In a recent webinar, Ashley Leeds sat down with Johann Goree, one of the co-founders of Engager.app, to discuss the journey of building a successful practice management software and the challenges faced along the way. This insightful conversation delved into Johann’s vision for Engager, the importance of community-driven development, and how the software is revolutionising the way accountants and bookkeepers manage their practices.
From Accountant to Software Innovator
Johann Goree wears many hats. As the co-founder of Engager.app, a busy accountant, and a content creator, he has a unique perspective on the industry. Despite his diverse roles, Johann’s passion clearly lies with Engager, a platform that has quickly become essential for many in the accounting world.
Applying Lessons from Diverse Industries
Johann believes in the value of variety in business. Drawing from experiences across different industries, he highlighted how insights from one sector can enhance advisory services in another. This philosophy is also reflected in Engager, which is designed to cater to a broad range of accounting and bookkeeping needs.
Challenges of Expanding an Accounting Business
Johann acknowledges the difficulties of running multiple businesses, especially in the post-COVID era. However, with a strong team, particularly his operations manager, Jade, Johann has managed to navigate these challenges successfully.
Harnessing Technology for Efficiency
Johann has embraced technology to streamline his work. He shared how AI and automation tools have transformed his workflow, enabling him to efficiently manage client meetings and other tasks, allowing more time to focus on growing Engager.
The CRM vs. Practice Management Debate
The conversation touched on the often-blurred line between CRM and practice management tools. Johann explained how Engager uniquely combines these functionalities, covering everything from initial pricing to client disengagement.
The Surprising Reliance on Spreadsheets
Johann was surprised to find that nearly 25% of Engager’s users were previously managing their practice with spreadsheets or had no system at all. This highlighted a significant gap in the market that Engager is now filling.
Community-Driven Development
Engager’s development is heavily influenced by its user community. Johann described how their Facebook group helps shape the software, with user suggestions often leading to new features being implemented rapidly.
What’s Next for Engager.app?
Looking ahead, Johann teased new developments for Engager, including enhanced CRM capabilities that will provide a complete sales pipeline overview, a feature that will be available soon.
Building a Community of Raving Fans
Johann emphasised that Engager’s users are more than just customers—they’re part of a community. With continuous improvements and a focus on user feedback, Engager is set to remain a leader in practice management for accountants.
This interview provides a glimpse into Johann’s entrepreneurial journey and his commitment to helping accountants and bookkeepers streamline their operations with innovative solutions.
