If you’re a CPA, you know how time consuming it can be requesting data files from your clients. Bryce Forney is a CPA who uses Intuit’s QuickBooks Online Accountant to better serve his small business owner clients during tax season and throughout the year. Since all the data is stored in the cloud, he can get the data he needs at any moment without having to inconvenience his clients.
Once you’ve gotten started using QuickBooks Online, what’s the first thing you need to do when looking for new clients? Get certified! Stacy Kildal, CPA, gives QuickBooks Online users some vital info on how to attract customers. Getting certified will get you listed at findaproadvisor.com, which ensures that potential clients will find you and feel secure that you know the product back to front.
Hear from more accounting professionals about the benefits of the cloud and learn about timely accounting trends at: https://www.youtube.com/user/IntuitAcademy