A Step-by-Step Action Plan to Become a Firm of the Future

Do you want to move your accounting or bookkeeping practice to the Cloud? In the new world order of cloud technology, accountants and bookkeepers need to be able to adapt and incorporate this technology to run their day-to-day operations. Business owners are becoming more and more accustomed to the online tools that help them run a leaner enterprise, and they are expecting their vendors and partners (including their accountants and bookkeepers) to take advantage of similar opportunities. Your firm must meet these expectations to stay relevant and keep your current clientele, as well as be able to expand your practice in the future.

Now, if that all makes you freeze and cloud technology seems like a huge hurdle to overcome, have no fear! We’ve put together a simple, step-by-step FOTF Action Plan, and all you have to do is follow along. Transform your business through these three easy steps: move to the cloud, become a trusted advisor and effectively market your practice.

Move to the Cloud

Say goodbye to being chained to your desktop and say hello to the freedom that comes with cloud accounting. Incorporating your books in the cloud provides flexibility for you to work anytime and anywhere, and it offers that same benefit to your customers.

Form a better relationship with your clients, thanks to real-time updates offered on QuickBooks® Online Accountant. Work smarter and more efficiently, thanks to features on the program’s online dashboard. Learn how to make the move to QuickBooks Online Accountant by checking out the FOTF Action Plan.

Become a Trusted Advisor

Small business owners have enough on their plate, which is why they expect their accountants to offer guidance and support to help them grow. In the past, you were likely drowning in data entry, but thanks to new technological innovations, you’re equipped with the time and tools to tackle that role.

Consider offering additional services, such as strategic advisory services, profitability consulting or virtual financial services, that will impress your clients and grow your bottom line. Make budgeting easier for clients (and yourself) by switching to a value pricing model, which showcases your expertise, rather than the number of hours worked.

Learn how to become your client’s trusted advisor through the tips and worksheets offered within the FOTF Action Plan.

Effectively Market Your Practice

Not only has technology made it easier for accountants to work with clients, but it also offers inexpensive opportunities to find and market to prospective clients.

Having a good website with strong search engine optimization (SEO) is a must-have. Social media platforms, such as Twitter, Facebook, Linkedin and YouTube, have become key drivers of business growth when it comes to interacting with target audiences in various ways. Intuit’s® Find-an-Accountant online directory allows you to share your expertise and services with potential customers.

Our FOTF Action Plan guides you through each of these options and how you can tailor them to meet your needs.

Technology is changing rapidly. The best way to grow your business is by leveraging the latest innovations. Don’t miss out on learning about new tips and tricks, as well as engaging with the industry’s top thought leaders, at the upcoming Intuit Thrive 2016 on Nov. 20-22, 2016. Register now on the Thrive website and visit to learn more about the event’s exciting lineup.