Have you "lost" another client to QuickBooks?
They still need you!
In-house reports may be fine, but chances are they need at least compilations prepared for their loan officer or board.
If it is in the client's best interest for them to automate their daily accounting chores, you should still need to be involved in reconciling, reviewing, editing and closing their general ledger.
Your first task is to educate the client on the fact that QuickBooks is a tool, just like a calculator or pen. Tools work great, but they can't replace years of accounting training.
Depending on the complexity of their company and their knowlege of accounting, you can create many different types of engagements. From daily/weekly hand holding to monthly closings to only annual reviews.
For years I insisted that we also write-up the general ledger in our office, while at the same time trying to keep the two sets of books in sync. Believe me, there is NO money working this scenerio. I finally decided to let QuickBooks be THE G/L and then import the net changes into my write up program for the financials.
My TBX utility can either create a journal entry file ready to import into Creative Solution's Write-up CS program or a comma delimited file that can be read by other write-up or engagement packages.
Be creative!
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