go where your clients are: the future of bookkeeping #ipbc2015

Go Where Your Clients Are: The Future of Bookkeeping

Saturday, October 3rd

1:15 – 2:15 pm

Strategy Room #7

AND… we’re giving away a pretty sweet prize

Go Where Your Clients Are:The Future of Bookkeeping

Nice to meet you!Kasey Bayne

Marketing, Community & Channelskasey.bayne@kashoo.com@kaseybayne on Twitter

More about me:• 40 Under 40 2011 & 2012• “Ones to watch” 2011 & 2012• Social Media K2 E Award 2012• Accounting & Tech Industry • Runner, Reader, Frequent Flyer

You may also remember us from last night…

• Track expenses• Invoice clients• Review banking• Get started in minutes

• Simple reports• Accessible online or offline• Syncs with web app• Share with others

Kashoo Cloud Accounting is…

Let’s dive right in!

What we’re talking about today

The world is changing.

There has to be a better way!

Even the banks are changing…

How can bookkeepers adapt?

Which brings us to… The Present

Not quite. But some pretty cool things are happening

1. Backups, backups, backups: Worth saying again (backups!)

2. Leaky server rooms. Stolen laptops. No worries. (True story)

3. The whole world is your office. No more being tied to your desk.

Cloud

1. Anytime, anywhere: Stuck at the airport? Doctor’s office waiting room? Your data where you need it.

2. Collaboration: Work with anyone, no matter where they are. No mail, no clunky USB keys, no “sneaker mail.”

3. Power at your fingertips: Make decisions with just a few taps. Easy for clients, and powerful for you.

Mobile

1. Automated bank feeds: Less admin work, less chance for error. Do this!

2. Custom reports: The data you need, how you need it, when you need it.

3. Workflow: Data goes where it needs to go. Automatic approvals, visibility, collaboration.

Automation

One of those tools?

Cloud Accounting

Let’s take a quick tour

1. Even more automation.

2. Everything stored online & easily accessible.

3. New ways to reach out to your clients and help them where and how they do business. Clients are often leaders in new technology and mobile tools.

What’s next? The Future

Some of our favourite cloud apps

The cloud is less safe than my old server room

Small businesses can save 10 hours of work/month moving to the cloud

Integrated cloud solutions make “best of breed” programs work together easily.

Bookkeepers are adapting cloud solutions at a rate of 20%/year

The cloud is pretty awesome. You won’t remember how you lived without it

A little less conversation…

• Plan out your business needs• What you need from your clients• What you need from your cloud solutions

What are you trying to achieve? Choose a solution to help you get there.

1. Assess Your Needs

• Get on their referral list (this can be a BIG source of new clients)• Support services: phone, email, chat, resource centre• Think long-term success for both of you.

2. True Partners with your Business

New ways of working with your clients, both new and existing!

3. Cloud = Collaboration = Connection

• FREE account for you! • Access your clients’ businesses with a single login• Collaborate across every device (web, iPhone, iPad, Android)• Get on our referral list! Email me: kasey@kashoo.com • Awesome support from the Kashoo MVP Team (*cough*)

kashoo.com/mvp

We Bookkeepers @ Kashoo

MVP PricingFor Clients For Bookkeepers

$11.95/month per client business

1 Full, FREE Account!

3 Things To Do Today1. Download one new cloud app. Take out your phone now, I’ll wait

(shameless Kashoo plug here!)

2. Pick your 2 favourite cloud vendors and ask to get on their referral list. More customers are just an ask away!

3. Get in touch! You already know how much I <3 bookkeepers, so send me a note anytime: kasey@kashoo.com

… one more thing!

<drumroll please>

• Phone: 1-888-520-5274

• Email: answers@kashoo.com & kasey@kashoo.com

• Online Chat: www.kashoo.com

• Support Centre: support.kashoo.com

• Twitter: @KashooOnline & @KaseyBayne

• Facebook: facebook.com/kashoo.online.accounting

Thanks & Get in Touch!