We’ve got new faces, so I wanted to give an update on where this community is headed. I was recently given more clients in my new role, so I’ve had to put some focuses there. Nonetheless, here’s what’s coming: 1) New Courses As many of you know, I can’t get my own clients due to my new role. However, I can help you all with the following: Sales Strategies & Offers Marketing through LinkedIn “How To” Bookkeeping (for different industries) So, I plan to make courses for these topics soon. 2) New Practice Materials Many of you have mentioned that you feel like you need more practice. I plan to provide more beyond just the current practice sets. That could look like: Practice Textbooks Templates AI Implementations The goal here would be to help you skill up so you can provide higher value services confidently. 3) Create A Real Community I want this to be an actual community for you all to engage in. Share what works. Ask for help. Connect with others. That’s the vision. I’m thinking about doing the following to develop this: Community Contests/Challenges Live Video-Calls Different Discussion Groups This one will take some time, but I think it will be invaluable to everyone here. I want this to be a place that helps you all reach your goals. So, if there is something you want - ASK!!! I want to turn this into something that YOU want. In the meantime… Take the courses. Do the practice sets. Reach out if you need anything. Routing for you 👊

What does "good work" mean for you? Comment below and answer: 1️⃣ What do you currently believe makes books “clean”? 2️⃣ Where do you feel unsure in your current skillset? 3️⃣ What standard do you want to hold yourself to after this course? Template you can copy: I currently define clean books as __________ One area I feel unsure about is __________ After this course, my standard will be __________

Some of you may have thought this course was just a refresher. Others learned accounting fundamentals for the first time. Tell us what your takeaway is from this course, and make sure to take your next step towards the goal you set when you planted your flag.

Hey everyone! I’m getting more acclimated to my new role, so you’ll start seeing more of me around here in the coming weeks. Thanks for your grace and patience during this time! It’s been awesome and wild, and I’m really excited about what this new role could mean for this community. With that said, I’m going to start transitioning the community to make it much more relevant and valuable to you. Here’s the vision: 1. Get Clients The majority of you have said you want help marketing and selling your services. In other words: you want to know how to get clients. My original plan was to get at least 5 clients in 90 days and document the process for you. With my new role, I can’t get my own clients anymore (part of our arrangement). But I can still help you get yours. For example, one thing I’m planning is a LinkedIn course showing you how to use LinkedIn to generate clients, along with other resources around marketing and sales. More to come on this, but let me know your thoughts. 2. Build Skills & Find Your Niche I want to help you become really good at what you do. I’ll be building resources around: • Bookkeeping for specific industries • Servicing different types of businesses • Niche-specific offerings • Accounting, bookkeeping, and FP&A practice books I’m a firm believer that riches are in the niches, especially when you’re starting out. I want you to be able to explore different industries, find a niche you like, and build the skills to serve it well. 3. Build a REAL Community I love hearing from you guys, but right now most of the posts are from me. I want to change that. I want this to become a place where you can connect with people in similar niches, share ideas, build relationships, and actually build businesses together. The vision is simple: Build Skills Build Relationships Build a Business I’ve even been thinking about challenges where members come together and build businesses based on what we learn here. There’s a LOT I want to do.

QuickBooks is a common tool, but it’s not the only one finance professionals use. Tell us about which tools you use the most and the difficulty you had in learning them👇