Leading Strategies for Moving Your Accounting Practice to the Cloud
In today’s fast (and getting faster) business environment, growing small and mid-sized business owners need outsourced accounting and advisory service firms that can not only keep up with them, but top clients rely on their account firms to be several steps ahead providing them with the advice, tools and resources they need to succeed. Cloud technology gives client accounting service firms the opportunity to provide value-added bundled services that make this possible.
As progress firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addresses – including how best to qualify prospects to select the ‘right fit’ clients for the firm, how to package and price your services, and how to engage your clients in way that clearly defines and supports the relationship.
This session, instructed by Jennifer Katrulya, will help you develop a strategic plan and the best practice procedures involved in transitioning toward the provision of outsourced accounting and advisory services using today’s leading cloud-based technology solutions in a value-pricing model.
Jennifer Katrulya CPA, is owner of BMRG, and an Advanced Certified QuickBooks ProAdvisor. She has spent the last 15 years working with small to mid-sized businesses to help them use technology to streamline workflow processes, establish company policies and procedures, save time and maximize profits. Jennifer is a member of the Intuit’s Trainer Writer Network; and Intuit’s Accountant and Customer Advisor Council. She is a frequent speaker on a variety of technology solution, accounting, and business management topics.