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Managing and Marketing Your Practice
 
Managing & Marketing workshop designed for CPAs, Accountants, Bookkeepers and Enrolled Agents to capitalize on the demand for QuickBooks Consulting Services.

AVAILABLE ON CD ROM ONLY - Please visit our Online Store to purchase this seminar on CD. New Seminr Format - New Name: "The Successful QuickBooks Consutling System-

 
Description
Topics
Who Should Attend
 
Description

Finally! The training you need to market and expand your QuickBooks consulting practice. This workshop will provide you with the knowledge and tools to grow your business, improve your skills and to avoid mistakes that could waste your valuable time and financial resources.

Dear Accounting Professional:

As someone who has consulted with hundreds of CPAs, accountants and bookkeepers across the nation to help to develop their QuickBooks consulting practices from the ground up, I understand the enormous challenges you face every day "in the trenches".

QuickBooks consulting can build your client base. Every small business owner is a potential QuickBooks consulting client. Every QuickBooks consulting client is a potential tax and business consulting client. The QuickBooks consulting market is constantly evolving and increasingly more competitive. To compete in today's market you must stay on the cutting edge. In this workshop you'll learn valuable lessons in effectively marketing your small business consulting practice, and managing your firm for ultimate success.

I understand that you're under constant deadlines, your workload is overwhelming, and you have enormous responsibilities. But help is on the way. Spend two days with us, and you'll leave with all the tools you need to better manage and market your practice.

We've condensed tons of information to teach you the very latest proven techniques, and accepted best practices guaranteed to improve your practice. Tips, techniques, and shortcuts that will help you get more done in less time. We will teach you The Sleeter Group's proven system for attracting new QuickBooks clients and cultivating long-term client relationships.

Previous workshop participants tell me that what they valued most about this workshop is that it provides more than just cutting-edge information. It also gives them the rare opportunity to share ideas with peers who know where they're coming from and to learn from the experiences of other accounting professionals. Who knew two days of training could be so much fun!

I personally guarantee you that this workshop is the fastest and best way to expand your QuickBooks consulting practice and make your job easier.

Sincerely,
Douglas Sleeter
Founder/President
The Sleeter Group, Inc.

Topics

  • The Changing Accounting Technology Market
    • Sizing up the Opportunity for Software Consulting
    • New Developments at Intuit
    • Intuit Developer Network - How Intuit is Opening up QuickBooks
    • Online Accounting Update
  • Client Management
    • The Four Levels of Client Engagements
    • Turning QuickBooks Clients into Tax & Business Consulting Clients
    • Pricing Services for the Best Return
    • Remotely Accessing Client's Files
  • Engagement Management
    • Reporting Standards (SSARS No. 1 vs. SSARS No. 8)
    • Using QuickBooks Data for GAAP
    • Engagement Letters for QuickBooks Consulting Engagements
    • Engagement Flowcharts (Setup and Quarterly Analysis)
  • Managing Client Data Files and Documents
    • Remotely Accessing Client Data Files
    • Using the QuickBooks Remote Access Feature
    • Supporting Clients on Multiple Versions of QuickBooks
  • Expanding Your Practice Beyond QuickBooks
    • The Intuit Developer Network
    • Using Add-in Applications to Increase Your Service Offerings
    • Guidelines for Screening and Reviewing Integrated Applications
  • Online & Outsourced Accounting
    • The Online Accounting Concept
    • The Outsourced Accounting Concept
    • Terminal Server Technology and Your Practice
    • Web-Based Applications and Your Practice
  • Marketing Methods
    • Basic Marketing Principles
    • Advertising Campaigns
      • Direct Mail
      • Print Advertising
      • Brochures
      • Email
      • Fax
      • Web-based Promotion
    • Encouraging Personal Recommendations
    • Marketing Your Services to Specific Industries
      • Not for Profit Organizations
      • Legal Firms
      • Medical Practices
      • Contractors
      • Networking Strategies
  • Making the Sale
    • Interviewing Prospects & Determining the Need
    • Overcoming Objections
    • Follow-up Strategies
  • Staff Management
    • Human Resources - Tips for the Practice Manager
    • Testing Training and Hiring New Staff
    • Compensation and Profit Sharing Models
  • Who Should Attend

    This workshop is for small business CPAs, Accountants, Bookkeepers Enrolled Agents and software consultants who want to expand and improve their QuickBooks Consulting Practices.

    • Are you using the correct marketing methods to attract clients?
      When using direct mail to market professional services and training, the average response rate is less than 0.5%. We?ll provide you with practical, effective alternatives to direct mail advertising.
    • Are you still providing writeup services?
      CPA firms across the nation are abandoning write-up in favor of accounting software consulting. We'll tell you why and give you practical strategies for making the change without losing your existing clients and staff.
    • Are you taking advantage of the Internet in your practice?
      Using online accounting technology to provide outsourced bookkeeping services can help you to realize thousands of dollars in additional revenue. Learn how just one of our consultants is billing over $70,000 on a single outsourced accounting client.
    • Do you provide QuickBooks training for your clients?
      By providing QuickBooks training you can dramatically increase your business client base this year. We will show you how to get a start (and get ahead) in the very competitive QuickBooks training market.

     
    Request a Seminar Flyer
    Main Conference Info
     
    Program Hours:
    Seminar now available in CD ROM - Visit our online store.
    Regular Price: $695*
     
    * Discounts:
    Sleeter Group Certified Consultant Members receive special discounts (we will automatically calculate your discount when we receive your online order) or you can call us for details.
     
    CPE Credits: 

    The Sleeter Group, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-484-5484. The Sleeter Group is also registered with the Internal Revenue Service for Enrolled Agents.
     
    Cancellation Policy:
    n/a
     
    100% Money Back Guarantee:
    If at any time you feel that a conference or seminar does not meet your expectations, inform a Sleeter Group staff member during the conference or seminar, return any materials that you have received and we will refund 100% of your registration fee within 10 business days.
     

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