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INTUIT SOLUTION PROVIDERS, CERTIFIED QUICKBOOKS PROADVISORS, CPA FIRMS AND OTHER QUICKBOOKS CONSULTANTS

As a consultant, you are passionate about helping your clients succeed.  Happy clients mean additional consulting engagements and possibly new client referrals.  More work means more revenue for your firm.  Accounting Procedures for QuickBooks is a win-win for you and your clients.  Your clients have a more successful QuickBooks implementation and you add value to your services.

A solid start to an accounting procedures manual for your clients!

Many organizations do not have written accounting procedures manuals.  Just the thought of writing such a document overwhelms them.  They don’t know where to start, they don’t have the time it takes to start from scratch, and they often don’t have the skills required to write a good manual.  After all, these are people with accounting skills, not writing skills.

Accounting Procedures for QuickBooks is a Word document that has many of the common accounting processes already identified.  For each process listed, there is text that describes common practices for that process.  The goal of the manual is to give clients a solid starting place.  Organizations start by updating each of the processes outlined in the manual, removing and/or adding information that is relevant to their organization.  That is much easier than starting a manual from scratch!

A profit center for you!

There are multiple ways you can generate revenue from these manuals.

1. First, you can simply sell the manual as is and let your clients do the updating.  You choose to sell them at whatever cost you would like.  If you sell them for $99, you’ll recoup your cost within just 3 sales!  From then on your sales are purely profit.
2. Second, you can work with your client to customize the manual.  Some clients prefer this method, as they want to ensure they are documenting all of their processes.  You can charge your standard billable rate for your time to help them customize the manual.
3. Third, you can include the manuals in every future QuickBooks engagement you do!  That just might be the differentiating factor in getting you the deal!  You can include the manual as a line item cost or just include it in your overall fee proposal.
4. Fourth, you can generate revenue by charging to customize the manual for your clients.  Whether it is a separate engagement or part of your implementation proposal, you can charge your rates to help document the organization’s processes within the manual.

At a cost of $249 each, you can recoup your investment within just a few sales.  Smaller organizations are willing to pay $99 to $199 for the manual; larger organizations are willing to pay even more.  What you decide to sell them for determines how quickly you start generating revenue from them.

General Business Accounting Procedures (Consultants) - $249
Includes 2 versions, one for small organizations and one for larger organizations.

Not For Profit Accounting Procedures (Consultants) - $249

Accounting Procedures for Contractors (Consultants) - $249

Accounting Procedures for Manufacturers (Consultants) - $249

All Versions – Special Pricing (Consultants) - $849

FAQ

Q. What about updates when a new version of QuickBooks is released?

A. Each year a new set of procedures will be offered that will include any relevant information based on the new features of the version of QuickBooks being released.  Often times, however, the features in a new release would not change general accounting procedures.  You can choose to purchase the new procedures or continue to use the ones you purchased previously.

Q. Are there royalties or commissions that need to be paid on the sales of the procedures to my clients?

A. No.  You pay a one-time price and then you own the procedures to customize and sell to your clients.  We receive no commissions or royalties on the sales.

Q. The procedures come with a disclaimer and trademark acknowledgements.  Should I leave those in the procedures that I sell?

A. Absolutely.  You should ensure that each set of procedures you sell has the disclaimer and trademark acknowledgements.

Q. How long does it normally take to customize a set of procedures with an organization?

A. Generally, within an hour you can go through the manual and update information with an organization.  Depending on the level of procedures or detail they want to have in the manual, it could take up to 3-4 hours.

Q. How do you recommend organizations go about updating the document?

A. Our recommendation is to first have them review the Tips for Using this Procedures Manual chapter so they understand the formatting of the document.  Next, they should start at the beginning of the manual and update each section to match their organization’s processes.  An organization should be able to update the existing content within an hour or two.