Learn from accounting industry experts
how to start, grow and transition
Every month focuses on a specific time and aspect of your business
January's theme : Streamlining your Practices
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.
February's theme : Workflow efficiences
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.
March's theme : Workflow efficiences
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.
May's theme : Growing your business in the Cloud
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.
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.
June's theme : Growing your business in the Cloud
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.
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.
July's theme : Growing your business in the Cloud
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!
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!