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HR                       ,Take your bookkeeping business to the next level with C2online Inc.!                            ...
Presented by Darlene LafondRegistered Public Accountant, Master Tax Specialist35 years in Business; life experiences with ...
Post your questions during the Webinar.Please post any question you may have during the webinar.We will answer all the que...
. Create client quotes fast, easy and accurately Designed exclusively for bookkeeping and accounting service businesses gl...
Establish TrustCommunicateEstablish how importantProfileAccountability to the servicesValue added service.                ...
Save Money & Time  Job description  List of information required from client.  Identify tasks they are doing.  Advantage i...
Earn MoreSeveral services providedJustified expectationsCount the actual flow of informationAdjusted to accommodate the le...
Let’s get started!Easy toolGet you started quicklyMaintain a list of each clients’ quotesPrint professional looking quotes...
ACCESS AVAILABLEOnce a Subscription is purchased at $17.95/monthAccess to all your quotes anytime anywhere                ...
Home – Start the Software  Manage the database   of all your clients--------------------------------  Edit your Quotes lis...
Create a new clientThis name will appear on the quote contract.                                               11
Complete your quote descriptionDescribe several quotes under one company name.                                            ...
“edit clients” button at Bookkeepers Quote Home Page                                                   13
In 3 Easy StepsStep 1 - Profile Your Client    1. Establish the business’s life style.    2. Opportunity to provide value ...
33 Profile questions                      Step 1Default answers are provided for all 33.        15
Easy StepsStep 1 - Profile Your Client        5. Report Periods        8. Report Sessions        9. Privacy Assured Sessio...
Easy Steps                           Step 1 - Profile Your Client16. Non Statement Bundle Count17. Non Statement Bundle Pr...
12 Bookkeeping                      Step 2Interview questions                               18
Client Bookkeeping Interview                                   Step 2       1. Client Customer Invoices Outstanding       ...
4 Operating Accounts                       Step 3 Interview Questions                                20
Time SettingsApply to all your quotes.Set your own.Each with code descriptionCode on contractCode values              Code...
Contract•   New to Office•   Compliance method for posting period•   Admin•   Contact•   Matching•   Payroll & similar dis...
Code1. Insert to your personalized invoicing, the descriptionlisted with code from time settings.2. QuickBooks & Simply Ac...
Set up Codes in Item ListMatching the code & description   Matching the code to the cost onon Time Settings               ...
Set up Codes – Inventory & Services ListMatching the code & description   Matching the code to the cost onon Time Settings...
Invoice   reproduced in                                   Sample InvoiceMatching the code & descriptionon Time SettingsMat...
Thank You            A short survey &            5% Coupon Code            to follow in your                  email.      ...
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Bookkeepers quote™

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Bookkeepers quote™

  1. 1. HR ,Take your bookkeeping business to the next level with C2online Inc.! 1
  2. 2. Presented by Darlene LafondRegistered Public Accountant, Master Tax Specialist35 years in Business; life experiences with clients, employees, other accountants andbankers, has contributed to the development of C2online tools.As an Operating owner of Morinville Business Centre & H&R Block, with its 2200clients, receiving bookkeeping services & tax; providing the proven practice of allC2ONLINE tools> think of us as “Reality Webinar for Bookkeepers”. More to come! Thanks to the following: Our Internal Development & Testing Team Consisting of: Master Tax Specialists, Certified Professional Bookkeepers, U of A Marketing Degree Graduate, Nait 2nd Year Business Degree Student Software Development Team: Kelly & Dave 2
  3. 3. Post your questions during the Webinar.Please post any question you may have during the webinar.We will answer all the questions.In the event we do not answer your posted question, eitherduring or at the allocated time at the end of the webinar,you will be provided a personalized answer via email. 3
  4. 4. . Create client quotes fast, easy and accurately Designed exclusively for bookkeeping and accounting service businesses globally.Online Software resulting in a servicequote & contract and so much more. Print option available 4
  5. 5. Establish TrustCommunicateEstablish how importantProfileAccountability to the servicesValue added service. Relationship Building 5
  6. 6. Save Money & Time Job description List of information required from client. Identify tasks they are doing. Advantage in communicatingIdentify Ways to Reduce your clients’ Accounting Fee’s 6
  7. 7. Earn MoreSeveral services providedJustified expectationsCount the actual flow of informationAdjusted to accommodate the level of bookkeeper abilities.Quality control ability Faster More Accurate bookkeeper will benefit! 7
  8. 8. Let’s get started!Easy toolGet you started quicklyMaintain a list of each clients’ quotesPrint professional looking quotesProduce an invoice 8
  9. 9. ACCESS AVAILABLEOnce a Subscription is purchased at $17.95/monthAccess to all your quotes anytime anywhere 3 URL Address locations per subscription 9
  10. 10. Home – Start the Software Manage the database of all your clients-------------------------------- Edit your Quotes list-------------------------------- Customize “Time Settings” 10
  11. 11. Create a new clientThis name will appear on the quote contract. 11
  12. 12. Complete your quote descriptionDescribe several quotes under one company name. 12
  13. 13. “edit clients” button at Bookkeepers Quote Home Page 13
  14. 14. In 3 Easy StepsStep 1 - Profile Your Client 1. Establish the business’s life style. 2. Opportunity to provide value added service. 3. Gain trust 4. “Dependent” or “Independent” 5. Workload 14
  15. 15. 33 Profile questions Step 1Default answers are provided for all 33. 15
  16. 16. Easy StepsStep 1 - Profile Your Client 5. Report Periods 8. Report Sessions 9. Privacy Assured Session 10. Contact with Management 15. Folded Receipts 16
  17. 17. Easy Steps Step 1 - Profile Your Client16. Non Statement Bundle Count17. Non Statement Bundle Process Count22. Compliance Backup27. Payments issued by Bookkeeper30. Prepared transactions Reports31. Number of submissions of Prepared transactions 17
  18. 18. 12 Bookkeeping Step 2Interview questions 18
  19. 19. Client Bookkeeping Interview Step 2 1. Client Customer Invoices Outstanding Year-End 2. Clients Vendor Invoices Outstanding 6. Inventory Outstanding 3. Invoicing Monthly 4. Bills Owed & Inventory Purchases 7. Salaried Employees Employee annual tax totals 8. Non Salaried Employees 9. Paydays per year Timing differences! 11. Travel Distance & Time charges Additional Charges or Discounts What ever! Client Needs & Wants 19
  20. 20. 4 Operating Accounts Step 3 Interview Questions 20
  21. 21. Time SettingsApply to all your quotes.Set your own.Each with code descriptionCode on contractCode values Code description - advantages for invoicing 21
  22. 22. Contract• New to Office• Compliance method for posting period• Admin• Contact• Matching• Payroll & similar disbursements• Posting• Posting outstanding invoices• Regulatory• Year End• Travel Code value - advantages for invoicing 22
  23. 23. Code1. Insert to your personalized invoicing, the descriptionlisted with code from time settings.2. QuickBooks & Simply Accounting provides quickcustomizing. 23
  24. 24. Set up Codes in Item ListMatching the code & description Matching the code to the cost onon Time Settings Bookkeeper Quote Contract. 24
  25. 25. Set up Codes – Inventory & Services ListMatching the code & description Matching the code to the cost onon Time Settings Bookkeeper Quote Contract. 25
  26. 26. Invoice reproduced in Sample InvoiceMatching the code & descriptionon Time SettingsMatching the code to the cost onBookkeeper Quote Contract. 26
  27. 27. Thank You A short survey & 5% Coupon Code to follow in your email. 27
  28. 28. 28

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