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Cool thoughts on the future (and history) of computing.
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A contact of mine in New York City recently commented on my “sales presentation” regarding the three foundational accounting systems we deploy for our clients. After clients realize that they can go paperless, can become highly efficient and start running their business more profitably, they are amazed at the leaps and bounds that accounting technology has taken. My contact said “wow,” and called it the “holy trifecta of accounting goodness.”
All of the systems of the “holy trifecta” are cloud-based, and can allow our client’s accounting systems to be populated by simply taking a picture of a receipt. Pretty freakin’ cool. When we tell clients this stuff, they trip out.
The holy trifecta is:
1. QuickBooks remote hosted in the clouds is the accounting foundation of the system (always on the latest version, always backed up).
2. Bill.com is the second part of the system. It takes our clients paperless, introduces workflow into their business processes, and makes manual data entry no longer necessary.
3. PayCycle is the third part of our holy trifecta. This handles the payroll piece for our clients. It provides an online portal, allows the ability to electronically pay employees and contractors, and dumps all transactions right into QuickBooks (just like bill.com).
We set this stuff up for the client, train them and then have a design meeting with everyone to spell out the duties under the new system. The first few months are somewhat bumpy as the new system is light years away from what they are used to. But for the right client, it’s just what they needed, but didn’t know existed (’cause nobody told them).
This junk is changing lives, and I’m preaching it. You down with that?
Tags: bill.com, business workflow, going paperless, Online Portal, PayCycle, QuickBooks Remote Hosted, The Holy Trifecta of Accounting Goodness

Anytime I speak to new clients or a group of CPAs about cloud computing, one question inevitably always comes up: “is the cloud secure?” Though I feel the cloud is safe, I have to agree this is a great question. And you can’t bypass the question or the cloud will never be trusted. People need to feel comfortable with this issue.
Here is how I approach this subject…
Walk the client through their history of balancing risk and security in their own lives. I stair-step them through this concept. We all balance risk and security in our lives. That is, we all have assumed some amount of risk for the security we assume that each decision brings. I tell clients that at one point in their lives, they assumed some amount of risk by handing their debit card over to the waitress at the local restaurant (basically a stranger), because they felt there was sufficient security (implemented by the restaurant) to make this decision. This unconscious balancing act brought more convenience to their lives. That was the first stair step.
The next stair step is when they assumed more financial risk when they began doing their personal banking online. They assumed (whether accurately or inaccurately) that the bank had implemented enough security features to make their lives that much more convenient. That was the move up yet another stair step in this balancing act.
And now the next stair step is simply moving their small firm or business processes into the cloud. The client will have to make this decision for themselves – don’t try to push them into a decision they are not comfortable with (that is disastrous). But explain this move is just another step on the stairs of weighing risk and security. We often then move into specific discussions of the little risk of the cloud, and the security features most cloud-based software companies have implemented (which most mirror that of the client’s online personal online bank).
In doing this, remember a couple of other things:
1. Practice what you preach – don’t try to sell the cloud if you are not implementing it yourself, and
2. There is risk in moving to the clouds. But there is also risk with self-managed or firm-hosted servers and software too. We can never get away from the risk and security issues in every part of our lives. Don’t let people/clients get away with claiming there is no risk by keeping their software on their own computers in their IT closet. That is a failed argument and can be blown away by simply reading the local newspapers.
How do you sell the cloud? Or do you even believe in the cloud?
Tags: Cloud Computing, CPAs in the Cloud, Online Banking, Risk and Security in the Cloud
1. First, here are the basics of HTML 5 – GoSee (if you’re a real nerd, you’ll watch this interesting 42 minute video on its introduction and use)
2. Here is a page from Apple showing off what HTML 5 can do (note: no Adobe Flash Player) – GoSee
3. WebM, a new type of video file (that doesn’t need the proprietary Adobe Flash Player) – GoSee
The world is changing on the web… hang on for the ride.
Jason M. Blumer
Tags: Apple, Changes on the web, Google, HTML 5, Markup language, WebM

I’ll be speaking at an accounting conference in late May on “Overcoming Client Objections to SaaS.” Sounds like something a bunch of nerds would discuss, doesn’t it?
But overcoming objections to SaaS, or Software as a Service, is a very important concept (see this blog post on a software model in the clouds we deploy for clients – don’t forget to read the comments). The term comes from an article back from February 2001 (if wikipedia.org is correct) and defines a huge shift in how we consume software use. It can be defined in many different ways, but here are a few points I tend to make about this model of software use:
I want to give you a run down of a few things I’ll be talking about at the Scaling New Heights Conference:
What do you think? Any thoughts as to what I can talk about at the conference? Leave in the comments above, dang it.
Tags: Could-based Computing for Accountants, Disrupted Business Processes, SaaS in Business, Scaling New Heights Conference, The Future of SaaS
Check out this awesome directory of small technology companies called The Small Business Web. They are a “directory of web apps to help small businesses bloom and grow.”
Our firm is currently on a 3 to 4 year journey to move our applications, including CRM, email, backup, contact, calendar, tax and process flow into the clouds. There are currently some challenges in our industry to do this (e.g., dual-monitor efficiency use, CRM and workflow synching with accounting and tax products, etc.). I’m often unsure which apps and products will take us where we need to be to compete nationally as a small firm.
Directory sites like The Small Business Web will eventually make it easier for small business to find the solutions they need to perform quick billing, accurate invoicing, total project management and full double-entry bookkeeping for their nerdy accountants.
It’s time for you to begin assessing the future of running your business in the clouds… The Small Business Web (and our firm!) can help you do that.
Let me know if you see something you like, or if you have any questions.
Tags: A Virtual Company, The Cloud, The Small Business Web, Web Apps
We implement and deploy this system called Bill.com. So sweet. The firm uses it internally too.
Makes your business paperless (we’re paperless), and could even eliminate staff! The bomb.
And when you hook it to our remote hosted QuickBooks offerings, you’ll be the envy of your competition.
Check it:
Tags: bill.com, Efficient Billpay, Eliminate Staff, Paperless Office, QuickBooks
Last week was a great week of our THRIVEal classes!
These classes are part of our THRIVEal Business Success Series. We offer free classes to our clients every May and November on various topics from Marketing and Branding to the proper tax structures to operate their businesses in.
Here’s a recap…
Monday- Running Your Business on QuickBooks: An Introduction – We touched on the “need-to-know” stuff. We don’t hit every participant with the whole program. That tends to overwhelm. We focused on letting our clients know what they had to do in order to be successful with the program.
Tuesday- Tax Class 101 – We laid out the various tax structures an entrepreneur can operate within, and explained what they were for. We got a little “techy” and had to use some tax-related language, but overall the group learned a lot. We went through a very eye-opening example of switching a client from a sole proprietor structure to an S Corp. We were marveled at the tax dough that can be saved by doing this.
Wednesday- Strategies for Success in Your Business – Clearly the best class of the week! It’s a topic I love and one that our participants responded to. We passed on a heavy theoretical dose of management theory to our clients, why they do business, and how we consult with our clients toward growth. We focused on technical people going into business to do business work, and how entrepreneurs have faulty mentalities when starting new businesses. With examples from a great book, The E Myth: Why Most Small Businesses Don’t Work and What to Do About It, we helped our clients transition their thinking from one of faulty thinking to one of successful thinking.
Thursday- Efficient Use of Business Technology – We brought in a guest lecturer for this one. He went through all of the various areas of technology that may help a startup or entrepreneur so that they might leave with one or two ideas of how to improve the efficiency of their office/business.
Friday – Future-Oriented Strategies: How to Budget for Your Business – We spoke of the value of looking ahead in every aspect of life (we all use future-oriented strategies in many aspects of planning for life). Budgeting for your business should be no different. We went through some of our high-end software that does regression analysis (statistics are so much fun!) on historical data and projects that data out into the future. Fun stuff!
Overall the classes were a great success, and I believe they were of great benefit to our clients. Thanks to all who participated. E-mail me at thriveal@gmail.com for a pdf of any of the outlines. Looking forward to November…
Peace out.
Thanks, Jason M. Blumer
Tags: Business Classes, QuickBooks, Taxes, Technology, Thriveal
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