Software Tools – Accounting and CRM

[Mike Kress]

What are some of your favorite software tools that have helped your business? I am looking at quickbooks vs Xero for accounting, and then airtable for a CRM. Anyone have strong opinions on these?

Topic

[Michael Aillon]

#29526

I use Xero. I hired an accountant to help me with setup and periodic consulting. She knows both platforms but prefer’s Xero. I think QuickBooks is simpler, but Xero is “better”. There Quickbooks may be a little easier for the entrepreneur.

[Michael Aillon]

#29527

Also see this video…….https://www.youtube.com/watch?v=vyPDApo-gE0

[Mike Kress]

#29544

Thanks Mike. I signed up for Xero a week or so ago now. Going through the Xero training videos to get up to speed. Any chance you have specific resources for inventory tracking across multiple states that helped you? Would love to chat if you’re able

[Mike Kress]

#29545

Other option is of course to hire a bookkeeper through Xero. Did you hire yours through their bookkeeper finder?

[Michael Aillon]

#29546

I don’t have a bookeeper yet. I hired a xero trainer from upwork to help me set up my business. I think I would recommend that. Then look to hire a basic bookkeeper once you know the ropes.

[Michael Aillon]

#29547

I don’t have a bookeeper yet. I hired a xero trainer from upwork to help me set up my business. I think I would recommend that. Then look to hire a basic bookkeeper once you know the ropes.

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