3. The Cloud & Collaboration
How the Cloud is Changing how
CPAs & Financial Professionals
Work

4. Nice to meet you!
Kasey Bayne
Director of Business Development
kasey.bayne@kashoo.com
@kaseybayne on Twitter
More about me:
•40 Under 40 2011 & 2012
•“Ones to watch” 2011 & 2012
•Social Media K2 E Award 2012
•Accounting & Tech Industry
•Runner, Reader, Frequent Flyer

5. Kashoo is Simple Cloud
Accounting
• Online accounting web & iPad app
• The App Store’s most downloaded accounting iPad app 2012
• Market focus: Small Business Owners & Accountants/Bookkeepers

7. Working in the cloud means…
Anytime,
Anywhere
Access

10. Pre-Cloud Process
Get Info
from
Client
Meet with
Client
Set-up
Client File
Input new
Info
Send
update to
Client
Get update
from
Client
Update
System
Send
update to
Client

11. How are you using the cloud
today?

12. Collaboration = Working Together
• Accountants + Clients working on the same goals
• Getting rid of the annoying, time-consuming, and frustrating back
and forth between firms and their clients
• Data is always up-to-date, so accountants AND clients can access
what they need, when they need it, to make informed business
decisions

13. How small businesses are using
the cloud today
• Online Accounting (of course!)
• Business website
• Cloud-based email (gmail, etc)
• Google Docs instead of MS Office (it’s free!)
• Online banking (online, and mobile apps)
• Credit card processing (sometimes)
• Lots of non-work stuff too 

14. What problems can collaboration
in the cloud help solve?
• Being more involved in their finances
• Knowing their numbers are right! What goes where?
• Less paperwork! No more lost receipts
• Knowing how to use the numbers to make good decisions

15. Security Benefits of Cloud
Collaboration
• The file doesn’t “live” with a single employee who can leave, lose it,
etc.
• Multiple backups in the cloud to ensure your data is secure (make
smart partner choices – do your research)
• Many cloud providers (like Kashoo) have built-in security provisions
– even an un-locked laptop can’t access your info without a secure
log-in and password

16. Pre-Cloud Process
Get Info
from
Client
Meet with
Client
Set-up
Client File
Input new
Info
Send
update to
Client
Get update
from
Client
Update
System
Send
update to
Client

17. Cloud Process = Collaboration Get Info
from
ClientMeet with
Client
Set-up
Client File
Send
update to
Client
Cloud
Accounting
Solutions

18. Now that we’ve seen the benefits
of cloud collaboration, how do we
get started?

19. 3 Things to Do Today:
1.Proposals: Start with something as simple as Google Drive
(free and easy to get started)
2.Client Info: Check with your accounting/tax program to see if
there’s a way for your clients to enter some of their basic
info in the cloud, making both of your lives easier!
3.Files & Sharing: If your current system doesn’t work in the
cloud, use Box.net, Google Drive, or Dropbox to share files
with your client safely & securely

20. Thanks & Get in Touch
Kasey Bayne
Director of Business Development
kasey.bayne@kashoo.com
Twitter: @kaseybayne
Skype: kasey.bayne
Phone: 1-888-520-5274 x118
www.kashoo.com
Twitter: @KashooOnline