For Accounting Firms

Here is a list of some of the ways I can help your firm work more effectively with Quickbooks or Quickbooks Online. (Note: I don’t do taxes or statements: I won’t steal your clients.)

Why?

I have been a Controller.

I understand the technological friction and administrative pain points from the clients perspective better than most accountants in public practice.

I help firms create efficiencies and add value to their clients’ businesses through technology.

I do group benefits.

In exchange for helping you, I get introductions to businesses that may have insurance needs.

It’s a win win.

Quickbooks Online Accountant Edition

I can help you implement Quickbooks Online Accountant Edition within your firm.

I will help with Quickbooks Desktop to Quickbooks Online conversion for your clients.

I will help train your staff and clients to get the most out of Quickbooks Online.

I can help you and your clients explore the ecosystem of third party apps that help extend the functionality of Quickbooks Online.

The accounting industry is changing. I can help you stay at the leading edge.

Create Efficiencies

Check in on your client’s bookkeeping remotely from the office so you don’t have to spend so much time at year-end correcting mistakes.

Wholesale billing allows you to pass discounts on to your clients or include the software as part of your service offering.

Download account balances into Profile or Caseware with a few simple clicks.

Communicate documentation requests to clients directly in the software.

Clients can deliver the requested documentation securely, right in the software.

It’s a Win-Win. Get in Touch!