The Desktop Accountant

New QuickBooks Reference Guide Just Released!

QuickBooks® for Not-for-Profit Organizations
A Guide to Setting Up and Using QuickBooks in Not-for-Profit Organizations

In conjunction with Compasspoint Nonprofit Services of San Francisco, The Sleeter Group has developed a specialized reference guide on QuickBooks for Not-for-Profit organizations. Written by one of the nations leading Not-for-Profit QuickBooks experts, Christine Manor, CPA, the detailed 360 page workbook addresses the specific needs of not-for-profit organizations using QuickBooks. For a list of topics and to order the book, visit our product store. More details about the development of the book can be reviewed here.

In This Issue

Have You Used Your Sleeter.com File Folder?
Consultant of the Month: Michael Bailey
Manage Your Seminars On-line
Consultant's Corner: Following-up with Prospective Clients and Marketing Contacts
Why Attend One of Our Seminars?

Have You Used Your Sleeter.com File Folder?

By Chris Bruce

All www.sleeter.com registered users automatically receive a personal "File Folder" for use in sharing files with a Certified Sleeter Group QuickBooks Consultant. Users can add and delete files to their folder at anytime. When a user adds a file to their folder, their consultant receives an automatic email notification that a file has been uploaded for sharing. The consultant retrieves the file for review and to make any necessary changes. The consultant then places the new file in the user's file folder. The user receives an email notification to retrieve their file.

All registered users get a File Folder. They can add and delete files to this folder at anytime. As a user, you can also select a consultant to share your file with. By sharing with a consultant, they can download, add, and delete files in your folder.

How does it work:

In order to use File Folders, you must be registered and logged in.

<read more>

Consultant's Corner by Joe Woodard Following-up with Prospective Clients and Marketing Contacts A successful marketing campaign requires strategic follow-up procedures. Many small business owners will be interested in your services and will call you for more information, but will not purchase during the initial point of contact. Use the following guidelines to maximize the value of each contact from a prospective client: Use a contact management or database software solution to note the details of each conversation with a prospective client and to schedule times to touch base. Get complete contact information during the initial conversation with a prospective client. Make sure you have the client's full name, business name and phone number at the beginning of the conversation. If the prospect gets distracted and ends the call abruptly, or if you get disconnected for any reason, you will have at least enough information for a follow-up call. At some point in the conversation, offer to mail information on your services (e.g., brochures or a follow-up letter) and obtain a mailing address. As soon as you have the mailing address, ask the client if they have an email address and offer to email the information to them. Many small business owners are inundated with direct mail and email marketing and are very protective of their contact information. Gathering contact information gradually throughout the conversation, and offering to send valuable materials to the prospect, will encourage the client to provide you the information you need. <Read more>

Michael Bailey
Technology Solutions, LLC
1689 Crown Ave.
Lancaster, PA 17601
phone: (717) 207-0207
fax: (717) 393-8342
email: mbailey@techsola.com
website: www.techsola.com

Mike served as the former supervisor in the Accounting Services Department for Dorwart, Andrew & Company. He is a QuickBooks® professional advisor. He holds a BA in Business Administration and Economics, from Millersville University. For the past five years, he has been training business owners, or their employees, to use QuickBooks®. Mike concentrates on helping businesses with their growing technological needs<Read more>

To find a Sleeter Group Certified Consultant in your area, visit www.sleeter.com and click "Find a Certified QuickBooks Consultant" on our home page.

As part of our continued effort to improve the usefulness of The Sleeter Group website, we have added a new feature to help you manage your seminars. When you are successfully logged into the site (if you haven’t registered you can register for free) you should see a menu item titled "My Seminars" under the "Seminars" heading. The My Seminars page lists all of the seminars that you have been registered for matching your email address. <Read more.>