Why We Use QuickBooks Online For Our Clients [Video]

Why We Use QuickBooks Online For Our Clients [Video]

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 go here http://bit.ly/3tasksfree to get some free advice on which solution is best for your situation.

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

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Brook Borup; Speaker, Educator, Implementor http://brookborup.com
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https://plus.google.com/+MyCloneSolutionTampa/
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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

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]

Welcome to in the Trenches MBA! In this video we are going to talk about how to organize your contact data in excel so you can put it to work for you. Our lists are the backbone of any business are you using yours effectively? Here is the first step.

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.

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

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https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup
======================================================
Where Does This info Come From?

Business Cards (Networking) (0:25)
• Separate all your columns

Email Lists (Offline and Online) (0:32)
• Save email address to an address book
• Capture info from signature lines
• Website forms and opt-in opportunities

Client Lists (0:40)
• Targeting for more recurring services
• Notes about services purchased
• Notes about client experience

All This Info in One Place…(0:58)
Start with Excel While You “Get Cleaned Up”
– Standard Columns (across the top)
• First name
• Last Name
• Company Name
• Title
• Phone
• Cell
• Email
• Address
• City
• State
• Zip
• Alternate Email
• Where did you meet
• Birthday
• Products Purchased
• Payment Method
• Favorites
• Social Media Links
• Assistant Name
• What other information do you collect? Make a Column for that
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How Do I Figure Out What to Delegate in My Business? [VIDEO]

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

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
======================================================
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
======================================================

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

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

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?

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OMG… How to Reach InBox 0! Clean Email InBoxes [VIDEO]

OMG… How to Reach InBox 0! Clean Email InBoxes [VIDEO]

Welcome to in the Trenches MBA! in this video we are going to talk about taking steps to get to Inbox 0 and out of email overwhelm. These steps will help you delete thousands of emails in the first hour and give you the confidence to get it done and keep it clean.

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!
https://youtu.be/n2Z8sGqSsYQ

Helpful Links From This Video
https://unroll.me/
https://mixmax.com/
https://www.youtube.com/watch?v=7iIpG…
www.boomeranggmail.com
https://www.streak.com/
https://www.hubspot.com/pricing/marke…
https://gmelius.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/+MyCloneSolut…
https://www.linkedin.com/brookborup

======================================================
Email Over Flowing? How to Get Out of Email Hell…

Start (0:35)
Which One are You?
0 Email Inbox or Your This 13,676 Emails?

The Classifications (0:56)
1. Don’t need this ever (Unsubscribe)
2. Don’t need this today (folders)
3. Need to keep, but task is done (folders)
4, Important needs to be done (inbox)

The Process (2:46)
where to Start….
Use the Classifications as A Guide

• Search by Email Address or Person
• Unsubscribe if Needed then Select All & Delete
or
• Create Folder and Folder if Needed
• Create Folders of Folders (clients = client name)
• (Rule of thumb… if it’s more than 2 months old and you never opened it… it’s ok to delete it)
• (Suggestion use 2 tabs one for the search and one so you don’t lose your place in the list)
• if going one by one start with the oldest emails first
• Start with the steps coming up next…

Actual Steps that we use to help achieve Inbox Zero (5:30)
Easy ways to Delete 1000’s in 60 Minutes

1. Search for the Junk (5:36)
• Daily Weekly. Monthly Digests like Groupon. Living Social, Horoscopes, Quotes
• Copy the email address from each one… paste into the email search of the 2nd tab… (unsubscribe) select al and delete. Repeat

2, Search for Emails ” no reply ” (6:48)
• This will give you the typical bulk mail like facebook, linkedin, Twitter notifications and more.
• These are time sensitive and can usually be found on their websites, blogs, social media etc… Repeat process above

3.Your Subscriptions (7:45)
• These were important once are they still important?
• if not… Repeat process above
• if so… Create a folder and put the relevant emails there.
• Create a rule for your email so they go there automatically if you don’t need to see them arrive in your inbox, but you want to keep them.

The Non-Bulk Email (8:31)

1. Start With the Oldest First (8:58)
• What category does it fall into?
• Copy the email address from each one. paste into the email search of the 2nd tab.. (Unsubscribe) Select all and delete. Repeat

2. Tasks – Your New Normal (9:38)
• This is the golden point. Deal with emails daily as tasks not as a burden. You will start to delete. Folder, Unsubscribe and handle your email like a Master!

3. Tools for Staying Clean (10:07)
• Gmail has the option of using unroll.me – This free product will help you create a daily digest of all your bulk mail you want to keep, but only see in one email a day.
• Folders and rules – Use these wisely
• Chrome Extensions – There are options for chrome that give you extra functionality like Snooze, Send Later, Email Templates, Task List and More. (Examples MixMax, Boomerang, Streak, Hubspot, Gmelius)

Why We Use Acuity Scheduling [VIDEO]

Why We Use Acuity Scheduling [VIDEO]

Welcome to in the Trenches MBA! In this video we’re gonna talk about Acuity Scheduling and why we use it for our clients over other scheduling software’s that are out there.
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.

Why We Use Acuity Scheduling For Our Clients

All the Normal Options of a Scheduler (0:13)
• Email Integrations
• Reminders
• Direct Calendar Links

What Acuity has Others Don’t…(0:39)
• Sell Products #1 (0:36)
• Use Promo Codes (0:54)
• Sell Gift Certificates (0:13)
• Advanced Direct Integrations that Lead to an Automated Business (1:26)
• Direct Product Links for Sales Pages(1:54)
• Upsells Options (2:27)

Be Awesome & Show your Support for this video by Using My Affiliate Link to Test Out Acuity…
• bit.ly/mcsacuitylink

======================================================
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Share this Video on Facebook, Your Blog, Websites and More!
https://youtu.be/pArYjt1pQiw

Helpful Links From This Video
https://acuityscheduling.com/
bit.ly/mcsacuitylink

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/+MyCloneSolut…
https://www.linkedin.com/brookborup