Bookkeeping

Tax Services

Accounting

Consulation

Orientation Essentials

InfoMinute Seminar

Welcome new ParticipationCoOrdinators.
Special feature for the PowerCore PowerCouple: Matthew and Susan Honea!

Cumberland

Decatur

Emory

Marietta Square

North Gwinnett

Peachtree

Downtown Woodstock

Canton Business Leaders

Candler Park

Duluth

Fayette

Whitlock Avenue

Milton

North Fayetteville

Paulding

South Gwinnett

ParticipationCoOrdinator Training on April 3

When starting my business a few years ago, I started to hear the same echo from many different clients in many different industries. When having exploritory conversations with potential clients. I would always ask, "Why are you looking to move your business to another accountant?". The echo they were talking about was the lack of communication. I immediately saw the opportunity to use this to my advantage. As I knew this was an important characteritic of sustainable business, I made sure client communication was integral in my processes for bookkeeping, accounting, and taxes. As such, I have implemented specific touch points in my practice management software to let clients know where things are in the process. Example, after a client indicates they have uploaded documents needed for the next step, they are immediately sent an email or text to let them know what is the next step in the process, who owns it, and what is needed. The response I have received is definetly favorable.&nbsp;

What is your process for creating an added benefit for your clients?
Walk us through one of the extras you offer, from:&nbsp;
<ul>
<li>How you originally got the idea.</li>
<li>What you did to implement it, and</li>
<li>How your clients say they benefit.&nbsp;</li>
</ul>

The Workshop and The Extras | Method | PowerCore.net

The Workshop and The Extras | Method

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

3-year Pin

Residential Real Estate Agent

Pest Control

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Matthew Honea

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