
Brief Introduction about Michael Thiem, CPA, the instructor.
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Launch your outsourced accounting firm by naming your company with a generic, catchy brand such as abc virtual accountants; you can change name later but keep the brand for services.
Set up a US bank account or PayPal, ideally both, to receive payments via varied client channels and keep personal expenses separate from business funds for tax purposes.
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Each promotion code provides 10% off the first year on either Google Workspace Business Starter plan or Google Workspace Business Standard plan
Promotion codes below
Google Workspace Business Starter Plan T3TH7VHJEYMVXQW
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Stay cheap and stay resourceful to prevent money from running out; cultivate daily progress by solving problems and paying for only what's needed to run your outsourced accounting firm.
Hire an assistant to create accountability and urgency, delegate tasks, learn payroll, and build your outsourced accounting firm through hiring and firing, starting with one worker to lead.
Explore an overview of sales and marketing for outsourced accounting services, including website use and social channels like Facebook, Instagram, Tock, YouTube, and LinkedIn, and compare revenue vs hourly pricing.
research competitors’ website content to list your services, testimonials, and subscription pricing. implement acuity scheduling, client chats, and hire a web developer to boost sales.
Assess local country requirements for incorporation taxes and work laws, noting differences from the US, and plan to address them within three to six months.
Onboard a new client by sending an engagement contract and nda, use templates for these items, then share info checklists, agenda, and a kickoff call schedule.
Create a focused kickoff agenda for your outsourced accounting firm by sending clients questions on revenue, expenses, operations, services needed, and current problems to prepare efficiently.
Lead a kickoff call to discuss the client’s operations, needs, and pain points, outline deliverables and etas, and include a senior team member to take notes and build rapport.
Learn how to craft an onboarding email for your outsourced accounting firm that guides clients through adding you, sharing bank statements, and outlining deliverables and pricing.
Learn your software and accounting by navigating information sources like Google, YouTube, and Udemy, and prepare to run a successful outsourced accounting firm with schedules, templates, and forecasting.
This course is taught by Michael Thiem, CPA owner of an outsourced accounting company, a speaker, ultra-runner & entrepreneur who left corporate America 8 years ago to build his own business in a third world Vietnam. Michael has started his own outsource company with only $6,000 and has then founded several outsourced accounting firms since then and is currently is the founder and CEO of One Be Solved Inc., and Lions Consulting, Vietnam's leading US Outsourced Accounting Firm. He teaches based on real life practical experience.
The end goal is to have you feeling confident and comfortable with starting your own outsourced accounting firm, working anywhere in the world and having a life of freedom.
The businesses' primary goal is to assist clients manage their books remotely as well as help other outsourced firms grow and scale.
What will you learn?
· How to start an outsourced accounting firm?
· How to onboard a new accounting client
· How to build an agenda for client calls
· Sales and marketing tips for obtaining accounting clients
· Tips for initial funding
· How to manage the workflow for accounting clients
· How to set up an outsourced accounting firm
· What softwares to used to manage the different components of the accounting client’s operations
· How to maintain the line of communication open and smooth with clients as a remote outsourced accounting company