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Why You Should (and Shouldn't) Use QuickBooks for Clients
Manage episode 439134934 series 3472847
A tartalmat a Adam Lean biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Adam Lean vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this episode of "The CFO Project Podcast," host Adam Lean engages in an insightful conversation with Alicia Katz Pollock, founder and CEO of Royalwise Solutions, about the pros and cons of using QuickBooks for client work. Alicia, a seasoned QuickBooks trainer and host of the "Unofficial QuickBooks Accountants Podcast," shares her expertise on when QuickBooks is the right choice and when it might not be the best fit for your clients. Whether you’re a fan or a critic of QuickBooks, this episode is packed with practical advice for accountants, CPAs, and bookkeepers looking to make informed software recommendations.
Alicia and Adam dive deep into the love-hate relationship many professionals have with QuickBooks, discussing its strengths, limitations, and the common pitfalls users encounter. They also explore the evolving landscape of bookkeeping and accounting, highlighting the importance of choosing the right tools for different types of clients. Tune in to learn how to maximize the benefits of QuickBooks, when to consider alternative software, and how to better serve your clients by leveraging the right technology.
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Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About Alicia Katz Pollock
https://royalwise.com/
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