Your roadmap to becoming a digital firm (Sponsored)

Jun 09, 2020


By Nadine Chetty, co-founder of Ecomm Accounting Solutions and Intuit QuickBooks Online trainer and writer.

You’ve decided to move your business to the cloud? Great decision! Making the move takes some effort, but your business will reap great success in the near future. While there are many aspects to consider, it is important to first create your plan. These steps will help guide you in the right direction.

  1. Do your homework

    When making a big change, begin by writing down your company’s values, vision and what makes your firm unique. This helps you define what kind of cloud service you want to offer your clients. This step should be handled by the owners and the leadership of the firm. Next, build the new cloud culture within the leadership as they will be portraying this message to the rest of the team.

  2. Find Cloud Champions in your firm

    Your Cloud Champions will drive the move to the cloud. They need to be tech savvy and should have an accounting and IT background. They should understand the values of the firm as well as the needs of the clients. They will build enthusiasm amongst your team, source the best cloud software and get it implemented.

  3. Finding an app-stack for your firm

    This step involves sourcing the best apps suitable for your firm. Start with your cloud accounting solution. There are several available but my favourite would be Intuit QuickBooks Online Accountant. You need to pick a provider that can grow with your firm, and QuickBooks Online does just that. It is easy to learn and implement, and it’s so versatile that it can be used over several industry types. I would suggest sticking to one accounting software. Next, add value-added services to streamline your processes. Once you feel comfortable with those, you could move on to more complex add-ons, such as point of sale and detailed reporting systems.

  4. Change your culture

    Once you have found your perfect cloud solution, the Cloud Champion should introduce it and train the rest of the team. This step is crucial as it will make or break your implementation. The best way to change the culture is by adopting a practical route. The final step is to speak to your clients about your cloud solution and then implementing it at the perfect time. This is quite an intricate process and will be discussed in detail in next week’s article.

Intuit is the proud maker of QuickBooks the world’s leading accounting software provider with over 5.2 million customers across the globe. QuickBooks Online Accountant launches in Ireland this Wednesday with an exciting virtual event highlighting solutions specifically for Ireland including valuable information on how you can take your practice to the next level and collaborate with your clients in the cloud. There will be an opportunity to chat with QuickBooks specialists, a chance to win prizes, as well as gain insights during these challenging time from our keynote presenter Bobby Kerr. For more information or to join our FREE launch event, click here.

(This article is sponsored by Intuit QuickBooks)