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Index
07:31 Using a checklist or template to determine the pricing on clean up
09:30 Clean up jobs
11:45 Thinking big instead of thinking small
12:30 Doing work in arrears is more work
12:48 Importance of charging the clean up as a monthly minimum you would charge times 12
15;28 The price you are asking for should make you uncomfortable
16:08 Start with a high firm price
21:30 Checklist - what is your checklist when you are done with a set of books?
23:00 How to get clean up jobs
25:52 Saving you in taxes from a tax preparer perspective to give client value, what value does that have for the accountant
27:46 Example of what providing value as an accountant is
29:29 Work with the client to help them with their business
30:15 Establish quantifiable goals with your client
32:18 Seth David's process on how he prices clean up jobs
33:37 Using the balance sheet to create an estimate
36:57 Weighing each item as how much it will be managed in the balance sheet
41:21 Adding in rates after weighing the item in the balance sheet
42:40 Don't weigh balance sheet in front of a client
43:00 Invoicing and Accounts Payable are labor intensive for the accountant
46:40 invoicing to do billing, and about bill.com
47:26 How does Seth come up with charging 500 a month for accounting services as a minimum?
50:47 Importance of charging enough as an accountant
53:47 Having a simple business model to charge 350 a month for a lower tier job
54:20 CSV file download overview process for reconstructing data for a year
56:54 Starting the clean up on a CSV file
57:55 Data sort will get rid of blank columns in excel when cleaning up the CSV
58:20 Short cut to selecting an entire range of data in excel
58:40 QuickBooks Payee and QuickBooks Account is what needs to be known before importing to QuickBooks
59:19 Ask the client for copies of checks, send them the list from the CSV
1:00:11 Using the filter to filter out names
1:01:52 Seeing an account in the transaction that wasn't talked about
1:04:00 Recap of clean up work key points
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