Video Series: How to Maximize Growth, Acquire New Business and Move Clients to the Cloud

“Should I – or should I not – move to the cloud?” It’s an important question business owners must ask themselves as advancing technology and savvy consumers apply pressure to answer it. QuickBooks® Online (QBO) client and advocate, Bob Wang, answers in the “should” category.

Wang is the owner and founder of Legacy Advantage, a bookkeeping practice offering clients CPA-level service with a passionate desire to grow – and empower – their businesses. His clients’ success is his success.

In our new video series, you’ll hear Wang talk about that desire. “I really want to redefine what bookkeeping means and what it can be. I want to create a brand that people can recognize and trust and associate with the word bookkeeping. The cloud enables bookkeepers to elevate our conversations,” he says.

Legacy Advantage associates use QBO as a cloud-based tool to automate and integrate bookkeeping processes. The sharing and transferring of data in real time, accessing it from anywhere at any time, plus the ability to connect bank feeds via the software, gives their clients the benefits of saving time, improved accuracy and increased customer service.

Our team here at Intuit® wants you to experience the same benefits. Take a moment and check out the following offers, available for a limited time: Paperless Productivity Bundle and The QuickBooks Online Mentorship Program. We believe each of these offers can help you experience the insight, productivity and collaboration in the cloud that Wang – and his clients – already enjoy.

In the video series below, you’ll hear more about Wang and his practice, and why he trains his bookkeepers to not only perform necessary data entry tasks, but to also become business consultants, providing financial intelligence to every client.

And, you’ll hear why moving you and your clients’ businesses to the cloud is of utmost importance if you want your business to grow.

Business Overview

 

Set Up to Sell

 

Acquiring a Business

 

New to QBO

 

Cloud and Customers

 

Advantages of the Cloud