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It's funny where we get inspiration from sometimes. Four words, I recently hear, simply put together in the proper order, inspired me in so many ways. HOW CAN I HELP? It is the easiest question in the world to ask. But it can be so powerful when asked with the right timing, sincerity and conviction. I have read other blogs that said that this is the worst question to ask, because people assume you want something from them or have a hidden agenda. I believe it is all in the timing and delivery. Yes, there may be times where you will have to state that you don't have ulterior motives, but then once that is done, move on and say, "Now that your concern is out of the way, how can I help?" This isn't making promises that you can't keep, more like opening honest dialogue.
A firm owner can ask their employees, and make the employees feel like they are important, and they have a strong support system, which will enable them to do their job better and with more confidence. This is a much better outcome for both sides instead of pointing out what they are doing wrong, or telling them to work harder or faster. An employee could ask the same to their superior, and it could give them the opportunity to take on more responsibility.
Most importantly, asking this to your clients instead of assuming you know how to help. This is exactly why here, we customize the plan options based on the information we collect from our clients about what their pain points are, and what they need help with. This will also continue to change for the clients as you are helping them with their pain points, they will develop new ones. This is an opportunity for you to step in and understand your clients better. This will ultimately lead to better client relationships and the opportunities to offer more services, or even a change to existing ones or a change to your flow to help your clients.
Just remember, if you are asking this question, someone else will.
About Tanya:
Tanya is a Certified Professional Bookkeeper and an advanced certified QuickBooks Online ProAdvisor with over 20 years bookkeeping and income tax experience. She is the founder of Cloud Bookkeeping Services and Bookkeepers Bootcamp, which she offers her workflow and value pricing expertise and support to her fellow bookkeeper. Tanya is proud to be a 2016 Intuit sponsored Black Swam, mentoring under Ron Baker and is a member of the Intuit Trainer Writer Network. Tanya can also boast being one of Hubdoc's 2017 Top 50 Cloud Accounting Firms as well as being named a 2017 Firm of the Future runner up. Tanya is a volunteer mentor for Futurepreneur Canada since 2016.
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Did you know that the entire Bookkeepers Bootcamp team is flying out for IPBC connect. We are looking forward to reconnecting with old friends and meeting new friends!
To celebrate #ipbcignite 2018 we are giving away one of our Bookkeepers Bootcamp Padfolios!
If you are attending the conference you can join in the fun by sharing your best conference selfie on our Facebook Post! We will choose a winner to deliver the Padfolio to on Saturday morning. Contest will close Friday at Midnight! Let's see those Selfies!
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82 percent of Small Business that Fail, fail due to poor cash flow
Photo by rawpixel on Unsplash
How is cash flow an issue for you?
Doing the work BEFORE getting paidChasing down delinquent invoicesPaying collection agencyWriting offDifficulty meeting your payment obligations
We have cloud solutions that can help, listed below are the cloud based softwares that we use to solve specific problems for our clients,
InvoiceSherpa
Accounts ReceivablesLate Payment Follow Up
Plooto
Receive PaymentsHandle PayablesCRA PaymentsCross Border Payments
WayPay
Handle PayablesCRA PaymentsCross Border Payments
Rotessa
Receive Payments via Pre-Authorized Debit
Veem
Cross Border Payments
Fund Through
Temporary Funding Needs
If you want to know more about any of these solutions or moving your bookkeeping to the cloud let me know.
Tanya Hilts, CPB
Cloud Accounting Specialist
Cloud Bookkeeping Services / Bookkeepers Bootcamp
About Tanya:
Tanya is a Certified Professional Bookkeeper and an advanced certified QuickBooks Online ProAdvisor with over 20 years bookkeeping and income tax experience. She is the founder of Cloud Bookkeeping Services and Bookkeepers Bootcamp, which she offers her workflow and value pricing expertise and support to her fellow bookkeeper. Tanya is proud to be a 2016 Intuit sponsored Black Swam, mentoring under Ron Baker and is a member of the Intuit Trainer Writer Network. Tanya can also boast being one of Hubdoc's 2017 Top 50 Cloud Accounting Firms as well as being named a 2017 Firm of the Future runner up. Tanya is a volunteer mentor for Futurepreneur Canada since 2016.
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Join us for some fun and games and a chance to win some great prizes while we network and learn at the #GetConnectedCA conference.
Contest runs Sun @ 3:00pm to Tues @ 12:00pm (so we have time to deliver the winnings before everyone leaves)
Entry Rules For Everyone
(Each of the below will be one entry into the contest to win a padfolio.)
This contest is open to allLogo’d items include stickers, mugs and Padfolios.Remember to Tag and Hashtag #TanyasBootcamp @TanyasBootcamp
Find Tanya or Leanne to get you Bootcamp sticker and learn more about bootcamp for a chance to win
Find another person with bootcamp swag and post a pic(pic should include both people and their logo’d items)
Post pic to twitterPic on public Bootcamp groupPic on your personal FBPic on Instagram
Pic of sticker on laptop
Share on TwitterFB share of pic on personal page with tag
On Twitter #TanyasBootcamp @TanyasBootcamp
FB personal tag @TanyasBootcamp page
Instagram Tag @TanyasBootcamp
BONUS PRIZE - Sign up for our full Bootcamp program and pay non refundable deposit by Friday @ 10:00pm and be entered in to win a Bag without the I Survived. (Payments before the end of the year will get you this years pricing which will increase as of January 1st)
GOOD LUCK EVERYONE!
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I was speaking to a new client today that we are in the early stages of converting to QBO. The information was on QB desktop before and the client just wanted to start new and have his own data to learn with. We are training the client to do much of it themselves, so it is just their time to learn QBO as we will give them a lot of homework during our training process. The client called after his first session and said he is really hating QBO and wanted me to convince him he made the right move. I was reassuring the client that he has just started, and we haven't even got his chart of accounts set up properly yet (he decided to dig right and try to move ahead of our training). Once we have everything set up, his recurring templates, the bank feeds coming in and have him using the QBO mobile app, he will be in love with it as his business is quite mobile, so it suits him perfectly.
This conversation prompted a conversation within the office as to what it was like before I fully embraced QBO. Remember this? The clients would drop off their pile of paperwork - unorganized (with coffee stains to boot). Sometimes it would be for a month, and sometimes it would be for the full quarter. By the time they got everything in and to me, I had 2 weeks to process everyone before the HST deadline. I NEVER had everyone processed before the deadline, although was never late. But there were regular late nights in the few days leading up to the filing deadlines. And more than a few times where I would stop to file just in time, and carry forward ITC's to the next filing as I didn't get everything entered in time. I was always chasing my tail to try to keep on top of things.
Now with the advantages of QBO using bank feeds, QBO work for deadline reminders and communicating with clients along with a tight workflow and automatic reminder system for clients, I have breathing room. Lots of it. We are working within a week for most clients using apps like Huboc and ReceiptBank, and please note that I am very particular with bank rules and only items such as bank charges, bank interest and loan payments are automatic rules as I want to see each receipt as I am a stickler for CRA compliance. We are not chasing clients as much, and have what we need to be on top of things (for the most part), and more often than not, our HST is all filed 2 weeks before the deadline. That used to be a pipe dream for me.
The biggest challenge can be to be sure that we are working with the right client for our processes, and who embraces or is at least not afraid of technology. Our processes work best when both sides embrace technology and commit to the flow. We have our processes to interview the client as much as they are interviewing us, and we have turned our share away for a wrong fit. It can be challenging in a rural area where people have not yet embraced the internet. But we stick firm to knowing who our ideal client is.
Now, I'll admit, technology can also have its hiccups. I think with technology it is just par for the course. But even with the hiccups, I would not trade back even for a second. And of course, don't forget that we can now work from anywhere, anytime as long as we have the internet. And I vow, I will take that Caribbean cruise in the middle of tax season one of these years!!!
Photo by Paul Csogi on Unsplash
Tanya Hilts, CPB
Cloud Accounting Specialist
Cloud Bookkeeping Services / Bookkeepers Bootcamp
About Tanya:
Tanya is a Certified Professional Bookkeeper and an advanced certified QuickBooks Online ProAdvisor with over 20 years bookkeeping and income tax experience. She is the founder of Cloud Bookkeeping Services and Bookkeepers Bootcamp, which she offers her workflow and value pricing expertise and support to her fellow bookkeeper. Tanya is proud to be a 2016 Intuit sponsored Black Swam, mentoring under Ron Baker and is a member of the Intuit Trainer Writer Network. Tanya can also boast being one of Hubdoc's 2017 Top 50 Cloud Accounting Firms as well as being named a 2017 Firm of the Future runner up. Tanya is a volunteer mentor for Futurepreneur Canada since 2016.
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