Hey team

WE BELIEVE IN YOU

Sales Resources

Hey team.. Here are some of the resources you might need to help sell the BookKeeping. There are pricing tools ( to help you quote), Example reports to help you sell the Quality of the product, flyers, Access to QuickBooks accounts to help you understand the product, Sales presentations, Contracts to sign up new team members and more. We want this to work for you, so if you have any questions or feedback we would welcome it.

Quickbooks Test Drive

Sample Quickbooks File

Pricing Tool

Sales Contract

All things Quickbooks

QB Access Instructions

ACH Form

Example Report

Getting them under contract

New Client Checklist

Onboarding Form

Quickbooks Discount

Flyers for clients

CFO MATERIAL COMING SOON

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CFO MATERIAL COMING SOON —

Book time with James to get a quote for CFO service

New Sales Team Sign ups. Go on BUILD THAT TEAM.

Sales Rep Package

New Sales Rep Form

Presentations

Sales Intro

NEW Sales Presentation