building a cloud practice
TRANSCRIPT
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Building a Cloud Practice
Barry MacQuarrie, CPA, Consultant, KAF
January 7, 2015
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Disruptto cause (something) to
be unable to continue in
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1 Inventory
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Time to
brainstorm
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What do
you do?
Who
works for
you?
What is
your
process?
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Your services
Corporate TaxBookkeeping
Individual Returns
Payroll
QBO Setup
Tax Notices
Data Conversion
Year End Clean Up
TrainingFinancial Statements
Systems Integration
Succession Planning
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Your people
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Your process
Staff Scheduling
Marketing
Time EntryExpense Reports
Bill Pay
Due Date Monitoring
Billing
Credit Card Processing
Accounts Payable
Vendor Management
Cash Receipts
CPE Tracking
Payroll
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2 Change
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Build a team
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Select one
process
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Map your
current process
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Identify vendors
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Demonstration
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Due diligence
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Ask what they
don’t do
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Add bandwidth
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Backup plan
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Repeat
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3 Enjoy
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Meet client
expectations
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Security
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Attract talent
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Mobile devices
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Lower your
technology costs
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Disruptto cause (something) to
be unable to continue in
the normal waysource: merriam-webster.com
#QBConnect
Thank You