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