Convincing your clients to convert their entire business from desktop to cloud can feel like a daunting task. You might anticipate dealing with client confusion, frustration and (sometimes) flat out unwillingness to change. However, smart financial advisors (like you) know that accomplishing this goal will enable your clients to run more efficient, profitable businesses, improve their quality of life and will help YOU become a Firm of the Future! The good news is there are ways you can make this transition easier - and industry leaders in time and expense management, TSheets and Expensify, are here to help! Join them as they present their strategy to prove the value of making this change to your clients up front - (before they have to commit to QuickBooks Online) - by leveraging multi connection applications. Plus, if you still spend hours each week manually linking your clients’ timesheets to their corresponding expense reports - you'll be thrilled to learn about this powerful partnership and how it can help you save your clients thousands of dollars in wasted time and expense.
How to position the cloud to your clients.
Why cloud based accounting is vital to help you become a Firm of the Future.
How multi integration app partners can become your secret weapon to making the switch seamless and painless for everyone involved.
How TSheets and Expensify partner together for best of breed time and expenses.
Where to access the resources you need to best help your clients grow.
Expensify, Inc.
Partner Growth Specialist, ExpensifyApproved! Program
[email protected]
(800) 745-9064
Michael works with the ExpensifyApproved! Accountants community to help onboard and identify opportunities for client growth (including getting partners to ExpensiCon!). He is a certified QuickBooks ProAdvisor and QuickBooks integrations expert, and loves helping accountants solve the problem of expense reports that suck!