QBO, Xero or BOTH? What every firm leader needs to know.
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- Опубликовано: 27 фев 2023
- Accounting professionals usually have a go-to accounting software. But what do you do when a client wants to use a different software package? How would you go about evaluating it and then make the best recommendation for your client’s needs? And what do you need to know about each package before adding it to your lineup?
There are a lot of questions you need to ask before switching, or adding another software to your firm's solution lineup. Staff training, client needs, vendor support, pricing - the list goes on and on.
We’ve asked industry experts Hector Garcia, CPA, and Amanda Aguillard, CPA, to explain why they each recommend the software they do, in what is sure to be an exciting discussion. Well-known experts David Leary and Blake Oliver, CPA will be on hand to moderate. Because the four respect each other immensely, expect a genuinely useful and practical discussion. But they are also passionate as well which may make for an exciting session!
Key things discussed will be:
**What you need to know, to make a change from one to the other
**Where each package shines versus the other (features, navigation, industry fir)
**How to best work with each software vendor
**Implications for staffing and recruiting
**Pricing considerations
**App ecosystem considerations