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  • #995760
    leestarr
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    Hi guys,

    I’m starting my own Cloud consultancy/reseller business based around Quickbooks online and im trying to get as much insight from small business’s, Accountants and Bookkeepers.

    How are you currently finding clients and marketing to them?

    Would you ever hire a sales person?

    Or would you let a sales rep find clients for you and pay them a small monthly fee?

    I’d love to hear peoples feedback.

    Thanks

    #1203801
    Trent Tran
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    Hi Lee
    Last year, I picked my accountant up when he visited my shop. He did a lot of leg work and ready to provide his quote on the spot.
    With Xero, MYOB, Quickbook are all cloud-based, retailers are able to do their own books and lodge the BAS themselves. They only need the final BAS adjustment and final tax lodgement.
    Accountants who are flexible enough to create quotes to accommodate this need will win a lot of customers.
    In fact, I saw him walk around shopping centres and got more than 10 people interested.

    #1203802
    Paul – FS Concierge
    Keymaster
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    leestarr, post: 241825, member: 88315 wrote:
    Hi guys,

    I’m starting my own Cloud consultancy/reseller business based around Quickbooks online and im trying to get as much insight from small business’s, Accountants and Bookkeepers.

    How are you currently finding clients and marketing to them?

    Would you ever hire a sales person?

    Or would you let a sales rep find clients for you and pay them a small monthly fee?

    I’d love to hear peoples feedback.

    Thanks
    Hi and welcome to the Forums leestarr.

    Quickbooks is an interesting choice because most most re-sellers are heading towards Xero.

    Finding the first 10 clients will be the hardest of all sales to make.

    The traditional route is to network, network, network.

    Join a BNI, join Facebook and Linkedin groups etc.

    Advertise online eg, Adwords

    Good sales people know their worth so keep that in mind.

    Good luck

    #1203803
    steve201
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    Hi lee,

    Merry Christmas and a happy new year to you.

    I’m a CPA accountant using both xero and Quickbooks online.

    I let the client drive which they prefer.

    I have just applied last week for my financial planning authority because I found the market is changing from one of accountants doing most of the clients work on their finances to the clients being able to do it literally DIY in many instances except year end adjustments.

    The money in the advisory market cannot be ignored after 21 years of only accounting for me.

    To answer your question and say how accountants get clients, I’d be asking how I can participate in the business advisory services market which would include a software like quickbooks online.

    I wouldn’t only do traditional bookkeeping or accounting work on quickbooks online because of the technology capabilities and competitor volume.

    Let me know if I can help?

    Steven Thomas CPA Dip Fin planning

    #1203804
    Delphic
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    • Total posts: 46
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    If I can add one small bit of advice, working with quickbooks these days is a USP. It seems with a lot of accountants/bookeepers their attitude is either you use Xero, or I’ll convert you to Xero.

    Very frustrating attitude.

    #1203805
    Paul Leach
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    Hi Lee,

    I would suggest you make a list of all businesses that already have a database of clients similar to those you are looking to attract.
    Look for accountants, coaches and consultants etc that you may be able to enter a joint venture with.

    I have about four bookkeepers that I work with as I find most new clients that I take on need help at some point with bookkeeping.

    Linkedin would also be worth looking into and as suggested previously networking when done well can give really good results.

    Good luck!

    Paul

    #1203806
    Exhibitstyle
    Member
    • Total posts: 2
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    A great way to get your business going is to set a pop up store at your local shopping centre. You will be able to create brand awareness, interact with potential clients, provide useful information to them or provide a while you wait service and create a database that you can follow up afterwards. We specialise in pop up displays so if I can be of any assistance please feel free to contact me on 0427 220 210 or email me at [email protected]. [Mod Edit To Remove Overly Promotional Images]

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