Navigating the Transition to Cloud Accounting
Change is hard. Not changing will be harder. - Kellie Parks, CPB
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Navigating the Transition to Cloud Accounting
A practical roadmap for modernizing your practice without disrupting your clients or your sanity.
The move to cloud accounting isn’t just a trend—it’s a shift that’s reshaping the way firms operate. For accounting professionals used to desktop software, paper files, and local servers, the idea of “the cloud” can feel like a leap into the unknown. But here’s the truth: staying rooted in old systems is riskier than moving forward.
Cloud accounting offers clear advantages—efficiency, flexibility, collaboration, and real-time data. The question isn’t if firms should make the switch. It’s how to do it without overwhelming your team or losing the trust of your clients.
Whether you’re just getting started or already halfway through the journey, this guide will help you navigate the transition with clarity, confidence, and the right tools in place.
Why Make the Move to the Cloud?
Before diving into the how, let’s quickly revisit the why:
Access from anywhere – Work securely from any device, whether you’re in the office, at home, or on the go.
Better client experience – Give clients the convenience of digital access and faster turnaround times.
Faster processes – Automate routine tasks like bank feeds, reconciliations, and document signing.
Real-time collaboration – Share data with clients or team members instantly—no email attachments required.
Security and backups – Cloud providers offer encryption, version history, and automatic data backups that far exceed local solutions.
In short, cloud accounting makes it easier to run a smarter, more scalable, and client-friendly firm.
Read the full blog on the Signwell site.
Kellie :-}
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Presented by Signwell: Value Added Client Services: Creating a Profitable AR Service Offering in QBO
I am looking forward to this session on optimizing QBO for the value-added service of Accounts Receivable. We will run through a worksheet on how to systemtize QBO AR so your firm and clients can realize a more streamlined process.
Thursday, May 22, 2025
2:00 - 3:00 PM
