Info Minutes

The Intitual Problem:
Imagine Carly and Rachel who use QuickBooks Desktop. They and their CPA need real-time access to their books to monitor finances, leading to better tax strategies. But QuickBooks Desktop is limited, making collaboration difficult.
My Role:
I specialize in migrating QuickBooks data seamlessly. Here's what I did:
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Research: I dug deep to find the best practices for migrating Desktop to Online.
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Collaboration: I worked closely with Carly and Rachel to ensure a smooth transition.
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Action: I carefully transferred all financial data, from transactions to historical records.
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Testing: I meticulously tested everything to guarantee data accuracy.
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The Result:

Carly and Rachel’s financial data was successfully migrated to QuickBooks Online. Additionally, to all the other benefits, I was able to provide them with visual graphs helping them identify top revenue drivers, improving their marketing decisions.

A referral is for the benefit of the client—their benefit—not the benefit of the Team Member who makes the bank deposit.
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Pick one client. Describe their initial problem, then define the resulting benefit they got. 
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What was their result because of you—and why was that result important to them?

Pronouns | Catcher | PowerCore.net

Pronouns | Catcher

I'd like to introduce Quentin Kelley of Kelley Insurance Group, a dedicated family man and seasoned sales professional.&nbsp;
Originally from Wappingers Falls, New York, Quentin now calls beautiful Newnan, Georgia home with his wife, Mellissa, and their sons, Isaiah and Noah.&nbsp;
With a passion for personal growth and a strong belief in the power of relationships, Quentin has built a successful career in sales and management. Inspired by mentors like John Maxwell, Jim Rohn, and Grant Cardone, he's committed to helping others achieve their goals.&nbsp;
When he's not busy building his business, Quentin enjoys spending quality time with his family, exploring the outdoors, and cheering on the Atlanta Falcons.&nbsp;

Quentin's favorite quote, ‘You can get everything in life that you want, if you just help enough other people get what they want,’ perfectly encapsulates his philosophy."

Heidi Franz

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