LeanLaw Accounting Pro - Monthly Online Meetup: Talking about Data Migration

Jonathon Fishman, COO of LeanLaw, was joined by Tracie Todd, LeanLaw Onboarding Specialist as well as Lynda Artesani or Artesani Bookkeeping and Sarah Prevost of Mintage Labs. The topic: Data Migration.

Data Migration is often where inertia sets in with regard to switching software. Don't let this happen to your client.

The agenda:

-- Review the data migration workflow.
-- Review the data model, what data comes into LeanLaw and what data gets passed to QBO.
-- Review the different types of data imports.
-- Best practices for staging data into QuickBooks. What conversations you need to have with your client.
-- Review the client's role in the data migration and how to set expectations.

Please come with questions and bring a colleague who is considering niching into law firm clients.

Видео LeanLaw Accounting Pro - Monthly Online Meetup: Talking about Data Migration канала LeanLaw - The Financial OS for Law Firms