Sales – How to Transform Your Lead to a Client and Stop Time From Killing Your Deal

Time. Kills. Deals.   But on top of time, there are many other deal killers that can stop you dead in your tracks.   Many of my clients struggle with sales. They struggle with finding leads, converting them into clients, and then keeping them as long-term clients who can then refer them to others. And…

Read More

How to Create a Consistent Marketing Strategy

I can’t tell you how many of my clients spin their wheels when trying to develop a marketing strategy that works.   Most small business owners know they must have brand visibility to draw in clients. And some might start ok with their marketing efforts, but as time goes on, they struggle to remain consistent…

Read More

The Secret of Successful Goal Setting

Do you find yourself setting business goals year after year, only to never achieve half of them? You’re not alone. Goal setting is like art – if done well, you have a piece that is sought after worldwide. If not done well…well, it just sits collecting dust in a corner. As an entrepreneur and small…

Read More

Looking for a Bookkeeper? Here Are 5 Tips to Get You Started

If you’re tired of looking for a bookkeeper, then here are five tips to help you to find one quickly.   Tip 1: Ask friends, relatives and business associates if they know any qualified bookkeepers they can recommend to you. Also, ask your accountant or banker if they know of anyone who is taking on…

Read More

How to Grow Your Bookkeeping / Accounting Business

Transcript   Will: I’m really excited about this particular topic and I think there’s a few reasons why this topic really excites me. First let me start off by telling you that there are changes coming to our community. The only constant in life is change, so if we’re going to continue to impact people’s…

Read More

How to Manage QuickBooks for Attorneys

Transcript Will: Okay, guys let’s just jump in. I’m going to share my screen here and we’ll get going. Then, remember, the Q and A part, I’m going to go through this first and then we’ll take any Q and A questions that we have, I’ll answer anything – I’ll answer items that are related…

Read More

Setting Up Recurring Bills Or Expenses (QBO PDF Checklist)

Setting Up Recurring Expenses or Bills. Go to Expenses->Vendors Choose vendor Open an existing recurring bill or expense (example: Rent) At the bottom, choose Make Recurring At the top, choose Scheduled in the drop down Choose interval (Example: Monthly on the 1st, start date 8/1/2022) Save Template Download PDF Checklist

Read More

(VIDEO) How To Turn On Reminders in QuickBooks Online

Watch the Video on Our Youtube Channel. Download Checklist – How to Turn On Invoice Reminders in QBO

Read More