Name: Erin Vukelich
Twitter Handle: @JCCS_PC
City, State: Whitefish, Montana
Business Name: JCCS, PC
Business Website: www.jccscpa.com
Title: Client Advisor
Certifications: QuickBooks ProAdvisor (Online)
What do you enjoy most about participating in #QBOchat each week?
Interacting with peers and vendors is so much fun! Learning about the new features coming to QBO is always a plus!
How did you find out about #QBOchat?
Through our Intuit Rep @Tasha_Gorman
What do you do?
I work with small, tech-savvy business who are looking to move to the cloud. I help prepare them for the transition and follow through on that process. Once they have migrated, I continue to work with the business owners to understand their real-time numbers and the “why” behind the numbers.
One problem I can help solve is the integration of multiple types of systems. From point-of-sale to payroll systems, I excel at understanding how the software works together.
What are you most passionate about professionally?
I am most passionate about helping our clients transition to a forward-thinking mindset. So often as accountants, we are looking at the past years’ numbers or tax returns. While these numbers are valuable, we also need to look into the future to advise our clients. With technology changing and developing so quickly, we can really leverage the tools at our disposal to partner with our clients and help them prepare for the future!
What topics interest you that you connect with others about?
Motorcycles! Riding my motorcycle is one of my favorite things to do in the summer.
What topic would you like to see in a future #QBOchat?
I would have said new apps coming out, but we just chatted about the APP showdown finalists a few weeks ago! My favorite discussions are when we discuss what really is working for clients and addressing pain points. Maybe a discussion around the topic of converting from QB Desktop to QBO. What are the success stories from around the industry?