QuickReview ™Want to know how I increased my close rate to 96% for bookkeeping services?
QuickReview ™ Sales Funnel
Enroll in the StacyK Academy today and get:
1. Proven techniques and tools, including everything you need to implement the QuickReview ™ process.
2. Technology recommendations that will transform your practice.
3. Weekly instruction, group coaching and Q&A support.
Don’t take my word alone!
When it comes to QBO Bookkeeping Practice training, Stacy Kildal has killed it! Stacy is now providing the missing piece of ProAdvisor training: The StacyK Academy. Over her many years of QBO specialized practice, she has accumulated expertise from her own trial and error and gleaned the best information from all available sources. She shares generously of her trade “secrets” and proprietary expertise to provide structure and streamlined business processes to the professional bookkeeper.
Stacy’s format for a professional bookkeeping practice will help you kickstart your new business or rethink your current business from the ground up.
Stacy is an original thinker and a visionary. You won’t find information or training like this in any university!
STACYK ACADEMY DETAILS
Steps to Moving Online – How to Transition Your Clients to Remote
- Move Online Action Plan
- QBDT to QBO Conversion Checklists
- Most Conversion Steps
- Attorney created Engagement letter
- Attorney created NDA/Confidentiality agreement
QuickReview™ Sales Funnel
- QuickReview™ Checklist
Base+ Billing Structure
- Base+ Billing Outline
Workflow Management (Stacy’s Favorite Apps)
- Workflow Analysis Worksheet Software
- Decision Matrix If/Then Tool
Learn to Prioritize with Client Scoring
- Client Scoring Matrix
- Client Email Format
Social Media 101 for Accounting Pros
- Basics of Social Media Management Tools
READY TO START KICKING ASS IN YOUR PRACTICE?
Then let’s DO THIS!