The Book-keepers Forum (BKF)

Post Info TOPIC: How Do I Choose the Best QuickBooks File Sharing Option for My Client


Member

Status: Offline
Posts: 6
Date:
How Do I Choose the Best QuickBooks File Sharing Option for My Client
Permalink Closed


When it comes to cloud solutions, one size NEVER fits all. When choosing the best solution for accounting and collaboration, your clients must choose the solution that works best for their own specific set of conditions including;

 

1. Necessary functions

2. Cost

3. Local internet speed

4. PC capabilities

5. File size

6. Security concerns

7. Personal preference

8. Number of shared users

9. Need for simultaneous access

 

Once this evaluation takes place, an accountant/bookkeeper can then help the client determine what resource best suits their needs.

 

In some cases, that solution may be a hosted product like QBO or alike. In other cases, they may want to keep the desktop look and feel but require a hosted solution to achieve their objectives. If they prefer to work entirely in their local environment but experience the best attributes of the cloud, they can look at sharing solutions like Qbox.

 

The bottom line is, "One size does not fit all" and we can all best meet the needs of our clients/prospects when we are willing to consider their situation first and then apply the most appropriate solution. This simple business philosophy will lead to an increase in new clients and a greater retention of the clients you already have.

 

Wishing you success in your business.



__________________
Page 1 of 1  sorted by
Quick Reply

Please log in to post quick replies.

Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About