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

4.  Definitions
◦ Accounting
◦ Bookkeeping

5.  Accounting
 Bookkeeping
 QuickBooks Instruction
 Tax Preparation
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6.  Accounting
◦ Review of books before taxes and
making necessary adjustments

7.  Bookkeeping
◦ Compilation of books from bank
statements, credit card statements and
receipts
◦ Online Access (in the cloud)
◦ Remote Login

8.  QuickBooks Instruction
◦ One-on-One my office or yours
◦ Groups
◦ Seminars

9.  Tax Preparation
◦ Individuals
◦ Business (existing clients)

11.  Experience
 Certifications
 Pricing

12.  Experience
◦ 27 years experience in my profession
◦ 10th year in business

13.  Certifications
◦ MBA
◦ ACQPA – Advanced Certified Qbooks
◦ EA – IRS Enrolled Agent
◦ RTRP
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14.  Pricing
◦ Set Monthly Fees for Bookkeeping
◦ Hourly Rates for Instruction
◦ Up Front Pricing for Taxes
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16.  Story #1 about bookkeeping
 Kegworks

17.  Story #2 about instruction
Jennys Clay House

18.  Story #3 about Tax Client
Milligray

19.  Testimonials
◦ QuickBooks Website (13)
◦ Left Brain (10)
◦ Acade Tax (10)
◦ LinkedIn (12)

21.  Small Business Owner with 1-5 employees
who don’t want to do the books and who
wants needs to be with the customer
 Instruction on how to do it themselves

22.  Individuals
◦ Tax Preparation
 New to the Job Market or Career
 Just Married
 Children & College
 Rental Property
 More Complex
 Turbo Tax Refugees
 EG Tax (don’t let your friends drive to…)

23.  Larger Companies
◦ Quickbooks Enterprise (10-100 employees)
◦ Group Instruction

24. Facebook
LinkedIn
Twitter (@theleftbrain, @acadetax)
YouTube
Blog (quickanswer.wordpress.com)