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Whitepaper of the month
Using value pricing: Your guide to getting the optimal price for
your accounting services
by Mark Wichersham, FCA
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Schedule

Every month focuses on a specific time and aspect of your business

Speaker: Sherri-Lee

For some, it's a task like cleaning the toilet.  But, if you have the proper cleaning tools you can tackle the job and make it a lot less painful.  Pull on those rubber gloves and let's start by clearly identifying engagement, diagnosing the books (or lack of), setting expectations, goals, and client deadlines which can alleviate a lot of headaches for both your client and yourself.  Sprinkle some automation around using tools both inside QBO and outside apps and voila, the toilet is sparkling. During this webina we will discuss some helpful tools including Bank Feeds and Rules, Reclassifying outside tools include Auto Entry, Receipt Bank, and either bulk import or deleting with SaaSant.

Jan 15

1PM EST

1 hour

Register

Speaker: Tanya Hilts

Getting past client objections can be a stumbling block for our industry working in the cloud. Especially when it comes to talking to clients about gaining access to their banking information through the applications we use, including QuickBooks Online bank feeds. Concerns about security, password and what information will be visible are all objections. Join Tanya Hilts for this hour long webinar to gain insight and guidance on the most common client objections and how to turn them around. Learn how to predict the objections so you can address them before the client even has a chance to present them to you.

Jan 24

1PM EST

1 hour

Register

Speaker: Jeffrey Schwan

Are you feeling tired? Stressed out? Overwhelmed? Do you want more free time during this busy tax season? Striking a work-life balance is tricky, but it is possible to steal a few extra hours for yourself during the most hectic time of the year. This free, live webinar will teach you how to streamline your day-to-day processes and workflows. You will learn how to increase your efficiency and productivity at work, allowing you to get more done in less time. This can easily lead to better work, more sleep, and less stress over the busy months ahead. Ready to take back your time?

Feb 5

1PM EST

1 hour

Register

Speaker: Kellie Parks

As accounting professionals we are groundhogs in our day to day activity. The same steps, procedures and activities. Day in day out. Month in, month out. Year in, year out...

Workflows create a logical, effective order of events to complete these tasks. Consistently - client to client, niche to niche, team member to team member. The tasks, to dos, responsibilities are laid out in template workflows. No waffling, wavering, overthinking of what needs to be done next. Or what to start with. Workflows set the stage for who’s to do what, when and how. Expectations are clear and pre-determined. Timelines vs tasks are obvious.And solid workflows create best practices to make our work compliant, accurate and create useful customer data.

But how do you create them? How do you choose technology to power them? How do you get your team - this includes your customers - to use them properly? This session is all about strategies to manage your accounting workflow and best practices. Getting started and building them out, implementing the best fit technology and creating commitment to implementation.

Feb 12

1PM EST

1 hour

Register

Speaker: Jennifer Bauldic 

A Paperless Office is just what it says it is – an office with less paper. When you are ready to make the move to paperless, it’s important to remember that getting there is a process. In the webinar, you will learn how to prepare for your transition and a few easy steps to move from the ground to cloud with ease.

BENEFITS:

  • Time Savings: everything you need in one place and only a few keystrokes away.
  • Improved customer service: Wow your customers with immediate response to requests for a documents
  • Fewer filing cabinets = More space to grow your business and hire new staff!
  • Buy a Shredder: Sensitive data must not go in the recycling bin.
  • Caution – Before you shred: Ensure your new electronic data is safe.

Mar 12

1PM EST

1 hour

Register

Speaker: Bob Wang

If you want to grow your bookkeeping or accounting firm by attracting cloud-enabled customers, then you have to learn how to attract them through digital means. This webinar will discuss the basics of digital marketing, such as marketing tools, automation, branding, social media, search engine optimization, and paid ads. In addition, if you are looking to hire a digital agency, learn what to look for and what questions to ask so that you can find the right agency to communicate your uniqueness to the world.

May 16

1PM EST

1 hour

Register

Speaker: Susan Watkin

Understand the benefits of using local events to market your services and ultimately gain more clients for your practice.  When you find the right event to showcase yourself and can reach the clients you want to gain, through leveraging affiliate branding and creating that professional look for your team, you’re that much closer to growing your practice.  Regularly attending events not only allows you to expand your practice but creates brand awareness for your business and gives you the opportunity to showcase what sets you apart, and why those potential clients will want to connect with you.

May 21

1PM EST

1 hour

Register

Speaker: Brad Celmainis

There is a common saying that in order to gain business, your potential clients must know you, like you and trust you (in that order).  Face to face networking, when used properly, can bring you through all stages of the know -> like -> trust equation. Networking is a two-way street and practicing common sense principles in your long-term networking strategy can bring business if you stick to it, build networking into your regular routine, show up to networking events and even create your own events. By making it about the other people in the room and not about you, networking is a highly effective means of marketing your business.

May 23

1PM EST

1 hour

Register

Speaker: Steve Loates 

We have all heard the phrase “The Riches are in the Niches”. But what does that mean in business? And more importantly is it really true? Can you grow by serving less? If so, how do you find the niche that is right for you?

It is difficult to turn away business. It takes discipline and belief - belief in your plan and the discipline to stick to it. But, I can tell you from experience it can change your business and your life. Six years ago our firm stopped offering tax services. It was one of the toughest decisions we ever made. Since then we have seen a steady upward trend in our revenue and profit and went on to win Intuit’s 2017 Global Firm of the Future. So, in hindsight, I would say it worked out.

In this webinar, I will share the journey of growing our own firm by narrowing our focus, both on services offered as well as the type of client we support. I will share the challenges, the mistakes, the frustrations and the rewards. I will also share real-life strategies for finding your own “Riches in the Niches".

Jun 4

1PM EST

1 hour

Register

Speaker: Andrew Wall 

Every Accounting and Bookkeeping business that is looking to grow can benefit from paid search.  Whether you are a small one man shop who will need to all the heavy lifting him/her self or a partner at an established firm that can afford to hire an agency, you can benefit from  this introduction to paid search. In this session we will cover the different forms of paid search and help you find the platform that works best for you.

Jun 11

1PM EST

1 hour

Register

Speaker: Andrew Wall

The two largest search engines in the world  are google and youtube. If you want your business to grow you need to be easily found on these platforms.  In this session we will do a deep dive into adwords the paid advertising platform for Google and Youtube. This hands on session will show you how to create your first ads  and how to target the right audience for your business.

Jun 18

1PM EST

1 hour

Register

Speaker: Marnie Stretch 

Jul 11

1PM EST

1 hour

Register

Speaker: Lisa Channell

Do you have the feeling that you "should" be value pricing by now? What's holding you back? Lets crush those fears and learn how to sell to your prospects naturally - as if you were born to do it!

  • Imagine getting paid for the value of the service you are providing.
  • Imagine getting paid up front for it!
  • Imagine not even having Accounts Receivable on your Balance SheetDiscover the steps before the sale that will encourage a big YES from your prospect.
  • Master the art of conversation from a Value Pricing perspective so that selling doesn't even feel like selling. Learn best practices from the first step, your discovery call to your last step when you are presenting the options to the customer. Fluidly handle any objections with ease.Join this webinar and you will have the critical steps to begin implementing this in your business!

Jul 16

1PM EST

1 hour

Register

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