In our Facebook group, Matthew Fulton @ParkwayInc, from Parkway Business Solutions and I do some mentoring. We sometimes can encourage our members to allow us to do the mentoring on video so all can learn. We were very fortunate that Stefani Tadio allowed me to film our mentorship program and journey thru it. She is a new entrepreneur and new to QBO as a ProAdvisor. https://youtu.be/kdP-BmAI994 Mentorship Program Week 7 with Stefani Tadio. We are making some good progress. Watch to hear us discuss how a unique way she landed a new client...way to go! Thank you again Stefani for being so open to sharing your experience to help other members. You are awesome!' Lynda Artesani Artesani Bookkeeping @lynda Matthew Fulton Parkway Business Solutions @parkwayinc Join our FB Group: QB Community Live! ... View more

In our Facebook group, Matthew Fulton, @ParkwayInc  , from Parkway Business Solutions and I do some mentoring.  We sometimes can encourage our members to allow us to do the mentoring on video so all can learn.  We were very fortunate that Stefani Tadio allowed me to film our mentorship program and journey thru it.  She is a new entrepreneur and new to QBO as a ProAdvisor.     Mentorship Program Week 6 with Stefani Tadio. We are making some good progress. Watch to hear us discuss how to deal with a "bad" customer. Thank you again Stefani for being so open to sharing your experience to help other members. You are awesome!   Lynda Artesani Artesani Bookkeeping @lynda    Matthew Fulton Parkway Business Solutions @ParkwayInc    Join our FB Group:  QB Community Live! ... View more

In our Facebook group, Matthew Fulton, @ParkwayInc  , from Parkway Business Solutions and I do some mentoring.  We sometimes can encourage our members to allow us to do the mentoring on video so all can learn.  We were very fortunate that Stefani Tadio allowed me to film our mentorship program and journey thru it.  She is a new entrepreneur and new to QBO as a ProAdvisor.       Follow us on the 7 week journey!  This week Stefani talks about her business, she changes the name, new logo.  She also talks about a "not perfect" client.  And much more!   Lynda Artesani @lynda  Artesani Bookkeeping   Join our FB Group:  QB Community Live! ... View more

In our Facebook group, Matthew Fulton, @ParkwayInc  , from Parkway Business Solutions and I do some mentoring.  We sometimes can encourage our members to allow us to do the mentoring on video so all can learn.  We were very fortunate that Stefani Tadio allowed me to film our mentorship program and journey thru it.  She is a new entrepreneur and new to QBO as a ProAdvisor.       This week we work towards the goals she set last week.  She wants to add 10 customers in 2019.  Lots of great tips here!   @lynda  Lynda Artesani Artesani Bookkeeping   Want to be mentored?  Join our FB Group:  QB Community Live! ... View more

We are up to week 3 of the mentorship program in our FB group QB Community Live!  Join Stefani Tadio and me for the 7-week journey.  I share tips and tips from my 20 years as an owner of an accounting firm and help Stefani as she just gets her feet wet in her new business, "the Art of Bookkeeping".  Stefani is my super-star student and I have to admit, I learned from her as well.  That is what is so great about mentoring.  It is a give and give relationship, where we can both blossom together!   We hope you enjoy our journey.  Feel free to join us on our public group on FaceBook.  Matthew Fulton of Parkway Business Solutions @ParkwayInc and I help a growing group of new business owners take their wings and fly!   Lynda Artesani Artesani Bookkeeping @lynda  ... View more

Wow, we are on Part 4, the final part of the series on becoming a QB Online ProAdvisor. In this week's video, Matthew Fulton @ParkwayInc of Parkway Business Solutions and I explore the accountant's toolbox and a few other amazing tips! Enjoy!   We really hope you enjoyed this series.  There is more detail in the blog post you can find here.   Lynda Artesani @lynda Artesani Bookkeeping   Join our FB Group: QB Community Live! ... View more

In our Facebook group, Matthew Fulton, @ParkwayInc  , from Parkway Business Solutions and I do some mentoring.  We sometimes can encourage our members to allow us to do the mentoring on video so all can learn.  We were very fortunate that Stefani Tadio allowed me to film our mentorship program and journey thru it.  She is a new entrepreneur and new to QBO as a ProAdvisor.   Follow us thru the 7-week journey!   Lynda Artesani @lynda  Artesani Bookkeeping ... View more

In the first three weeks of this video series, Matthew Fulton, @parkwayinc, from Parkway Business Solutions and I looked at signing up for QuickBooks Online Accountant,  we explored some of the features in the program and last week we looked at some good tips on test taking to become certified in QuickBooks Online. This week is all about onboarding your new clients.  We discover the cool section that is your  work management tool.   It is embedded in the program and can be found under the tab, Work.   Here are the links to access part one or part two   and   part three   of the series.   So what is onboarding?   To us,  the onboarding stage  happens after you obtain a lead, provide a quote and they accept it. That’s when the actual paying customer relationship begins. This time in the relationship is pivotal. How do you handle onboarding your client sets up for an excellent ongoing relationship further down the road. Following the list above is a great place to start.  You can also edit and modify the general template and make it fit your business.  As you can see, this is a list for a customer that is not already with QuickBooks Online -- new to the program where you can add them to your wholesale subscription, if you choose to do so. This onboarding includes setting up a brand new file.  It is our experience that most customers that come to us (about 95%) have already set themselves up in the program.  For this use case, we would create our own list that would include cleaning up a client's chart of accounts and other housekeeping items.   In other words, make this Project Management tool work for you.  Fine tune it for your business. Create and design your own templates. ProAdvisor Tip :  One of the  critical points  we strongly recommend, is getting paid up front. This would begin BEFORE these steps occur.  We can’t stress that enough. For more complex jobs, we also recommend getting paid to do the quote.  You can offer to reduce the contract by the quoted price, if they sign up with you.   Feel free to go to this post for all of the details and some good ProAdvisor tips and some cool template letters you can use!   Lynda Artesani@lynda  Artesani Bookkeeping   Matthew Fulton @ParkwayInc  Parkway Business Solutions   Join our FB Group:  QB Community Live!   ... View more

In our Facebook group, Matthew Fulton,@ParkwayInc , from Parkway Business Solutions and I do some mentoring.  We sometimes can encourage our members to allow us to do the mentoring on video so all can learn.  We were very fortunate that Stefani Tadio allowed me to film our mentorship program and journey thru it.  She is a new entrepreneur and new to QBO as a ProAdvisor.   Follow us thru the 7-week journey!   Lynda Artesani @lynda  Artesani Bookkeeping     ... View more