If you’re looking for ways to get ahead and add value to your accounting business, it’s time to invest in the right tools and tech. Automated accounting software QuickBooks Online Accountant (QBOA) is designed to help you manage your business and workload more efficiently. Want to know exactly what it can do for you and your clients? Read on.
1 Streamline your processes
With multiple clients to keep happy and plenty of numbers to crunch, as well as your own business to run, staying on top of things in the accountancy game can be a challenge. QBOA gives you the tools to manage your own books – from invoicing, to payroll, and timesheets – and offers a range of easy-to-use features to help you streamline your processes, so you can save time and ensure nothing slips through the cracks. How? Create projects and tasks, assign them to yourself or your colleagues, track their progress, review your daily, weekly, and monthly deadlines, and more.
2 Manage your clients better
As well as giving you centralised access to all your clients’ QuickBooks accounts from a single dashboard, QBOA also offers a range of tools to help you better manage your clients’ books and add value. Send messages, notifications, documents, insights, and even customised reports, all without leaving your workflow. Why is that beneficial? More reasons to communicate with your clients means more opportunities to build long-term, lucrative relationships and, in some cases, upsell your services.
3 Keep your data safe
Data is one of your most important assets, so it’s critical it’s kept safe and secure. To guarantee this, QBOA data centres are constantly monitored, subject to 24/7 surveillance, and have backup generators and disaster protection systems in place. QBOA also uses advanced, industry-recognised security safeguards to keep your and your clients’ data private and protected. This includes password-protected login, multi-factor authentication, firewall protected servers, and state-of-the-art encryption technology.
4 Grow your knowledge
To help you get the most out of the software, and ensure you and your team hit the ground running, QBOA comes with free online software training. You choose your preferred learning style – live webinar, self-study, or even classroom-based training in a location near you. And, if you really want to get into the detail of the software, you can go one step further with Advanced Certification training. In addition, QBOA comes with Australian-based support via phone, chat, or email in case you have any questions or need expert assistance.
5 Connect with new clients
As soon as you sign up to QBOA, you get free membership to the QuickBooks ProAdvisor program. This gives you the option to add your profile to the ProAdvisor directory – a site visited by thousands of small businesses every month on the hunt for an accountant. Using the directory, you can highlight your expertise to attract and connect with potential clients in your area. Even better, every time you take QBOA certification or training exams, or add new clients to QuickBooks, you rise through the ranks, making your business more visible. By helping you manage your business, workload, and clients more efficiently, QBOA can help you get ahead and grow your bottom line.
Are you ready to get started? Sign up for free today.