Firm of the Future Profile:

Firm of the Future Profile:

Welcome back to our Firm of the Future profile series about thriving firms and consultants who are benefitting from the cloud and QuickBooks® Online Accountant (QBOA) to better serve clients and find new revenue opportunities. In this new article, we spotlight Vanessa Ocampo, founder of

Shauna Maher: Tell us about your firm.

Vanessa Ocampo: As the founder of, I have been helping the Latino community for more than 12 years to thrive in business by training them not only in how to utilize QuickBooks correctly, and apply it to work less and get better results, but also to know how to make wiser decisions based on a healthy cash flow. We have dedicated ourselves to educate, train and implement systems and processes with QuickBooks and apps that integrate with QuickBooks.

SM: How long have you been using QuickBooks Online Accountant?

VO: I have been using QuickBooks Online Accountant since 2015 – first as an experiment for my company, then moving most of my clients to this platform.

SM: What convinced you to make the move to QuickBooks Online Accountant?

VO: QuickBooks Online Accountant is the present and the future. I was pretty convinced from the beginning that the only way to be more productive and work better with more reliable information was by using an easy access platform that will allow me to work without bothering the customer with the daily or even monthly tasks.

SM: What are your goals for your practice this year?

VO: My main goal for this year is to complete our Training Platform, providing the best training experience possible where all the new and current users of QuickBooks and QuickBooks apps will be able to learn and apply all the concepts, therefore creating the potential for better decision-making for the Hispanic entrepreneurs.

SM: What’s your favorite away-from-the-office place to get work done?

VO: My favorite away-from-the-office place is a bookstore. I love going to a bookstore to hide behind the history books and just write content, articles and training material. I love quiet places when it comes to creating content.

SM: Where’s the craziest place you’ve done work for a client?

VOThe craziest place I have done work for a client is at the beach. I once stayed at a beachfront resort and while my family was at the beach/pool – I was sitting at a beach shack, with the hotel Wi-Fi, finishing a client’s project. It was amazing – so amazing that my profile picture from Facebook is from that hotel. I loved it. That’s the kind of flexibility you get from working with QuickBooks Online.

SM: What’s your number one time saving tip?

VO: My number one time saving tip is training my clients to use the QuickBooks Online app on their cell phones so they can use the picture feature for their receipts. More often that not, it will save you so much time since you don’t have to ask at the end of the month what a particular expense was for. It saves me time and headaches.

SM: When you’re not working, what’s your favorite way to spend your time?

VO: When I’m not working, I love just spending with my family. I love being with my husband and my two girls. I am a “homeschool mom entrepreneur”. But, even with that, there are so many things to learn and explore with them. When I have the time, I do science projects, paint, go outside and play. We are constantly learning about nature, God’s creation, history, math and of course putting together new Legos creations.

SM: What advice do you have for peers that are still on QuickBooks Desktop?

VO: My biggest advice is to evaluate the opportunity. I understand that not all clients are ready to work with QuickBooks Online. You have to evaluate the client, the loyalty, the potential headaches and whether it’s worth it to keep that client as a part of your clientele – then you can use QBox or any other app that helps you share and collaborate in QuickBooks Desktop. Be creative. Do not stay still. Stay out of your comfort zone and recognize the opportunities you could be missing out on by not becoming a part of the cloud with QuickBooks Online Accountant.

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