The document provides information about a webinar presented by Darlene Lafond to promote the bookkeeping software C2online. It summarizes Lafond's experience in business and accounting. The webinar demonstrates how the software can be used to create client quotes, establish trust with clients, save time and money, and earn more. Step-by-step instructions are provided on profiling clients, conducting interviews, setting time codes, and generating contracts and invoices.
1. HR
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Take your bookkeeping business to the next level with C2online Inc.!
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2. Presented by Darlene Lafond
Registered Public Accountant, Master Tax Specialist
35 years in Business; life experiences with clients, employees, other accountants and
bankers, has contributed to the development of C2online tools.
As an Operating owner of Morinville Business Centre & H&R Block, with its 2200
clients, receiving bookkeeping services & tax; providing the proven practice of all
C2ONLINE 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
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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, either
during or at the allocated time at the end of the webinar,
you will be provided a personalized answer via email.
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4. .
Create client quotes fast, easy and accurately
Designed exclusively for bookkeeping and
accounting service businesses globally.
Online Software resulting in a service
quote & contract and so much more.
Print option available
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6. Save Money & Time
Job description
List of information required from client.
Identify tasks they are doing.
Advantage in communicating
Identify Ways to Reduce your clients’ Accounting Fee’s
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7. Earn More
Several services provided
Justified expectations
Count the actual flow of information
Adjusted to accommodate the level of bookkeeper abilities.
Quality control ability
Faster More Accurate bookkeeper will benefit!
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8. Let’s get started!
Easy tool
Get you started quickly
Maintain a list of each clients’ quotes
Print professional looking quotes
Produce an invoice
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9. ACCESS AVAILABLE
Once a Subscription is purchased at $17.95/month
Access to all your quotes anytime anywhere
3 URL Address locations per subscription
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10. Home – Start the Software
Manage the database
of all your clients
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Edit your Quotes list
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Customize
“Time Settings”
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11. Create a new client
This name will appear on the quote contract.
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12. Complete your quote description
Describe several quotes under one company name.
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14. In 3 Easy Steps
Step 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
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16. Easy Steps
Step 1 - Profile Your Client
5. Report Periods
8. Report Sessions
9. Privacy Assured Session
10. Contact with Management
15. Folded Receipts
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17. Easy Steps
Step 1 - Profile Your Client
16. Non Statement Bundle Count
17. Non Statement Bundle Process Count
22. Compliance Backup
27. Payments issued by Bookkeeper
30. Prepared transactions Reports
31. Number of submissions of Prepared transactions
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21. Time Settings
Apply to all your quotes.
Set your own.
Each with code description
Code on contract
Code values
Code description - advantages for invoicing
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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
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23. Code
1. Insert to your personalized invoicing, the description
listed with code from time settings.
2. QuickBooks & Simply Accounting provides quick
customizing.
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24. Set up Codes in Item List
Matching the code & description Matching the code to the cost on
on Time Settings Bookkeeper Quote Contract.
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25. Set up Codes – Inventory & Services List
Matching the code & description Matching the code to the cost on
on Time Settings Bookkeeper Quote Contract.
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26. Invoice
reproduced in
Sample Invoice
Matching the code & description
on Time Settings
Matching the code to the cost on
Bookkeeper Quote Contract.
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27. Thank You
A short survey &
5% Coupon Code
to follow in your
email.
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Poll #1 -Do you try to minimize random communications with the client on what the client wants from you? Yes or no…
Bookkeepers quote is really about communication, making opportunity out of wants. Obtain information about your client “profile your client” , show the value added service opportunities you have for them.When the clients asks for the service and how much it will cost, is when you should be determining what the service is they want and expect. Our quote is more than just establishing costs
This page is used to add a new clients.
“Quote title / description” provides the opportunity to identify the additional quotes you are storing for that client. By using quote title/description; you can create multiple quotes per client, such as for each year, certain seasons, payroll, year end, as service for client changes and quote may decrease or increase., etc..
Poll #2 Have you ever had a client tell you, “I thought you were doing that”?
Poll # 4. Do you try to have your client provide the paperwork in a certain manner to eliminate your sorting time?
Poll # 5.Have you ever had to represent your quote because there is an increase or decrease in the fees expected? Yes No Not apply