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THIS CLOSES HUGE ACCOUNTING CLIENTS - The Secrete to Value Based Accountant Sales

Published on: December 6 2022 by FeedbackWrench

THIS CLOSES HUGE ACCOUNTING CLIENTS - The Secrete to Value Based Accountant Sales

THIS CLOSES HUGE ACCOUNTING CLIENTS - The Secrete to Value Based Accountant Sales

hey what's going on another video for
you accountants i'm gonna hit on what
exactly is the outsourced accountant
model and what this is meant to be is a
stack of information that you could put
on your website that you could write on
a sheet of paper and that you could
actually bring to your customers to show
them here's the stack of value that you
get i really
i can't emphasize this enough to all the
accountants and bookkeepers and tax
folks that we help
with their websites their ads their
copywriting you will drive more
outsourced accountant high retainer
customers if you can communicate that
you actually deliver huge value and that
they end up feeling that they're just
getting a huge
stack of super helpful super valuable
information so i'm going to list this
out there's a blog post in the
description of this video i even have a
couple videos that tok about this but
this is a very specific list that i just
want to go up over and i'm going to read
them out and and
when you're done with this list so this
is what's all included in the outsourced
accounting model imagine if you have
connected with a business owner you've
showed them some tax information some
tax savings opportunities just a little
bit maybe not how to do it but then you
bring this list out and say this is
everything that's included and then you
deliver the price
imagine how this feels i'm going to go
through this list and i'm telling you by
the time you're done reading this list
it's not going to be belabored you don't
want to overdo this when you're
presenting but if you have this on your
website and you actually show this to
folks or if you have a list that
breathes this out before you say a quote
of a monthly price you're going to move
from these 250 to 350 to 400 a month
clients into these you know eight to 25
800 to 2500 clients so let's just get
right into this there's about 15 20 of
these that i want to read through so
what's all included in the outsourced
accounting model well number one
all the clients get their books
perfectly set up and clean we're going
to establish a fantastik start to your
accountant most books when we get in
there their chart of accounts is off
we're going to get everything
established perfectly and then what
we're going to do is we're going to
clean everything up and get them set up
the way we want to number two you'll
look we're going to take an in-depth
snapshot of your taxes your financial
picture and your accounting system next
we're going to create a comprehensive
tax plan focusing on both the current
year
and your subsequent years
after that we're going to do all the
work necessary to actually implement
that tax plan there's a lot of folks out
there that charge for tax plans and what
happens is they don't set up the s corp
they don't actually set up the payroll
they don't set up so that your taxes are
getting paid in to abide by the tax plan
we'll do everything you sit back and
relax we're actually going to put into
place a thing that will save you
thousands a year in taxes
then we're gonna keep your books up to
date with high levels of bookkeeping
then we're gonna set you up with the
best payroll and we can either run it
for you teach it to you or provide
customer service as you're using it but
we're going to make payroll really easy
and then it's all integrated into our
system too
then i'm going to provide monthly or
quarterly reports with real feedback and
coaching and i'm going to serve as kind
of a cfo for you i'm going to help you
understand what your numbers actually
mean
and help you take control of your
business next i'm going to eliminate the
liability surprises in your taxes by
paying in according to that tax plan so
that you can end the year without owing
anything
or getting a refund right so i'm going
to pay in your taxes according to the
tax plan so that you don't have a tax
bond go off in your lap at the end of
the year or give the government a free
loan we don't want to do that
then before the end of the year we're
going to make a big tax mitigation
decision meeting right we're gonna sit
down and tok about where are we at what
do we need to do to play offense and we
will definitely connect big time usually
at the end of quarter three beginning in
the quarter four then we're gonna close
out your books at the end of the year
and perform high levels of year-end
reporting
then we make the end of the year tax
season an absolute breeze since we've
been doing everything throughout the
year we've been paying in your taxes
we've been updating your tax plan the
tax return is pretty easy
so then we do the tax returns for your
business and for your family and for you
and for your spouse and everybody right
um next what we're gonna do is we're
gonna provide wealth building strategies
for your yourself we're gonna consult
with you about how do you do tax
diversification and then we will just
serve as a trusted advisor to help you
figure out
whether or not something's a good idea
when it comes to investments whether
that's buying rental property whether
that's trying to get in position to use
trusts whether that's you know looking
at alternative investments like bitcoin
whatever that is we want to help just be
wise with your money we're going to help
be a sounding board because in the
financial services world there's a lot
of predators out there
trying to do all sorts of nonsense so
we'll help you build tax efficient
wealth and then we're going to help you
mitigate risks right we're going to
recommend you know whether it's a trust
life insurance disability insurance we
don't sell it we're not going to point
you to an exact person but we're going
to kind of help you do the dave ramsey
thing so in all you'll sit back we're
going to focus on real results lowering
your taxes every year doing proactive
tax planning paying in your taxes so you
don't have to worry about filing all
your payroll reports you sit back and
relax we got you covered all of that's
going to be at xyz per month
do you like the idea of doing that or
what part of that is not attractive to
you
when you frame it up like that and and
so you want to shorten it so you're not
belaboring it too much but before you
drop the price bomb you want them to
hear that if you like and subscribe to
this channel then that will be your best
friend now call us um go to
feedbackranch.com book a consultation we
do a really sweet setup where we will
set up your website we'll do all the
writing to your core client we'll set up
advertising systems we'll set up google
page search with remarketing um and we
will actually write in a way that shows
that you're credible that earns trust
and it will be the foundation of your
online tool to actually get accounting
clients business clients and specif like
specifically and we will help fill your
sales funnel good luck god bless like
and subscribe and share i'd love to see
any comments down below if you've got
questions whatever that looks like
appreciate the time