Building a more efficient & profitable practice with Stacy Kildal.
Stacy is bookkeeper, Quickbooks expert, trainer of ProAdvisors, founder and co-host of TheQBShow.com amongst other credits. In 2012, 2013 and 2014 Stacy was listed on CPA Practice Advisor’s Most Powerful Women in Accounting and named their 40 Under 40 list in 2013 and 2014. In 2014 Stacy was listed in Accounting Today’s 100 Most Influential People in Accounting. Stacy runs Kildal Services and also the StacyKAcademy.com.
Finding your jam – go narrow to expand your business.
How clients are know to deal with you if you don;t know who you clients are.
By finding your jam – the area of which to specialise – you will be able to grow your business faster and more profitable.
Understand numbers – help the clients to make a decision.
Bookkeeper – closer to client s than accountant.
Quickreview sales funnel – give away a lot of time for free.
Do guickreview first. 96% close rate to cleanup. 76% to monthly services.
Onboarding process – dating process.
Pricing – flat fee pricing.
Workflow management is imperative.
Find your jam – where are you going to spend money.
Stacy Kildal – stacykacademy.com
Twitter – @StacyKildal