:

Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit my website: https://www.ambitiousbookkeeper.com/
• Subscribe to my Newsletter https://www.ambitiousbookkeeper.com/blog
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper/
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC https://www.iangilliam.com/sabr-media-llc
• Descript** https://get.descript.com/u7lubkx09073
• Buzzsprout** https://www.buzzsprout.com/?referrer_id=1753696

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.