Poll #1 -Do you try to minimize random communications with the client on what the client wants from you? Yes or no…
Bookkeepers quote is really about communication, making opportunity out of wants. Obtain information about your client “profile your client” , show the value added service opportunities you have for them.When the clients asks for the service and how much it will cost, is when you should be determining what the service is they want and expect. Our quote is more than just establishing costs
This page is used to add a new clients.
“Quote title / description” provides the opportunity to identify the additional quotes you are storing for that client. By using quote title/description; you can create multiple quotes per client, such as for each year, certain seasons, payroll, year end, as service for client changes and quote may decrease or increase., etc..
Poll #2 Have you ever had a client tell you, “I thought you were doing that”?
Poll # 4. Do you try to have your client provide the paperwork in a certain manner to eliminate your sorting time?
Poll # 5.Have you ever had to represent your quote because there is an increase or decrease in the fees expected? Yes No Not apply
HR ,Take your bookkeeping business to the next level with C2online Inc.! 1
Presented by Darlene LafondRegistered Public Accountant, Master Tax Specialist35 years in Business; life experiences with clients, employees, other accountants andbankers, has contributed to the development of C2online tools.As an Operating owner of Morinville Business Centre & H&R Block, with its 2200clients, receiving bookkeeping services & tax; providing the proven practice of allC2ONLINE tools> think of us as “Reality Webinar for Bookkeepers”. More to come! Thanks to the following: Our Internal Development & Testing Team Consisting of: Master Tax Specialists, Certified Professional Bookkeepers, U of A Marketing Degree Graduate, Nait 2nd Year Business Degree Student Software Development Team: Kelly & Dave 2
Post your questions during the Webinar.Please post any question you may have during the webinar.We will answer all the questions.In the event we do not answer your posted question, eitherduring or at the allocated time at the end of the webinar,you will be provided a personalized answer via email. 3
. Create client quotes fast, easy and accurately Designed exclusively for bookkeeping and accounting service businesses globally.Online Software resulting in a servicequote & contract and so much more. Print option available 4
Establish TrustCommunicateEstablish how importantProfileAccountability to the servicesValue added service. Relationship Building 5
Save Money & Time Job description List of information required from client. Identify tasks they are doing. Advantage in communicatingIdentify Ways to Reduce your clients’ Accounting Fee’s 6
Earn MoreSeveral services providedJustified expectationsCount the actual flow of informationAdjusted to accommodate the level of bookkeeper abilities.Quality control ability Faster More Accurate bookkeeper will benefit! 7
Let’s get started!Easy toolGet you started quicklyMaintain a list of each clients’ quotesPrint professional looking quotesProduce an invoice 8
ACCESS AVAILABLEOnce a Subscription is purchased at $17.95/monthAccess to all your quotes anytime anywhere 3 URL Address locations per subscription 9
Home – Start the Software Manage the database of all your clients-------------------------------- Edit your Quotes list-------------------------------- Customize “Time Settings” 10
Create a new clientThis name will appear on the quote contract. 11
Complete your quote descriptionDescribe several quotes under one company name. 12
“edit clients” button at Bookkeepers Quote Home Page 13
In 3 Easy StepsStep 1 - Profile Your Client 1. Establish the business’s life style. 2. Opportunity to provide value added service. 3. Gain trust 4. “Dependent” or “Independent” 5. Workload 14
33 Profile questions Step 1Default answers are provided for all 33. 15
Easy StepsStep 1 - Profile Your Client 5. Report Periods 8. Report Sessions 9. Privacy Assured Session 10. Contact with Management 15. Folded Receipts 16
Easy Steps Step 1 - Profile Your Client16. Non Statement Bundle Count17. Non Statement Bundle Process Count22. Compliance Backup27. Payments issued by Bookkeeper30. Prepared transactions Reports31. Number of submissions of Prepared transactions 17
Time SettingsApply to all your quotes.Set your own.Each with code descriptionCode on contractCode values Code description - advantages for invoicing 21
Contract• New to Office• Compliance method for posting period• Admin• Contact• Matching• Payroll & similar disbursements• Posting• Posting outstanding invoices• Regulatory• Year End• Travel Code value - advantages for invoicing 22
Code1. Insert to your personalized invoicing, the descriptionlisted with code from time settings.2. QuickBooks & Simply Accounting provides quickcustomizing. 23
Set up Codes in Item ListMatching the code & description Matching the code to the cost onon Time Settings Bookkeeper Quote Contract. 24
Set up Codes – Inventory & Services ListMatching the code & description Matching the code to the cost onon Time Settings Bookkeeper Quote Contract. 25
Invoice reproduced in Sample InvoiceMatching the code & descriptionon Time SettingsMatching the code to the cost onBookkeeper Quote Contract. 26
Thank You A short survey & 5% Coupon Code to follow in your email. 27