As I’m sure you’ve heard before, the benefits of cloud accounting and offering cloud computing to your clients are endless for both you and your clients. That said, getting your clients to move to cloud accounting may be easier said than done.
I recently came across an article on the Intuit Accountants Networks that gives you a step-by-step plan for helping your clients make a smooth move to accessing QuickBooks in the cloud:
Many accountants we’ve worked with have found that once they’ve started the conversation and planted the seed, a great, no pressure next step is to do a demo and/or a free trial so your clients can get a hands-on feel for how it works and how it can help save them both time and money. This also ensures your clients have a chance to get all their questions answered and concerns addressed so they’re comfortable before making any changes.
Often times, once clients see that with a hosted QuickBooks solution they’ll have access to the same desktop version of QuickBooks they’re used to working in, the transition is quick and painless and best of all, makes that accounting process easier for all involved.