Speller & Company: Winning Clients Over with Expandability and Customization

By Stephen Dow

For over seven years, Robert Speller, Senior Partner at Speller & Company in San Francisco, CA, has trained thousands of accounting professionals on the intricacies of Quickbooks. But recently, Speller has found his client’s interest shifting to a worthy competitor: Microsoft Office Accounting Professional.

 

Move over, Quickbooks

Over the past few months, Speller & Company implemented over a dozen installations of Microsoft Office Accounting Professional to a wide range of clients. Businesses such as small real estate companies, small- to mid-sized advertising agencies, law firms, and consulting companies are finding Microsoft Office Accounting Professional is the right fit for their growing needs. Speller notes that Microsoft Office Accounting Professional is especially appealing to businesses with two to five employees who are already extensive users of other Microsoft products such as Microsoft Office.

But familiarity isn’t the only selling point. Speller’s clients love the seamless integration with their business contacts through Microsoft Outlook as well as the ability to customize almost every aspect of the user experience.

 

Get the most from a full set of features

Once Microsoft Office Accounting Professional is installed, Speller & Company ensures that the client runs the system to its maximum potential. Speller notes, “After setting up the system I provide a comprehensive training covering set-up of customers, vendors and employees, to entering invoices to cutting checks to producing invoices, to receiving payments to reconciling the back statement to producing financials.” In addition, some clients request help on customizing documents, managing the data files, and setting up integrated applications such as Outlook.

 

Is Office Accounting the right choice?

As for helping a client choose an accounting package, Speller encourages new and existing clients to take a close look at Microsoft Office Accounting. Not only does he think the feature set and ease of integration makes Microsoft Office Accounting the stronger product, but “it's a better product because it talks to the sister and brother products better.” Speller continues, “I feel I can provide better for the future of their business by offering Office Accounting.”

To learn more about Speller & Company, visit their website at http://www.spellerconsulting.net or call them at 1-877-212-6147.

 

The views and opinions expressed in this column are those of the author and do not necessarily reflect the opinions of Microsoft.