How to Market Cloud Accounting to Existing & Potential Clients

Part of the Management, Advisory and Development (MAD) Practice Guides Series

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.

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How to Market Cloud Accounting to Existing & Potential Clients





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Product Description

We all know the benefits of cloud accounting

The market for cloud accounting packages has matured significantly in the last 2 years. There are now many software providers offering a variety of products. This guide is not concerned with the pros and cons of one provider over another; it’s about moving your clients away from a desktop package and onto the cloud.

The market will become increasingly fluid over the next few years and only those firms that embrace the cloud and the changes it brings will be able to maintain profits and move away from traditional compliance based services and into the business advisory market.

In this guide, we will show you how to move existing clients to the cloud and how to attract potential clients to your firm by marketing activities surrounding their accounting function.


  • Training
  • Strategy
  • Marketing Material
  • Essential marketing activities for moving existing clients to the cloud
  • and much more!


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