Add revenue with tax planning packages
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1 Music Credit Fearless By Jasmine Murray Add revenue with tax planning packages Jackie Meyer, CPA, CTC President/Founder of Meyer Tax Consulting 11/16/17 WiFi: QBConnect Password not required
2 CPE Process CPE Credit In order to receive CPE credit Be sure to sign in or scan your badge for this session You must stay in the session for the duration of the training This session is eligible for 1 hour of CPE CPE certificates are ed directly to you within 4 weeks of the conference date to the same address you used to register CPE credit administered in coordination with 2
3 Who offers tax planning?
4 Who offers tax strategies?
5 And who gets paid for the value?
6 Today s speaker TheConciergeCPA.com Jackie Meyer, CPA, CTC President/Founder 6
7 Agenda Welcome to the circle of trust Finding confidence in your why How to make tax strategies profitable What I use for a live tax plan Where to get help 7
8 The Circle of trust aka Sinek start with the why exponentially improve your profits while working fewer hours Communicating outside in-what, how, then why, they understand but it doesn t drive behavior They buy the Why People can rationalize and have a gut decision 8
9 Who knows Simon Sinek s famous TED talk? Credit The Why was born out of pain By Simon Sinek 9
10 What is your why? Fueling legacies, not taxes Thank you Martin Bissett
11 Implementation steps The Why What is your why? What work do you love? What is most valuable to others? Convert or Dump (profitably) How to build confidence Sample tax plan Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Packages: What can you take and run with versus customize? Just do it! Purpose = What others value in you + Passion = What you value in yourself 11
12 What s missing?
13 Who s easiest to sell to? Current client New client Family 13
14 A recent Gallup Global Management study found that it costs 5 x as much to win over a new client as it does to take care of an existing one Harvesting the Low-Hanging Fruit Rootworks Article
15 Meyer tax bottom line 200% 175% 150% 125% 100% 75% Gross Rev # Clients 50% 25% 0% 1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 15
16 Implementation Steps The Why The Who The How The What Now Who do you love working with? Who can you most help? Convert or Dump (profitably) How to build confidence Sample tax plan Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Packages: What can you take and run with versus customize? Just do it! Purpose + Passion bridge the Who and the Why, then the rest is easy 16
17 Activity Top and Bottom Clients
18 Implementation steps The Who The Why The How The What Now Convert or Dump (profitably) Packages: What can you take and run with versus customize? Value Pricing over Hourly Sample tax plan Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Just do it! 18
19 Hourly vs value billing < Hours = < Revenue Hours = Slow Death Hours = Unhappy client Tech Advances & Efficiency = < Revenue < Hours + >Value = > Revenue > Hours = > Quality Client respects your time but informs you of important events PENALIZED FOR WORKING HARDER REWARDED FOR WORKING SMART 19
20 Executive packages ELITE $700+ p/m PRO $400+ p/m BASIC $200+ p/m Onboarding Tax Plan $1.5K+ $1K+ $500+ Tax Returns Cloud Storage/Communication VIP Assistant IRS Representation Full Notice Only Tax Meetings/Estimates Unlimited Quarterly Annual Support Unlimited Phone & Only 20
21 Implementation steps The Who The Why The How The What Now Who do you love working with? (guinnea pig) Who is going to hold you accountable and support you in this process? What is your why? What work do you love? What can you show an ROI for? Convert or Dump (profitably) How to build confidence Packages: What can you take and run with versus customize? Apps I use for tax planning Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Just do it! 21
22 ROI 22
23 Who uses ProConnect Tax Online
24 Implementation steps The Who The Why The How The What Now Who do you love working with? (guinnea pig) Who is going to hold you accountable and support you in this process? What is your why? What work do you love? What can you show an ROI for? Convert or Dump (profitably) How to build confidence Packages: What can you take and run with versus customize? Sample tax plan Guidelines for a better practice Set a date to finish evaluating: Client list, software, support & training Just do it! 24
25 Resources I Love ChuckBauer.com CertifiedTaxCoach.com PASBA.org Apps Jetpackworkflow QBO Sharefile ProConnect Tax Online
26
27 Thank you! Go To TheConciergeCPA.com: 1) Private package webpage 2) My ROI Excel Template Music Credit Fearless By Jasmine Murray 27
28 Access the presentations & continue the conversation The QuickBooks Connect 2017 Conference App The QuickBooks Community qbcommunity.com Sign in with your QuickBooks login
29 Questions?
30
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