The bottom line is this: The specific technology you use doesn’t matter.
By Jody Padar
The Radical CPA
Once you decide on what cloud software you want to use, here are the 10 steps you need in order to make the transition:
Step 1: Adopt for your own practice. Choose an online software you’d like to try and input your financials. It’s the easiest move to make, and you’ll learn a lot during the process. You’re the most intimate with your own financials, so start there.
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I currently run our financials in three sets of software, Xero, Sage One and QuickBooks Online. Why? Because I want to know what’s happening in all three products — and which one works best for me. I would also suggest playing with Bill.com. It’s how you’re going to learn best how to use it.