Why Cloud Apps Could Destroy Your Accounting Practice

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I see where you're going, but....

Hi Rhondalynn,

I get where you're trying to go with your article, but I don't think you quite closed the loop.

I wholeheartedly agree that pretty graphs in the cloud does not a "trusted advisor" make. I also agree that successful advisors aren't "in the business of promoting apps." Moving to cloud apps for technology's sake alone (or referral fees - which, hello, nobody gets rich on) does not get you there. You definitely need to be fixing an actual problem.

However, in my opinion, one of the biggest problems with desktop solutions is that they are a headache to use when trying to share information with your client, and many cloud apps (i.e., Xero, Bill.com, and others) fix that problem right out of the gate.

I think that if you are knowledgeable and selective about the tools that are used, those tools almost fade into the background and allow the advisor to shine because you're no longer struggling with the logistics of backing up and restoring and overwriting and corrupting and fixing (and blah, blah, blah). Instead, you and your client are both just logging in and talking about the information that's there. And *that's* what your clients want... attention and insight on their numbers.

If people want to become trusted advisors, they need to 1) learn what their clients want and need, 2) learn how to fill those wants and needs, and 3) actually fill their wants and needs. When you can do that, you become a trusted advisor. Period.

I think there are a lot of available cloud apps that can help with #3... actually filling the needs of their clients, and that's why they're so popular. Cloud apps are not hype... they have the potential to be a major help in achieving the goals that everyone is seeking.

I would be careful not the throw the baby out with the bathwater here. Just my two cents.

Patti Scharf 27 days ago

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