9/1/2015 8 PILLARS FOR EXPONENTIAL BUS INES S GROWTH A - - PDF document

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Mar 12, 2023 386 likes •438 views

9/1/2015 8 PILLARS FOR EXPONENTIAL BUS INES S GROWTH A PRACTICAL GUIDE TO BUILDING YOUR BOOKKEEPING BUSINESS OR ACCOUNTING FIRM What are the 8 Pillars? Pillar 7: Value Added S ervices 1 9/1/2015 Overview Introduction Value

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8 PILLARS FOR EXPONENTIAL BUS INES S GROWTH

A PRACTICAL GUIDE TO BUILDING YOUR BOOKKEEPING BUSINESS OR ACCOUNTING FIRM

What are the 8 Pillars? Pillar 7: Value Added S ervices

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Overview

Introduction
Value added services
Leveraging the cloud
Conclusion
Action steps

Value Added Services

Cash flow
Financing Packages
Quarterly updates
Business Mentoring
Wealth Management
Succession and transition

planning

Business brokerage
Data management
Proj ect management
Payment handling
Invoicing and collection
Management reporting
Accounting information systems
Management information systems
Paperless consulting
S
ftware selection and

implementation

Controller

Leveraging the Cloud

Payroll processing –ADP

, Ceridian

External controller – Zoho Books, Wave, and Xero
Payment processing – S

tripe or PayPal

Credit and collections - Xero
Cash flow analysis – PlanGuru
Business analysis - ProfitCents

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Conclusion

Focus on your ideal client
Offer value added services that they need
Increase profitability
Enj oy greater client loyalty
Enj oy more interesting work

Action S teps

Identify unique skills available immediately within your firm.

Create value added services to best utilize these skills.

Locate local professionals who offer complimentary services and

ask them to work on mutually beneficial proj ects.

Contact Us

j eff@ dreampractice.ca www.dreampractice.ca

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Presented by

Jeff Borschowa Growth S trategist Business Evolution Consulting Inc. j eff@ dreampractice.ca