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Re: Becoming a ProAdvisor - the steps from the PDF Week 2

Getting started with Quickbooks - 2

Starting your own business and getting your first QuickBooks customer!  Now the real fun stuff happens!! We both still remember getting our first clients.  It is super exciting! 

 

Special thank you to my buddy and partner, Matthew Fulton of Parkway Business Solutions for joining me on this road map of through the PDF that Cheryl Grindell provided in the new QuickBooks Online getting started section of the Intuit Community. If you’re new to QuickBooks, I highly recommend navigating to that page as there’s so much valuable information in there.

Adding your first client...

Did you know that you can combine both your Desktop and your Online customers to QuickBooks Online Accountant? To add the desktop clients, it’s relatively easy. Just navigate to your books and then go to sales and customer and add the client.

Adding an online customer is very easy too. All you have to do is ask the customer to add you as an accountant user. With my CRM (customer relationship management program), 17 hats, I have preset templates.

 

When a client reaches out to me via my contact form, I use a workflow to send them a templated email requesting access. The verbiage of the email shown below tells the client to go to the gear, account settings, manage users, accounting firm. And then add my email address. It’s straightforward. If a client struggles with this, I have a video demonstrating this process. I try to keep it as straightforward as possible for the person that may become a potential client.  To read the full blog post, click here.

 

 

 

We hope our tips and tricks help others just starting to run their own accounting firm. 

Next week will touch upon the training for you and your client, and we will get into looking at getting certified by taking the test and all of the fantastic educational pieces of becoming a ProAdvisor. We cannot stress enough how important it is to take the test and take the Advanced test to rise above everyone else. It’ll also get you listed on the find a ProAdvisor website. That will generate leads. We will talk about our onboarding processes (they are quite different!) and apps!

 

We look forward to diving into next week with you!

 

 @lynda  Lynda Artesani, Artesani Bookkeeping

@ParkwayInc  Matthew Fulton, Parkway Business Solutions

 

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