It's Future Forward time... are you ready to find out what the future holds for the accounting, bookkeeping and advisory communities?
It's not too late to register for any or all of today's FREE informative 'live' sessions. And tomorrow's sessions too, for that matter.
Today's (Tuesday 12/5/23) Sessions:
Checking in with QuickBooks Checking + Envelopes
Alicia_Creative_Live
Alicia Kat Pollock of Royalwise Solutions, Inc. will identify for you the benefits of using 'QuickBooks Checking.' She will also describe the process of transferring funds between your regular checking account and QuickBooks Checking.
Alicia will explain the 'Envelopes' feature of QuickBooks Checking and how it allows you to create sub-accounts for specific purposes, including automatic storage of funds for tax liabilities.
In addition, Alicia will take you through the features of the QuickBooks Cash Flow Center, demonstrating its predictive intelligence in cash forecasting to all you to plan better for your future business requirements.
This session begins at 11:00 AM Eastern-time (10:00 AM Central).
You can sign-up for this informative QuickBooks session HERE.
Strategies for Niching Success
Here a niche, there a niche, everywhere a niche niche.
Developing a niche practice can provide a wealth of opportunity, allow you to scale your services, and build a practice that is 'right down your alley.' But deciding on a niche, and investing solely in it, can be a scary situation if you don't take the right steps to succeed.
Kellie Parks of Calmwaters Cloud Accounting is going to take you through the careful process of planning and executing the transition of your practice to a niche focus. In this session she will discuss the wins and woes of having a niche specialization, strategies for finding or creating the ideal client to 'fit your niche' and how to become such a subject matter expect in your areas of specialization that your business is sought after by not only those within the niche, but other accountants and bookkeepers supporting the same niche.
This session begins at 12:30 PM Eastern-time (11:30 AM Central).
You can sign-up for this session on Niche Specialization HERE.
Niche to an Ideal Client Roster
If you are considering a niche specialization in your practice you will want to make certain your client list truly reflects that niche. In this session Debra Kilsheimer of Behind the Scenes Financial, Inc. will teach you the benefits of focusing on the right clients.
Just as importantly, Debra will explain how to build a niche-based client list from your current one, and leverage referrals to build an even larger client base fitting the type of work you want to do.
If you have never attended a session in which Debra is the presenter, this is your opportunity to hear from one of the most up-front, true-to-form and tell it like-it-is thought leaders of today.
Debra's session begins at 2:00 PM Eastern-time (1:00 PM Central).
You can sign-up for Debra's session HERE.
Firm of the Future: Unlocking the Power of the Vertical Niche
GreggBossen
The times are changing for accountants, bookkeepers and advisors and Gregg S. Bossen, CPA, whose firm goes by the same name, is going to help you take the fundamentals of a niche specialization and expand your service offerings for that niche.
The days of traditional data entry, categorization and compliance duties are taking a back seat to Artificial Intelligence that can do those things in milliseconds. You need to take the 'opportunity of now' to get ahead of the technology swing and to enhance you service delivery for high-volume niche specialization.
While others may have 'the same niche as you', the key is to be the very best at your niche even if that means you need to have "a niche, of a niche, of a niche."
Niche's aren't just 'one-layer deep'. Take medical practitioners for example. Working with physicians might be a great niche for your practice, but it might be even more lucrative if you only worked with a specific type of physician... after all they have niches too, they call them medical specialties. If you are the very best at working with Radiologists, or Neurosurgeons, or Gastroenterologist's, you could find your profits skyrocketing.
No, I don't expect Gregg to teach you "the 'how to' of my example" but he will teach you how his own Niche, and his becoming a recognized expert in his specialization, has resulted in his own profits quadrupling in just the last three years.
Take it from an expert... it takes one to know one, and Gregg Bossen is 'an expert.' So, you will want to take all he has to offer in this informative session.
Gregg's session will be held at 3:30 PM Eastern-time (2:30 PM Central).
You can register for this highly informative session HERE.
If you want to sign-up for all the sessions, head over to the Future Forward website where you can select any or all of the sessions on either Tuesday, December 5, or Wednesday, December 6.
