Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

What Does a Monthly Accounting Advisory Meeting Look Like?


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Leader in QuickBooks providing Ongoing Services for Accounting, Bookkeeping, Catchup/Cleanup, Cash Flow Usage/Forecasting, and Training Nationwide. Since launching One 8 Solutions in 2001 and becoming a certified QuickBooks ProAdvisor, I developed a “client first” business attitude — always putting my client’s unique business needs first. Mostly, I am driven to continuously grow and improve my business skills to help my clients grow their business. Accounting and bookkeeping are two of the deepest levels of understandings of your business, and my team and I value that partnership. Our team seeks to understand the unique nature of your business to achieve improved results. We gather knowledge of your business’s inner working by conducting a detailed assessment. We do not just learn about the expenses and revenue, we also discover what is on the periphery that has a meaningful impact to your business success. For instance, we assess how you acquire your customer base, the systems you use to manage your business, and much more. This manner of gathering information allows us to take a more holistic approach to your accounting needs and give it to you in a timelier way while providing you with meaningful knowledge of the “other half of the story.” Caring about your business is my business. I will help you sleep more soundly at night, knowing your financial operations are stress-free. • Jonathan Bello is the highest rated QuickBooks ProAdvisor on the Intuit Find a ProAdvisor in the Boston Market • 2019 QuickBooks Online Integrations ProAdvisor of the Year (A Top 10 award from Insightful Accountant) • 2017-2021 Top 100 QuickBooks ProAdvisor by Insightful Accountant • Member of Intuit's Writer/Trainer Network - published multiple times in the Intuit's Firm of the Future website • Taught at Scaling New Heights 2018 and 2019 on how to Assess a New Client and Clean Up a QB Online file • One 8 Solutions is an Intuit Advanced Qualified Solution Provider and authorized re-seller. It allows us to give you the lowest prices on all Intuit software, including QBO, QB Enterprise & Point of Sale, hardware, and related services such as Payroll and Payments (CC & ACH). Our Focus and Expertise: ✓ Accounting & Bookkeeping ✓ Catch up/clean up ✓ Cash Flow Usage or Forecast ✓ QuickBooks Consulting & Setup ✓ QuickBooks Training Questions? We'd love to answer them. ◉ Visit our website at www.one8solutions.com ➤ To schedule a free consult - https://calendly.com/tiiu-one8/intro Jonathan Bello, Owner One 8 Solutions ☎ 617-332-8522 ✉ [email protected]

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

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