Be Insightful Webinar Archive

Launch Time – Expert Tips on Delivering High-Value QuickBooks Training Experiences

Launch Time – Expert Tips on Delivering High-Value QuickBooks Training Experiences

Your Firm Accelerated 52 min

This session is part of a four-part series designed to help accounting professionals turn their QuickBooks expertise into a scalable training offering. This final session in the series focuses on how to effectively deliver high-impact QuickBooks training sessions. Participants will learn how to tailor content to diverse audiences, apply strategies to boost engagement, and ensure a smooth, professional delivery. The session also covers best practices for post-training follow-up that reinforces learning and supports long-term client relationships. Learning Objectives: ✅ Identify methods for tailoring QuickBooks training content to meet the specific needs of diverse learner groups. ✅ Apply proven instructional techniques to enhance learner engagement and knowledge retention. ✅ Demonstrate strategies for delivering training sessions that maximize perceived and actual value to participants. ✅ Implement delivery best practices that contribute to a smooth and professional training experience. ✅ Design effective post-training follow-up processes to support continued learning and client relationship development.

Finding and Securing High-Level and Local Training Opportunities - Our Sweet Spot

Finding and Securing High-Level and Local Training Opportunities - Our Sweet Spot

Your Firm Accelerated 55 min

Learn to identify lucrative training opportunities, market your services locally, and leverage your professional networks to secure high-level engagements that align with your expertise. Upon completing this session, attendees should: 1. Identify Target Markets: Align your strategy with your unique expertise. 2. Promoting QuickBooks Training Locally – Explore effective strategies for marketing QuickBooks training classes within your local community. 3. Discover top-tier training opportunities: High-level engagements that elevate your expertise even further. Our forte. 4. Leverage Professional Networks: Utilize industry connections and professional associations to access premium training opportunities. 5. Craft a Winning Proposal: Learn how to create compelling proposals to attract and secure large training contracts or appeal to local businesses.

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Your Firm Accelerated 55 min

This session will walk you through the process of implementing your plan, covering everything from selecting the right training materials to choosing the optimal dates for maximum response. You'll explore various delivery options, including live sessions, online courses, and one-on-one training. Additionally, you'll receive a step-by-step guide complete with written processes to ensure seamless execution of your plan.

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Your Firm Accelerated 60 min

Discover how QB Express leverages 25+ years of QuickBooks training experience to help bookkeeping firms double their client acquisition rates through strategic, small-group classes and proven marketing techniques. In this video, we explore: ✅ How classes with 5–8 attendees achieve a 2.4 out of 5 conversion rate ✅ Why large workshops can generate up to $21,000 in one session ✅ Christine Mailer’s success in the childcare niche using 2-hour online sessions ✅ Hal Rosen’s email marketing and pre-call strategy during tax season ✅ How adding just 2 premium clients/month can earn $1.8M in 5 years ✅ The power of a seven-touchpoint follow-up system for long-term growth ✅ Best practices for monthly scheduling, marketing timelines, and curriculum selection 📅 Pro tip: Host your class on the 3rd Thursday of each month, with promotions starting 2–3 weeks ahead! 🎁 BONUS: Get a 50% discount on QuickBooks Online as a QB Express network member!