#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

#QBConnect

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