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.
Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.
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