Jason Richelson, CEO at bookkeep™, Joins Dawn!

Automation is the Future

Jason begins his conversation with Dawn by expressing the importance of implementing automation to execute your bookkeeping properly. He talks about all the payment and eCommerce apps on the market now, like Shopify, Amazon, Square, Sezzle, etc.., and says it’s impossible to keep track of all your deposits manually—with bookkeep™, you don’t have to. Jason also explains how automation is the future; more and more applications are going to implement payment processing features, and bookkeep™ is constantly improving their products to offer more integrations with new applications.

Sales Tax Audit? bookkeep™ has you covered.

Dawn also expresses her concern with other apps on the market, and how many of them lack functionality to properly account for and manage sales tax, and how these can set business owners up for failure in the event of a sales tax audit. Jason agrees and says he didn’t even know about sales tax audits until he met Dawn. Jason discusses how difficult it is to keep track of all the different fees and rules that each payment product possesses, and how bookkeep™ will keep your balances in sync and ensure you are recording your sales taxes properly. 

bookkeep™ and Their Plan for the Future

Jason also talks about bookkeep’s™' plans to integrate apps like UberEats and DoorDash into their automation software, and how many of these apps make it difficult for bookkeepers and accountants to access their client’s data. Jason says he encourages other accountants and bookkeepers to reach out to these applications, and express the need to access these records. bookkeep™ is alwayways looking for new ways to integrate with new products, and strives to move forward with new technology so that you and your clients can run your businesses easily and efficiently.

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