Susan Joefield. senior client services accountant at tonneson + co, was interviewed by Accounting Today for a case study article on “Bookkeeping Software in 2020.” Here is an excerpt:
When onboarding a new client, tonneson + co assesses their specific needs: Do they need a lot of invoicing? Cash transfers? Are they an international or domestic business? What is their volume of transactions? The answers to these questions allow the firm to determine whether QuickBooks Desktop or QuickBooks Online is a better fit. Tonneson uses cloud-hosting provider Xcentric (now owned by Right Networks) to provide clients a portal through which they can access QuickBooks Desktop remotely. This way, clients can work in their QBD file, then Tonneson staff can review it and answer any questions the client may have, just like they would be able to on cloud software.
“Cloud hosting works nicely because clients can run their own reports without our assistance,” Joefield said, “Whereas typically if we’re running clients’ books, we’re inputting their raw data into QuickBooks and giving them reports as requested.”
To learn more, read the full article.
To see how tonneson + co can assist your business with bookkeeping services, explore our Accounting and Bookkeeping page.