Sophie Rennard

Accounting · Finance · Bookkeeping · Professional services

Sophie spent eight years in practice management across accounting and professional services firms before moving into writing. She covers finance, bookkeeping, and operations, and has a habit of noticing that every firm thinks its problems are unique, when almost none of them are.

16 articles

Isometric blue illustration showing xero automation moving from scattered manual work, through an automation step, to an organised result
Accounting

Xero automation: 4 workflows you can automate beyond the basics

· 6 min read
Isometric blue illustration showing quickbooks automation moving from scattered manual work, through an automation step, to an organised result
Accounting

QuickBooks automation: 5 workflows it cannot handle

· 5 min read
Isometric blue illustration showing hubspot to xero integration moving from scattered manual work, through an automation step, to an organised result
Accounting

HubSpot to Xero integration: sync deals and save 5 hours weekly

· 8 min read
Isometric blue illustration showing financial reporting automation moving from scattered manual work, through an automation step, to an organised result
Accounting

Financial reporting automation: save 10+ hours closing the books

· 5 min read
Isometric blue illustration showing the future of accounting moving from scattered manual work, through an automation step, to an organised result
Accounting

The future of accounting: 5 shifts reshaping your firm

· 8 min read
Isometric blue illustration showing salesforce to quickbooks integration moving from scattered manual work, through an automation step, to an organised result
Accounting

Salesforce to QuickBooks integration: before and after

· 7 min read
Isometric blue illustration showing compliance automation moving from scattered manual work, through an automation step, to an organised result
Legal, Accounting, Childcare

Compliance automation: 4 signs your tracking has outgrown spreadsheets

· 4 min read
Isometric blue illustration showing payroll automation moving from scattered manual work, through an automation step, to an organised result
Accounting

Payroll automation: save a full day and $800+ each month

· 4 min read
Isometric blue illustration showing 6 quickbooks integrations that save your team 10+ hours a week moving from scattered manual work, through an automation step, to an organised result
Accounting

6 QuickBooks integrations that save your team 10+ hours a week

· 7 min read
Isometric blue illustration showing tax preparation automation moving from scattered manual work, through an automation step, to an organised result
Accounting

Tax preparation automation: how firms save 10+ hours per client

· 4 min read
Isometric blue illustration showing how automated financial reporting changes your monthly close moving from scattered manual work, through an automation step, to an organised result
Accounting

How automated financial reporting changes your monthly close

· 3 min read
Isometric blue illustration showing how to automate bookkeeping and save 15+ hours weekly moving from scattered manual work, through an automation step, to an organised result
Accounting

How to automate bookkeeping and save 15+ hours weekly

· 6 min read
Isometric blue illustration showing client intake software moving from scattered manual work, through an automation step, to an organised result
Legal, Accounting, Healthcare

Client intake software: the shortcut to faster onboarding

· 8 min read
Isometric blue illustration showing best software for accounting firms moving from scattered manual work, through an automation step, to an organised result
Accounting

Best software for accounting firms: what practices under 50 people actually need (and what they don't)

· 7 min read
Isometric blue illustration showing automated bank reconciliation moving from scattered manual work, through an automation step, to an organised result
Accounting

Automated bank reconciliation: save 6+ hours monthly

· 6 min read
Isometric blue illustration showing accounting workflow automation moving from scattered manual work, through an automation step, to an organised result
Accounting

Accounting workflow automation: how firms save 20+ hours a week

· 6 min read