Firm of the Future Profile: Say Yes To Profits
Welcome back to our Firm of the Future profile series about thriving firms 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 Octavia Conner of Say Yes To Profits.
Mindy King: Tell us about your accounting and/or tax practice.
Octavia Conner: Say Yes To Profits is a virtual CFO and outsourced accounting firm that specializes in helping six- and seven-figure business owners earn their first million dollars by providing strategic insight and financial management support.
MK: How long have you been using QuickBooks Online Accountant?
OC: I have been using QuickBooks Online (QBO) since 2011.
MK: What convinced you to make the move to QuickBooks Online Accountant?
OC: What convinced me to move to QuickBooks Online Accountant (QBOA) was that it allowed me to work from anywhere. As a mother of four very active kids, I am always on the go. Combine motherhood with being a business owner and that can be very challenging. I absolutely love the fact that with my laptop or phone, I can work on my clients’ file no matter where I am located.
MK: What are your goals for your practice this year?
OC: My ultimate goal for my practice is to secure our first international client and have at least one client in every state.
MK: What’s your favorite away-from-the-office place to get work done?
OC: At my kids’ school. I can volunteer to help in the front office or classroom, while finishing my work at the same time. My business never misses a beat with QBO and QBOA, and I can remain a very engaged mother.
MK: Where’s the craziest place you’ve done work for a client?
OC: The craziest place I ever worked was at the zoo. My client needed a key report to close a large deal. I just so happened to have my laptop in my purse. I immediately found a table by the animal exhibit and logged into QBO using my mobile data. I pulled the report and sent it to him via email directly out of QBO. While still in QBOA, I paid a few bills and sent a few invoices, and then I had to remember I was on an outing with my kids. The convenience of QBO and QBOA just draws you in.
MK: What’s your number one timesavings tip?
OC: My number one timesavings tip is to have a written process document for every task that needs to be completed in your business. From answering the phone to processing a reconciliation in QBO, we have step-by-step instructions for everything. This eliminates the guessing game and allows any team member to jump in and assist, as needed.
MK: When you’re not working, what’s your favorite way to spend your time?
OC: I love playing kickball, kickboxing and reading books.
MK: What advice do you have for peers that are still on desktop?
OC: If you would like to scale your practice faster and smarter, then QBO and QBOA is the way to go! QuickBooks Online provides the ability to work with clients and recruit excellent staff, regardless of the postal code.
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