Asking Your Client the Right Questions

In my last blog I made the case that there is a confusion, delay and conversion crisis in the accounting profession as practices try to stage effective, worry-free conversions from any accounting software to QuickBooks Online.

The compelling advantages of having your clients online so that you can do your work more efficiently and give your clients better service are many. Conversion to online services will eventually happen and be well worth it. Those accounting practices that ramp up to embrace the changes will do well.

However, change involves some pain. The pain of learning new systems, the pain of training staff, and perhaps the pain of implementing a new business model. Naturally, accountants want to avoid or minimize the pain while gaining the profit and efficiency that comes from a online practice.

Much of the crisis stems from a poor understanding of other items that need to be converted and staged properly in order for the conversion to be considered a success. Questions come up, usually after the fact, from the client: What about my payroll, merchant service, bill.com and other applications I have connected to by previous accounting software? Is there a conversion tool for these? How do I get my payroll out now that I am converted? Hence, the conversion is now in a crisis for the client can’t perform payroll or collect.

The crises arise because a conversion many times will include other items beyond QuickBooks to be converted. The add-ons need to be staged properly in order for the conversion to be considered a success. Questions come up, usually after the fact, from the client: What about my payroll, merchant service, Bill.com and other applications I have connected to by previous accounting software? Is there a conversion tool for these? How do I get my payroll out now that I am converted? Hence, the conversion is now in a crisis for the client (can’t perform payroll or collect payment) and the accountant (who can I call to resolve the issues!?).

At QBO Hero, we know the right questions to ask and we have the experience, knowledge and tools to implement a smooth conversion of your whole office to the online business model.

Until next time,

Jim Filicetti

Get Started With QuickBooks Online