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

some links are affiliate links 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.