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Notes:
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-On the phone with Steve on 1/12/12 – we were talking about how QuickBooks does a thing called “managing the data stream”. Well that is after the fact – something happened and I’m trying to catch up. We try really hard to be pro-active or recording as it happens or as it changes. We are real time cause and effect vs. after the fact catch and hope. One of the differences is time, knowledge and seeing all the pieces as they happen vs. the surprise attack, “Oh crud!”. Notes from meeting with CPA: -Decide who you are – in 10-15 seconds – price, inventory, detail, audit trail, different approach. -Not very happy that the payroll section didn’t do quarterly’s and reports (W2, 1099) etc. -Thought that we should open things up – quick export, quick sort by columns, need to manage the data stream, hook up to banks, credit card companies. -Weakness was complexity and learning curve – totally different methodology. -Check out competition wave accounting, xero accounting, fishbowl inventory, etc. -Check out thought leaders in the industry – Doug Sleeter, desktop accountant, K-Z consultant firm, Randy Johnston. |