Thanks to everyone who attended my session at the IPBC Canadian Bookkeeping Conference this year! As promised, here are the slides: Amidst all of the rapid technological innovations in the banking industry, it hasn't happened without collateral damage. Specifically, we're talking about the humble small town local branch. Who needs a local branch when you can make a mobile deposit and make purchases with a debit card? And with so many lending options online, do you really need to put on a suit and visit a branch to meet with a lender? No, you don't. And here's the rub: history is repeating itself, squarely within the small business finance management space. As small business owners move to the cloud in general, they aren't going to be terribly interested in hours-long meetings with their accountant. They're not going to want to email massive spreadsheets back and forth. They aren't going to need manual categorization. So what's a bookkeeper to do? They're to get out in front—otherwise, they'll be serving an ever-shrinking pool of clients that will one day leave them like the humble small town bank branch. They're to adopt the power the cloud affords not only their clients but also their own business. From this talk, attendees will: Learn how small business owners are using the cloud, not just for accounting and bookkeeping but for all business disciplines Get a crash course in separating fact from fiction when it comes to the cloud, related security, technology, learning curve and more Walk away with specific action items they need to take to capitalize on the cloud and better serve not only their existing clients but to also attract new ones.

1. Go Where Your Clients Are:
The Future of Bookkeeping
Saturday, October 3rd
1:15 – 2:15 pm
Strategy Room #7
AND…
we’re giving away a pretty sweet prize 

2. Go Where Your Clients Are:
The Future of Bookkeeping

3. Nice to meet you!
Kasey Bayne
Marketing, Community & Channels
kasey.bayne@kashoo.com
@kaseybayne on Twitter
More about me:
• 40 Under 40 2011 & 2012
• “Ones to watch” 2011 & 2012
• Social Media K2 E Award 2012
• Accounting & Tech Industry
• Runner, Reader, Frequent Flyer

4. You may also remember us from last night…

6. • Track expenses
• Invoice clients
• Review banking
• Get started in minutes
• Simple reports
• Accessible online or offline
• Syncs with web app
• Share with others
Kashoo Cloud Accounting is…

7. Let’s dive right in!

8. What we’re talking about today

10. The world is changing.

17. There has to be a better way!

18. Even the banks are changing…

19. How can bookkeepers adapt?

20. Which brings us to… The Present
Not quite.
But some pretty cool things are happening

21. 1. Backups, backups, backups: Worth saying again (backups!)
2. Leaky server rooms. Stolen laptops. No worries. (True story)
3. The whole world is your office. No more being tied to your desk.
Cloud

22. 1. Anytime, anywhere: Stuck at the airport? Doctor’s office waiting room? Your
data where you need it.
2. Collaboration: Work with anyone, no matter where they are. No mail, no clunky
USB keys, no “sneaker mail.”
3. Power at your fingertips: Make decisions with just a few taps. Easy for clients,
and powerful for you.
Mobile

23. 1. Automated bank feeds: Less admin work, less chance for error. Do this!
2. Custom reports: The data you need, how you need it, when you need it.
3. Workflow: Data goes where it needs to go. Automatic approvals, visibility,
collaboration.
Automation

24. One of those tools?

25. Cloud Accounting

27. Let’s take a quick tour

28. 1. Even more automation.
2. Everything stored online & easily accessible.
3. New ways to reach out to your clients and help them where and how they do
business. Clients are often leaders in new technology and mobile tools.
What’s next? The Future

29. Some of our favourite cloud apps

31. The cloud is less safe than my old server room

32. Small businesses can save 10 hours of work/month
moving to the cloud

33. Integrated cloud solutions make “best of breed”
programs work together easily.

34. Bookkeepers are adapting cloud solutions at a rate of
20%/year

35. The cloud is pretty awesome. You won’t remember
how you lived without it

36. A little less conversation…

37. • Plan out your business needs
• What you need from your clients
• What you need from your cloud solutions
What are you trying to achieve? Choose a solution to help you get there.
1. Assess Your Needs

38. • Get on their referral list (this can be a BIG source of new clients)
• Support services: phone, email, chat, resource centre
• Think long-term success for both of you.
2. True Partners with your Business

39. New ways of working with your clients, both new and existing!
3. Cloud = Collaboration = Connection

40. • FREE account for you!
• Access your clients’ businesses with a single login
• Collaborate across every device (web, iPhone, iPad, Android)
• Get on our referral list! Email me: kasey@kashoo.com
• Awesome support from the Kashoo MVP Team (*cough*)
kashoo.com/mvp
We Bookkeepers @ Kashoo

41. MVP Pricing
For Clients For Bookkeepers
$11.95/month per client business 1 Full, FREE Account!

42. 3 Things To Do Today
1. Download one new cloud app. Take out your phone now, I’ll wait 
(shameless Kashoo plug here!)
2. Pick your 2 favourite cloud vendors and ask to get on their referral list. More
customers are just an ask away!
3. Get in touch! You already know how much I <3 bookkeepers, so send me a
note anytime: kasey@kashoo.com

43. … one more thing!

45. <drumroll please>

46. • Phone: 1-888-520-5274
• Email: answers@kashoo.com & kasey@kashoo.com
• Online Chat: www.kashoo.com
• Support Centre: support.kashoo.com
• Twitter: @KashooOnline & @KaseyBayne
• Facebook: facebook.com/kashoo.online.accounting
Thanks & Get in Touch!