Want a Professional, Profitable and Scalable bookkeeping business?

Discover how ‘business savvy bookkeepers' use Airtable to get organised, leverage their time and stop trading their time for money.

stop trading your time for money by creating leverage in your bookkeeping business 

As bookkeepers, the majority of our time goes into ‘doing', organising and juggling. We work hard, and once we reach our ‘full capacity', it's time to hire someone to lighten our load.

We jump ‘out of the frying pan, into the fire'!

Now, on top of our existing workload, we've added training, supervising, reviewing and putting out fires to the list! No wonder we're overworked, overwhelmed and underpaid. 

Hiring employees is only one way to create ‘leverage' in your business. If you hire your ideal employee the first time around, you'll find yourself with more free time, and although your income will have taken a hit, you'll have time to prioritise your business!

If you hire the wrong person, you'll set yourself back months, if not years.

Thankfully there are other ways to create leverage…

As Savvy we believe that ‘Smart bookkeepers store knowledge, expertise and standards ‘in their head'. Savvy bookkeepers create leverage by storing this information in templates!'.  

At Savvy, we recognise the value of having digital IP, and champion the cause of helping smart bookkeepers like you, extract your IP from your head, and put it into templates that make your business more efficient and organised.

You'll find yourself feeling more peaceful too, after all, what you're effectively doing is freeing up your headspace for more important and enjoyable things.

Whether you have time to develop your own but haven't been able to find a tool that is flexible enough. Or if you don't have the time and want to use ours, you'll love what Airtable can do for your business!

airtable is my favourite Bookkeeping Business APP

by Amy Hooke

Hi, I'm Amy Hooke, a bookkeeping business mentor who equips, educates and empowers bookkeepers to build professional, profitable and scalable businesses.

When Off The Hook Bookkeeping was small, only a few clients and no staff, having all my knowledge and processes in my head was fine. As the business grew beyond my own capacity, I found myself constantly:

  • doing repetitive tasks over and over again
  • switching between clients and losing track
  • feeling overwhelmed keeping track of client information and lodgments
  • frustrated with employees not upholding standards 

If you plan to stop trading your time-for-money, you need systems. Although it takes a bit longer to create a process, you only need to do it once!  Stopping to make a checklist, or create form, can slow you down in the early days, but in the long-run it means my business is less reliant on you.

Having every processes, checklists and workflows in place can feel like an unattainable goal, especially if you don't have the right tools. Unfortunately, the quest for the ‘right tools' can consume a lot of your time and money, only to discover that tool isn't quite right for you.

Most apps are already built for you, and can only be customised to a small extent. However, Airtable is highly customisable, allowing you greater flexibility in how you collect and organise information.

I've been using Airtable since 2019, and have learned it inside out, although they often add new features. Learn from me, or purchase any of my templates, and you will get better results than I did, faster than I did, and with a lot less overwhelm.

If the idea of having a professional, profitable online bookkeeping practice that runs without you resonates with you, then do yourself a favor, start your FREE Trial on Airtable

You won't regret it!

Amy xo

Airtable faqs

What is airtable?

Airtable is a database tool that is great for organising information and records. We use if for processes and workflows, client information management, planning, projects, task management, social media posts and automated workflows.
It can also be used to track time, send emails and much more. 

is the free version enough for me?

Like all software apps, there is a free version and two paid levels. Usually, the free versions of software aren't sufficient for long-term use, and are designed more as a way for you to ‘try it out' before committing to a paid version.

We recommend the free version of Airtable which is more than enough for most small businesses.

woman carrying the world

What's in the paid version?

We find that the paid version is useful if you need the following features (and you probably won't!):

  • Syncs: if you want to sync automatically (instead of manually) or if you need to sync one base/table to more than one other base/table (you probably won't need to).
  • Apps: these are add ons that allow you to add graphs or different features to your bases/tables. We don't use these often and you can probably live without them!
  • Automations: set and forget various tasks to happen automatically, such as creating records, updating records and sending basic emails (they have Airtable branding on them).
  • Custom branding and colours: add your own logo to forms and choose from a wider range of base/customisation colours. If you're embedding forms onto your website you won't need this anyway.

Is it hard to learn and use?

Airtable provide a lot of training, and so do we! Use Airtable's online training videos and help articles to learn the functions of the app. Learn from Savvy and our members industry specific ways to use the app.

Once you learn the basics, if building your own isn't your ‘cup of tea', then you can use ours, access Airtable's large selection of pre-made templates, or find templates made by others in the Airtable Marketplace.

Be A ‘Business Savvy' Bookkeeper

get your Knowledge out of your head!

Be more organised, efficient and peaceful with Airtable, a free app that will save you time, money and effort.