I actually find it much easier to have my clients on different versions of QB because then I can have several company files open at once. When I have a handful using the same version I have to stop what I'm doing to switch company files should I get a phone call or email asking for something.
Next she will tell us that while working simultaneously on client's files ranging from Windows versions 6 through 14 and severalal Mac versions to boot, that she has a broom up her asse and sweeps the floor.
At least have the courtesy to credit me with the quote. I know you find it ludicrous but I stand by it.
Creating a new thread about me was uncalled for. The last line of the above was just crude & insulting. FYI I have Windows versions '99, '01, '03, '04 & '05. I have Mac versions 5.0, 6.0 & 2005 (7.0). I have 9 clients. One on Mac all others on Windows. What part of me working on one client's file and getting interrupted by a different client to check something or fire off a quick estimate can't you grasp? When my clients need me to do something I do it. I don't tell them to wait an hour or three until I finish what I'm currently doing. Most of the time when they call me for something its because they need it *now*.
The above is primarily for the benefit of anyone who wasn't following the "Version Trap" thread so that you'd know what this is about. As for Allan, I don't much care what you think anymore as any shred of professional regard I had left for you just vanished.
I understood exactly what you were refering too. That is exactly how a busy bookkeeper keeps up with their clients. I don't think that most CPAs understand our profession.
May I suggest that you check out the e-mail (chat) list over at AIPB (American Institute of professional bookkeepers). I think you would feel very much at home there.
Hmm, seems Tee has been given the dubious honor of being the first to goad Allan into a whole new thread voicing his displeasure. Not even no-spam was able to do that IIRC.
Allan, I just want to be sure I understand the points you made in the original thread.
1) Learning a new version of QB *requires* training, an opportunity for the servicing accountant or bookkeeper to "generate additional consulting fees training client on the new version"
2) An accountant loses productivity when s/he has to maintain/understand/use more than one version. This loss is exacerbated by 'functions and or reports that have been moved' Additionally, providing free advice to strangers or current clients, accommodating clients who do not wish to upgrade software and clients who want immediate turn-around for bookkeeping tasks is somehow unacceptable behavior . Those who do so are 'idiots' who devalue the service *you* provide.
Evidentially I've misunderstood you, Allan. I've confused the sarcasm in your postings for wit, and have enjoyed reading them (even more so when you, oh so very occasionally, provide actual advice). The personal attack on Tee -- taking it to a new thread and a new level of abuse -- belies my previous conclusion.
Right on. Its a win win situation. The client gets to use an updated version which is vastly superior to the one they are using and the accountant can further enhance his/her relationship with the client and generate income at the same time. Unless I'm mistaken isn't that whats it's all about. (Note the client in the original post is using a version that is 8 years old)
Right on again. I'm certain you can just imagine the problems (and cost) a large CPA firm would have requiring each of their thousands of workstations to be equipped with all the old and new versions of QB. While on that train of thought why is QB so special? Shouldn't evey version of every other software product their client base uses also be installed? Yes it can be counter productive working with different versions. It is much more efficient to only work with a single current version.
When the only function (the emphasis is on only) you have with certain clients is computer consulting then yes going to their office and training them on the new features when an update becomes available is not going to be for free.
Naturally there are certain clients where the computer consulting is ancillary and the major source of revenues comes from other services provided. In this case there usually never is a charge.
No there is nothing wrong with the above, what is wrong is the notion that this type service should go unrewarded. Expecting your accountant to maintain old versions of the software and have their staff trained on theses versions is not without cost to the accountant. Staff accountants are not like Neo and can't simply jack into the knowledge required in a few seconds.
Those who do so are 'idiots' who devalue the service *you*
Anyone that believes excellent service and or the music should be free is an idiot.
My attack on Tee was a knee jerk reaction. I felt highly insultled by her interpetation to what I was trying to say. Looking back I probably over reacted and was out of line: I do that sometimes. I will eat some big fat worms for diner as punishment.
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