What If Your Bookkeeper/Accountant Leaves?

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Are you getting a new Bookkeeper / Accountant?

Your new Bookkeeper / Accountant may not have had any experience with Blackpurl so the first thing you need to do is get them familiar with Blackpurl. 

That is where Blackpurl can help.

 

Let Your Tools Do the Heavy Lifting

Regardless of whether your new Bookkeeper / Accountant is up to speed, Blackpurl will continue with the Accounting Integration automatically.

Let Blackpurl continue to do its job to seamlessly integrate transaction with your chosen Accounting Package – Xero or QuickBooks Online. 

 

Reach out to Blackpurl for help 

Before your new Bookkeeper / Accountant makes changes or review processes, it is important that they understand how Blackpurl Accounting Integration actually works and that is where we come in.

To get them up to speed, we have a few options:

  1. Your Bookkeeper / Accountant can review our overview knowledge base articles on Accounting Integration here
  2. Your Bookkeeper / Accountant can go through the self paced online training on Blackpurl Academy.
  3. You can sign up for an Accounting Integration Overview session with one of our Blackpurl Support Team members by contacting support@blackpurl.com 
  4. All the above options

 

Our Blackpurl Support Team will liaise with you to set up a meeting date and time through Google Meets.

We will go through:

  • How the Accounting Integration works
  • What are the must-knows
  • Does your Accounting Package actually balance out to Blackpurl?
  • Safe environment where Bookkeeper / Accountant can ask any questions 

 

Just remember that Blackpurl is here to help you with our Blackpurl Accounting Integration so please do not hesitate to reach out.

 

Future-Proof Your Business

Let’s make sure transitioning to a new Bookkeeper / Accountant is easy in the future.

Things to think about:

  • Dealership should be documenting critical admin processes ie monthly reconciliations.
  • Dealership should be keeping up to date with reconciliations and bank feeds, etc.
  • Remember that Blackpurl is the source of truth. 
  • Keep up to date with all Blackpurl feature releases. 
  • Do not be afraid to ask for Training or a Q&A session. 

 

Changing a Bookkeeper/Accountant doesn’t have to feel like the end of the world. 

With Blackpurl, you’ve got the tools, the team, and the know-how to keep things moving forward without missing a beat.

 

👉 Want to stay in the loop with more tips like this? Contact us team@blackpurl.com to get added to our newsletter and never miss an update! 

 

Got questions? We’re just an email away. Let’s get you back on track!

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