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April 28, 2020

When, How and Who to Hire with Tracy Thomas - Encore Presentation

Tracy had been in the accounting world for 20 years and decided to leave the corporate world to spend more time with her kids. She ended up driving a school bus for a little while and decided that she needed …

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April 21, 2020

Processes for Sanity with Justin Boynton - Encore Presentation

When Justin was 19 years old, he was introduced to the idea of owning a business but he felt like he wasn’t ready to go it on his own. He decided on a career in banking which worked out well …

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April 14, 2020

How to Get Away from the Day-to-Day with Amy McLaughry - Encore Prese…

Amy worked at a bank for 14 years and eventually it became not worth the hours she had to put in anymore, so she decided to retire. This led her to thinking about what else she could do for work, …

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April 7, 2020

Relay Financial with Yoseph West

Relay Financial offers a number of creative solutions to bookkeeping professionals. Yoseph previously worked at a company called Hubdoc where he learned about the pain points of small business owners and bookkeepers around financial statements. [2:35]...

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March 31, 2020

Balancing Life with Work with Alyssa Lang

Alyssa originally started her business four years ago focused on doing her client’s taxes after falling in love with accounting in school. It wasn’t until a client asked Alyssa to help repair their books that she got into bookkeeping, but …

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March 24, 2020

Focus on What's Important with Tracy Rosenberry - Encore Presentation

Tracy’s 35th birthday really changed things for her. She was working as a substitute teacher and wasn’t really enjoying it when her husband suggested that taxes may be a way to go. She stumbled upon some videos put together by …

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March 17, 2020

How to Pick Your Niche with Kirstin Reeder - Encore Presentation

Kirsten took an accounting class in high school many years ago and she really enjoyed it. She eventually dropped out of college where she was studying accounting and became a mother. She was a stay-at-home mom for 18 years and …

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March 10, 2020

Prospecting for Quality Clients with Ben Day - Encore Presentation

Ben had graduated with his degree in 2017 and worked part-time for a local music guy, which was great until music turned out to be not very lucrative. After getting hooked by a Facebook ad, Ben decided to check out …

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March 3, 2020

How to Build a Team Culture with Shelby Pitzel

Shelby started her bookkeeping business in 2017. Prior to starting the business, Shelby was the CEO/CFO of a manufacturing company, but once she got pregnant she realized that what she really wanted was the freedom to be at home with …

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Feb. 25, 2020

Your Biggest Payday Ever: Selling Your Bookkeeping Biz with Tanya Hir…

Tanya grew up in Pennsylvania and moved to Chicago for school. It was there that she met her husband and decided to settle down. Dealing with the chaos of having six children and a thriving business has been a challenge, …

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Feb. 18, 2020

Reflection: Beach Series 3

This is the final episode of the beach series, the first covering the power of masterminds. If you haven’t started looking into getting into your own mastermind, you are missing a huge opportunity for your business. The second covered innovation …

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Feb. 11, 2020

Innovation: Beach Series 2

Innovation in the bookkeeping industry is coming down the pipe. What bots can do is going to revolutionize the industry in the next six months. [1:20] If you’re prepared, that can be a good thing for your business. If you …

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Feb. 4, 2020

Masterminds: Beach Series 1

Ben is part of a mastermind called the War Room put on by Digital Marketer and the information shared in the group is game changing. If you’re going to look for a mastermind for yourself (and you should), make sure …

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Jan. 28, 2020

How a Digital Bookkeeper is Much Different from Everyone Else

Times have changed and we now live in the digital age. Just like how televisions have been completely transformed over the past 20 years, bookkeeping has changed as well. [2:10] We hear a lot of talk about bots and automated …

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Jan. 21, 2020

F#¢k Busy Season - It doesn't have to be like this

Busy season doesn’t have to be busy. We should always be looking at the way things have been done “traditionally” and questioning why they are that way. [1:05] Things aren’t set in stone, we just get stuck in a rut …

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Jan. 14, 2020

The RIGHT Way to Present Financial Statements to Clients

There are a lot of poor practices when it comes to presenting financial statements. When you present financial statements to your clients, you should always present three documents: the balance sheet, the income statement, and the statement of cash...

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Jan. 7, 2020

How to do Referral Marketing

You have a true business once you have a marketing system that delivers quality clients in a predictable and consistent manner. [1:25] Marketing comes down to three fundamental elements: your market, your message, and your medium. Most people focus on...

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Dec. 31, 2019

Mindset: The Most Important Component of Success

Mindset is one of the most important things you can learn about. It basically boils down to how to get the things that you want and avoid the things you don’t want. [0:40] When you work for yourself, everything comes …

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Dec. 24, 2019

How to Not Suck at Marketing: the 3 Ms

Most people get marketing wrong because they don’t understand the fundamentals. The three essential components of marketing are your market, your message, and your medium. [1:30] The very first thing you need to get solid on is your market. 40% …

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Dec. 17, 2019

What to Do With Shady Clients (How to fire them with tact)

We’ve all had shady clients. The question is what you should do when encounter one? For Ben, he gets rid of them as quickly as possible. [1:15] There isn’t an easy solution if a shady client makes up a good …

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Dec. 10, 2019

How to Get Great Online Reviews

Getting online reviews is the lifeblood of a virtual bookkeeping business. Reviews are one of the first things people look at when considering whether to buy a product or service, without them a certain element of trust is missing. [1:35] …

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Dec. 3, 2019

How to Get Quality Bookkeeping Clients

Everybody needs to be marketing, but that doesn’t mean you have to take on clients. One of the cardinal sins in this business is to stop marketing. [1:10] Your message needs to be going out into the marketplace all the …

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Nov. 26, 2019

Bookkeeping Niches: Deep Dive

Niche marketing is one of the keys to success for 21st century bookkeepers because you have to go deeper with your clients. If you’re working with a number of different niches, you won’t be able to fully understand your client’s …

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Nov. 19, 2019

How to Research Your Niche with Heather Phillips

Heather has always had a desire to help people and that’s reflected in the jobs she’s had in her life. Once her daughter was born, Heather decided she wanted to stay home with her. After a few years, she wanted …

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