The idea of a “cloud based firm” has been around for several years now. Long enough that most accounting professionals who are actively looking to grow their firm have made an effort to take their firm to “the cloud” in some capacity.  However - even several years into the “Age of Cloud Accounting” -  most accounting professionals have found that the idea of a cloud based firm and the reality haven’t always lined up. You might be able to use QBO + a few chosen apps you’ve partnered with app automate the data entry and/or increase the efficiency of 3/4ths of the tasks in your monthly “Accounts Payable Package”. This is progress, but you’ll never be able to enjoy the “work anytime, from anywhere” lifestyle promised by cloud accounting - unless you can actually do 100% of the tasks “anytime, from anywhere”.  Some firms cut tasks that couldn’t easily be automated to get to the “cloud lifestyle” faster but who’s to say if that’s what’s best for your clients (or your firm) in the long term.  Instead of cutting your services to fit technology’s limits - join us for a 60 mins presentation to learn about new advancements in fintech that will allow you to bring your workflow 100% online, without having to eliminate any (viable) service offerings. We will walk you through the most common elements of a firm’s client workflow that have traditionally not possible to do with an app, solutions for each one, and cover the benefits both your clients and your firm will experience by finally being able to be 100% cloud based.
 
Learning Objectives

• Identify the most common roadblocks that keep you from moving your monthly client services completely to the cloud and discuss solution(s) for each roadblock.


• Go over the benefits of a 100% cloud based workflow, and learn how to calculate the savings for your client and your firm.  


• Client Messaging: learn how to reposition the purpose of your firm's monthly service packages to expand the perceived value of your firm & increase the Average Lifetime Value of each one of your current clients, and attract more new clients.


• Learn the ideal client accounting services (CAS) menu offering and fully automated workflow.