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Learn how to sell and deliver “Outsourced Accounting”
Easy to sell, High billing rates and best of all 98% of the work is delegated |
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Eastern USA, Washington DC
October 28th – 30th
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Western USA , Las Vegas NV
September 21st – 23rd
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This is NOT where we doing the Wash DC conference The final location to be announced 9-5-09 , were trying to get a
larger room to hold over 100 people.
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Mirage Hotel in Las Vegas – We could only
get a room that holds 100 attendees, so this location will sell out. Register early.
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The economic downturn is driving our sales.
Business owners who are trying to cut cost or improve cash flow are outsourcing
their books like never before. |
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Join your host KC Truby
The Lonesome Cowboy
Americas Greatest Accounting Salesman |
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Click here to
See a 3 minute
Overview
of what
You will take away
From this conference |
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Who Should Attend this Seminar?
- Accountants who want to build their firm without more work for the
firm owner
- Bookkeepers who are looking for more clients without having to become
a salesman
- MBA’s looking for a new business model
- Financial Planners who need additional revenue streams
- Business Coaches who needs a way to generate great long term clients
- Sales people looking for a business that isn’t affected by Wall
Street
- Virtual business advocates that want to work anywhere any time
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This is NOT accounting. We offer bookkeeping services to the business
owner as an alternative to hiring a $15 an hour bookkeeper. This business model
is ideal for sales and business people, as well as accountants and bookkeepers.
We target companies that have 5 to 100 employees, with the goal of helping our clients
double their cash flow. We accomplish this by focusing on what is working in their
business, based on actionable information we have provided in their books.
This is NOT a job (work) for you –
You are the manager, not the worker in this model. You will learn how to hire work
at home bookkeepers across the USA, from the tens of thousands that are available
to hire. You will also learn how to find and hire retired CPA’s who are interested
in meaningful work on a part time basis.
Most of our conference attendees are in the accounting business today. That is probably
because CPA’s know how much money there is in bookkeeping. Bookkeeping is not romantic,
but our average customer pays us $20,000 a year, with 50% net profit dropping to
the bottom line. The reason we have such high profit margins, is due to the systems
we have in place. All conference attendees receive our Process and Procedures guides
for setting up each aspect of this service. The important point here is that you
do not have to be an accountant to offer outsourced bookkeeping – you do not do
the work if you follow our instructions. |
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“KC, if I had listened to you 10 years ago when you said to stop working and
start running a business… I would be rich and retired by now. Thank
goodness, we are now picking up 2 outsource clients a month that are averaging over
$1,000.00 in monthly billing. More important… I have finally figured out
that working hard is NOT the secret to success. I have already worked hard
for 30 years; it is time to fix this before it’s
too late.”
Michael Mareschal CPA Temecula CA

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Why go into the outsourced bookkeeping business?
6 Reasons small businesses buy outsourced
bookkeeping
- They can cut cost by up to $50,000 per year when they outsource the
bookkeeping function, as compared to a full time in-house bookkeeper
- They can cut employee drama and management time to zero
- They can access accurate, current numbers every morning – numbers that
allow them to manage using the 80/20 rule so they can focus on what they do well
- They can see their net cash flow double in 120 to 180 days, when they
use good financials and focus on their strengths, rather than chasing the squeaky
wheel
- They can prosper because their accounts receivable are accurate and
timely
- They can have a handle on their cash position at all times and expected
cash flow
Business owners are desperate to cut cost in these uncertain times
– we fill that need |
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Case Study 1 (Lin runs our flag ship office; she will be doing some of the classes) |
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“I have 12 employees – I have NEVER met any of them. I use this
virtual business model to hire retired CPA’s in Florida, work at home bookkeepers
in Ohio and Michigan and data entry people in India. In June we got a referral to
do 20 years of back bookkeeping on a trust. Most accountants would be unable to
take on such a giant task. We just picked up the source documents at
noon and by noon the next day we had 95% of the work done. This virtual formula
lets us grow or shrink to customer needs. What I really like, is I only pay
for hours I use, no slack time and no overhead.”
Lin Truby 5 Minute Books, Encinitas CA

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24 CPE Credits |
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15 Reasons you want to start an outsourced bookkeeping business
- The revenue is high. Our average client spends $20,000 per year with
us. We sell 2 new clients a month.
- You can start a bookkeeping business without an accounting degree or
professional license.
- YOU DO NOT DO THE ACTUAL WORK. That’s done by retired
work-at-home accountants in low cost areas like Michigan and Ohio. You manage
a business; you do not buy yourself a job.
- The net profit margins are high – we average 50% net.
- Good times or bad, EVERY business must maintain their books or go out
of business.
- This is an evergreen business. Our retention is high and the
money comes in every week. We keep 90% of our clients month after month.
- Cash flow is positive, all clients pay weekly, in advance, by automatic
bank draft.
- Our cost of advertising to get a new client runs $1,500 to $3,000.
(Great R.O.I.)
- The entire delivery infrastructure is built on a virtual platform that
you can rent per client. This allows you to build a business with almost zero ramp-up
cost.
- Even better, the vendors that rent the on line databases, software
hosting and document management services charge less for rental than it costs you
to build out the infrastructure.
- Labor costs are fixed to billing at 33% to 50% for completed work.
- It takes very little capital to get started – $2,000 to $5,000
in advertising and technology.
- No locked in overhead. All costs are variable in this business model.
- We run a completely virtual office. My wife and I often travel one
to two weeks a month. By using our laptops and VOIP, no one can tell when we are
out of the country. We just need Internet and we are plug_and_play.
- When you are ready to sell your new outsourced business, you will find
it is a seller’s market. Small firms (10 or 15 clients) will sell for as much as
1.25 x gross annual billing. With 500 clients you may well find your new business
worth 20 times net.
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$13,500 a month billing added in first 5 months offering outsourced bookkeeping. |
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Hi Lin and KC, I want to share with you how much I picked up from the 2
days with you at the training seminar. Not only am I managing the work better
and more effectively, but I just today started a new client at $3,650/month
plus a $895 set up fee, plus clean-up work billed hourly for January and February.
It’s a $5M/yr company and is by far my biggest client. It was
easy to identify the client’s needs by basically doing just what you do Lin…see
I’m actually a pretty good listener! I used the one page outsourcing
bid to price out the job and it helped tremendously. I’m up to $13.5k/month in
a little over 5 months….not too shabby and getting better every day at managing
the business. I’ll keep you updated and also look forward to the next event,
whenever that will be.
Orin Schepps, Principal/CPA Baltimore MD

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How we discovered this revolutionary cash cow.
It started in 1998 when my bookkeeper quit without notice. She was
the 3rd one in less than 2 years. At the time I had a small ranch company in Wyoming
and ran a QuickBooks seminar business for CPA firms (so they could find sales leads).
But, I could NOT keep bookkeepers.
When I heard that Sue was leaving I was pretty
upset and decided to fix the problem once and for all. We mapped out the work flow
for bookkeeping documents and wrote instructions on how our books could be done
at a local CPA office. Using 1998 technology like PCanywhere, flat bed scanners
and terminal server on Windows 95, we rigged up a system that my own accountant
could use to do my books from his office. I was looking forward to using the old
bookkeepers’ office for my sales manager.
The problem was my CPA did not want the work. I found an unemployed bookkeeper and
convinced both him and his wife to start a company, with me as the only customer.
The good news is, it all worked out. Pretty soon the bookkeeper was using the process
we invented for other local businesses. I then went out to sell training to CPA
firms on this outsource concept – but only one problem, it was heavy lifting.
For eight years we struggled to sell the solution for outsourcing books to the CPA
offices. The CPAs’ had a hard time selling it to business owners and wealthy individuals.
But in 2006 everything changed. I married a bookkeeper from Michigan and talked
her into coming to California to start an outsourced office as a flag ship example.
My wife Lin started her bookkeeping business out of our California home almost 3
years ago. Of course I had a lot of advice for her on how to sell accounting and
she got 10 new clients in the first year. Then it all went bad.
Lin started working every single night until 1:00 in the morning. As a newlywed
I was not happy about this new development. So I started watching over her shoulder
on how she managed the work flow, quality control and customer service. Sales have
always been easy for me, but this was the first time I saw someone actually do the
work. I was shocked at what I saw. Her practice was a mess! “Who taught you how
to run a practice,” I asked? Her reply was, “This is how all CPA firms do the work”.
She learned this way of running an accounting firm from her 50 person firm in Michigan
and those partners had all learned it from the Big 8 when they were fresh out of
college, 40 years ago.
It became obvious that if Lin got any more clients she would be working 3,000 hours
a year, late into the night on most and that this would be her life for the next
30 years. Even worse, at the end of 30 years she would probably have only accumulated
$300,000 or $400,000 in billing. I told her, “Lin I hate to say this, but your business
stinks. We have to change this ASAP.”
With the help of Indian software engineers and an expert in work flow process planning,
we developed an entirely new way to run her accounting business. Over the last 2
years Lin tested and refined the process we call “Paperless Work Flow”, to provide
high speed, low cost delivery of outsourced bookkeeping.
Our goal was to cut Lin down to 4 hours of work per day x 4 days a week and only
40 weeks a year. We also wanted a model that took 98% of the daily tasks
off Lin’s desk so she could spend all of her time with clients. Best of all we needed
a business model that we could scale, a standardized method that would hold together
at 40, 100 or even 300 new clients – each paying her $295 to $495 a week.

AT FIRST, LIN HATED THIS NEW MODEL OF NOT DOING THE WORK
After the first year of outsourcing, it looked like she was done growing and 10
clients was it. That meant she would never get to a million dollar firm. As you
know, if you are busy (and what accountant in America has not been busy every day
for the past 15 years) you just don’t have the time or interest to go out and take
on new clients.
Her biggest fear, however, was delegation. After 10 years of working in CPA firms,
she could not understand how to let go of the work. “Quality” was a one word novel
to Lin, it explained away every friction point in her practice and why she had to
work night and day. No matter what the problem, “Quality” was her answer for doing
it the hard way. |
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24 CPE Credits |
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She hated the new outsource business model because it forced her to make two major
changes…
- She was now a CEO and not a worker. Her new job was to build share
holder value (resale value of the firm) instead of getting paid for time and effort,
the only business philosophy she had ever known and one she was comfortable with.
- Being a ‘Get-er-Done’ kind of girl made it hard for
her to take the time to write up delegation rules and then trust her team to do
it at least 85% as good as she would. Lin had to learn to look at every new
piece of work and say “Who is going to do this, NOT how is it going to get
done?”
LIN MADE THREE DISCOVERIES THAT YOU WILL LEARN IN LAS VEGAS
- 5 critical tasks that will drive “share holder value” over the next
3 years. When you are winning, you have a lot more options in the future. Three
years from today your future is going to look bright.
- 7 changes she had to make about the way she ran a business. That or
she was stuck at 10 clients and had very little potential for growth.
- 3 advertisements she discovered that brought in all the clients she
could handle at a profit. Today Lin knows that if she spends $3,000 on the 1st,
she will have 2 new clients by the 30th, month after month after month.
RESULTS OVER THE PAST 18 MONTHS:
Lin now has 40 firms on the books. She is bringing on two new clients a month. Her
average outsource client pays her $20,000 per year at an average of 50% net. Best
of all she has 12 employees whom she has NEVER met, and they do 98% of all the work.
Lin just talks to clients most of the day. She is not down to a 4 hour work day
yet, but we’re closing in on it every month.
For selfish reasons I invented this new system for Lin because:
A. I did not want anyone I loved to be working night and day on someone else’s
tax returns for the next 30 years
B. Lin is a lot more valuable providing ‘actionable’ information
to grateful business owners
WHO IS PROVIDING OUTSOURCED BOOKKEEPING BESIDES LIN?
In 2007 we taught this process to 10 firms in Las Vegas, some of whom you will meet
in June at our conference. You will read about their firms and growth in this report.
In May and September of 2008, Lin and I, along with our team, trained 146 other
firms how to build an outsourced bookkeeping business using the Paperless Work Flow
process. Most are picking up 1 and 2 new outsourced clients every month.
Working closely together with the firms we have trained over the past 3 years, we
have jointly sold over 2,500 small business owners on using this system. You will
benefit from our shared knowledge and experience and will receive our combined technical
and marketing skills at this 3 day event.
You will even meet several dozen of the accountants and business
owners from our past seminars – and be able to ask them questions directly
during the convention. You will learn 100% of the details of exactly how we
find, sell and deliver outsourced bookkeeping while building a business that requires
the owner to do less than 2% of the work. |
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KC, we picked up 3 clients in October for a total of $53,000 in
annualized billing. That’s a great month.
Tim Sernett, CPA- Overland, Kansas
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Complete Details: 3 days that will change your life!
What Wednesday June 10th, 8AM to 5PM What is outsourced accounting,
how does it work and why is it a cash cow?
8:00 AM A Business owner pays their bookkeeper $15 an hour
– that’s $30,000 a year. When you add in overhead, the
total burden rate of a bookkeeper is $60,000 to $75,000. At the end of the
next 3 days you will cut that cost down to $15,000 - $25,000 by linking your fax
or scanner & PC to the clients’ office and collect documents like sales
invoices and checks in real time.
We will show you how we work around the clock and post transactions into the clients’
QuickBooks all day long. We provide real time communication and direct links to
the client’s paperwork via the paperless document systems. Other than making coffee,
the business owners cannot tell we are not in the office right down the hall. This
eliminates the need for an in house bookkeeping employee and cuts cost by $40,000
to $50,000 year. This is a powerful business proposition.
Best of all, this business model does not require you to do any of the actual work
– we designed this business from the ground up as a virtual operation. In
our own operation we have 12 employees - all work at home, part time, as contractors.
NO OVERHEAD.
During the next 3 days you will learn….
- Why the ‘old system’ with the firm owner doing most of the work has
failed you
- How we average $20,000 per client in annualized billing and get 2 clients
a month
- What advertising plan and budget you will need to get 24 new clients
a year
- What kind of cash outlay you can expect if starting an outsourced bookkeeping
business
- How 5 easy steps will solve your staffing problem ONCE AND FOR ALL
- How if you bill for time, it is a guarantee that you are going to be
stuck exactly where you are today. Forever.
- Why our first rule is STOP doing any work – you NEVER do the
outsourced books, EVER.
- How you can work 4 hours a day, 4 days a week, and 40 weeks a year
– at double the pay.
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“If busy made you rich I’d already be retired on the beach in Hawaii.
I have worked hard every day for 40 years – now that I have the paperless
overnight work flow I can finally get work off my desk and use the time to
see clients.”
Richard Robinson CPA, “The Last Roughrider”
Santa Fe,
NM
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9:00 AM Why is the outsourced bookkeeping business model a
cash cow?
- The business is evergreen. Good sales or bad – customers have
to do books every month.
- We net 50% profit margins on this business.
- 90% retention. Our customers don’t want the job back.
- We delegate 98% of the task.
- The 2% that remains is relationship building, not accounting.
- The staff we hire (work at home bookkeepers and retired CPAs’)
are thankful for the job, so our turn over is very low.
SUMMARY: Low turnover of customers and staff, standard business rules and
a technology system that manages documents, work flow, quality control and customer
service – makes outsourced bookkeeping a perfect virtual cash cow business. |
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10:00 AM The 24 hour work day and why we don’t
do any of the ‘real work’ ourselves.
The number one reason business owners buy outsourcing is to cut cost. The second
reason is to remove the employee drama from their operation and the third reason
is to get better accounting reports and analysis.
To dramatically improve the quality of work the client receives, we have developed
a 24 hour high speed business cycle that collects raw source documents all day and
delivers posted work in the morning. NO ONE even comes close to this level of service
and value.
You will see every detail of how we get this done by using workers
outside of our office. |
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11:00 AM The Remote Virtual Business Model – work anywhere!
Lin and I travel at least one week a month. Our goal is to work 4 hours a day, 4
days a week and 40 weeks a year. That does not mean we are not working most of the
time, it means we are doing other projects that we find interesting.
Lin has 12 work at home contract labor team members and I have 26 in our respective
companies. Yet we work out of our home and on our schedule. You will see how we
do it in Las Vegas; we will bring our traveling office to the conference. In a single
case we have our Vonage phone, 2 screens on a lap top, Internet connection, scanner
and printer along with speakers for a little after hours music. Packed with the
cables and ready to roll at a moment’s notice, you will see exactly how we work
all over the world.
Now, you don’t have to close down your office, but isn’t it nice
to know that when you see last minute airfare to London at $285, you can grab your
case and work the rest of the week in Piccadilly Circus? |
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12:00 Noon Lunch Break |
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“For 3 years we have consistently picked up 15 to 25 new outsourced bookkeeping
clients every year at $295 to $495 average weekly billing. If they get past 90 days
with us, they stay forever”
Bruce Knudsen CPA - Billings, MT.
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1:00 PM to 5PM The Technology - low cost and simple to run,
it allows us to go virtual and hire anybody anywhere. On the first
day you will learn how Lin and KC spend 1 week a month on vacation somewhere around
the world and no one even knows they are gone.
Answering the phone in a virtual business
with GotVmail.com
Why answer the phone? They don’t even answer the phone
at the phone company. For $9.95 a month – you have eliminated the receptionist
position.
Go Paperless Overnight – but NOT on your own computer
- Name pages for 15% of cost- naming pages normally costs you more than
software
- Learn 3 ways to move your business paperless and the one way that works
best
- Access any piece of paper in 3 clicks and one second
- Know everything happening in your firm - all the time from anywhere
- Learn how to get 8 hours of work done in 4 hours with PDF files & 2
screens
- Share a document from a job site with both staff & customer at once
If you have read the Emyth and wish you could build that business / watch this!
Learn how we use voice & video recordings linked to work papers
to create a set of ‘how we do it here’ instructions. The process
is so cheap and simple it is amazing, but you have to see it in action to understand
how it works. You can have a complete manual on your internal processes and
procedures in under a month at almost no cost or business disruption. Many
business owners have been looking for this answer since 1987.
24 CPE Credits / Limited to 100 attendees
24 CPE Credits / Limited to 100 attendees
Access your QuickBooks
from home, work, on vacation or customer’s location – let Intuit mail
your invoices, post credit card payments, etc.
- Never worry about backup, virus, theft or servers going down, with
an application service provider. These are giant computer centers that
rent space to small business.
- 5 reasons to move your accounting software to a ‘ASP server farm’
- 3 cost cuts you will enjoy when you can get to accounting from home,
job site or vacation
- Our choice vendor after 8 years and a dozen failures –
name and phone of who we use
Go To Meeting - the $49 a
month Gas Saver
- Every week we have dozens of meetings with clients to review work in
progress.
- We don’t drive to the customers and they don’t come to
my office. We are virtual.
- We link to my PC or the Customers and share our screens.
- In 15 minutes we accomplish so much work that driving an hour is just
stupid.
- We use the service to train and manage staff, support customers and
as a sales tool.
- You will see exactly how it works and why you should buy this
service.
The 3 screens I use in my
own Virtual Company
- This is the authors desk top, 3 screens hooked to one cheap PC
- All software is accessed from remote servers / cuts computer cost
- One phone line and a digital voice recorder for communications
- Learn why that’s all you need in a virtual office
- See all these low cost / high productivity processes in action
- Learn how the author runs 4 businesses with 65 employees in 4 countries
- Discover why we are so good at this - we have taught 1,425 CPA firms
and 1,500 small businesses on our processes
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 Thursday June 11th 8:00AM to 5:00 PM
The exact steps we take to find and sell two new outsourced clients
a month at $20,000 annualized billing. |
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8:00 AM The ad budget and ramp up cost to go into the outsource business
- Ramp up costs (including advertising) fall between $2,000 and $5,000
- Explanation of where that money goes and the 3 steps to recover these costs in 90
days
- Ad budget –(the first year we spent $4,000 in advertising) we tell you what you
need to do
- 5 easy steps to solve your staffing problem ONCE AND FOR ALL.
- Why you should NOT bill for time, and if you do, why it is a guarantee that you
will be stuck exactly where you are today. Forever.
- Why our first rule is to STOP doing any work – you NEVER do the outsourced
books, EVER.
- How you can work 4 hours a day, 4 days a week and 40 weeks a year – at double
the pay.
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Up $200,000 in just 8 weeks after 2008 conference
Email in 11/21/08 |
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“KC Got your message. Sorry didn’t call back. Good week. Started
four new clients this week, sold one new one. Training new “transition”
lady. That is a total of 12 signed, 8 to set up before year end and 4 in January.
We are a bit overwhelmed. Want to get postcards, website, brochures DVD, and salesforce
completed by December 15th. We take off the last two weeks of the year. Start mailing
in January. One thing I have a question on is the flow charts we say we will complete.
How are they done? If you could call Wednesday about 12 my time I would love to
chat a few minutes. Total monthly new fees so far $8,664.50 and $4,708.50 adding
in January. I’m pretty excited!! Thanks for your vision. I figure that is
about $200,000 added value to our business. My goal is to take it to 1m in one year.”
Tony & Debby Layson, Macon GA

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9:00 AM The BIG Solution to a problem every business owner has
- The 7 reasons business owners want to buy outsourced bookkeeping –
3 that count
- The 2 types of business that will buy from you – and how to qualify
them fast
- The 5 ways we cut the clients cost up to $50,000 a year and give them
better numbers
- The 3 steps toward removing employee drama brought to the office by
bookkeepers
- The 11 opportunity costs, caused by bad numbers, which keep clients
from getting rich

10:00 AM Positioning yourself in the market so clients seek you out
when they have trouble
- 5 steps you must take to position yourself as the ‘go to’
person when a client needs help
- 5 referral centers and the 12 things we do to make sure we get the
leads
- 7 PR steps we take to create awareness in our targeted niche markets
- YOU ARE THE BRAND – 3 unbreakable rules on why your picture should
be on all ads
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Up $12,000 a year in the first week |
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"KC-Took your advice and called a client who was an annual client paying me
about $2500 per year. Sold him on the outsourced bookkeeping at $1000 per month
and will still charge $2500 for tax returns! Firm net worth increase-$12000 - by
the way, 1 appointment - 1 sale!"
Thanks, Dan Ahart CPA, Decatur GA

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11:00 AM Targeting your best prospects
- What size of business is most likely to buy
outsourced bookkeeping
(5 to 100 employees)
- The two types of businesses we do not advertise to. This will surprise
you
- 4 questions that will help you decide on a geographic area to focus
your advertising
- The 2 vendors we like best for buying a list of prospects
- The 1 important qualifier about the prospects web site that determines
if they are open to outsourcing
- Why we prefer to market to a list 2,000 to 2,500 potential clients
- Why 20% of business owners will make bookkeeping changes this year
- How we end up at 400 to 500 potential sales. If we get 10% we are golden
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“KC our staff loves the work flow and paperless overnight system you set up. We
are able to delegate work and track the status in real time. This lets us
get more done in less time allowing us to spend more time marketing.”
Rachel Siegel CPA Totaro Totaro & Segal
New Jersey

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Noon to 1PM LUNCH BREAK

1:00 PM Advertising by direct mail for new clients
- 14 details before you buy a mail list
- The test results of all our ad campaigns over the last 3 years that
directs us to a targeted post card mailing
- How much to pay & where to buy that list
- Why post cards work best for this type of sale
- How often you should mail to the same prospect
- The 2 best days of the month for mail
- 1st class or standard (bulk) mail - see our test results
- When to use folded mail merge letters
- What 3 other pieces do we mail to prospects
- What do you say on the post cards that works
- What kind of response can we expect
- Will you make money off direct mail advertising and our experience
with cost per client acquisition in different markets
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2:00 PM Your Web Site sells outsourcing for you
- 1 critical fact – outsource is a web related sale. You
must have a web site to get the good clients.
- 4 reasons clients look you up on your web site after they get your
post card, but before they call you.
- How to create a web site that ‘pre-sells’ the client
- by the time they call you – they are buyers.
- 3 steps for tying your web site to your post card ads / 1 way this
tie in can double responses.
- 2 places to get a good deal on web development / how and where we outsource
our sites.
- 5 giant wastes of time and money that amateur web designers insist
you do. Web people are technicians, not sales people – they don’t know
how to close deals.
- FREE - the ad content to put on your web site. We’ll give
you the file based on our own SEO search engine optimization work.
- SEO, Links, Blogs Articles and all the other steps you can use to build
traffic in a nut shell
- 4 items on the check list for lead generation from your web site –
use 1 and you cannot fail
- 3 steps to easily post video clips into your web site and 5 reasons
why this helps close sales
- What kind of a site can you get for $300, $500 or $1,000 – is it worth
the extra money?
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3:00 PM The free CD - How KC sells for you on CD
Don’t think you can sell outsourced bookkeeping? Let
me do it for you. Mail this CD to your prospects, current clients and centers
of influence in your market. Your name and picture are on the cover.
After they have watched the movie, the business owner makes two choices:
- They call you for a bid immediately or…
- They put the CD on the shelf (sometimes for years) until the bookkeeper
quits, then you get the sale

Your name, phone number and picture are on the cover. These CDs have a long shelf
life. I have received calls from owners with a ‘Business Builder” tape I sent out
in 1995, over 10 years ago. Advertise once, stay on the bookshelf for years to come. |
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In just 30 minutes learn….
- The 5 proven ways to give the CD away for free and get quality leads
- 3 ways we generate referrals from Lawyers, Financial Planners, Bankers, Business
Consultants and Insurance agents with the CD
- 7 steps KC uses to teach the business owner how outsourcing works
- 2 critical problems on the CD that makes the client want your service
- How much to pay for your own CD, production processes, how to put your picture on
the front of the cover, when to mail, what to expect on R.O.I.
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YOU GET A COPY of the free pass out CD by mail as soon as you
register for the conference. |
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3:30 PM The free Teleconference, to close sales

- 2 reasons the free weekly teleconference brings in clients
- The 6 major points to discuss over the 20 minutes
- How “GoToMeeting” works, the cost and the reason to get
an account
- 5 steps we take to get ‘semi-interested’ prospects to listen
in
- 4 vital processes to get the semi interested to ask for a bid
- LIVE EXAMPLE OF THE teleconference, before you get to the Las Vegas
show, you’ll listen to our sales presentation to potential clients.
We put you on the list as soon as you register.
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4:00 PM Pricing your work and closing the sale
- 3 step process for bidding the outsourced bookkeeping in less than
5 minutes
- 2 ways to tell if the prospect is NOT going to buy from you in that
same 5 minute period
- How to terminate your meeting with that less than enthusiastic prospect
- 3 questions you must ask to get the interested client on your side
in the next 15 minutes
- In those 3 questions – how to discover the clients true and often hidden
reason for buying
- One short exercise that gets the client to give you a price range they
are comfortable with. This prevents you from shocking the client on cost, late in
your meeting.
- The pass out work book we use to make a presentation on outsourcing
- What to say so the client looks up and says, “When can you start?”
- How to collect in advance – and get paid in advance 100% of the time
– this day forward
- The most important fact of all that I have learned after selling hundreds
of businesses on the use of outsourcing.
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The sale takes place within minutes and is actually pretty easy
If the business owner wants to outsource you will be able to tell within
minutes. If they do not want to buy, you can’t give them enough details to
change their mind. The reason that’s important to you is this….
It takes away the pressure of sales. The answer is yes or no and that’s
that. Get a no, go to the next prospect. More important, only ask people
who respond to your advertising. No cold calls.
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Friday June 12th 8:00AM to 4:00PM
Getting the work done

- How to control quality and quantity when your staff work from
home
- How to hire contract CPA’s and bookkeepers to do 98% of the labor
- How to get 8 hours of work done in 3.5 hours
- How to cut your staff burden rate from $36.00 per hour to less than
$14.00
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8:00AM You focus on setting up new outsourced
clients
You turn the work over to others - You do NOT worry
about quality |
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24 CPE Credits |
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In the first hour of day 3 you will see exactly how we take on 24 clients in a year
and yet – work fewer hours. This is made possible because of a
quality control system we invented and you will learn, called ‘bottom up delegation.”
The client (that we call the SME, small medium enterprise) faxes or scans all source
documents during the day. These documents are named (you are now paperless)
by a service called Paperless Overnight (15 cents) and then sent into our work flow
process to be recorded.
We expect the people at the bottom of our skill chain at $8.50 hr (working outside
our office) to accomplish 80% of the work Any task that takes over 2
minutes is judged difficult and moves up one level to our mid range staff (home
working accountants at 12.50 to 16.00 an hour) The home worker can bring the task
up to 95% to 98%+ completion.
At this point, retired CPA’s in Florida and Arizona review the final work for a
few minutes each day at $20.00 to $24.00/hr. By the time the transaction is 24 hours
old, 3 to 4 people have ‘passed eyes’ over the event. That’s a lot of quality review. |
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“Outsourced Bookkeeping is year round business. Best of all I delegate
100% of the actual work to my team. My job is running a business not doing
books.”
George Varghese EA, Lilburn Tax, Lilburn GA
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In our firm, Lin’s CPAs’ provides simple financial analysis and advice to her utilizing
the 80/20 rule. (We call this process 5 Minute Books and will demonstrate how it
works for your customers during the conference.)
What we are looking for are areas of interest to point out to our clients -The 20%
of their business that makes 80% of the money, and how to stop doing everything
else. This 80/20 analysis is what makes Lin look like a genius on her weekly or
monthly call to clients. The feedback is easy to give and very helpful to clients
who aspire to greatness. This ‘advisory’ service is the added value that keeps our
office out of the ‘lowest bid’ syndrome. |
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The bottom up work flow is tracked on a document management system |
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10:00 AM to 3:00 PM How we get 8 hours of work done in 3.5
hrs
The tactical steps for setting up and delivering the outsourced service
We will provide you with flow charts and check lists that your staff will use to
set up new clients. This will save you hundreds of hours over the first year.
- The first step – setting up your own office so you can practice the
virtual concept without fear of failing
- The methodical process we use to set up new clients
- How to use the JING software to create help files so you may transfer
knowledge to your staff at ease (Very Important)
- How and why to use the on-line banking features and how to get set
up with local banks
- How and why to use on-line bill pay
- How and why to use a merchant account with QuickBooks and how to help
your clients
- Review of new-client-set-up checklist and how to implement the steps
- Review of 100 most common items in every business and how they work
in QuickBooks
- QuickBooks set up details that match the 100 list and the clients business
- How to set up the fax and scanner at the clients office
- How to set up the Paperless Overnight service
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24 CPE Credits |
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3:00 PM How to build your outsource team one step at a time at low cost
- Who do you hire first?
- How do you keep from hiring people until you have the work?
- What do you pay?
- When do you fire them?
- How do we test their skill?
- Controlling quality and security?
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Kids sick? No problem, work from home today
- 5 rules to implement before you offer work from home
- 7 reasons emailing files back and forth will fail as a delegation system
- 3 critical computer reports that tell you exactly how productive everyone
was today
- How the average small business will save $3,000 to $5,000 a month with
these discoveries
- How to use RDC remote desktop connection to link your staff to the
office
- 7 pros and 5 cons of using an outside service to run your network
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How to hire work at home Moms & retired CPAs - The great untapped asset
- The best, free resource for finding and hiring great staff, who want
to work from home
- Most people you find here want part time only and NO MEDICAL coverage
or other benefits
- How we check references, work history and criminal records - under
$40
- What to pay based on skill set and experience / They all provide their
own PC & Internet
- The five states we have the best luck in (lower cost, high skill, computer
literate)
- Tracking productivity per hour of work (a simple online tool that works
in your office too)
Friday 4:00 PM End of Conference |
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Reserve your seat now for the 3rd annual Outsourced Bookkeeping Conference |
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Learn how to sell and deliver “Outsourced Accounting”
Easy to sell, High billing rates and best of all 98% of the work is delegated |
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Eastern USA, Washington DC
October 28th – 30th
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Western USA , Las Vegas NV
September 21st – 23rd
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This is NOT where we doing the Wash DC conference The final location to be announced 9-5-09 , were trying to get a
larger room to hold over 100 people.
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Mirage Hotel in Las Vegas – We could only
get a room that holds 100 attendees, so this location will sell out. Register early.
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The conference will be held at the Mirage Hotel in Las Vegas
Reservation Form: Complete this page on line and click
submit, or print the form and fax to 815-550-1128 OR mail to 8020 Accounting
Systems, Box 2254, Casper, WY 82602 OR call KC Truby at (307) 473-5741 directly.
If the phone is busy, leave a voice mail with the best time for KC to return your
call. He will answer all your questions personally.
This is the most advanced, intense training we have ever delivered. It is
85% new material and 100% based on the results of our most successful accountants
over the past 2 years. (Many of them will be speaking at this show.)
The seminar fee includes all the operations manuals we use for the delivery of outsourced
bookkeeping.
The conference is limited to 100 firms so we expect to sell out early. The
seminar is $1,985 for the first person and $395.00 for additional people from the
same firm. It includes the entire operations manuals for building an outsourced
bookkeeping service.
Questions? Email to kctruby@msn.com
or call 307-473-5741 |
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24 CPE Credits. 8020 Accounting Systems is registered with the National Association
of State Boards of Accountancy (NASBA), as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
www.nasba.org
Copyright 2009, By KC Truby, 8020 Accounting Systems,
Casper WY

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What other accountants & business owners say about this process |
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Since 2001 I’ve had trouble hiring enough people to keep up with our outsourced
accounting business. In one day KC Truby got me 12 of the best applicants
I have seen in over a decade, amazing.
Sue Archer Michigan Accounting, Detroit MI
I started a bookkeeping office from scratch 18 months ago. By June of 2007
I will cross the $100,000 per year NET income mark. We got the clients from using
house wives who telephone from home. I run the entire business from
my home with 5 accounting contractors and 1 telemarketer spread all over the world.
Hiring home workers and putting them into the Paperless overnight work flow, along
with Right Networks server farm has allowed me to keep my total cost of doing business,
including wages, under 39% of billing. That is making profit.
Lin Baumbach www.5minutebooks.com
San Diego CA
KC Truby may be the most forward thinking person I have ever met in the accounting
business.
Richard Robinson CPA Santa Fe NM
KC, when you showed me the free video clip help files that I can build right on
my desk top for free, I realized this is the most effective way I have ever seen
for training my office staff as well as my home workers.
Tim Sernett CPA Kansas City KS
We were planning on spending $2,500 to $4,000 annually for ‘Filing Cabinet’,
and then my son (who owns a computer service) saw the Paperless Overnight system
and how it was being used to manage home workers. We immediately went
with the 15 cent solution. Not only do we get more functions we saved thousands
of dollars.
Jackie Anderson CPA Riverside CA
We have needed a consistent telemarketer for years. This is the first time
we have ever received more applications than we can respond to. What I really
like about on line management is how easy it is to turn off a contractor that does
not deliver results. In less than 10 seconds we can terminate with out emotion.
What a relief.
Sam Wells CPA San Antonio TX
I only pay home workers for the hours they are billed out. No slack time.
Don Rodman CPA Spokane WA
We have 3 outside workers and 5 inside our office handling over 5,000 pages of source
documents a month on the paperless overnight system. The work flow tracking
keeps me on top of what everyone in our organization is doing at all times.
Rick Rutherford CPA Seattle WA
We use 2 outside workers in India, 3 home workers in Montana and 3 staff in the
office. The work flow processes that KC teaches in just 99 minutes are amazingly
simple. I wish I would have thought of them years ago.
Bruce Knudson CPA Billings MT
I have clients all over the country; I don’t know why I never thought about
using employees all over the country. This is so simple and so cheap –
thanks.
Michael Mareschal CPA Temecula CA
For 3 years I have been at a loss to find new employees. Our practice has
been at a standstill because no one in Oklahoma wants to be an accountant. We
got swamped with home worker applicants, some right down the road from us.
Ted Weber CPA Tulsa OK
I want to try telemarketing, but don’t have room for a person in our office
– this is the answer.
Ken Miller CPA Escondido CA
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Who is KC Truby, the presenter…?
Since 1987 KC Truby has taught 16,000 accountants how to find and sell more new
clients. 2,000,000 small business owners have his tapes on sales and cash
flow. KC has brought 250,000 businesses into a local accountant’s office
with his QuickBooks Made Easy seminar, used as a marketing tool. KC
knows what business clients want, and he knows how to sell them.
Copyright 2007 by Lonesome Cowboy Publishing
(307) 473-5741
PO Box 2254 Casper, WY 82602 |
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