Firm of the Future Profile: Susan Pruskin Consulting
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 Susan Pruskin of Susan Pruskin Consulting.
Mindy King: Tell us about your accounting and/or tax practice.
Susan Pruskin: About 10 years ago, I started out on my own with an Intuit-centric consulting/training practice. I quickly found out that many of the people I worked with would much prefer to have me do their bookkeeping than to learn all of the details themselves. That made sense to me. You do your best thing, and I’ll do mine.
MK: What convinced you to make the move to QuickBooks Online Accountant?
SP: Once I had a handful of QuickBooks Online clients, I started using QBOA for the ease of moving in and out of different companies. Then I discovered the cool accountant’s toolbox. “Reclassify” is probably my favorite.
MK: What are your goals for your practice this year?
SP: Earlier this year, I made the decision to turn most of the monthly bookkeeping tasks over to my staff so that I could concentrate on growing the business. My time is better spent with things like networking, refining our processes, and expanding our offerings to our existing clients.
MK: What’s your favorite away-from-the-office place to get work done?
SP: Call me crazy, but I like to get up early on the weekends. I enjoy sitting on the deck with a cup of coffee as the sunrise comes through the trees. I can get a lot of planning done when I’m in that frame of mind.
MK: Where’s the craziest place you’ve done work for a client?
SP: I realized I had really embraced the online world a few years ago when I was sitting in a doctor’s waiting room accepting a client’s bank transactions into their QBO file via my phone. Then there was the Sunday afternoon I had to pull over to the side of a dirt road in the Virginia mountains to make sure I had a signal strong enough to run a payroll I’d almost forgotten about!
MK: What’s your number one time-savings tip?
SP: My best way to save time is to make lists and stick to them. I find that I jump all over the place and don’t accomplish nearly as much as I intended if I stray from the list. Just stick to the list and get it done!
MK: What advice do you have for peers that are still on desktop?
SP: To my peers who are still on desktop, I understand. It was hard for me at first, too. Especially if you haven’t looked at QBO in a few years. Yes, I felt that pain of waiting for pages to load. I couldn’t work nearly as fast when QBO was newer. But we live in the Cloud now. Things move much more quickly. Now I find desktop slow. Embrace the change! It isn’t going away.
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