- How she got her first clients when she started (and you can too)
- Her unique way of onboarding new clients to make sure they are the right fit
- How you can have a business partner WITHOUT giving up equity or control
- The QBO Show (Stacy’s podcast)
- Got certified on the Quickbooks Proadvisor site. She would get a few leads per month.
- Every Sunday, she would take the Sunday paper and spend 4-5 hours scouring want ads and calling the businesses offering to help
- She would attend multiple networking groups
- She would teach at the local community college to get her name out there
- Find if they were a right fit right away
- Get paid to do so
- Start with a “Quick Review” of the books. For this, charge $300.
- Next, tell the client the different points they need to “clean up.” Since the prospect already paid you the $300, they now have a better chance of just paying you to do the cleanup work.
- During this, work with the prospect on a “needs analysis” worksheet. Here, you are identifying their major problem points, finding where the “breakdown” occurs. A key question she asks is: “Who owns this part of the process?” If the answer is “No One” it’s a red flag they need help.