In 1982, Nancy D'Amato walked into the The Bottom Line. Nearly 10 years later, when the owner decided to retire, she bought the business. While she worked for other companies, including a musical instrument store, where she honed her skills on financed inventory, her passion was, as she says, for great books—in small or large companies.
Today, as an Insightful Accountant Top 100 Proadvisor, Nancy continues to bring the best her clients—and the industry at-large—has to offer. Whether it is testing and reviewing apps for Quickbooks or helping her clients understand what it takes to run their business more effectively and efficiently, Nancy delivers.
We sat down with her to get her thoughts on what it takes to succeed today.
Give us a snapshot of your business.
The Bottom Line is an old school bookkeeping service meets tech savvy firm. We can do your bookkeeping from end to end, offer support, answer questions and make sure you are using the best QuickBooks product(s) for your business. We also support apps that extend QuickBooks usability.
We have been in business for more than 50 years. I started working here in 1982 and purchased the firm in 1991.
How does your award fit into your firm's overall mission statement?
Practically all of my data migration/file reduction clients I access remotely. Short of a Zoom call, they don't know who I am. True, many of the referrals come from trusted colleagues, but others come from forums where people know my name, but may not know me personally.
The Top 100 Proadvisor award puts that extra gold star on me and gives people just that much more confidence in this specific work, which often comes due to data corruption—a stressful situation.
How have you been leveraging it to promote your firm's success?
I will continue to include the Top 100 award in my advertising/website and anywhere else I can get the info out.
What are some of your strategies/initiatives for 2022? Business? Personal?
With the pandemic, I've picked up a lot of new clients—not just new to me, but new in business or businesses that have seen phenomenal growth and need to catch up. In other words, their old ways don't work with their newfound success.
My plan is to work with those clients to make sure they are using technology and QB the best they can, and if they need apps or other help, to get them that.
Personally, I need to do more self-care. It has been a rough couple of years so I need a break, too. Plus, I've got a bunch of littles (grandkids) that need more Nanna time.
What are your expectations for 2022?
I think we are going to see more of the same—an ever-evolving even faster than ever before situation locally/nationally/globally, and finding ways for my business and my clients to work in the best fashion we can.
What's the best piece of advice you can offer your clients for the rest of this year?
Watch your technology. We are hearing everyday about new and more insidious ways that our data, even on our phones, can be hacked. I think we all need to take a few minutes and make sure that our software is up to date, especially antivirus/malware. It's no longer the big guys getting hacked; it's easy to be complacent and think not me, I'm too little. Not so anymore.
Is there an anecdote you can share that really sums up the work you do for your clients?
All of my clients, bookkeeping and data reduction, are fabulous. Some of the bookkeeping ones have been with me for mor than 20 years.
A current win, which ties into the award, is a company I'm doing a file reduction for the second time. First time, the file was over 9gb (yes gigabytes) and had major corruption and other issues being that it was 15-plus years old.
It took a lot of weekends to get it down. They are now back with a much better running 3.5gb file. There still are some issues, but they will walk away happy with their reduced file as well as a slew of recommendations on better workflow, apps to take some heavy lifting off of QB and just a better result overall.
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