09/21/2017 Receipt Bank Takeover

9/21/2017 QBOchat

Storify by
QBOchat
Thu, Sep 21 2017 20:43:50

9/21/2017 QBOchat

Receipt Bank Takeover

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz
  3. Hi everyone! Nicole here in Chicago enjoying some summer weather on this fall day 🙂 #qbochat
  4. Hi everybody! Alex M here with TSheets Time Tracking & Scheduling in (finally sunny & not raining) Eagle, Idaho! #QBOchat
  5. Rob here with @ProRata in Atlanta, GA. Great to see everyone! #qbochat
  6. Hi all! Tonya from Schulte and Schulte, LLC here in gorgeous Phoenix, AZ #QBOchat
  7. Ross here with RAC Bookkeeping in Toronto, ON… glad to be back
    #qbochat
  8. Hi everyone! Victoria here with Iconis Group from Atlanta, GA #QBOChat
  9. Super excited for this week’s #QBOchat all about our friends at @ReceiptBank!
  10. I’m Ben Stembridge with Receipt Bank, tweeting in remotely from NYC today! #qbochat
  11. Hi! It’s Carla from Minnesota. Livin’ the dream with our summer weather in the Upper Midwest!!! #qbochat
  12. Hi all Sarah from Aero here tweeting from sunny SF Bay Area #qbochat
  13. @QBOchat Hi everyone! Joann here from @taxbuzzonline from sunny but rainy today California! Nice to be here #qbochat
  14. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  15. Hey guys the AutoEntry team are glad to be here for another #QBOchat @QBOchat
  16. @bdaccounting Make sure to include the #QBOchat hashtag in your tweets so everyone can see your tweets that is following along.
  17. It’s been a @ReceiptBank afternoon here -had a webinar about Practice Platform #qbochat
  18. A1. A value proposition answers what makes you different and what value you can offer your clients! #qbochat
  19. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Books Cloud LLC
  20. Hi everyone – Janice here – been awhile. What a day to have some free time! cannot wait to chat about #receiptbank #qbochat
  21. Hey @QBOchat Long time no see! Valerie from Intuit tweeting from Chicago suburbs today. #qbochat
  22. @LayngAndLayng Glad you were able to join us for our webinar earlier! And for #QBOChat
  23. @tsheets Well! Gorgeous and 88 degrees here in sunny south AZ today! #qbochat
  24. Hey #QBOchat friends…
    I’ll be able to join you for about 15-20 minutes today.
    My name is Caleb Jenkins from @RLJ_Financial in Ceres, CA!
  25. @QBOchat A1 It’s what sets you apart from your competition. What you/your product/service can offer to clients #qbochat #value
  26. A1: A value proposition is a simple statement that effectively shows your worth to your client #qbochat
  27. @AutoEntry_OCREX May be chilly BUT you are in Dublin! That is one of my dream places to visit!! I’ll trade you 😉 #QBOChat
  28. A1: it’s what make you different from others, and what you can offer to your customers, and why they choose your product #qbochat
  29. A1 it is your competitive advantage, a reason for a potential client to come to you and for an existing client to stay with you
    #qbochat
  30. @QBOchat An offering a company offers to make it more attractive to clients. #QBOChat
  31. A1: A #valueproposition is what differentiates you from your competitors and shows the value that you offer to your customers. #QBOChat  https://twitter.com/QBOchat/status/910943322759450624 
  32. A1: Value Prop is crucial – you convey value to both your client & their business #QBOchat
  33. Exactly! RT @schultetonya: @QBOchat An offering a company offers to make it more attractive to clients. #QBOChat
  34. @schultetonya I am good! I am finally over a stomach bug that hit me last Friday but I am almost positive it has turned itself into a cold ? #QBOChat
  35. @shultetonya I will keep bugging you, don’t worry! #qbochat
  36. @LayngAndLayng Great insight and description! Keeps the client aware of what makes a firm a peg above the rest. #qbochat
  37. A1: Value proposition is why you love us – what makes Circulus work for you is what makes us attractive for you! #qbochat
  38. A1: In the simplest of terms – why a customer should buy. #QBOchat
  39. @sharearefund What is your value proposition? (or anyone’s here?) #QBOchat
  40. My value prop: I offer fixed-price packages that include @ReceiptBank @QuickBooksCA and @Hubdoc in the price. #qbochat
  41. Q2: How do I use my value proposition to communicate to clients? #QBOchat https://t.co/ZDHzXky68R

    Q2: How do I use my value proposition to communicate to clients? #QBOchat pic.twitter.com/ZDHzXky68R
  42. Great question! What is your firms value prop? RT @QBOchat: @sharearefund What is your value proposition? (or anyone’s here?) #QBOchat
  43. A2: Can you clarify the question? … Haha, foggy brain in Houston.
    #qbochat
  44. A2: Use your value proposition to relate to your client’s pain points. Their pain was once yours. #qbochat
  45. A2 Find out what’s important to the client & then figure out how your service compliments their needs #qbochat
  46. @AmyWalkerCPA I think really its – how do you communicate the value you provide to your clients? #qbochat
  47. A2 Each value proposition needs to be tailored to the client… find the pain points and show how both of you can alleviate them
    #qbochat
  48. @AmyWalkerCPA I think the answers from @ReceiptBank will help. We are pushing your thinking beyond the value prop, but how to use it in the firm. #QBOchat
  49. A2: Surveys, implementing new features according to the answers, clients’ suggestions and reviews #qbochat
  50. A2 Remember… we may bill out clients, but we need to work with them… think partnership
    #qbochat
  51. Our value prop is that we are the absolute experts in our #construction niche. No one does it better than us. #QBOChat
  52. @AustinNexus You betcha!!! Have you seen pictures of it yet? We had our ribbon cutting ceremony yesterday for the building! #qbochat
  53. A2: Frequent communication. Show them that you know the details of their business. Be part of their support team. #qbochat
  54. @racbookkeeper I absolutely agree! You definitely want to showcase a partnership #qbochat
  55. Absolute communication is key! RT @AmyWalkerCPA: A2: Frequent communication. #qbochat
  56. @racbookkeeper That is probably the best value we can provide – to be a partner, not just another “yes, sir/ma’am” employee or vendor. #QBOchat
  57. A2: We try to find industry influencers in #construction and #roofing and work with them to address the needs in the industry. #QBOChat
  58. Q3: What are personas? How do they help the sales process? #QBOchat https://t.co/oypSdiNOmz

    Q3: What are personas? How do they help the sales process? #QBOchat pic.twitter.com/oypSdiNOmz
  59. @vheckman We were literally just talking about you at our QBO certification class in Montana #QBOChat
  60. @schultetonya Great! We have so many partners that take advantage of their expertise within a particular niche. #qbochat.
  61. @vheckman We were bragging about your webinar you did for us on bank feeds #QBOChat
  62. A3. Our clients are all different, but they all have common needs. We can group clients into buckets then craft the right message. #qbochat
  63. Chatting with @receipts_bora when planning this chat, she really gets how firms can be using personas to help their marketing. #QBOchat
  64. A3: We have about 4-5 of these buckets, & use them to figure out how our product can compliment their needs #QBOchat
  65. @qbexpertchicago That’s good to hear! I thought my ears were burning 😉 #qbochat
  66. A3: Personas can help you segment you audience so you can connect with them deeper and help with their specific pain points #qbochat
  67. Any of the accountants here familiar with personas? Have you thought about that in your business yet? #QBOchat
  68. A3: We use them to help identify what our clients find important and how to angle our value propositions towards them #qbochat
  69. A3- crucial to have clearly defined customer personas, in Ocrex we give them names like SME Sally & Accountant Adam #QBOchat
  70. @CirculusTech you are absolutely right! hit the nail on the head with your answer! #qbochat
  71. I love the nicknames! It really does bring to mind a specific persona type. @AutoEntry_OCREX #qbochat
  72. @AutoEntry_OCREX I had a client that did user research – one of their personas ended up being Chatty Cathy. No clue where they got that from! #QBOchat
  73. A3: A fictional person used to humanize a unique customer segment. Lets not forget our customers are people 🙂 #qbochat
  74. A3 personas help us know our customers better, tailor communication to fit the audience and stay organized. #QBOchat
  75. @JillShalett Hi again Jill! Long time no talk! Thanks again for attending our lunch yesterday. #qbochat.
  76. @QBOchat Hi all! Alan here, I’m down with a cold today, but wanted to check in and say hello! Hope you’re enjoying the RB takeover! #qbochat
  77. @receipts_bora Yes – I find myself asking “Would Sally like this feature ?” Haha the sad life of a marketer ! #QBOChat
  78. A3: We provide different products for different customer groups #qbochat
  79. Q4: Accountants are now selling our services and the Apps we use. What are some ways we can get buy-in on both? #QBOchat https://t.co/q7nT67qLL4

    Q4: Accountants are now selling our services and the Apps we use. What are some ways we can get buy-in on both? #QBOchat pic.twitter.com/q7nT67qLL4
  80. now you got me wondering what ‘persona’ has been given to me… lol
    #qbochat
  81. @QBOchat With the firms, I have been working w/ this has been a trend b/c sometimes it is hard 2 be a salesperson as an accountant! #qbochat
  82. A4: I try to demonstrate the app., either in person or by linking to the maker’s Youtube videos #qbochat
  83. A3 It’s important to note that personas change depending on the industry #qbochat
  84. @racbookkeeper And, wonder how many Apps have us categorized into different personas…. #QBOchat
  85. A4: In a prior chat, someone said the Apps are the tools of your trade. Make them a fixed part of the packaged offer. #qbochat
  86. It is important they understand how it benefits them. So take the client out, take a pic of the receipt, and trash it! @ReceiptBank #qbochat
  87. A4 I explain to the potential how we as professionals team with accountants like a doctor teams with a nurse #qbochat
  88. A4: I don’t think the Apps I use should matter a ton when it comes to customers. #QBOchat
  89. A4: They should just get a happy and peaceful feeling working with me. The Apps are my tools to help deliver that. #QBOchat
  90. @avalara @QBOchat So sorry you are sick today Alan!! Sounds like it’s going around everywhere!! Rest up & feel better! #qbochat
  91. A4. Share the workflow and why it benefits the client especially if they are the ones that need to use it! #qbochat
  92. A4 doc/nurse look after your physical health bkpr/acct look after your financial health
    #qbochat
  93. A.4 – When the app benefits both parties it’s a win win, saves everyone time and money #QBOchat
  94. @QBOchat A4: Our strategy is to use our position as experts to decide what tech stack our clients use because it is best for that industry. #qbochat
  95. Right. @CathyIconis – It’s just part of how you get your job done. You wouldn’t tell the dentist what to use to fill your tooth. #qbochat
  96. @receipts_bora @ReceiptBank You should definitely present something from their point of view, not what the accountant has to do. #QBOchat
  97. A4: Focus on benefits and outcomes, not the tech or service itself – those are just how we get there. Focus on where “there” is. #qbochat
  98. @CathyIconis So true. If I can provide a phenomenal experience for them, my tech shouldn’t matter. #qbochat
  99. A4: I take my clients’ pain points and match it to the end result of the app to solve problems and create improved efficiency. #QBOchat
  100. A4: Presenting the tech as one package built into the specific service you’re offering your clients. #QBOchat
  101. @AmyWalkerCPA The only difference I have is when the client is using an App for their systems and I have to figure it out for accounting. #QBOchat
  102. @JillShalett Excellent method. We find that clients appreciate when they’re shown the end game of a process that relates to them #qbochat
  103. Love it! RT@CathyIconis They should just get a happy & peaceful feeling working with me. The Apps are my tools to help deliver that #qbochat
  104. A4: Clearly explain what’s in it for the client, if possible. #qbochat
  105. @CathyIconis @AmyWalkerCPA – For some apps, the client uses them directly so they stay out of QB but still need help picking them #qbochat
  106. @getclockshark Think of how many accountants out there only speak to the tech – probably because we are used to the mechanics of everything. #QBOchat
  107. I gotta run. It was great chatting with y’all this week! Have a good weekend! #qbochat
  108. Q5: What are some examples of different types of clients/personas and how we should market towards them? #QBOchat https://t.co/pzffs96Rwb

    Q5: What are some examples of different types of clients/personas and how we should market towards them? #QBOchat pic.twitter.com/pzffs96Rwb
  109. @CathyIconis even the basics are new to some people – so we keep saying the same thing over and over, right? 🙂 #qbochat
  110. A5: The Geek is the easy one. They love the app world! Show them, then let them try it out #qbochat
  111. @AmyWalkerCPA Have a great week/weekend. Great following along with you on this #qbochat
  112. A5. “Numbers Ned.” They love the numbers. How can we provide accurate real time numbers they can make crucial decisions off of. #qbochat
  113. A5: Paper-frustrated Pete loves @ReceiptBank Just take picture, toss silly piece of paper. #qbochat
  114. the technophobe is… intersting… but easy overcome, explain it in the simplest of terms and show them the simplicity #qbochat
  115. Well said. RT @LayngAndLayng: A5: The Geek is the easy one. They love the app world! Show them, then let them try it out #qbochat
  116. Did you all see that you can now add apps for clients and firm within QBOA? Apps tab launched yesterday. #qbochat
  117. Here is my attempt at trying to show clients how we use @billcom and how easy it is for them. #QBOchat  http://bit.ly/2xydv2k 
  118. @LayngAndLayng I tell them to still store the docs… never know when you will get an old fashioned stodgie CRA auditor #qbochat
  119. @LayngAndLayng I just laughed out loud in the office! Will have to see if @ReceiptBank can work that into marketing LOL #QBOchat
  120. @getclockshark Probably why my post on bank feed issues is so popular. It is basic, but everyone starts with those issues. #QBOchat
  121. A5: We also have a “Technology Taylor”. They’re always on their phone and love working on the newest tech. #QBOchat
  122. @receipts_alicia @LayngAndLayng @ReceiptBank Are you explaining to all your office mates how they are missing out on #QBOchat?
  123. @receipts_alicia Talking on the phone or using Apps on their phones? #QBOchat (I hate talking on the phone)
  124. A5: Reluctant Larry. This client doesn’t seem excited about the app, but could easily benefit from it #qbochat
  125. Q6: What are some common objections you hear from clients? #QBOchat https://t.co/XvvDRvsUA7

    Q6: What are some common objections you hear from clients? #QBOchat pic.twitter.com/XvvDRvsUA7
  126. I was planning on doing marketing planning tomorrow, maybe I need to create some personas! #QBOchat
  127. A6: Price, “it’s too much bother”, “Why do you need THAT information?”, data security – online breaches and foreign storage issues #qbochat
  128. @LayngAndLayng I think price often comes down to not being able to convey the value to the client! #qbochat
  129. A6: “Couldn’t get my people to use the app” #qbochat
  130. A6. My clients aren’t tech savvy – I’m not tech saavy. #qbochat
  131. A6. Let’s be honest – an app these days has become pretty easy. #qbochat
  132. @receipts_bora If they won’t use the apps, then the price goes up – trying to drive away those who want to waste my time #qbochat
  133. A6 I forget to use it, so why do you keep on me about it #qbochat
  134. How many Apps here would train our clients for us? I feel like you guys are better experts than us. #QBOchat
  135. It’s the way to go! RT @CathyIconis: I was planning on doing marketing planning tomorrow, maybe I need to create some personas! #QBOchat
  136. @CathyIconis We certainly do – we loving showing people how to use ClockShark #qbochat
  137. @LayngAndLayng @receipts_bora Exactly! There is a cost to wanting special treatment that takes you away from what you know best! #qbochat
  138. A.6 “But we’ve always done it this way” – some people are allergic to change #qbochat
  139. A6: cost, not tech savvy, not fully understanding the weight of reviews and social media. Leads generated aren’t good, etc… #qbochat
  140. @AutoEntry_OCREX the brain craves stability – we all fear change at some level, but yea some people are experts at fearing change #qbochat
  141. @AutoEntry_OCREX Like the clients that manually enter in a credit bill as a single bill? #QBOchat
  142. A3: I like to tell clients and prospects that it doesn’t cost to have a good accountant. It pays. #qbochat
  143. @LayngAndLayng @CathyIconis @AutoEntry_OCREX the hard part is when that is how they we’re taught to do things in school way back #qbochat
  144. @bdaccounting Can I use that line, “It doesn’t cost to have a good accountant, it pays”? #qbochat
  145. A7: people don’t object to sharks. 🙂 Address each part one at a time until there is nothing left – of you find it’s valid #qbochat
  146. A7: One strategy is to have them try it out a few times, while we’re together. Often that works #qbochat
  147. A7 you need to know where the objection is coming from/rooted in #qbochat
  148. A7: They hired you as the experts, so you know the best tech for their needs. #QBOchat
  149. A7: Review your conversations with the client about your tech. You don’t want to overcomplicate something simple #qbochat
  150. A7 and subsequently dismantle it piece by piece… logically
    #qbochat
  151. A7: To overcome objections, it is best practice to do a value proposition! #qbochat
  152. @racbookkeeper Absolutely! One thing that is always good to remember is ask “Why?”to get to the root #QBOchat
  153. RT @tsheets A7: To overcome objections, it is best practice to do a value proposition! #qbochat
  154. Just a few minutes left for this week’s #QBOchat. What is your favorite take away?
  155. A7. You know your client best -> value prop + identifying the benefit 4 the correct persona = client seeing the value of your rec #qbochat
  156. “It doesn’t cost to have a good accountant, it pays” – that should be an ad campaign #qbochat
  157. A7: “I can’t be taking pictures all of the time” me: “You’re a <expletive> professional photographer, and you can’t take a snap?” #qbochat
  158. @QBOchat Thanks for having me today! It was a fun and informative chat #qbochat
  159. @LayngAndLayng it would take way to long to set up the right lighting to capture the true essence of that receipt 🙂 #qbochat
  160. A6 I always demo how the app can help their small business save money – increase revenue! save time!!! #qbochat
  161. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!
  162. Between calls and mini-fires…I didn’t fully engage in #qbochat like I wanted. But there’s always next week.
  163. #qbochat Today, 287 Tweets (including 43 RTs) 0 Participants (Most Active @receipts_bora 33 Tweets) via  http://chatdir.kneaver.com 
  164. Next week is New App Intros. Schedule it on your calendar now! #QBOchat
  165. Remember to sign up for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat.  http://bit.ly/2nJVXIC 
  166. Sorry I was in and out today, have a great week everyone! #qbochat
  167. @receipts_bora @CathyIconis @ReceiptBank It’s our pleasure!! You guys are fantastic!! Lots of great info today. #QBOchat

QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

Leave a Comment





This site uses Akismet to reduce spam. Learn how your comment data is processed.

Cart Item Removed. Undo
  • No products in the cart.