Mergers and Acquisition - Maximizing the value of your Bookkeeping Firm in Preparation for Sale.
Bob Wang, the President of Legacy Advantage shares his thoughts on how to Maximize the Value of Your Bookkeeping Business. He recently acquired a bookkeeping business in December 2016, and he shares 4 things that he had looked for in his due diligence process.
Why LinkedIN is where you should be building your brandIntuit Inc.
The document outlines an overview presentation by Joe Pak and Afonso de Sousa of LinkedIn. It discusses LinkedIn's vision of creating economic opportunity for the global workforce. LinkedIn's mission is to connect professionals worldwide to help them be more productive and successful in their careers. The presentation describes LinkedIn's value propositions for customers and members, including helping members get the right jobs, build relationships, stay informed, and manage their reputations, in order to advance their careers. It also outlines LinkedIn's premium customer solutions for hiring, marketing, selling, learning, and accessing premium features and content.
Finding, Hiring and Engaging Superstar Employees for Your Small BusinessKabbage
If you’re a small business owner, you spend a lot of your time wearing many hats. One of them is the human resources (HR) hat that requires you to recruit, hire, train, evaluate, compensate, and engage with employees – all while you are managing everything else. With so many moving components, how do you achieve HR excellence in a small business?
This presentation covers the five best practices that small business owners should execute to find, hire, and engage superstar employees
3 Steps to Improve Your Business Credit Report: Establish, Build & MonitorKabbage
Most business owners understand the importance of a good credit score, but how do you start building your business credit when you don’t quite understand the process? Learn best practices to build a positive business credit profile from Tim Graczewski, our Creditera partner.
Tim reviews the major differences between personal and business credit scores and how to understand your business credit report.
The Pros & Cons of Small Business Funding OptionsKabbage
Watch this presentation as we walk through why you should consider outside funding, the factors to consider, and the pros and cons with each of the options – from online loans and credit cards to peer-to-peer lending, crowdfunding and business grants.
My Money Story Series: Credit Karma Talks Finances, Credit, and DebtKabbage
Visit our SlideShare to learn from our partner, Credit Karma, why you should check and build your credit report, best practices for establishing financial health, and how to recover from debt.
Why Building Your Brand is Key to Getting CustomersIntuit Inc.
Mick Spencer, founder and managing director of ONTHEGO Sports, discusses the importance of building a strong brand to attract and retain customers. He explains how focusing on purpose, people, and planet over just profit helped him grow his company. Developing a clear brand identity through transparency and being an ambassador allows businesses to cut through the clutter of a crowded market. Building personal and corporate brands through content, partnerships, publicity and social media engagement provides long term benefits even on a small budget. Customers now know more than ever about companies, so having a strong brand is key to future sales and growth.
What is ‘Customer Experience’ and how does it affect your business? We will discuss how to start being deliberate about crafting the experience your customers want. We’ll focus on how you get started and bring it to life on your website. Visit deluxe.com to learn more.
Why LinkedIN is where you should be building your brandIntuit Inc.
The document outlines an overview presentation by Joe Pak and Afonso de Sousa of LinkedIn. It discusses LinkedIn's vision of creating economic opportunity for the global workforce. LinkedIn's mission is to connect professionals worldwide to help them be more productive and successful in their careers. The presentation describes LinkedIn's value propositions for customers and members, including helping members get the right jobs, build relationships, stay informed, and manage their reputations, in order to advance their careers. It also outlines LinkedIn's premium customer solutions for hiring, marketing, selling, learning, and accessing premium features and content.
Finding, Hiring and Engaging Superstar Employees for Your Small BusinessKabbage
If you’re a small business owner, you spend a lot of your time wearing many hats. One of them is the human resources (HR) hat that requires you to recruit, hire, train, evaluate, compensate, and engage with employees – all while you are managing everything else. With so many moving components, how do you achieve HR excellence in a small business?
This presentation covers the five best practices that small business owners should execute to find, hire, and engage superstar employees
3 Steps to Improve Your Business Credit Report: Establish, Build & MonitorKabbage
Most business owners understand the importance of a good credit score, but how do you start building your business credit when you don’t quite understand the process? Learn best practices to build a positive business credit profile from Tim Graczewski, our Creditera partner.
Tim reviews the major differences between personal and business credit scores and how to understand your business credit report.
The Pros & Cons of Small Business Funding OptionsKabbage
Watch this presentation as we walk through why you should consider outside funding, the factors to consider, and the pros and cons with each of the options – from online loans and credit cards to peer-to-peer lending, crowdfunding and business grants.
My Money Story Series: Credit Karma Talks Finances, Credit, and DebtKabbage
Visit our SlideShare to learn from our partner, Credit Karma, why you should check and build your credit report, best practices for establishing financial health, and how to recover from debt.
Why Building Your Brand is Key to Getting CustomersIntuit Inc.
Mick Spencer, founder and managing director of ONTHEGO Sports, discusses the importance of building a strong brand to attract and retain customers. He explains how focusing on purpose, people, and planet over just profit helped him grow his company. Developing a clear brand identity through transparency and being an ambassador allows businesses to cut through the clutter of a crowded market. Building personal and corporate brands through content, partnerships, publicity and social media engagement provides long term benefits even on a small budget. Customers now know more than ever about companies, so having a strong brand is key to future sales and growth.
What is ‘Customer Experience’ and how does it affect your business? We will discuss how to start being deliberate about crafting the experience your customers want. We’ll focus on how you get started and bring it to life on your website. Visit deluxe.com to learn more.
The document discusses how to build strong emotional connections with clients in order to increase loyalty and business results. It notes that after a major bank introduced a credit card designed for emotional connection, millennial use increased 70% and new accounts grew 40%. To develop excellent habits, the speaker advocates practicing skills repeatedly at the edge of one's abilities and with a coach. Fully emotionally connected customers are on average 52% more valuable than highly satisfied customers alone. The document provides tips for using triggers like meetings and emails to prompt client action and connection.
The document contains testimonials from several businesses that received support from the Business Enterprise Fund. The businesses praise the Fund for providing loans, mentoring, business management assistance, and connections that helped their businesses grow, create jobs, and achieve their goals. One business said the loan cost was very low compared to the high-quality support received. Since April, the Fund has approved 44 loans totaling £1.1 million, helping safeguard 140 jobs and create 62 new jobs.
This is the Metis way. We:
- Take risks
- Do our best work when the stakes are highest
- Earn respect by thinking and acting outside the confines of convention
Are you in?
Starting your own business is a dream that many people have, however, few follow through because they think they don't have enough money. In reality, you don't need as much capital as most people think to start a business. With determination and creativity, you can launch a business with far less money than the average person imagines.
living-businesscapitalbusinessnetwork.org ,smartgridbusinessnetwork.org ,living-business.org ,smartgreenbusiness.org Select the type of small business you want to open. The possibilities are virtually endless. If you want ideas or advice, visit Entrepreneur.com. You can also research at your local library to find a small business idea that piques your interest.
Patti Kelly is a mortgage loan specialist at Patriot Bank Mortgage who provides clients with various financial analysis reports and strategies to help manage their mortgages, build wealth, become debt free, and achieve financial freedom. She has over 15 years of experience in the mortgage industry and aims to guide clients to choose the right loan for their needs while maximizing home equity and minimizing costs. Clients provide positive testimonials, praising her knowledge, communication skills, and for customizing loans to fit their overall financial plans.
The one thing that will generate higher profits, strengthen employee engagement, and improve customer retention is having a strong sense of purpose. Having clarity around why a business exists beyond just making money is important. Steve Jobs discussed how Apple's purpose is to empower people who are passionate about changing the world. Core values that a business stands for also help with culture and differentiation. Doing good through a business by considering all stakeholders can benefit client acquisition, employee engagement, awards and publicity, partnerships, and profits. Exploring how work and higher purpose can merge is an important frontier.
This document discusses marketing strategies for small and medium enterprises. It emphasizes identifying customer needs and determining a company's "sweet spot" - the optimal positioning based on customers' needs, competitors' offerings, the company's capabilities, and market context. The document recommends focusing marketing activities on the 20% that drives 80% of desired results. It prompts businesses to analyze their best customers, strengths, and opportunities to scale before determining their unique sweet spot.
We provide business loans ranging from $10,000 to $1,000,000 with terms of 3 to 18 months and fixed payments. The approval process takes 2 business days and funding occurs as fast as 7 business days. A customer thanked us for a $50,000 working capital loan and said we understand how small businesses operate. We have facilitated over $250 million in funding to thousands of small businesses nationwide.
Are you considering finding a business partner or want to make your existing partnerships more successful? Start with a Best Partner Profile™. Then make sure you've dealt with: the agreement, liability, responsibilities,conflicts, and controls.
We provide business loans ranging from $10,000 to $1,000,000 with terms of 3 to 18 months and funding as fast as 7 business days. Our loans are based on assessing cash flow rather than just credit scores. A customer thanked us for a $50,000 loan and said we understand how small businesses operate. We have facilitated over $250 million in funding to thousands of small businesses nationwide.
The document summarizes strategies for real estate agents to build a $10 million sales pipeline. It discusses prospecting new business and servicing current clients, organizing leads, converting contacts and past clients into appointments, written contracts, and closings. It provides tips for time blocking prospecting hours, maximizing prospecting calls through FORD questioning and looking for lifestyle changes, and implementing a "micro farm 5x20 plan" to generate listings and referrals from existing listings.
This document summarizes the digital marketing services offered by ClickMatix, including search engine optimization (SEO) and marketing. ClickMatix has over 7 years of experience in the SEO industry and provides full-service digital marketing solutions through a white label service model. This allows clients to outsource their entire marketing operations to ClickMatix while maintaining their own brand. Key benefits include reduced costs, no required investments or human capital, and having the business run automatically.
The document provides tips for preparing an effective investment deck, including what investors look for in startups and how to structure a sales pitch. It discusses focusing on the problem and solution, demonstrating the product, outlining the market and competition, and presenting financial projections and an exit plan. Key aspects highlighted include the team and their qualifications, clearly defining the problem customers face, showing how the solution alleviates the problem, and having traction and real-world usage data to support the business model.
Looking for high ROI marketing strategies to grow your bookkeeping/Accounting practice?
Watch and learn how to create a successful marketing event. Tips on how to target the right people and develop the content for a great event. Learn about some of the great tools used to leverage to get results.
This issue of the EMinfo newsletter features articles on continuing education for staffing professionals, healthy lifestyle tips, and upcoming networking events. The letter from the editor encourages readers to take advantage of new columns offering career advice and health recommendations. A featured company profile highlights an executive recruiter specializing in the semiconductor industry. Other articles provide tips on using the telephone to find candidates, signs it's time to change staffing software, and what makes the CSP conference worthwhile.
Drumroll, please…. I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)!
After working with thousands of independent financial advisors, we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
Realty411 Magazine - Your FREE Resource for Real Estate Wealth!! Realty411 Magazine
Are you interested in growing your wealth? Learn why 7 out of 10 millionaires around the world made their money with the best investment of All Time: Real Estate!! The Top Leaders in the Industry share their tips, techniques and strategies in this magazine, read it today!
Swiftnlift Announces wealth management advisors to look for in 2021Swiftnlift
Providing oversights and strategic management of every aspect of a person’s financial activity from asset management to financial planning, risk management to retirement planning.
Business for engineers part 6: Company valuesJan Isakovic
A quick introduction to basic business concepts aimed at engineers and all who wish a simple and quick explanation. Part 6 and last part in the series is covering perhaps the fuzziest concept of them all: company values.
Sales Hacker Conference San Francisco - Kris Duggan - 10 Key Rules to Scale S...Sales Hacker
10 Key Rules to Scale Sales by Kris Duggan
Sales Hacker Conference San Francisco - November 6, 2014
Visit SalesHacker.com for more sales hacks, tips, and tactics.
The document discusses how to build strong emotional connections with clients in order to increase loyalty and business results. It notes that after a major bank introduced a credit card designed for emotional connection, millennial use increased 70% and new accounts grew 40%. To develop excellent habits, the speaker advocates practicing skills repeatedly at the edge of one's abilities and with a coach. Fully emotionally connected customers are on average 52% more valuable than highly satisfied customers alone. The document provides tips for using triggers like meetings and emails to prompt client action and connection.
The document contains testimonials from several businesses that received support from the Business Enterprise Fund. The businesses praise the Fund for providing loans, mentoring, business management assistance, and connections that helped their businesses grow, create jobs, and achieve their goals. One business said the loan cost was very low compared to the high-quality support received. Since April, the Fund has approved 44 loans totaling £1.1 million, helping safeguard 140 jobs and create 62 new jobs.
This is the Metis way. We:
- Take risks
- Do our best work when the stakes are highest
- Earn respect by thinking and acting outside the confines of convention
Are you in?
Starting your own business is a dream that many people have, however, few follow through because they think they don't have enough money. In reality, you don't need as much capital as most people think to start a business. With determination and creativity, you can launch a business with far less money than the average person imagines.
living-businesscapitalbusinessnetwork.org ,smartgridbusinessnetwork.org ,living-business.org ,smartgreenbusiness.org Select the type of small business you want to open. The possibilities are virtually endless. If you want ideas or advice, visit Entrepreneur.com. You can also research at your local library to find a small business idea that piques your interest.
Patti Kelly is a mortgage loan specialist at Patriot Bank Mortgage who provides clients with various financial analysis reports and strategies to help manage their mortgages, build wealth, become debt free, and achieve financial freedom. She has over 15 years of experience in the mortgage industry and aims to guide clients to choose the right loan for their needs while maximizing home equity and minimizing costs. Clients provide positive testimonials, praising her knowledge, communication skills, and for customizing loans to fit their overall financial plans.
The one thing that will generate higher profits, strengthen employee engagement, and improve customer retention is having a strong sense of purpose. Having clarity around why a business exists beyond just making money is important. Steve Jobs discussed how Apple's purpose is to empower people who are passionate about changing the world. Core values that a business stands for also help with culture and differentiation. Doing good through a business by considering all stakeholders can benefit client acquisition, employee engagement, awards and publicity, partnerships, and profits. Exploring how work and higher purpose can merge is an important frontier.
This document discusses marketing strategies for small and medium enterprises. It emphasizes identifying customer needs and determining a company's "sweet spot" - the optimal positioning based on customers' needs, competitors' offerings, the company's capabilities, and market context. The document recommends focusing marketing activities on the 20% that drives 80% of desired results. It prompts businesses to analyze their best customers, strengths, and opportunities to scale before determining their unique sweet spot.
We provide business loans ranging from $10,000 to $1,000,000 with terms of 3 to 18 months and fixed payments. The approval process takes 2 business days and funding occurs as fast as 7 business days. A customer thanked us for a $50,000 working capital loan and said we understand how small businesses operate. We have facilitated over $250 million in funding to thousands of small businesses nationwide.
Are you considering finding a business partner or want to make your existing partnerships more successful? Start with a Best Partner Profile™. Then make sure you've dealt with: the agreement, liability, responsibilities,conflicts, and controls.
We provide business loans ranging from $10,000 to $1,000,000 with terms of 3 to 18 months and funding as fast as 7 business days. Our loans are based on assessing cash flow rather than just credit scores. A customer thanked us for a $50,000 loan and said we understand how small businesses operate. We have facilitated over $250 million in funding to thousands of small businesses nationwide.
The document summarizes strategies for real estate agents to build a $10 million sales pipeline. It discusses prospecting new business and servicing current clients, organizing leads, converting contacts and past clients into appointments, written contracts, and closings. It provides tips for time blocking prospecting hours, maximizing prospecting calls through FORD questioning and looking for lifestyle changes, and implementing a "micro farm 5x20 plan" to generate listings and referrals from existing listings.
This document summarizes the digital marketing services offered by ClickMatix, including search engine optimization (SEO) and marketing. ClickMatix has over 7 years of experience in the SEO industry and provides full-service digital marketing solutions through a white label service model. This allows clients to outsource their entire marketing operations to ClickMatix while maintaining their own brand. Key benefits include reduced costs, no required investments or human capital, and having the business run automatically.
The document provides tips for preparing an effective investment deck, including what investors look for in startups and how to structure a sales pitch. It discusses focusing on the problem and solution, demonstrating the product, outlining the market and competition, and presenting financial projections and an exit plan. Key aspects highlighted include the team and their qualifications, clearly defining the problem customers face, showing how the solution alleviates the problem, and having traction and real-world usage data to support the business model.
Looking for high ROI marketing strategies to grow your bookkeeping/Accounting practice?
Watch and learn how to create a successful marketing event. Tips on how to target the right people and develop the content for a great event. Learn about some of the great tools used to leverage to get results.
This issue of the EMinfo newsletter features articles on continuing education for staffing professionals, healthy lifestyle tips, and upcoming networking events. The letter from the editor encourages readers to take advantage of new columns offering career advice and health recommendations. A featured company profile highlights an executive recruiter specializing in the semiconductor industry. Other articles provide tips on using the telephone to find candidates, signs it's time to change staffing software, and what makes the CSP conference worthwhile.
Drumroll, please…. I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)!
After working with thousands of independent financial advisors, we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
Realty411 Magazine - Your FREE Resource for Real Estate Wealth!! Realty411 Magazine
Are you interested in growing your wealth? Learn why 7 out of 10 millionaires around the world made their money with the best investment of All Time: Real Estate!! The Top Leaders in the Industry share their tips, techniques and strategies in this magazine, read it today!
Swiftnlift Announces wealth management advisors to look for in 2021Swiftnlift
Providing oversights and strategic management of every aspect of a person’s financial activity from asset management to financial planning, risk management to retirement planning.
Business for engineers part 6: Company valuesJan Isakovic
A quick introduction to basic business concepts aimed at engineers and all who wish a simple and quick explanation. Part 6 and last part in the series is covering perhaps the fuzziest concept of them all: company values.
Sales Hacker Conference San Francisco - Kris Duggan - 10 Key Rules to Scale S...Sales Hacker
10 Key Rules to Scale Sales by Kris Duggan
Sales Hacker Conference San Francisco - November 6, 2014
Visit SalesHacker.com for more sales hacks, tips, and tactics.
Earning Your Cred: Understand & Leverage Business Credit Kabbage
If you’re a business owner and need additional funds to grow, you might be curious about business credit… what is it, how do you get it, and how do you use it? Business credit can be really powerful for business owners. It can help you fill short-term cash flow gaps, hire new employees, buy inventory, set-up a new website, launch a new marketing campaign, and more. But, it’s really important to understand the ins and outs of business credit and how to leverage it properly. In this webinar, together Experian and Kabbage will cover:
-Basics of business credit
-Why business credit is important
-Maintaining business credit separately from personal credit
-How to establish and grow business credit
-Planning ahead by understanding what can improve a credit score
-Understanding business credit and loans
-Kabbage credit – data vs. business credit
-Case studies from business owners who have leveraged business credit
If you are a small business owner, you must be aware of those tiny yet important things that keep you up at night. You must also be aware of one of the most important things for your business, i.e. Growth!
HomeTown Lenders is a leading mortgage lender that has grown to over 325 employees across branches from Florida to Colorado. The company emphasizes hiring and retaining high-quality employees and branches in order to provide the best platform for success. HomeTown Lenders also supports a nonprofit organization called Mission Firefly that provides aid to villages in Guatemala, allowing employees to give back through service trips. The company's focus on people, growth, and community involvement has helped it thrive while many competitors have struggled.
If You Could Go Back In Time & Advise Your Younger SelfMark Masters
There are more people starting their own journeys to build their own business.
Here is a response from 20 business owners when asked if they could go back in time ...'What three things would you advise your younger self to build a successful business.'
Getting more out of your website (For Tradies)Optimising
This presentation, directed at trade services companies aims to outline the opportunities for tradies to capitalise on their online presence through SEO, PPC, and CRO.
This e-book provides 8 tips for startups: 1) Get a mentor for advice and connections, 2) Have a savings fund for unexpected expenses, 3) Expect no salary in the startup phase, 4) Develop a solution to a market need, 5) Become a networker to build relationships, 6) Plan and budget cashflow tightly, 7) Work twice as hard as employees, 8) Understand technology and market trends. It also advertises C8 Chartered Accountants for business services like accounting, tax, and consulting. The author, Royston Benjamin, founded C8 CA to provide personalized services to entrepreneurs.
Colin Low and Andrew Diver gave a presentation on starting a business. They discussed establishing goals and understanding the small steps to achieve long term goals. They covered household brand examples like Innocent, bet365, and Starbucks that started small. The presentation included sections on business structures, accounting, taxation, and financial ratios. It concluded with contact details and useful links for starting a business.
Welcome! Thank you for visiting Triton Capital. This slideshow is just a brief introduction to what we’re about. Think of it as a “snapshot” of our company. It’s who we are, what we do, and what we stand for.
The document provides information about career opportunities at BDO, an accounting firm. It highlights that their work involves advising diverse businesses, so they seek a diverse range of talents from their employees. The document profiles some recent graduates who joined BDO and describes the variety of qualifications, experiences, and personalities among the firm's employees. It also summarizes several of the main service lines offered at BDO, including audit, advisory, and tax services.
Inspired by Simon Sinek's "How great leaders inspire action" speech from Ted, we share "why" LinkedIn is essential for search and staffing leaders, recruiters, customers and candidates.
Learn more about LinkedIn Talent Solutions: http://linkd.in/1bgERGj
Subscribe to the LinkedIn Talent Blog: http://linkd.in/18yp4Cg
Follow the LinkedIn Talent Solutions page for all recruiting updates: http://linkd.in/1cNvIFT
Tweet with us: http://bit.ly/HireOnLinkedIn
Business intelligence charles schwab intern resume.cover letterAlldritt, Eric
Eric Alldritt is applying for a position at Charles Schwab and has over a decade of interest in investments, starting from when his parents invested with Charles Schwab and his father took him to financial brokers to learn about investing. He believes he is well-qualified for the role due to his MBA degree from Oregon State University with a focus on business analytics, experience completing data analysis projects, and appetite for continuous learning. Alldritt is including his resume and looks forward to an interview opportunity.
The document discusses Kris Dureau's experience working with The Personal Coach to grow his financial services business. [1] Kris' recognition credits grew from 16,000 to 44,000 in 2011, tripling his income. [2] Working with a coach helped Kris develop a structured client process, focus his efforts, and boost his confidence in asking for referrals. [3] Kris recommends coaching to others starting out, saying a coach can provide an outside perspective to help build confidence and give advice during difficult times.
Do My Resume.NET is a resume writing company that has been in business since 2006. It aims to help unemployed and underemployed job seekers obtain employment through high-quality resumes, cover letters, and other career services. The company has a 96.2% customer satisfaction rating and has served over 4,900 clients. It emphasizes values of collaboration, respect, responsibility, and integrity in its work.
Freelandt Caldwell Reilly LLP (FCR) is one of the largest public accounting firms in Northern Ontario with over 75 professionals. FCR strives to provide innovative, goal-oriented services and advice to help clients grow their businesses and realize their full potential. FCR works with a diverse range of small and mid-sized organizations across multiple industries to recognize opportunities, mitigate risks, manage growth, and mentor decision makers.
Similar to M&A - Maximizing the Value of your Bookkeeping Firm (20)
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Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
The Genesis of BriansClub.cm Famous Dark WEb PlatformSabaaSudozai
BriansClub.cm, a famous platform on the dark web, has become one of the most infamous carding marketplaces, specializing in the sale of stolen credit card data.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
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How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....Lacey Max
“After being the most listed dog breed in the United States for 31
years in a row, the Labrador Retriever has dropped to second place
in the American Kennel Club's annual survey of the country's most
popular canines. The French Bulldog is the new top dog in the
United States as of 2022. The stylish puppy has ascended the
rankings in rapid time despite having health concerns and limited
color choices.”
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
HOW TO START UP A COMPANY A STEP-BY-STEP GUIDE.pdf46adnanshahzad
How to Start Up a Company: A Step-by-Step Guide Starting a company is an exciting adventure that combines creativity, strategy, and hard work. It can seem overwhelming at first, but with the right guidance, anyone can transform a great idea into a successful business. Let's dive into how to start up a company, from the initial spark of an idea to securing funding and launching your startup.
Introduction
Have you ever dreamed of turning your innovative idea into a thriving business? Starting a company involves numerous steps and decisions, but don't worry—we're here to help. Whether you're exploring how to start a startup company or wondering how to start up a small business, this guide will walk you through the process, step by step.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Structural Design Process: Step-by-Step Guide for BuildingsChandresh Chudasama
The structural design process is explained: Follow our step-by-step guide to understand building design intricacies and ensure structural integrity. Learn how to build wonderful buildings with the help of our detailed information. Learn how to create structures with durability and reliability and also gain insights on ways of managing structures.
Easily Verify Compliance and Security with Binance KYCAny kyc Account
Use our simple KYC verification guide to make sure your Binance account is safe and compliant. Discover the fundamentals, appreciate the significance of KYC, and trade on one of the biggest cryptocurrency exchanges with confidence.
Digital Marketing with a Focus on Sustainabilitysssourabhsharma
Digital Marketing best practices including influencer marketing, content creators, and omnichannel marketing for Sustainable Brands at the Sustainable Cosmetics Summit 2024 in New York
4. To become the most trusted bookkeeping
company in Canada
5. Opportunity #1
People have hard time
finding a good bookkeeper.
Why not create a
bookkeeping business that
creates a win-win-win
partnership between
accountant, bookkeeper
and business owner
Opportunity #2
Create a world-wide
bookkeeping brand that is
built on trust and
competence.
12. Intuit Confidential and Proprietary 12
• Healthy Company Culture
• Cultural FIT
• Comfortable with Change
Employees
13. Intuit Confidential and Proprietary 13
• Well trained staff
• Decentralized relationships
• Good documentation
• What if I don’t have employees?
Independence from the Business Owner
14. Intuit Confidential and Proprietary 14
• Why value pricing?
• Better client experience
• Better cashflow
• More predictability
• Ensure each client is profitable
Value Pricing
15. Intuit Confidential and Proprietary 15
• Core technology
• We only look at Quickbooks or Quickbooks Online
firms… with a strong preference for QBO
• Nice to have
• Up-to-date CRM
• Paperless document management
Technological Fit
Hi My name is Bob, and I’m super excited to be here.
RELAX. Take a breath
First I’m going to share a bit about who Legacy is, and then we’re going to get into our main topic of how to increase the value of your firm.
First of all, thank you to Intuit for inviting me to speak and share my story.
In the beginning, when I first started Legacy, I had to decide whether I was go with Quickbooks, Sage, or Xero, and going with these guys has been one of the best decisions I had made in business. They are a tremendous partner and have supported me and my clients since day one. I’ve recently acquired a bookkeeping business from a lady who was retiring, so they’ve invited me to share my story with you. They wanted me to share my perspective on Maximizing the Value of Your Firm in Preparation for Sale
I want give you some more background about Legacy. Who we are, what we do, and where we are going
Legacy Advantage is a bookkeeping company, and our vision is become the most trusted bookkeeping company in Canada
While I was working at KPMG, I noticed 2 huge opportunities.
Opportunity #1 - It was really hard for business leaders to find a good bookkeeper!
I wanted to create an awesome bookkeeping business that would create a win win win relationship between the accountants, the clients, and us. The accountants get a win because they get a nice clean set of financials from us. Instead of spending weeks trying to figure out the mistakes, they can just slap a T2 on it, and it's done. This is a win for them because no matter how much work they do, their billing is about the same. If you have to spend lots of time your bill is around $3K. If you don't have any ADJ's your NTR/T2 is still about $3K. So.. why not work with a bookkeeping firm that can give you that level of quality? It's a win for the client because they get better financials throughout the year so they can make better decisions. It's a win for us because we get build a great business because of it.
Opportunity #2 - There isn't a name brand that is known for bookkeeping. Most of the time, when people ask for bookkeeping, they usually ask for a referral from their accountants, lawyers, and friends and family. There isn’t a “place” to go to find a bookkeeper. So, we want to be become the brand that people associate with bookkeeping. When people are looking for a bookkeeping solution, I want them to think Legacy.
In two years, we have grown to 2 offices, 15 staff, and over 200 clients.
We’ve also been recognized as the Runner Up for Canada’s Firm of the Future Award. I know, it’s a runner up award, but since the winner is somewhere on the East Coast, I think we can call ourselves, the Western Canada’s Firm of the Future.
This award recognizes us for our leadership in the use of technology, and the unique value we are able to bring to our client through our cloud technology.
There are a few other things that make us unique.
- We have a ROWE, a Results Only Work Environment. Though we have a physical office, we don’t have set working hours. For example, we have a few early birds that work from 7 to 3 and a few night hours that work from 1PM to 9PM. This allows our staff to plan their work around their life instead of planning their life around their work
- We are cloud based, so there’s not set work location. Most of our associates work from the office because they enjoy being there, but sometimes, they want to focus on a big project, so they would just work from home. One time, we had an associate that wanted to spend Chinese New Years in with his family in HK so he worked from HK for 2 weeks.
- We prioritize employment experience over client experience. We strongly believe that our associates are more important than our clients. If we treat them well, they, in turn, will service our clients well.
These are just a few foundations on which our organization is built.
In December of 2016, we completed an acquisition of a firm from a lady who was retiring.
One of our growth strategies is to do these acquisitions to go into strategic markets. Our plan in the next few years is to perform a few acquisitions in Alberta so we can have a presence out there.
By no means am I an expert in M&A. Rather, what I want to present to you is a list of things that I had looked for when buying this firm.
First, let’s talk about price
- The general value of accounting firms is around $1 valuation / $1 revenues, BUT most of the time, there is a retention clause. What that means that cash you receive at the end of your 3-5 retention clause will depend on how many of the clients that you sold, actually stay with the new buyers.
So, there are 2 main ways to increase the cash you receive at the end of the day
- Increase your client base
- Improve your retention.
The first advice I would give you is “Don’t stop growing!”. There’s a famous quote “If you’re not growing, you’re dying”... said my many famous people.
But seriously, if you’re not growing, you’re not challenging yourself and keeping up with the trends, then you’re business is shrinking into obsolescence.
Your employees are going to make or break your deal, so how do you make sure that your employees are an asset and not your liability?
1. Do you have a company culture that people buy into? Do you stand for anything? If you don’t have a company culture, then your employees are just like mercenaries. They hired to do a job and they’ll leave at any sign of trouble. If you have a great company culture, and your employees feel empowered, and their job gives them a purpose, then they will stick it out to the bitter end. Which do you think is more valuable to a buyer?
2. This is something that you can’t necessarily control, but it’s important for you to know. Does your company’s culture fit with ours? If not, not matter the price, we will not go through with the acquisition because it will just lead to conflict later.
3. Are they comfortable with change?
- Change of owners usually comes with the introduction of new processes, new software, a new way of doing things. Are they going to embrace the change or resist it?
- Help them prepare for it. Slowly introduce Quickbooks Online or a CRM or some cloud apps so that they are used to change or see value in change.
- In our case, most of the employees that came along with the purchase SAID that they were open to change. When the time came, they actually weren’t willing to change. This was a huge oversight on my end. I tend to believe people when they say something, but that’s not the reality. I should have done more due diligence.
- So, we had to let all of them go, because they weren’t willing to change. How do you think that went when we had to tell the clients that were acquired? Not well. Many left because their “go-to gal” had been fired.
This directly translates to a lower cash payment at the end of three years
Employee retention translates to client retention translates to higher cash payment at the end of the 3-5 years
The more independent the business is from you, the more valuable your business will be. Why? It comes down to retention.
What are some of these characteristics of an independent business?
• Well trained staff that are empowered to build relationships with clients directly. Train your staff better so they are more than just data entry people. They are trained to solve problems themselves, so they are not reliant on you.
AND delegate the relationship management to your managers or staff.. Involve more people in your client relationships. Why? So that your clients are comfortable dealing with a TEAM AND NOT JUST an individual. They trust that your FIRM is going to take care of them, not that ONE person.
• Good documentation on each file. i.e. If this client were to be serviced by someone else, will this person be able to pick up where the other person left off?
Logins
Nuances of each file
Contact person
Past communication
• What if you don’t have employees?
• I want to be honest with you. I personally would not consider a firm with no employees. Why? Because the risk of your clients leaving when you leave is too high.
The third thing I’m looking at is how you price your clients.
We prefer businesses that value price their clients, as supposed to charging them hourly. Here’s why we think it’s a better model, and why we look for firms that do the same.
1. Client experience
- Hourly billing is always tricky. The clients frequently balk at how much time we spent on their bookkeeping. This is especially true when there is a transition of owners. We acquired a business in December, so in January, we needed to wrap up year-end. Of course, this process takes more time because we have to review a year’s worth of work before sending it off to the accountant. Well, that level of review translated to a higher bill for our hourly clients. It’s not that we weren’t efficient. It’s just that we had to do more work!
- Did the client understand that? No way. What they saw is a transition of owners, and a higher bil. So some left.
- Had they been on a flat monthly fee, he wouldn’t have felt the difference.
2. Cashflow
- With value billing, both you and the client know how much each party is going to pay. Therefore, we bill them at the beginning of each month. This way, you get paid before you do the work, which improves Cashflow. If you have your clients on monthly recurring billing that’s billed on the 1st of each month, then it’s going to be worth more to me because we get the cash up front, and you improve my cashflow.
3. Predictability
- When I am looking at whether or not to buy a firm, I clearly distinguish between what’s recurring & non-recurring revenue. Recurring revenue means more to me because it’s more predictable. The best way you can prove to me this revenue is predictable is when it’s on a set monthly payment plan.
Caveat: Ensure each client is profitable
- A very big risk with value pricing or fixed fee pricing is that you underestimate how much time it takes to perform their bookkeeping or tax filing. Therefore, you undercharge. You think.. oh well, it’s OK, the valuation is based on price. Well, let me tell you now, if it’s not profitable for you, it won’t be profitable for us. If it’s not profitable for us, we will let the client go. This will lower your retention.
Last but not least, technology. We want to ensure that your technology is compatible with our firm. From your perspective, it might be important to think about what technology your potential buyers use. If you are an accounting firm, you probably want to ensure that all of your staff are trained on caseware. If you are a bookkeeping firm and you are primarily using Sage, then only other Sage firms will buy your practice. If you are in the Intuit environment, then you will probably only sell to other Quickbooks or Quickbooks Online (QBO) users.
In our case, we only look at Quickbooks or Quickbooks Online firms… with a strong preference for QBO. Nothing against Sage, we, as Legacy, have committed to the Quickbooks environment, so we are only looking for firms that are using the same tools.
A few nice to haves are
An up to date CRM.
[Ask the audience] What’s a CRM?; What does it do?
Paperless Document Management System
Like I said, this is a “nice to have”. It’s a lot easier to move digital files than physical files. If you have everything scanned in, then merging data bases is going to be much smoother.
If you want to sell to a modern firm, you have to have modern practices
Again, I’m not an M&A Expert. I’m just sharing from my experience, and these are the 4 things that are on my wishlist
Great employees
Business that’s independent from you
Your clients are value priced and put on monthly recurring billing
Technological fit.
That’s it! Here are a few ways you can connect with me if you’d like.
And now I’’ll open it up for questions..
OR
Best of luck with increasing the value of your firm!