bni 2013 presentation

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  • 1. What is it I do? Why am I the best choice? Who do I do it for? Who is a good referral?

2. Definitions Accounting Bookkeeping 3. Accounting Bookkeeping QuickBooksInstruction Tax Preparation>>> 4. Accounting Review of books before taxes and making necessary adjustments 5. Bookkeeping Compilation of books from bankstatements, credit card statements andreceipts Online Access (in the cloud) Remote Login 6. QuickBooks Instruction One-on-One my office or yours Groups Seminars 7. Tax Preparation Individuals Business (existing clients) 8. Experience Certifications Pricing 9. Experience 27 years experience in my profession 10th year in business 10. Certifications MBA ACQPA Advanced Certified Qbooks EA IRS Enrolled Agent RTRP>>> 11. Pricing Set Monthly Fees for Bookkeeping Hourly Rates for Instruction Up Front Pricing for Taxes >>> 12. Story #1 about bookkeeping Kegworks 13. Story #2 about instructionJennys Clay House 14. Story #3 about Tax ClientMilligray 15. Testimonials QuickBooks Website (13) Left Brain (10) Acade Tax (10) LinkedIn (12) 16. Small Business Owner with 1-5 employeeswho dont want to do the books and whowants needs to be with the customer Instruction on how to do it themselves 17. Individuals Tax Preparation New to the Job Market or Career Just Married Children & College Rental Property More Complex Turbo Tax Refugees EG Tax (dont let your friends drive to) 18. Larger Companies Quickbooks Enterprise (10-100 employees) Group Instruction 19. FacebookLinkedInTwitter (@theleftbrain, @acadetax)YouTubeBlog (quickanswer.wordpress.com)