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100% cloud: Your action plan for success

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100% cloud: Your action plan for success

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100% cloud: Your action plan for success

  1. 1. Ian Fletcher FCA, FCCA 100% Cloud Your action plan for success WiFi: QBConnect No password required#QBConnect
  2. 2. 2 Today’s speaker www.the2020group.com ian.fletcher@the2020group.com Ian Fletcher Managing Director of 2020 Innovations Limited
  3. 3. What’s happening? What’s the plan? How do we get there? Agenda
  4. 4. Competition Technology Talent Production Work flow • Auto enrolment • Cloud • Making tax digital • General data protection regulations The BIG issues?
  5. 5. What are your BIG issues? Take a few moments to Connect with your neighbour or DIY!
  6. 6. 6 The BIG issues
  7. 7. 7 The plan is that by 2020 you will: Have all clients on the cloud Collect fixed fees monthly Add value with business advisory services Be more profitable! What’s the plan?
  8. 8. Does this make sense? How do you feel about this plan? Can you see your practice when it is complete? When would now be a good time to start?
  9. 9. 9 Take a look at the Immediate action plan checklist in your work book • Imagine what changes you need to make and how you are going to make them • Ensure you have a sequence of events outlined in your mind So let’s get started!
  10. 10. 10 1. Set out a vision of what your practice will look like in 3 years’ time; 2. Get all your fee earners certified in Cloud accounting software; 3. Put your own accounts on a cloud accounting package, become an advocate; 4. Have a set of accounts you can use for demos to clients on your mobile / tablet; 5. Hold a meeting to discuss and ensure all fee earners understand there will be changes in the way they bill, prepare accounts, file data and deal with clients; 6. Research how apps could help with the input of data; 7. Be aware that technology will adapt over the next 2-3 years to accommodate digital tax and keep a flexible approach to the apps and software you currently use and could be using. For example, think about “best of breed” as opposed to current “all in one” practice management software; 8. Write an education and marketing plan to convert your clients to the Cloud. Immediate action plan for 100% cloud
  11. 11. Good to go?
  12. 12. 12 Education and marketing plan to convert your clients 2 Marketing plans: Social media Push email / letter / brochure / telephone campaign REQUIRED RESULT IS DEMO = CONVERSION
  13. 13. 13 Benefits MTD Experts Testimonials Case studies BE RELENTLESS! Key messages in your marketing material
  14. 14. 14 Social media
  15. 15. 15 Your website – simple and on message
  16. 16. 16 Letters / email / brochure / call Result = Demo = conversion Example – 5 minute demo of QBO Push and demo campaign
  17. 17. 17 Social media – what actions do we need to take Web Site – is it ”on message”? Resources – do we have sufficient marketing resources? Take 5 - See the work book make a note of the actions to take Benchmark
  18. 18. 18 1. Summary of social media posts and blogs this month 2. Summary of website changes 3. Number of specific letters, flyers, emails sent 4. Number of online and real time demos done 5. Number of clients converted 6. Number of clients to convert Monitoring your results
  19. 19. “The map is not the territory” Alfred Korzybski
  20. 20. 20 Summary..
  21. 21. Questions?
  22. 22. Access the presentation materials via: The QuickBooks Connect 2017 Conference App or Slideshare at: http://www.slideshare.com/tag/QBCUK17
  • AlysonPipolo

    Jan. 31, 2018

100% cloud: Your action plan for success

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