XU Magazine - Issue 14

Page 36

Case Study

What makes a successful cloud consultant?

@I_am_word_struck

Michelle Nicol, writer, Wordstruck writing and training Michelle is a copywriter, trainer and brand storyteller who helps businesses tell their story through words that attract attention. A former BBC journalist, she loves nosing out a great story and sharing her writing expertise through training and workshops.

Robert King has gone from accountant to cloud integration consultant with his company Integration Kings. Now achieving significant success as a technology influencer, recommending suitable software solutions that will help organisations clients run and grow their business, we ask Robert about his approach and why he believes it’s the future of accounting... A

s businesses increasingly look to cloud technology and cloud innovators continue to disrupt the rapidly ageing on-premise and hosted software market, the role of accountants is changing. Where once the focus was on tax and compliance, there’s now an increasing need for a better understanding of business processes and the technology that can help companies manage their processes more efficiently. Companies like Integration Kings are achieving significant success by becoming technology influencers, recommending suitable software solutions that will help their clients run and grow their business. We speak to Robert King about his approach and why he believes it’s the future of accounting. The journey from accountant to cloud integrator Although his background is in accounting, and he’s still a chartered accountant, Robert King prefers the term Cloud Integrator. His company, Integration Kings helps small businesses move to cloud-based applications so that 36 / Issue 14

they can run more efficiently, streamline their processes and ultimately improve their bottom line.

the data for sales, operations, reporting and accounting so that they can make decisions about their business.”

It’s an approach driven as much by personal motivation as it is business focussed: “To help someone transition out of what sometimes feels like chaos when I walk in, to fairly standard processes and best practice, is a good feeling,” says Robert. “You know that they can leverage or scale their business, to get ready for sale or other things.”

What skills do today’s accountants and bookkeepers need?

Realising the potential for working more real-time with clients, Robert started working with Xero in 2011, before starting Integration Kings in 2014. He’s always been quick to understand the changing world of business and how new technology can help: “When I was a younger accountant, I thought I was really helping a small business by getting their tax and compliance and financials together,” he explains. “My perspective now is to get to the crux of a business, to really understand it so that I can recommend the right tools to do the job successfully, and also to collect

So how do accountants and bookkeepers offer great service to clients now and in the future? Robert says: “You have to have good understanding of how to operate a business to be able to sit down and do an assessment. Over the years I’ve done a lot of reading and learned from a lot of other good business owners about what you need, the processes to run a business.” He points to one recent example, working with North Group surveyors, a business with around 30 staff who were paying around $2,000 AUS a month for a large on-premise system to manage their accounts and job costing. This represented a large overhead for their business and wasn’t returning the level of reporting they needed. After reviewing their systems and processes, Integration Kings

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Articles inside

National Australia Bank (NAB) to allow

2min
pages 114-116

Virtual advice is the future for accountants

4min
pages 100-101

INTERVIEW Q & A with Andrew Sims, SuiteFiles

12min
pages 94-97

Good succession planning for family

7min
pages 88-91

Value added cloud: Who needs a cloud integrator?

5min
pages 92-93

NEW XERO CONNECTED

4min
pages 98-99

How to use information that you have in Xero to

9min
pages 84-87

Meet serviceshare: A support network for

4min
pages 82-83

EVENT Q & A Accountex: worth the time?

9min
pages 78-81

Q & A - From paper to cloud

2min
pages 64-65

WorkflowMax: Knowledge is beautiful

6min
pages 60-61

TUTORIAL How to go clutter free: insight into

8min
pages 74-77

The importance of building app stacks

6min
pages 70-73

BSI CERTIFICATION

5min
pages 62-63

The importance of having headspace to grow your

3min
pages 58-59

Q & A

4min
pages 56-57

EVENT What’s new at the Accounting Business Expo

5min
pages 54-55

Meet Makoto, creator of CaFE, a cash flow solution

5min
pages 42-43

CASE STUDY What makes a successful cloud

5min
pages 36-37

Looking ahead, preparing for tomorrow

5min
pages 38-41

Inventory management in the cloud - How

4min
pages 52-53

Discover Loc8 Lite: The app that offers a new

6min
pages 48-51

CASE STUDY

5min
pages 32-33

Bookkeeping: your new revenue driver

5min
pages 28-29

It’s Alive! The Modern Practice is back

5min
pages 14-15

EVENT Accountex visitor registrations flood in

4min
pages 20-21

Extremely cloud and incredibly close: the

5min
pages 26-27

Two ways to profit using Entryless

3min
pages 12-13

Single Touch Payroll is coming

2min
pages 22-23

INTERVIEW Q & A with David Tuck, Chaser

13min
pages 16-19

How to make and save money documenting a

3min
pages 24-25

COVER STORY AdvanceTrack: Strength in Numbers

5min
pages 8-11
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