Free Mini Bookkeeping For REI Course

Resource- REI Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34) Resource- Discovery Call Template (23:23) Resource- Proposal Template (17:18) Resource- What to Request during Onboarding (Checklist) (11:27) Resource- Client Smart Card (8:08) Resource- What is a Vision and Why it is Important (7:31) Resource- 13-Week Scoreboard (Key Performance Indicators) (17:10) Resource- Real Estate Investing Lingo (3:24)

Welcome & Introduction!!! (3:38) Course Execution Outline & Timeline (3:23) What's Unique About Serving Real Estate Investors? (15:53) Real Estate Investing Lingo (3:24) Module 1 Quiz

Marketing Module Introduction: What is Marketing & Why is it Important? (6:31) Branding Introduction (18:28) 3 Beginner Marketing Principles (10:45) Should You Market In-Person or Online? (15:34) How to Find In-Person REI Events (meetups, masterminds, & conferences) (15:04) Where to Network with REIs Online (5:18) What is an Online Presence and Why is it important? (13:05) Social Media Marketing Introduction (13:08) Social Media Content Production Tips (12:20) Social Media Management System Walkthrough (6:18) Facebook Marketing Starter Walkthrough (20:14) How To Track Prospective Clients & Stay Top of Mind With Them? (CRM: Customer Relationship Management) (16:23) Keepful Walkthrough: Customer Relationship Management (CRM) Software (14:23) Mailchimp Walkthrough: Customer Relationship Management (CRM) Software (15:59) Favorite Way to Get New Clients (12:27) Importance of Testimonials & How to Get Them (11:05) Website Walkthrough (21:04) Weekly Marketing Key Performance Indicators (KPIs) That Have Worked For Time Capital Bookkeeping (16:08) Who are Real Estate Investors & what motivates them? (10:27) Where to find and network with Real Estate Investors (12:58) Biggerpockets Marketing Starter Walkthrough (19:30) Quiz

Introduction to Selling (2:35) Qualifying a Real Estate Investor Prospective Client (11:19) Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34) Discovery Call Template (23:23) Proposal Template (17:18) Sales Philosophy That Has Helped Me #1: Speed to Lead (14:15) Sales Philosophy That Has Helped Me #2: Collaboration over Negotiation (7:58) Sales Philosophy That Has Helped Me #3: Volume Game (13:34) Sales Mistake #1: Calls with unqualified prospects (8:13) Sales Mistake #2: Not truly believing in your product/service (8:34) Sales Mistake #3: Not knowing who you're talking to prior to the call (6:53) Sales Mistake #4: Talking too much (9:00) Sales Mistake #5: Not getting ahead of objections (10:16) Objection Overcomer #1: Seek to understand, not to argue (7:59) Objection Overcomer #2: What happens if you do nothing and continue on your current path? (10:26) Objection Overcomer #3: What makes it worth it? (7:52)

Overview of Onboarding Process (8:12) Onboarding Intake Form (8:09) Onboarding Shared File to Collect Information & Documentation (8:15) What to Request during Onboarding (Checklist) (11:27) Client Smart Card (8:08) Importance of Concurrent Actions (6:43)

Introduction to Quality Control Process (3:12) Pre-QC: Transaction Review Section Overview (Keeper) (11:19) Pre-QC: Payee/Entity Review Section Overview (Keeper) (7:32) Pre-QC: Account Reconciliation Review Section Overview (Keeper) (3:23) Check Overall Balance Sheet (9:50) Check Overall Income (Profit & Loss) Statement (4:32) Check Overall Statement of Cash Flows (3:24) Check Per-Rental Property Balance Sheet (9:06) Check Per-Rental Property Income (Profit & Loss) Statement (4:26) Check Per-Flip Property Balance Sheet (5:50) Check Per-Flip Property Income (Profit & Loss) Statement (5:15) Check Per-Entity Balance Sheet (6:25) Check Per-Entity Income (Profit & Loss) Statement (5:49) Check Other Custom Reports the Client Requests (4:15) 1099 Check 1 (Keeper) (4:57) 1099 Check 2 (Keeper) (5:42)

Introduction to Basic Advisory Services: What We Currently (11/2024) Offer & Why (12:45) Review & Interpret: Balance Sheet (14:53) Review & Interpret: Income Statement (Profit & Loss) (8:42) How to read a Real Estate Investor's Statement of Cash Flows (SOCF) (16:30) Review & Interpret: Statement of Cash Flows (16:34) How to Calculate Cash on Cash Return on Investment (CoCROI) for a Rental Property in QBO (15:46) Key Performance Indicators (KPI) to Track for Real Estate Investors (19:48)

Growth & Organization Introduction (5:38) This business is hard (12:43) I almost quit this business (23:02) Core Values (16:01) What is a Vision and Why it is Important (7:31) 13-Week Scoreboard (Key Performance Indicators) (17:10) Services We Do Not Offer & Why (for now...) (10:41) Overview of a proven Technology "Stack" for your Bookkeeping Firm (12:55) Organizational Chart (23:12) Your First Hire (6:15) First Thing I Did to Prepare to Hire People (14:30) Second Thing I Did to Prepare to Hire People (9:54) Third Thing I Did to Prepare to Hire People (6:58) Overview of Hiring Process (26:10) Leadership Tip #1: Extreme Ownership (9:11) Leadership Tip #2: Be Humble (10:08) Leadership Tip #3: Decentralized Command & Control (11:49) Scaling Tip #1: Remain Focused on Your Client Experience (9:02) Scaling Tip #2: Hire Thinkers, Not Notetakers (5:18) Scaling Tip #3: Over-Communicate (7:08) Scaling Tip #4: Keep It Simple (7:00) Scaling Tip #5: Prioritize Revenue, Not Number of Clients (5:52) Scaling Tip #6: Document every process in your business (5:48) Scaling Tip #7: Structuring your weeks for maximum productivity (15:45) Scaling Tip #8: Document your successes and failures (4:16) Scaling Tip #9: Don’t be afraid to fire clients (10:47) Scaling Tip #10: 80/20 Rule (12:19)

Congratulations & Thank You!!! (1:32) Next Steps... (6:56)