QuickReview ™

Want to know how I increased my close rate to 96% for bookkeeping services?

QuickReview ™ Sales Funnel

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96% close rate.
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51% year-over-year increase in gross revenue.
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34% client turnover.
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Easy to implement.
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Speedy results.

Want results?

Enroll in the StacyK Academy today and get:

1. Proven techniques and tools, including everything you need to implement the QuickReviewprocess.

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

$1295

week-1

Steps to Moving Online – How to Transition Your Clients to Remote

 

Tools Included:

  • Move Online Action Plan
  • QBDT to QBO Conversion Checklists
  • Most Conversion Steps
  • Attorney created Engagement letter
  • Attorney created NDA/Confidentiality agreement

week-2

QuickReview™ Sales Funnel

 

Tools Included:

  • QuickReview™ Checklist

week-3

Base+ Billing Structure

 

Tools Included:

  • Base+ Billing Outline

week-4

Workflow Management (Stacy’s Favorite Apps)

 

Tools Included:

  • Workflow Analysis Worksheet Software
  • Decision Matrix If/Then Tool

week-5

Learn to Prioritize with Client Scoring

 

Tools Included:

  • Client Scoring Matrix
  • Client Email Format

week-6

Social Media 101 for Accounting Pros

 

Tools Included:

  • Basics of Social Media Management Tools

READY TO START KICKING ASS IN YOUR PRACTICE?

Then let’s DO THIS!

Ready to kick ass?

Enroll now!
Enroll in the StacyK Academy today!