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tips for getting clients started on bos

january 10, 2023

bonus: two case studies.

by penny breslin
it’s not just the numbers

i love the question i get when i set up someone on back office support systems. “what do i need to have to get this started?”

more: top tech tools for building your new bos business | going viral: today’s top marketing strategies | top ten types of clients (and 24 more reader suggestions) | which kind of team do you have? | meet the new bos
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i tell them i need to know your name, address, phone number, ein/ssn and your passwords. except for the guy who closed his bank account and had to have the old statements mailed to him, i run with a chromebook and make sure there is accessible wi-fi when i go onsite. if i need to collect documents that have never been digitized, i just have them download dext and start snapping pics. no paper, no pen, no mess and typically a stunned prospect who wants to become a client. see, i can’t sell, so i let the technology do the selling for me.
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top tech tools for building your new bos business

january 4, 2023

by penny breslin

lots of specific recommendations for small to midsized firms.

by penny breslin
it’s not just the numbers

obtaining the source documents is the most difficult aspect of being a virtual back office support (bos). waiting for documents is the death knell for this type of work.

more: workflow tools can deepen client relationships | the best tech for your team and clients | marketing? know your goals first | eight things to stop doing now | you don’t have to do everything | why ai is not the enemy
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luckily, technology has provided tools to take away this pain.

here are just five of the tools we use currently to collect information from our clients:

make your computer a clean slate

january 4, 2023

by beth ziesenis

before the bustle of busy season begins, give your workspace some space.

by beth ziesenis
app of the week

the shoebox full of old photos has been replaced by a data-hogging digital folder of images and video clips documenting soccer games, breakfasts, and selfies. and both are still just as unorganized as ever. (or is that just my computer?)

more apps of the week: recycle and repurpose old devices | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination |
see all: apps of the week here |
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in any event, since january is national clean up your computer month, it’s time to tackle the 10 jillion megabytes of images you have in more than 50 file locations.

yes, technology disrupts – but for the better

january 1, 2023

by liz farr

hitendra patil: celebrate the pandemic’s silver lining.

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

technology is disrupting the profession, but for the good.

hitendra patil, cpa, long the head of customer success at accountantsworld by iris and an independent advisor, says that the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models–changes that are here to stay.

more: donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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“we can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients,” patil said. “technology puts advisory services within the financial reach of more small business owners. but the superpower that accountants still have is the ability to connect our clients’ goals and aspirations with what’s happening in accounting,” he added, saying that it enables conversations on a higher level. “instead of pestering them for bank statements and receipts, we can ask about trends we see in the financials,” patil said.

transform your marketing with crm

december 29, 2022

by sandi smith leyva

the right system can streamline client communications and simplify prospecting leads.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a crm is a system that helps you centralize marketing and customer communications with clients and prospects. it stands for customer relationship management, and most of these systems are now in the cloud as web apps.

more: nine thoughts on self-marketing for the introvert | don’t let prospects fall through the cracks | five kinds of small thinking | three questions for the new year | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide | boost your cross-selling in two easy steps
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what crms do
it’s amazing what crms can do these days. as client contact points have grown over the last few decades beyond phone and fax, so have crms’ capabilities to unify client messaging. at the core level, all crms typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.

here’s where it starts to get fun.