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Cloud Technology

BBK | beyond bookkeeping Celebrates 100% Conversion to the Cloud for the Firm and its Clients

The move to the cloud affords an elevated level of service for the firm’s clients, who can now access real-time financial data anywhere at any time, have every document they need on-demand and hold one-on-one conversations with bookkeepers with ...

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BBK | beyond bookkeeping has completely moved all of its operations and clients to the cloud, attaining a significant milestone that has been in the making for more than a year. As of today, the bookkeeping and accounting firm is virtual: 100 percent cloud-based and paperless.

The move to the cloud affords an elevated level of service for the firm’s clients, who can now access real-time financial data anywhere at any time, have every document they need on-demand and hold one-on-one conversations with bookkeepers with only a click or tap.

The journey to the cloud began in April of 2015 and has included multiple milestones such as reducing office space and eliminating once necessary resources such messenger services, paper and postage stamps.

According to founder Cindy Henderson Magner: “We knew from the beginning how important it is to move entirely to the cloud. It not only would offer a higher level of service to our clients, but would save the firm in costs ranging from office space to supplies. From the first internal meeting to the final client conversion, the process has taken 14 months. During that time, we moved roughly 100 businesses away from paper or desktop-based software to the cloud. The firm and its clients are now 100 percent paperless and cloud-based.”

The accounting cloud has played a major role for BBK’s business clients.

“The cloud has vastly streamlined bookkeeping through automation, real-time data, smart integrations and online collaboration,” continued Magner. “Our clients now have more time to focus on their passion – their businesses.”

BBK partners with proven accounting solutions including QuickBooks Online, Xero, Bill.com, Hubdoc and Expensify to create a streamlined and automated accounting cloud experience. It has been named a top-20 Firm of the Future by Intuit and one of the top-50 accounting firms in the United States by Hubdoc.

The move to the cloud has also established numerous growth opportunities for BBK.

“We are all working smarter, not harder, thanks to the cloud. Efficiency has improved and team management is easier. We have the freedom to hire the best talent and to work with the best clients – no matter where they are located. Our profits have increased and the cloud has enabled us to save thousands of dollars each month that we previously spent on office space, supplies and postage. In fact, we’ve had the same, unused ream of paper sitting in storage for more than a year. There’s just no need for it,” commented Magner.

Magner and firm employees celebrated the move to virtual operations with a ceremonial unplugging of the last company server.

To discover more about BBK’s journey to the cloud, visit the BBK website.