CPA Practice Advisor

JAN 2013

Today's Technology for Tomorrow's Firm.

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SUCCESSFUL SMALL BUSINESS CONSULTING By Doug Sleeter The Journey from the Desktop to the New World QuickBooks 2013, Plus Ten New-World Tips for Your Firm and Your Clients Mr. Sleeter is the founder of Te Sleeter Group, a national group of accounting sofware consultants who serve small and medium-sized businesses. He is the host of the Accounting Solutions Conference and the author of several books including the QuickBooks Consultant's Reference Guide, and the leading market college textbooks "QuickBooks Fundamentals and QuickBooks Complete." For more information visit www.sleeter.com. Doug can also be reached at Doug. Sleeter@CPAPracticeAdvisor.com. 24 January 2013 • www.CPAPracticeAdvisor.com 2 012 was quite a year for the "maturing" of new world technologies in small business accounting, but to be clear, the "new world" is still in the future for most frms and clients. If you're trying to straddle both worlds, you still have to keep abreast of products used by current clients while looking ahead to navigate your frm to success. It's not that there is anything wrong with this old world, except the old-world product designers never anticipated most of the technologies that today's businesses must address. For example, Ecommerce, mobile, and paperless. Te emergence of "chunkifcation of business processes," zero-data-entry, and collaborative accounting services, has driven the accounting profession to focus on how it changes virtually everything about how we will run our practices in the coming years. But before we get into my new-world tips, here are a few comments about QuickBooks 2013. For a deep dive into the features, see The Sleeter Group's blog QuickBooks and Beyond, where Charlie Russell has posted a 17-part series of in-depth articles on QuickBooks 2013. The most significant changes in QuickBooks 2013 include a completely redesigned interface, including new layouts, ribbons, customizable toolbars, a new color scheme, and several new

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