Since then, everything has moved in that direction: this is the future. Ten years ago, baby boomers would never think about working online. Given an inherent bias that folks have who use QuickBooks Desktop over QuickBooks Online, what do you say to those considering moving online? Is the bias valid?īias is not the right word. The Good-Bye procedures include data entry, single screen access, and other outdated procedures. Both procedures save time and improve productivity. The Efficiency procedures would include the bank feeds and reconciliations. For example, client invoice, checks and reports have the same function, but a new look. The Familiar procedures with a new look includes typical accounting procedures with new screen looks.
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A ProAdvisor is a student-teacher of QuickBooks: Intuit provides update on trends and best practices for a bookkeeping/accounting firm. There are multiple benefits of being QuickBooks ProAdvisor. Why did you become a QuickBooks ProAdvisor? Beyond that, it’s the same: recording business transactions, pulling that into client invoices and cash flow statements. My law firm clients have different workflows that require the tracking of time, reimbursed costs and trust accounts per matter. How are law firm clients different from other clients?
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Reconciling each month solidifies that whole process.
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When trust and liability accounts are set up and itemized, my clients can track when trust is received and each time it was transferred to pay for client invoices. To be more productive and to be able to see at a glance the cash flow and balance is crucial. Most law firms I meet with initially don’t even have liability accounts set up.
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I customize my work with a new client based on their business needs.
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This helps me to see how QuickBooks Online can streamline the tasks to be more productive. For most firms, this includes taking a look at workflow, then the workflow in relation to financial management. Tell us about how you onboard a new client.ĭuring the complimentary consultation, I get the client to think about goal-setting.
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Laurette is one of our first LeanLaw Accounting Pro partners. A QuickBooks Certified ProAdvisor since 2009, Laurette Clash confirms that if you’re ready to have clarity about your money, grow your business with vitality, and create healthy financial habitudes, then she can assist you.