Here's the situation: Your client needs to upgrade their accounting software from an out-of-the-box program to a more sophisticated, customized system. You know it and your client is avoiding it. What should you do?You might have to get a little creative.
"What CPAs have to do is paint the client a mental picture of the brick wall that they're driving their cars into," said Mike Braun, chief executive of Intacct, an online financial management system provider based in San Jose, Calif. "These entry-level systems have built-in brick walls, and before you hit them you don't know they're there. But once you hit them, all hell breaks loose. You have to offer them an easy way to make the transition."
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