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Multi-6-Figure Bookkeeper Playbook
Resources
Resource- REI Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34)
Resource- Discovery Call Template (23:23)
Resource- Proposal Template (17:18)
Resource- What to Request during Onboarding (Checklist) (11:27)
Resource- Client Smart Card (8:08)
Resource- What is a Vision and Why it is Important (7:31)
Resource- 13-Week Scoreboard (Key Performance Indicators) (17:10)
Resource- Real Estate Investing Lingo (3:24)
Module 1 - Welcome & Introduction!!!
Welcome & Introduction!!! (2:07)
Course Execution Outline & Timeline (3:23)
What's Unique About Serving Real Estate Investors? (15:53)
Real Estate Investing Lingo (3:24)
Module 1 Quiz
Module 2 - Marketing Tips & Tactics
Marketing Module Introduction: What is Marketing & Why is it Important? (6:31)
Branding Introduction (18:28)
3 Beginner Marketing Principles (10:45)
Should You Market In-Person or Online? (15:34)
How to Find In-Person REI Events (meetups, masterminds, & conferences) (15:04)
Where to Network with REIs Online (5:18)
What is an Online Presence and Why is it important? (13:05)
Social Media Marketing Introduction (13:08)
Social Media Content Production Tips (12:20)
Social Media Management System Walkthrough (6:18)
Facebook Marketing Starter Walkthrough (20:14)
How To Track Prospective Clients & Stay Top of Mind With Them? (CRM: Customer Relationship Management) (16:23)
Keepful Walkthrough: Customer Relationship Management (CRM) Software (14:23)
Mailchimp Walkthrough: Customer Relationship Management (CRM) Software (15:59)
Website Walkthrough (21:04)
Favorite Way to Get New Clients (12:27)
Importance of Testimonials & How to Get Them (11:05)
Weekly Marketing Key Performance Indicators (KPIs) That Have Worked For Time Capital Bookkeeping (16:08)
Who are Real Estate Investors & what motivates them? (10:27)
Where to Find & Network with Real Estate Investors (12:58)
Biggerpockets Marketing Starter Walkthrough (19:30)
Module 2 Quiz
Module 3 - Sales Process & Tactics
Introduction to Selling (2:35)
Qualifying a Prospective Client (11:19)
Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34)
Discovery Call Template (23:23)
Proposal Template (17:18)
Sales Philosophy That Has Helped Me #1: Speed to Lead (14:15)
Sales Philosophy That Has Helped Me #2: Collaboration over Negotiation (7:58)
Sales Philosophy That Has Helped Me #3: Volume Game (13:34)
Sales Mistake #1: Calls with unqualified prospects (8:13)
Sales Mistake #2: Not truly believing in your product/service (8:34)
Sales Mistake #3: Not knowing who you're talking to prior to the call (6:53)
Sales Mistake #4: Talking too much (9:00)
Sales Mistake #5: Not getting ahead of objections (10:16)
Objection Overcomer #1: Seek to understand, not to argue. (7:59)
Objection Overcomer #2: What happens if you do nothing and continue on your current path? (10:26)
Objection Overcomer #3: What makes it worth it? (7:52)
Module 4 - Onboarding a Client
Overview of Onboarding Process (8:12)
Onboarding Intake Form (8:09)
Onboarding Shared File to Collect Information & Documentation (8:15)
What to Request during Onboarding (Checklist) (11:27)
Client Smart Card (8:08)
Importance of Concurrent Actions (6:43)
Module 5 - Quality Control Process
Introduction to Quality Control Process (3:12)
Pre-QC: Transaction Review Section Overview (Keeper) (11:19)
Pre-QC: Payee/Entity Review Section Overview (Keeper) (7:32)
Pre-QC: Account Reconciliation Review Section Overview (Keeper) (3:23)
Check Overall Balance Sheet (9:50)
Check Overall Income (Profit & Loss) Statement (4:32)
Check Overall Statement of Cash Flows (3:24)
Check Per-Rental Property Balance Sheet (9:06)
Check Per-Rental Property Income (Profit & Loss) Statement (4:26)
Check Per-Flip Property Balance Sheet (5:50)
Check Per-Flip Property Income (Profit & Loss) Statement (5:15)
Check Per-Entity Balance Sheet (6:25)
Check Per-Entity Income (Profit & Loss) Statement (5:49)
Check Other Custom Reports the Client Requests (4:15)
1099 Check 1 (Keeper) (4:57)
1099 Check 2 (Keeper) (5:42)
Module 6 - Basic Advisory Services
Introduction to Basic Advisory Services: What We Currently (11/2024) Offer & Why (12:45)
Review & Interpret: Balance Sheet (14:53)
Review & Interpret: Income Statement (Profit & Loss) (8:42)
How to read a Real Estate Investor's Statement of Cash Flows (SOCF) (16:30)
Review & Interpret: Statement of Cash Flows (16:34)
How to Calculate Cash on Cash Return on Investment (CoCROI) for a Rental Property in QBO (15:46)
Key Performance Indicators (KPI) to Track for Real Estate Investors (19:48)
Module 7 - Growth & Organization
Growth & Organization Introduction (5:38)
This business is hard (12:43)
I almost quit this business (23:02)
Core Values (16:01)
What is a Vision and Why it is Important (7:31)
13-Week Scoreboard (Key Performance Indicators) (17:10)
Services We Do Not Offer & Why (for now...) (10:41)
Overview of a proven Technology "Stack" for your Bookkeeping Firm (12:55)
Organizational Chart (23:12)
Your First Hire (6:15)
First Thing I Did to Prepare to Hire People (14:30)
Second Thing I Did to Prepare to Hire People (9:54)
Third Thing I Did to Prepare to Hire People (6:58)
Overview of Hiring Process (26:10)
Leadership Tip #1: Extreme Ownership (9:11)
Leadership Tip #2: Be Humble (10:08)
Leadership Tip #3: Decentralized Command & Control (11:49)
Scaling Tip #1: Remain Focused on Your Client Experience (9:02)
Scaling Tip #2: Hire Thinkers, Not Notetakers (5:18)
Scaling Tip #3: Over-Communicate (7:08)
Scaling Tip #4: Keep It Simple (7:00)
Scaling Tip #5: Prioritize Revenue, Not Number of Clients (5:52)
Scaling Tip #6: Document every process in your business (5:48)
Scaling Tip #7: Structuring your weeks for maximum productivity (15:45)
Scaling Tip #8: Document your successes and failures (4:16)
Scaling Tip #9: Don’t be afraid to fire clients (10:47)
Scaling Tip #10: 80/20 Rule (12:19)
Module 8 - Congratulations & Thank You!!!
Congratulations & Next Steps! (1:20)
What's Unique About Serving Real Estate Investors?
"Passthrough" = "Disregarded" for the purposes of this video
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