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Using QuickBooks as a small business owner

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Using QuickBooks as a small business owner

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Using QuickBooks as a small business owner

  1. 1. Julie Robinson, Accountant, Entrepreneur, Growth Coach Using QuickBooks as a small business owner WiFi: QBConnect No password required#QBConnect
  2. 2. Take a few moments to Connect with your neighour
  3. 3. 3 2, 10, Ex, 30, Growth, 7, 3 Today’s speaker Julie Robinson Accountant, Entrepreneur and Growth Coach
  4. 4. Financial fitness
  5. 5. Get organized Automate everything Develop insights
  6. 6. 6 Managing Expenses Simplify how you spend your money Simplify how you spend your money Automate recurring expenses Save your receipts electronically
  7. 7. 7 Tracking Income Effectively Deliver your invoices more efficiently Get paid electronically whenever possible If you need to accept cheques… Tracking income effectively
  8. 8. 8 Set up alerts – always know what’s going on financially, act as if you might want to borrow!!! Identify your Key Performance Indicators (KPIs) Create reports that deliver value for you Data driven insights
  9. 9. 9 Optimizing and Automating Data Collection Data-driven business decisions Getting paid
  10. 10. 10 Get organised The moment when you finally reconcile that account
  11. 11. 11 Get organised
  12. 12. 12 Managing Your Customers Effectively Importance of knowing your customer Housing all business tools to manage customers under one roof Closed loop on sales and marketing – measuring ROI Managing your customers effectively
  13. 13. Let’s get strategic Why?
  14. 14. 14 Isn’t she lovely?
  15. 15. 15
  16. 16. 16 Strategic insights
  17. 17. 17 Strategic insights
  18. 18. 18 Strategic insights
  19. 19. 19 What does it take? 34% 33% 33% Quickbooks Drive & Determination Knowledge
  20. 20. 20 Footprints Accountancy Property Portfolio Other Businesses Every client Or know why??? Every service • Accountancy • Growth • Training Every property CSA: Every night, every location AG: Manufacturing, every product CYV: Service, every project CYVI: Manufacturing, International, Online, every product TMH: Every project Me and mine
  21. 21. 21 Automate all the financial processes you can to save time and money Manage your customer relationships with your finances in mind for better ROI Create checklists of everything you need to do to run your business – and trust them Use data to your advantage – identify mistakes or short falls and course correct In summary – a checklist to get organized and save time
  22. 22. Questions?
  23. 23. 3 Things?
  24. 24. Access the presentation materials via: The QuickBooks Connect 2017 Conference App or Slideshare at: http://www.slideshare.com/tag/QBCUK17

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