100% cloud: your action plan for success
TRANSCRIPT
Ian Fletcher FCA, FCCA
100% CloudYour action plan for success
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What’s happening?
What’s the plan?
How do we get there?
Agenda
CompetitionTechnologyTalentProductionWork flow• Auto enrolment• Cloud • Making tax digital• General data protection regulations
The BIG issues?
What are your BIG issues?Take a few moments to Connect with your neighbour or DIY!
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The BIG issues
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The plan is that by 2020 you will:Have all clients on the cloudCollect fixed fees monthlyAdd value with business advisory servicesBe more profitable!
What’s the plan?
Does this make sense?How do you feel about this plan?
Can you see your practice when it is complete?
When would now be a good time to start?
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Take a look at the Immediate action plan checklist in your work book• Imagine what changes you need to make and how you are
going to make them
• Ensure you have a sequence of events outlined in your mind
So let’s get started!
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1. Set out a vision of what your practice will look like in 3 years’ time;
2. Get all your fee earners certified in Cloud accounting software;
3. Put your own accounts on a cloud accounting package, become an advocate;
4. Have a set of accounts you can use for demos to clients on your mobile / tablet;
5. Hold a meeting to discuss and ensure all fee earners understand there will be changes in the way they bill, prepare accounts, file data and deal with clients;
6. Research how apps could help with the input of data;
7. Be aware that technology will adapt over the next 2-3 years to accommodate digital tax and keep a flexible approach to the apps and software you currently use and could be using. For example, think about “best of breed” as opposed to current “all in one” practice management software;
8. Write an education and marketing plan to convert your clients to the Cloud.
Immediate action plan for 100% cloud
Good to go?
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Education and marketing plan to convert your clients
2 Marketing plans:Social media
Push email / letter / brochure / telephone campaign
REQUIRED RESULT IS DEMO = CONVERSION
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BenefitsMTDExpertsTestimonialsCase studies
BE RELENTLESS!
Key messages in your marketing material
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Social media
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Your website – simple and on message
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Letters / email / brochure / call
Result = Demo = conversion
Example – 5 minute demo of QBO
Push and demo campaign
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Social media – what actions do we need to take
Web Site – is it ”on message”?
Resources – do we have sufficient marketing resources?
Take 5 - See the work book make a note of the actions to take
Benchmark
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1. Summary of social media posts and blogs this month
2. Summary of website changes
3. Number of specific letters, flyers, emails sent
4. Number of online and real time demos done
5. Number of clients converted
6. Number of clients to convert
Monitoring your results
“The map is not the territory”
Alfred Korzybski
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Summary..
Questions?
Access the presentation materials via: The QuickBooks Connect 2017 Conference App
orSlideshare at: http://www.slideshare.com/tag/QBCUK17
