I Love Bookkeeping

Processes are something every bookkeeping business needs. But how do you go about creating and leveraging them? Co-hosts Hannah Robinson and Melissa Honan interview Content Snare Co-Founder James (Jimmy) Rose – they discuss systems, automation, tech stack, and “shortcuts” that will help bookkeepers win time back and better streamline their workflow. [0:41] Brisbane-based Jimmy Rose is the Co-Founder of Content Snare, a software platform that helps bookkeepers collect information and documents from clients. A former automation engineer, he now focuses on helping business owners regain their lives and be more productive. [2:19] Hannah asks Jimmy what made him want to pivot away from running a digital marketing and web design agency. [3:48] Based on his experience and conversations with bookkeepers, Jimmy sees wasted time chasing clients for documents or similar as the biggest pain-point for bookkeepers. [6:07] For Jimmy, even after asking for client documents there may be challenges, as those documents may be f