In this day and age, there are a lot of ways that you can take your business with you, work from home, or travel while still running your practice. Accounting Practice Management Software for Quickbooks allows you to do this most effectively with organization, reports, and other information also accessible through Quickbooks Online (QBO) so that you can be more free to do things however you like and to expand your business by making time to meet with the right people and travel to see them.

Mobile Business

Some people choose to keep their business entirely mobile because it means they don’t need to pay for offices but the downside is that many clients won’t like that there isn’t a brick and mortar building for them to visit and speak to your accountants face-to-face. There are ways that you can take your business mobile and keep your offices, which essentially creates several satellite businesses with each accountant and partner at your firm.

Stay On The Same Page

As more people from your firm have the chance for autonomy and mobile communication, it’s important that you check in with them on a regular basis to keep everyone on the same page. Use QBO and accounting practice management software for Quickbooks to set memos, task lists, and reminders and to keep track of progress on different projects. You’ll be able to keep up with what your accountants are doing without having to stay in the office.

Applications and Social Media

If you’re not providing company cell phones for the accountants in your firm, look into applications and QBO components that work for all platforms so that everyone can participate. Providing company cell phones helps give you a better choice in what kinds of applications you choose and ensure that everyone can use them. It also helps accountants keep their personal contacts separate from business and to work more effectively when they are mobile.

Social media can be an effective way of communicating with employees and clients when used correctly. Teach employees about using the page for your firm, posting to clients in a professional manner, and keeping their own page private or making sure they stay professional in their personal interactions online. These things will keep you and your accountants connected to each other and your clients and will help clients feel more confident about choosing you and staying with you.

Help Your Clients Stay Loyal

Whether you have an office or not, staying mobile on a regular basis can make your clients feel alienated because they can’t reach you in a fixed place. Combat this feeling by ensuring your clients that being mobile helps them too. They can meet you anywhere according to your schedule because you can run your business from anywhere.

Use QBO and the resources in accounting practice management software for Quickbooks to build better relationships with your clients and reaffirm relationships that are already good. In so doing, you’ll give your clients reasons to stay loyal and not feel like they’re being neglected just because you’re in the office less.

You can also keep a specific rotation of people in the office or on call to answer one static office number so that there’s always someone there when clients are looking for help. They’ll never feel that someone isn’t there for them and that comfort will keep them coming back.

Did you know Jetpack now fully integrates practice management with Quickbooks Online? Click here to start a free trial

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