Applicable laws may vary by state or locality. Additional information and exceptions may apply. This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. To sign in to your QBOA account (or to sign up!), click here. For me, being able to create recurring sales receipts that align with my value pricing structure has increased my income, so I can’t imagine going back. KG: I think that ultimately you have to choose a platform that works best for you, your clients and your firm! Personally, if I were still on Desktop I’d definitely be in a hosted environment so that I have some of the flexibility that QBOA has. SM: What advice do you have for peers that are still on desktop? Thankfully, though, using QBOA now allows me to spend time by the lake – or on it – and work from there if I choose to! We’ll go for a hike, or maybe camp out, hang by the lake. KG: Away from the city! I like to head upstate as often as I can just to be surrounded by nature. SM: When you’re not working, what’s your favorite way to spend your time? Oh, and I recently signed up for CloudRunner having one single secure sign-on for all my apps and QBO has helped save me time! Within my own firm, QuickBooks Time has saved me time and money when paying my contractors – so it’s difficult to pinpoint one app in particular. Veem has enabled me to send international transfers in seconds. Receipt Bank lets me match the bank feed to receipts my clients have already entered. I’d have to say that, in general, utilizing apps has saved me a lot of time. SM: What’s your number one time savings tip? I was able to send it to them from my cell phone. KG: Once while standing in line at Six Flags I had a client that urgently needed their P&L. SM: Where’s the craziest place you’ve done work for a client? KG: I definitely favor co-working spaces. I’ll get a day pass and make sure to wear a QuickBooks branded tee while I’m there so that the small businesses in the space know I’m a QuickBooks expert! SM: What’s your favorite away-from-the-office place to get work done? Work within QBOA is looking pretty great right now! KG: This year we are looking to firm up our onboarding process, as well as decide on the best practice management program for us. SM: What are your goals for your practice this year? When I take on a new client as part of my contract with them I set up a recurring sales receipt so that my firm is paid on the first of each month or every Monday. KG: I started out using QuickBooks Desktop to manage my firm, but as I started to take on more QBO clients I decided it made more sense if I was using something similar to what my clients were using. One big factor for me was the ability to set up recurring sales receipts. SM: What convinced you to make the move to QuickBooks Online Accountant? KG: I have been using QuickBooks Online Accountant since I passed my QuickBooks® Online (QBO) certification test in February 2016. SM: How long have you been using QuickBooks Online Accountant? Kelly Gonsalves: My firm, Totally Booked, is a Bookkeeping and Accounting Services firm based in Queens, NY. In this new article, we spotlight Kelly Gonsalves at Totally Booked. Welcome back to our Firm of the Future profile series about thriving firms and consultants who are benefitting from the cloud and QuickBooks® Online Accountant (QBOA) to better serve clients and find new revenue opportunities.
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