jumpstart your accounting startup: kickoff call · #4 tuesday, may 13, 2014, noon pt: client...
TRANSCRIPT
![Page 1: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/1.jpg)
JumpStart Your Accounting StartUp: Kickoff Call
Sandi Smith Leyva, CPA
![Page 2: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/2.jpg)
Where to Get This PowerPoint
ALL HANDOUTS, VIDEOS, and TRANSCRIPTS Downloadable from: http://accountantsaccelerator.com/tyj21329q2/ Password: peaceofmind2014 This will be in your Monday email at the very end, every week. We recommend BOOKMARK
![Page 3: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/3.jpg)
Agenda
• Program communications • Getting started • Marketing materials • Time commitment
![Page 4: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/4.jpg)
CPE
• Stay on line for 75 minutes • Answer 5 polling questions • Generate your own certificate
![Page 5: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/5.jpg)
Congratulations!
![Page 6: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/6.jpg)
Two Sites for Your Goodies
Accountant’s Accelerator Sampler http://acceleratorsnetwork.com/ Login using your email, go to Library JumpStart download page http://accountantsaccelerator.com/tyj21329q2/ Password: peaceofmind2014
![Page 7: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/7.jpg)
JumpStart Communications
• Program communications – Emails – Download page – Accelerators Network
• Schedule • Support
![Page 8: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/8.jpg)
Program Benefits
• Have a coach to guide you • Cut down on learning curve time • Significantly reduce mistakes • Significantly reduce costs • Save time not doing wrong things • Save time not doing things out of order
![Page 9: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/9.jpg)
Schedule
• The first few sessions
#1 Thursday, April 24, 2014, 9AM PT: Marketing for the “Low-Hanging Fruit” #2 Wednesday, April 30, 2014, Noon PT: Pricing and Positioning #3 Tuesday, May 6, 2014, 9AM PT: First Year Marketing Plan #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications
![Page 10: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/10.jpg)
Your Passion
• Use your passion as your anchor • Know and remember your “why” • You’ll need a higher purpose than money
![Page 11: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/11.jpg)
Getting Started
• The key is to FOCUS – You need clients – You do not need – a logo – You do not need – a fancy brochure – You do not need to spend a ton of time on your
business name
![Page 12: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/12.jpg)
Getting Started
• It’s just as important to know what NOT to do!
![Page 13: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/13.jpg)
Getting Started
• The key is to FOCUS – You do not need a Facebook page or a Twitter
account – Please do not place an ad anywhere – they do not
work! – You do not need to get 10 certifications – You only need to do what you need to do to get
clients – Everything else is a distraction
![Page 14: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/14.jpg)
Getting Clients
• Plan A – easiest and cheapest • Plan B • Plan C • Plan D • Plan E – most costly and time-consuming
![Page 15: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/15.jpg)
Getting Clients Plan A
• How can you get clients? – BUILD TRUST
![Page 16: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/16.jpg)
Getting Clients
• What is the fastest way to trust? – Who already trusts you? – Who trusts the credentials you have? – Who trusts you by affiliation?
Trust curve = like a learning curve
![Page 17: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/17.jpg)
Getting Clients
• Example: – List characteristics about you:
• Current clients • Current referral sources • School • Service clubs • Associations • Certifications • Geography
![Page 18: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/18.jpg)
Getting Clients
• Example: – List characteristics about you:
• Accomplishments • Social clubs • Hobby clubs • Age-related centers like senior center • Parent groups (PTA) • Friends • Family
![Page 19: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/19.jpg)
Getting Clients
• How did you get all the clients you’ve gotten? – Nonprofit board service – Teaching classes at adult ed center – Referrals – Reaching out to thought leaders
• List yours
![Page 20: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/20.jpg)
Getting Clients
• How did you get all the jobs you’ve gotten? – At the stables – The high school DE (work) program – My dad – Want ads - Craigslist
• List yours
![Page 21: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/21.jpg)
Getting Clients
• Action item: – Start building your trust centers
• FOCUS on who you already know, not strangers, yet….
– Go hang out at your clubs • Arrange to get introduced by people you already know
– What can you think of to do to attract clients? • Make a list. Do everything you can that’s free first.
– Don’t buy anything! This can be done for free.
![Page 22: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/22.jpg)
Getting Clients
• When you do get a client, please email us • We want to celebrate with you • We want to keep score • We want to raise your awareness • We want you to track your numbers
![Page 23: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/23.jpg)
Marketing Materials
• The basics – Business card – Web presence – Elevator speech
![Page 24: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/24.jpg)
Marketing Materials
• What you need first: – Do a mystery shopper audit
• Good phone line and phone number – Great, energetic voice mail message
• Good email that you check every day without spam filters – With your website domain, not gmail or yahoo or (gasp) aol
• We recommend a physical address, not your home address (get a PMB at Postal Annex)
• Business cards
![Page 25: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/25.jpg)
Web Page
• http://acceleratorsnetwork.com/ – Login, View Profile, Edit Profile – Read Me First – View Video on how to display your
profile page – “Find an Accelerator”
![Page 26: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/26.jpg)
Elevator Speech
• Page 65 “5 Simple Steps” • Formula: We help/work with _____(your ideal client) _ _ (benefits)__ _ by providing/offering _ ____(your service)_____.
![Page 27: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/27.jpg)
Elevator Speech
• “We help business owners make smarter financial decisions in their small businesses by providing accounting services.”
• “We take your QuickBooks headaches away so you can focus on your business.”
![Page 28: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/28.jpg)
Elevator Speech
• “I help attorneys discover their most profitable services by providing accurate accounting reports and analysis.”
• “If the thought of having to know the 27 new IRS regulations that just came out makes you want to scream, relax. You can hire us to keep your books compliant.”
![Page 29: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/29.jpg)
Elevator Speech
• What’s yours?
![Page 30: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/30.jpg)
Marketing Spend: 4-8% Revenues
Revenue 50,000.00$
ExpensesComputer & Software 3,500.00$ Telephone & Internet 1,200.00$ Marketing 3,000.00$ 4 - 8 %Office Supplies & Other 500.00$ Legal & Insurance 2,000.00$ Training & CPE 1,000.00$ Total Expenses 11,200.00$ Between $10K - $20K
Net income 38,800.00$
Taxes 7,760.00$ Assume 20 %
Take home 31,040.00$
![Page 31: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/31.jpg)
Don’t Have the Money?
• You may need to: – Adjust your prices for new marketing channel costs – Cut out extra expenses the first year
![Page 32: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/32.jpg)
Don’t Have the Time?
• You need time over and above serving current clients
• How many hours do you bill currently? • How many total hours do you work currently?
![Page 33: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/33.jpg)
Time Commitment
• Find time – Listen to “On Millionaire Time” MP3 in Sampler
Library – Cut out unproductive work time – Set boundaries with family and friends – Rearrange the high-maintenance parts of your life – Delegate the lowest-level tasks first
![Page 34: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/34.jpg)
Time Commitment
• Time for this program – 2-4 hours a week – More if you can
![Page 35: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/35.jpg)
Your Passion
• Use your passion as your anchor • Know and remember your “why” • You’ll need a higher purpose than money
![Page 36: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/36.jpg)
Questions
![Page 37: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/37.jpg)
Getting Clients
• Action item: – Go through the elevator speech exercise – Set up your profile
![Page 38: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/38.jpg)
Getting Clients
• Action item: – Start building your trust centers
• FOCUS on who you already know, not strangers, yet….
– Go hang out at your clubs • Arrange to get introduced by people you already know
– What can you think of to do to attract clients? • Make a list. Do everything you can that’s free first.
– Don’t buy anything! This can be done for free.
![Page 39: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/39.jpg)
Getting Clients
• Mark your calendar
#1 Thursday, April 24, 2014, 9AM PT: Marketing for the “Low-Hanging Fruit” #2 Wednesday, April 30, 2014, Noon PT: Pricing and Positioning #3 Tuesday, May 6, 2014, 9AM PT: First Year Marketing Plan #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications
![Page 41: JumpStart Your Accounting StartUp: Kickoff Call · #4 Tuesday, May 13, 2014, Noon PT: Client Onboarding & Communications . Your Passion • Use your passion as your anchor • Know](https://reader036.vdocuments.us/reader036/viewer/2022062506/5f1b9f1ed2a165089a587d81/html5/thumbnails/41.jpg)
Your Action Items
• What one thing will you do from this webinar?
• Take 5-10 extra minutes right now to get organized and plan your actions.
• Mark your calendar, to do list, project management system, etc.