Hey, guys. I’m starting to get acclimated to my new role. Thanks to everyone sending warm wishes! I want to start tackling the problems that you are trying to solve, but I need to know where you want me focused for now. Answer this poll so I know what problem you’re struggling with the most right now in your bookkeeping and financial advisory businesses. 1) Fulfillment (aren’t sure how to deliver the services your are selling) 2) Selling (you get prospects but aren’t converting them to clients) 3) Marketing (you need help building your pipeline and getting attention for your business) 4) Scaling (you basically have a high paying self employed job and don’t know how to systemize your business so you can get more time back)

Hey, everyone! I just started a new role with a construction accounting firm. I’m stoked about this opportunity, but while I’m learning, it may take my time away from here a bit more these next few weeks. However, once the dust settles, I’ll announce the direction of what we will be tackling next in this community. Hint: it’s regarding getting clients 😉

Some of you may have thought this course was just a refresher. Others learned accounting fundamentals for the first time. Tell us what your takeaway is from this course, and make sure to take your next step towards the goal you set when you planted your flag.

QuickBooks is a common tool, but it’s not the only one finance professionals use. Tell us about which tools you use the most and the difficulty you had in learning them👇

Do you think buyers trust cash accounting or accrual accounting more? Support your answer and engage with someone else’s comment to discuss their perspective. This is how you start thinking like a trusted financial advisor.