Full sales funnel for accounting

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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 talk 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 fantastic 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 ing 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 ing 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 talk 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