Why We Use QuickBooks Online For Our Clients [Video]

Why We Use QuickBooks Online For Our Clients [Video]

QuickBooks Online

Why We Use QuickBooks Online For Our Clients [Video]

training by BROOK BORUP!

Show Notes & Links

Welcome to in the Trenches MBA! In this video, we are going to talk about some of the functions, pros, and cons of using QuickBooks online for your small business books. This is just a sampling of functions. There is a reason QBO is the industry standard!

If you need more help after this video feel free to contact us to get some free advice on which solution is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Helpful Links From This Video
http://www.intuit.com

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Apply to Join Here  ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com

Transcript

QuickBooks Online for Your Finances

Primary Function… (0:11)
• Bookkeeping & Accounting
• Invoicing
• Quick Books Payments for Direct Payment Via Email
• All the Financial Reports You Will Ever Need As A Small Business
• Industry Standard for Small Business

Pro’s…(00:29)

• if setup and used properly it can save you money at the Accountant
• No Double Entry to reconcile accounts
• Classify your expenses to see where your money is going
• Know who owes you money and how much potential you have
• Always know where your money is
• Can be use as time clock.
• Integrates with a lot of other software including Zapier
• Integrates Direct with your online banking
• Get rid of the excel spreadsheets and invoices
• Automatic billing if you are on a renewal system.

Con’s (01:22)
• Some accountants prefer the desktop version still
• You must set it up correctly and be trained so it can save you time and money.

• As of Feb 2017 – Suggested Tier $12-30 per account

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

Excel

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! In this video, we are going to talk about some of the functions, pros, and cons of using QuickBooks online for your small business books. This is just a sampling of functions. There is a reason QBO is the industry standard!

If you need more help after this video feel free to contact us to get some free advice on which solution is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Helpful Links From This Video
http://www.intuit.com

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Apply to Join Here  ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com

Transcript

QuickBooks Online for Your Finances

Primary Function… (0:11)
• Bookkeeping & Accounting
• Invoicing
• Quick Books Payments for Direct Payment Via Email
• All the Financial Reports You Will Ever Need As A Small Business
• Industry Standard for Small Business

Pro’s…(00:29)

• if setup and used properly it can save you money at the Accountant
• No Double Entry to reconcile accounts
• Classify your expenses to see where your money is going
• Know who owes you money and how much potential you have
• Always know where your money is
• Can be use as time clock.
• Integrates with a lot of other software including Zapier
• Integrates Direct with your online banking
• Get rid of the excel spreadsheets and invoices
• Automatic billing if you are on a renewal system.

Con’s (01:22)
• Some accountants prefer the desktop version still
• You must set it up correctly and be trained so it can save you time and money.

• As of Feb 2017 – Suggested Tier $12-30 per account

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

Why We Use Insightly For Our Clients [Video]

Why We Use Insightly For Our Clients [Video]

Why We Use Insigthly

Why We Use Insigthly For Our Clients [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! In this video we’re gonna talk about Insightly and why we use it for our clients that need a solid process in place for sales, projects and reminders for internal staff. Learn the best functions, pros and cons that would tell you that insightly might be the right project CRM for you.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on which one is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!
Helpful Links From This Video
https://www.insightly.com/

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup

Transcript

Insigthly is an Process CRM

Primary Function… (0:13)
• Contact Management
• Process Timelines for Sales or Projects
• Notifications for Timelines
• Unlimited Email Templates
• Direct Integration to Zapier, Quickbooks Online, and Others.

Pro’s…(0:28)
• Direct Gmail, Imap and Pop Integration with Gmail Extension
• Direct Links from Dropbox, Google Drive…
• Apps for All Devices
• Great for teams that share parts of the process and files
• Huge Database of How to Videos
• Really Good Reporting and Filters
• Great Price point for users
• Mass Email Inside The Program

Con’s…(1:20)
• Automation is severely limited unless integrated with another tool
• Not the choice for digital marketers
• NO options if you wanted to add NEW features
• Storage Space is Limited

Price…(1:50)
• As of Feb 2017- Suggested Tier $15-35 per User
• Upgrades Primarily based on it of contacts & number of daily mass emails

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

How Do I Figure Out What to Delegate in My Business? [VIDEO]

How Do I Figure Out What to Delegate in My Business? [VIDEO]

Delegate in My Business?

How Do I Figure Out What to Delegate in My Business? [VIDEO]

training by BROOK BORUP!

Show Notes & Links

Welcome to in the Trenches MBA! How do you delegate if you don’t know where to start? How you figure out what to delegate? We will be giving you an awesome formula and tips to get started along the path to handing off some of those hats.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on where to go next.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup

Transcript

How Do I Delegate?
Here’s Your Checklist

It’s Only Cheaper and Faster the First Time

The Dilemma. (0:27)
• I don’t trust anyone but me
• I don’t have the money
• I don’t know what to delegate
• It’s faster if I just do it
• it’s cheaper if I just do it
• What if I Train someone and they leave
• I can’t find anyone good

Notice a Pattern Here… There is a lot of I’s

Businesses were not meant to be I’s… Corporations don’t use I’s they use We’s for good reasons.

You can not be all things to all people and you can not know and do everything yourself.

What to Delegate Exercise (1:18)
• Write down every task you do for 7 days… Homework!
• Your List is Long and it was a Painful task… right?
• Grab 3 Highlighters
• Color 1: All the things that you hate doing?
• Color 2: All the things you are not good at
• Color 3: All the things that YOUR BRAIN needs to do!

Think Garage Sales Blankets — Example Explained Keep, Donate, Throw Away

How To Delegate Exercise (3:17)
• Now you have your lists
• At My Clone Solution we start with asking these questions.

• Can we automate this task? if yes… Make It Happen!
• If not, is this task repetitive and can be taught?
• if repetitive… Create A Training Video!
• if not repetitive… can we find another way?
• Would it be best done by a specialist?
• The only tasks left should be ones that you need to do because you are the only one that can do them.

Who To Delegate to Exercise (4:46)
• Start Small… Outsource The that you hate the most or that causes you to lose LOTS of time, Energy and is frustrating.
• Next Pick Your Task and the Person that is right for the job Remember Not Everyone is Great at everything… That is an Unrealistic Standard You Can Not Even Hold Yourself to.

• Options: Virtual Assistant – Task Based $3-35 per hour
• Allows you to be manager

• Options: Online Business Manager – More Critical Thinking $35-50 Per Hour
• Allows you to truly have o right hand

• Options: Specialist – One job they are trained for – rates based on skill
• Bookkeepers, Graphic Designers, Web Designers, Social Media, Cooks, Housekeepers, Nanny,s

• Options: Project Manager – Higher Level $50-100 per hour
• Develops the process and manages or trains you to manage

• Options: Business Coach – Strategy only $150-250 per hour
• Helps you develop a plan of attach of a project manager

• Pricing: Package, Hourly, Monthly for all levels

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

How Do You Know It’s Time to Outsource Bookkeeping? [Video]

How Do You Know It’s Time to Outsource Bookkeeping? [Video]

Outsource Bookkeeping?

How Do You Know It’s Time to Outsource Bookkeeping? [Video]

training by BROOK BORUP!

Show Notes & Links

Welcome to in the Trenches MBA! In this video, we’re gonna talk about Bookkeeping. What does it entail, what does it cost and what is your true cost of doing it yourself.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on which one is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup

Transcript

How do I know It’s time to get help with bookkeeping?

What Does Bookkeeping Entail? (0:13)
• Systems
• Invoicing
• Collections
• Receipts
• Payroll
• Getting Ready for Taxes
• Knowing Where Your Money Goes
• Budgeting
• Reconciliation
• Categorizing Income and Expenses

What Does Bookkeeping Cost? (0:36)
• 45$ per hour and u Depending on the needs for your business.
• Monthly Plans are Available
• Setup fees are so a company can learn your needs.
• Cleanup fees are used to get you up to date and start clean with your new person.

Opportunity Cost…(1:28)
Example and Formula
• What is your hourly billable rate? _____
• How many hours do you spend on bookkeeping monthly? _____
• How many new clients or prospects could you get if you spent that time prospecting? _____
• Billable Rate x Hours = Cost
• Prospect x 12 months = Lost Clients

Doing your own bookkeeping is costing you how much?
Cost + Lost Clients = It’s time to hire your paying a non-professional how much?

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

What If You Could… Follow Up With Networking Contacts Automation!! [Video]

What If You Could… Follow Up With Networking Contacts Automation!! [Video]

Networking Contacts Automation!

What If You Could… Follow Up With Networking Contacts Automation!! [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! What if you could send a follow-up email “AutoMagically” before leaving the meeting or event?

This is our “What if” series, dedicated to what you don’t know and how it can help your business.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on if this will work for your business.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!
Helpful Links From This Video
https://zapier.com/

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup

Transcript

What if… You Could send A Follow Up Email ” AutoMagically ”
Before leaving the Meeting or Event?

Well it’s Possible (0:32)
Automation is amazing for your time energy and repetitive tasks.

THIS VIDEO IS THE RECIPE ONLY
Need to Know How?

ITTMBA Tool Videos(Light Blue)
Will Help With the Tools

ITTMBA How to VIdeo’s(gray)
Will Help With How Screen Sharing Walk-Throughs

No ITTMBA Video Yet?
Request one in the Comments,
Commission one through our Patreon Account or Contact Us @ MyClonesSolutions.com to have it done for you!

Automation Recipe
Step: 1 Card Scanner App… Recommendation Full Contact (1:25)
– Full Contact is Hand Transcribed, not scanner Read.
More accurate makes automation more “automagic”

Step 2: Card Scanner App… Connects to Zapier (1:44)
– Zapier is the bridge between cloud-based apps like Full Contact and Gmail

Step 3: Connects Zapier to Gmail (1:53)
– Once you complete the Zapier Recipe you will have everything done to test the recipe

Thins to Remember when automating with this recipe…(2:22)
• No dates or times unless merged…
• if it’s not on the business card forget it.
• Always merge names for personal touch maybe even company
• Keep your verbiage generally specific so it works in all situations
• Write like you want to be written to
• When in doubt copy others or get hep from the pros.

Get Fancy (4:42)
Integrate A Scheduler Link into Your Verbiage…
” I can’t wait to catch up with you again soon. Get on my calendar here and don’t waste all your time going back and forth with email. ”
Setup a Second Zap to Put that Person in your CRM too…
no more double Entry

Have a Follow-Up Process or Mailing List Service…()
It takes 9-12 touchpoints to get someone to consider buying from you and most people are not really the day they meet you. Consider a drip marketing campaign or a monthly matter. Yes, this can be automated too.

if you can dream it there is a way!
Plan the Process then Implement the process

It’s Possible… you see it every day and don’t even Know!

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

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