You Are Not Being Interviewed; You Are Discovering
You are not being hired; you are engaging.
Lucky for you dear reader, this week my post is super quick. I have stuff on the go that I need to put my energy towards.
But I wanted to ship out a quick note reminding you that if you are a business owner, make sure you think like one. And make sure your communications and processes reflect it.
QBO Tech Tip
- All of my template workflows include details like this, and my Standard Operating Process Guides are start to finish standards for apps and internal processes
Review company settings before doing any client work or when setting up a QBO file from scratch
Company
Company name, logo, entity type, business number - make sure they are all there
Review with client
Sales
Turn on/off key features, such as customer payment terms, custom fields, custom invoice numbers, whether to track inventory quantities, default email messages sent with invoices…
Set up BCC of AR to Dext/Hubdoc/client email addy, so there is a redundant copy of sales documents images
Review with client
Expenses
Turn on/off key features, such as show items and tags, track expenses by customer, make expenses billable, default bill payment terms…
Review with client
Advanced
Turn on numbering for the chart of accounts
This is turned off by default in QBO
Turn off automation
Possible exception of “Pre-fill forms with previously entered content” and then only if transactions are all very much the same content
Credits - both AR and AP should not be applied automatically, they are hard to find again, and they are willy-nilly applied where QBO decides to apply them
Review with client
Featured Template
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Featured Template ~~~
15% off discount code: BLOG
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to their trusted business team. Not to mention the wasted time and energy for you.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these spreadsheet templates make onboarding your new client harmonious and efficient.
What You Get:
Email templates
Google Form questionnaires with logic jumps (to vet the fit of prospective clients and gather key information)
Contracts (need to be legally vetted for your region)
Best Practice Notes
Checklists of tasks & to-dos (as a live link to a downloadable GSheet and enclosed in download as Excel formatted files)
This is a kickin’ start-to-finish onboarding system: vet clients, gather info, engage and smoothly integrate clients into your tech stack.
Join Me Here
Wednesday, August 17, 2022
2:00 to 3:00 pm ET
I look forward to being a guest on a Demo Day in the Realize Community. I will be showcasing my templates and one-on-one actionable coaching.
About Realize
Ever had the feeling accounting professionals are doing the same work in parallel? We created Realize as a private space to come together and share what we're learning and building in the community.
Founded by firm owner and content creator Jason Staats, Realize is a first-of-it's-kind community that isn't underwritten by industry partners. We develop and acquire shared resources to enable community members to exchange value more efficiently with their clients.
Join some of the sharpest minds in our profession for monthly live events, carefully matchmade mastermind groups, and community showcase events to highlight the best new no-code technology being developed by accountants.
Sociable
- said in your head in a loud sing-songy voice
I know, I know - I’m always mentioning Jason Staats, CPA, but he does such great stuff!
In this Twitter thread, he crowd-sourced some advice for an anonymous firm. Also, somehow it goes completely off-road with replies about Publix subs and then all other sub shops!
Chad Davis replies on an earlier post with some pretty solid advice.
Yes, I have Streamdeck text expander buttons for their social handles since I mention them so much.
Simply yours, Kellie :-}
::Shameless Call To Action::
I sell bookkeeping templates, standard operating process handbooks and client guides.
15% off discount code: BLOG
