This five-part series is designed to speak to the group that, for whatever reason, does not want to move to a cloud-based solution, but are looking for the reassurance that they are not “close minded” or “behind the times.”
Part Three: “What if I or my client are not super “tech-savvy?”
If you are like me you frequently come to the conclusion that you are getting older and no matter how hard you try, you can never keep up with technology. I sometimes laugh at myself when I buy the latest electronic device and feel good for the initial moment in knowing that for at least the next few days, I am at the forefront of technology.
Now my other sad reality is that having purchased that newest device, I immediately start groaning: “What is different? Where are the functions I am familiar with?” ‘Why did I upgrade in the first place?”
Technology provides a valuable potential resource to us all and if used correctly, it can allow us to become more efficient and ultimately more profitable. However, technology can also become a distraction if we are continually seeking to stay on the “cutting edge” simply because a software manufacturer tells us we should.
The bottom line is that we should all choose the best “tools” that allow us to perform our jobs in the manner we decide is best for ourselves and our clients. Accounting/bookkeeping clients have varied needs and in some cases the complexity of their business will dictate the right tool/application. In other cases, the simplicity of their accounting needs rule out elaborate systems that are either costly or integrate functions that are simply not needed.
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What about the client that wants to stay with the program that they are most familiar with and their accounting needs will not justify a change? In the great debate over whether or not a client should move to a cloud program (QuickBooks Online, Xero, etc.) or have their accounting hosted in the cloud, the first question should be: “will it make their life easier and save money or is their moving to a different solution for someone else’s benefit?”
Accountants and bookkeepers, like any other business, should strive to provide the tools and resources that best match the needs of their clients. If a client has specific needs that justify moving their accounting completely to the cloud, they should not hesitate to introduce the different options that are available.
However, if a client, based on their specific needs and preferences, prefers to use locally hosted software they should also understand that remains an option!
Next…Part Four: “Why should I pay all of that extra cost for a service?”
About Chris Wise
Chris Wise is Director of Sales and Marketing of Coral Tree and integral in the successful growth of their flagship product, Qbox. Prior to joining Coral Tree, Chris worked for the past 18 years in the insurance industry specializing in employee benefits. Chris has participated in the founding of three successful agencies in addition to being a business and marketing consultant to brokers throughout the area.