Intuit
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For a small business to succeed, it must have the right tools for the job – a job I take very seriously as a trusted advisor. Over the weekend, our business received a call from a potential client that was looking to upgrade from QuickBooks® Enterprise to QuickBooks Online, but was uncomfortable selecting which service plan to choose. After a brief conversation, the small business owner shared with me that they had attempted to convert their Enterprise file internally, only to find that many of the custom fields they needed for billing insurance companies had been lost.
While listening to the owner discuss some of the pain points he had hoped to eliminate, I found myself reflecting over all the advancements QuickBooks Online has undergone over the past year. I could not help but smile when I realized that if QuickBooks Online Advanced did not exist, our phone call would have ended quickly and our firm would have missed the opportunity to bring on a new mid-market client.
That call may have been our first opportunity to directly recommend QuickBooks Online Advanced to a new lead, but it was far from our first conversation about the benefits that Intuit’s new service offering provided. Hoping to share our enthusiasm for the product, we wanted to share how our team has taken advantage of the new features.
To continue reading this Firm of the Future blog post from Matthew Fulton, click here.
Matthew is also presenting a webinar with Insightful Accountant called "Serving High-Value Clients with QuickBooks Online Advanced," tomorrow, August 29, at 2:00 p.m. Eastern Time. Register here!