The document provides information about a webinar presented by Darlene Lafond to promote the bookkeeping software C2online. It summarizes Lafond's experience in business and accounting. The webinar demonstrates how the software can be used to create client quotes, establish trust with clients, save time and money, and earn more. Step-by-step instructions are provided on profiling clients, conducting interviews, setting time codes, and generating contracts and invoices.

1. HR
,
Take your bookkeeping business to the next level with C2online Inc.!
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2. Presented by Darlene Lafond
Registered Public Accountant, Master Tax Specialist
35 years in Business; life experiences with clients, employees, other accountants and
bankers, has contributed to the development of C2online tools.
As an Operating owner of Morinville Business Centre & H&R Block, with its 2200
clients, receiving bookkeeping services & tax; providing the proven practice of all
C2ONLINE tools> think of us as “Reality Webinar for Bookkeepers”. More to come!
Thanks to the following:
Our Internal Development & Testing Team Consisting of:
Master Tax Specialists, Certified Professional Bookkeepers,
U of A Marketing Degree Graduate,
Nait 2nd Year Business Degree Student
Software Development Team: Kelly & Dave
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3. Post your questions during the Webinar.
Please post any question you may have during the webinar.
We will answer all the questions.
In the event we do not answer your posted question, either
during or at the allocated time at the end of the webinar,
you will be provided a personalized answer via email.
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4. .
Create client quotes fast, easy and accurately
Designed exclusively for bookkeeping and
accounting service businesses globally.
Online Software resulting in a service
quote & contract and so much more.
Print option available
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5. Establish Trust
Communicate
Establish how important
Profile
Accountability to the services
Value added service.
Relationship Building
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6. Save Money & Time
Job description
List of information required from client.
Identify tasks they are doing.
Advantage in communicating
Identify Ways to Reduce your clients’ Accounting Fee’s
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7. Earn More
Several services provided
Justified expectations
Count the actual flow of information
Adjusted to accommodate the level of bookkeeper abilities.
Quality control ability
Faster More Accurate bookkeeper will benefit!
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8. Let’s get started!
Easy tool
Get you started quickly
Maintain a list of each clients’ quotes
Print professional looking quotes
Produce an invoice
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9. ACCESS AVAILABLE
Once a Subscription is purchased at $17.95/month
Access to all your quotes anytime anywhere
3 URL Address locations per subscription
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10. Home – Start the Software
Manage the database
of all your clients
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Edit your Quotes list
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Customize
“Time Settings”
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11. Create a new client
This name will appear on the quote contract.
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12. Complete your quote description
Describe several quotes under one company name.
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13. “edit clients” button at Bookkeepers Quote Home Page
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14. In 3 Easy Steps
Step 1 - Profile Your Client
1. Establish the business’s life style.
2. Opportunity to provide value added service.
3. Gain trust
4. “Dependent” or “Independent”
5. Workload
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15. 33 Profile questions Step 1
Default answers are provided for all 33. 15

16. Easy Steps
Step 1 - Profile Your Client
5. Report Periods
8. Report Sessions
9. Privacy Assured Session
10. Contact with Management
15. Folded Receipts
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17. Easy Steps
Step 1 - Profile Your Client
16. Non Statement Bundle Count
17. Non Statement Bundle Process Count
22. Compliance Backup
27. Payments issued by Bookkeeper
30. Prepared transactions Reports
31. Number of submissions of Prepared transactions
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18. 12 Bookkeeping
Step 2
Interview questions
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19. Client Bookkeeping Interview Step 2
1. Client Customer Invoices Outstanding
Year-End
2. Clients Vendor Invoices Outstanding
6. Inventory Outstanding
3. Invoicing Monthly
4. Bills Owed & Inventory Purchases
7. Salaried Employees
Employee annual tax totals
8. Non Salaried Employees
9. Paydays per year Timing differences!
11. Travel Distance & Time charges
Additional Charges or Discounts What ever!
Client Needs & Wants
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20. 4 Operating Accounts
Step 3
Interview Questions
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21. Time Settings
Apply to all your quotes.
Set your own.
Each with code description
Code on contract
Code values
Code description - advantages for invoicing
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22. Contract
• New to Office
• Compliance method for posting period
• Admin
• Contact
• Matching
• Payroll & similar disbursements
• Posting
• Posting outstanding invoices
• Regulatory
• Year End
• Travel
Code value - advantages for invoicing
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23. Code
1. Insert to your personalized invoicing, the description
listed with code from time settings.
2. QuickBooks & Simply Accounting provides quick
customizing.
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24. Set up Codes in Item List
Matching the code & description Matching the code to the cost on
on Time Settings Bookkeeper Quote Contract.
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25. Set up Codes – Inventory & Services List
Matching the code & description Matching the code to the cost on
on Time Settings Bookkeeper Quote Contract.
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26. Invoice
reproduced in
Sample Invoice
Matching the code & description
on Time Settings
Matching the code to the cost on
Bookkeeper Quote Contract.
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27. Thank You
A short survey &
5% Coupon Code
to follow in your
email.
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