Lisa McCarthy | Mastering Advisory Services and Cloud Migration Strategies
Gary DeHart, Publisher of Insightful Accountant, and Lisa McCarthy, Co-Founder of Out of the Box Technology, discuss the opportunities available to firms for growing an advisory services practice and how they are positioned to fill the role of advisor. They also discuss the opportunities that are available for migrating clients from desktop applications to cloud-based solutions (and, in some cases, from cloud to desktop), and the pitfalls to avoid.