Sage Advice

Seven Steps to Moving to the Cloud Without Creating a Tornado

Doug Sleeter, president of The Sleeter Group, is passionate about helping small businesses; it’s what he’s been doing for nearly his entire working life. At his consulting firm, he’s connecting accounting systems to ensure they work optimally for accountants and small businesses.

At Sage Summit, our yearly conference, he’ll be leading a session called, “Seven Steps to Moving to the Cloud, Without Creating a Tornado.” Because cloud (Internet-based, web-based, sometimes hosted) technology is still fairly new, some small businesses are trying to figure out how to move to it successfully . . . without wreaking havoc.

In this podcast, Doug gives a window into what people can expect in his session, including what he calls his second step: Take inventory of your existing solutions.


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Doug Sleeter
About the interviewee

Doug Sleeter is president of The Sleeter Group, a consulting firm that helps small businesses and accountants run efficiently, and a Sage partner. He’s been recognized as one of the "Top 25 Thought Leaders" in the accounting profession for the past several years and he has been named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2013. He was recently awarded the 2013 Small Business Influence Champion award. Doug is the publisher of the QuickBooks and Beyond blog, the author of numerous books, and writes a regular column in The CPA Practice Advisor.

Ed Kless
About the interviewer

Ed Kless is the senior director of partner development and strategy for Sage. He is a contributor to industry publications, including the Journal of Accountancy and Harvard Business Review, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. In addition, Ed is senior fellow at the VeraSage Institute. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian.