As a bookkeeper or accountant, embracing change and adopting new technology is crucial for staying competitive and providing top-notch service to your clients. However, guiding your clients through this process can sometimes be challenging. In this guide, we will explore effective strategies for assisting your clients in navigating change management and successfully adopting new technology solutions.

1. Selecting the Right Software Solution:

Choosing the appropriate software solution is a critical step in the change management process. When evaluating options, consider the following:

  • Value-add: If implementing new tech for your practice that you will use with clients, ensure that the software adds value to the client relationship. If implementing something that the client will use internally, ensure that it improves your client's business operations and that it addresses their specific needs.
  • Ease of Use: Opt for intuitive software that is user-friendly, minimizing the learning curve for your clients. Finding a solution that is supported via web browser and mobile app makes it easy for clients regardless of where they work each day.
  • Time-saving: Highlight how the new software will help them (not you) to save time and be more efficient.

2. Communicating the Benefits of Change:

Clearly communicate the reasons behind implementing the change and how it benefits your clients. Frame the transition as an investment in customer service and highlight the advantages they will experience, such as ease of access, security, improved accuracy, etc.

3. Preparing Clients for the Change:

Proactive communication is key to managing expectations and reducing resistance. Inform your clients in advance about the upcoming change and provide detailed information regarding the process, including:

  • Access and Setup: Explain how they will gain access to the new software and what steps are involved in the setup process.
  • Timeline: Set clear expectations by outlining the timeline for the transition, including effective dates.
  • Grace Period: Offer a grace period during which you will provide additional support to address any initial challenges or questions.
  • Training: Arrange training sessions or provide resources to help clients familiarize themselves with the new software. This could include video tutorials, user guides, or webinars.
  • Help and Support: Establish channels for clients to seek assistance and address any issues they encounter. Offer reliable support through appropriate channels.

4. Supporting and Nurturing Clients:

To ensure a smooth transition, continue supporting your clients throughout the change management process. Here are some effective strategies:

  • Regular Updates: Keep clients informed about new features, updates, and enhancements related to the software solution. Demonstrate your commitment to their success by sharing relevant information.
  • Technical Assistance: Address any technical difficulties promptly and offer troubleshooting assistance to alleviate frustrations.

5. Dealing with Resistance:

While most clients will embrace change, some may struggle with adapting to the new technology. In such cases, it's essential to have a plan in place:

  • Clear Process: Communicate the process for clients who cannot adapt. This could involve reverting to the old way of doing things, but with an increased fee, or assisting them in finding a new service provider that aligns with their needs.


Successfully guiding clients through the process of change and adopting new technology requires a thoughtful and proactive approach. By selecting the right software solution, communicating the benefits, preparing clients, providing ongoing support, and addressing resistance, you can help your clients embrace change and improve their financial operations. Emphasize that this change is an investment in their business, positioning yourself as a trusted partner on their journey to success.

Client Hub is a valued added, simple to use solution that can help you work seamlessly with your clients. To learn more go to