{"version":"1.0.0","segments":[{"startTime":148.506,"endTime":150.87599999999998,"body":"You're listening to the"},{"startTime":148.506,"endTime":150.87599999999998,"body":"Ambitious Bookkeeper podcast."},{"startTime":150.946,"endTime":156.226,"body":"I'm Serena Shoup, your host, and today"},{"startTime":150.946,"endTime":156.226,"body":"I'm airing a replay of a live Q\u0026A that"},{"startTime":156.226,"endTime":158.71599999999998,"body":"I host every last Thursday of the month."},{"startTime":158.976,"endTime":161.606,"body":"This one's from the month of April 2026."},{"startTime":161.68599999999998,"endTime":166.106,"body":"Our next one is going to be"},{"startTime":161.68599999999998,"endTime":166.106,"body":"May 28th at 10:00 AM Pacific."},{"startTime":166.146,"endTime":170.18599999999998,"body":"Then we're gonna actually be taking a"},{"startTime":166.146,"endTime":170.18599999999998,"body":"break for June and July, and then we'll be"},{"startTime":170.18599999999998,"endTime":173.106,"body":"back in the fall for our monthly live Q\u0026A."},{"startTime":173.15599999999998,"endTime":177.12599999999998,"body":"These are open to the community, to"},{"startTime":173.15599999999998,"endTime":177.12599999999998,"body":"our students, anyone who needs support"},{"startTime":177.12599999999998,"endTime":179.206,"body":"in growing their bookkeeping business."},{"startTime":179.99599999999998,"endTime":183.52599999999998,"body":"And in In today's live Q\u0026A,"},{"startTime":179.99599999999998,"endTime":183.52599999999998,"body":"we are going to be tackling"},{"startTime":183.636,"endTime":185.62599999999998,"body":"a few really awesome topics."},{"speaker":"The first one is the question","startTime":186.016,"endTime":191.346,"body":"what"},{"speaker":"The first one is the question","startTime":186.016,"endTime":191.346,"body":"are the best beginner automations"},{"speaker":"The first one is the question","startTime":191.346,"endTime":192.77599999999998,"body":"to set up in your practice,"},{"speaker":"The first one is the question","startTime":192.80599999999998,"endTime":197.456,"body":"And then we're going to talk about how to"},{"speaker":"The first one is the question","startTime":192.80599999999998,"endTime":197.456,"body":"get access to a prospective client's books"},{"speaker":"The first one is the question","startTime":197.456,"endTime":203.12599999999998,"body":"for a diagnostic, even if they're hesitant"},{"speaker":"The first one is the question","startTime":197.456,"endTime":203.12599999999998,"body":"to letting you see under the hood."},{"speaker":"The first one is the question","startTime":203.596,"endTime":206.46599999999998,"body":"And we're gonna talk about"},{"speaker":"The first one is the question","startTime":203.596,"endTime":206.46599999999998,"body":"handling clients who want to"},{"speaker":"The first one is the question","startTime":206.46599999999998,"endTime":208.796,"body":"clean up before giving you access."},{"speaker":"The first one is the question","startTime":209.476,"endTime":213.236,"body":"We're also going to have a discussion"},{"speaker":"The first one is the question","startTime":209.476,"endTime":213.236,"body":"about QBO Payroll versus Gusto and"},{"speaker":"The first one is the question","startTime":213.36599999999999,"endTime":217.94599999999997,"body":"how and when to switch a client, and"},{"speaker":"The first one is the question","startTime":213.36599999999999,"endTime":217.94599999999997,"body":"the conversation to have to do so."},{"speaker":"The first one is the question","startTime":218.466,"endTime":222.076,"body":"We're also gonna be talking about S"},{"speaker":"The first one is the question","startTime":218.466,"endTime":222.076,"body":"corporation clients not paying themselves"},{"speaker":"The first one is the question","startTime":222.076,"endTime":226.99599999999998,"body":"a reasonable salary and how to advise them"},{"speaker":"The first one is the question","startTime":222.076,"endTime":226.99599999999998,"body":"on that, and dealing with false reviews"},{"speaker":"The first one is the question","startTime":226.99599999999998,"endTime":229.476,"body":"from a competitor on Google or Facebook."},{"speaker":"The first one is the question","startTime":230.37599999999998,"endTime":235.926,"body":"So if any of these questions or"},{"speaker":"The first one is the question","startTime":230.37599999999998,"endTime":235.926,"body":"topics spark your interest, let's go."},{"speaker":"The first one is the question","startTime":243.08999999999997,"endTime":246.14999999999998,"body":"Samantha asks, \"Do you have any"},{"speaker":"The first one is the question","startTime":243.08999999999997,"endTime":246.14999999999998,"body":"recommendations for beginner"},{"speaker":"The first one is the question","startTime":246.14999999999998,"endTime":248.5,"body":"automations we can set up in"},{"speaker":"The first one is the question","startTime":246.14999999999998,"endTime":248.5,"body":"our bookkeeping practice?\""},{"speaker":"The first one is the question","startTime":248.73,"endTime":249.31,"body":"yes."},{"speaker":"The first one is the question","startTime":249.33999999999997,"endTime":253.771,"body":"So first of all, my question back to"},{"speaker":"The first one is the question","startTime":249.33999999999997,"endTime":253.771,"body":"you would be, what is your biggest,"},{"speaker":"The first one is the question","startTime":254.02299999999997,"endTime":258.346,"body":"kind of bottleneck or pain point in your"},{"speaker":"The first one is the question","startTime":254.02299999999997,"endTime":258.346,"body":"business right now that you feel would"},{"speaker":"The first one is the question","startTime":258.346,"endTime":260.246,"body":"be helpful if you had an automation?"},{"speaker":"The first one is the question","startTime":260.246,"endTime":264.989,"body":"Like, for me, one of the first things I"},{"speaker":"The first one is the question","startTime":260.246,"endTime":264.989,"body":"automated was my, my proposal process."},{"speaker":"The first one is the question","startTime":265.07399999999996,"endTime":268.472,"body":"and beginnings of onboarding"},{"speaker":"The first one is the question","startTime":265.07399999999996,"endTime":268.472,"body":"process, not the whole... Like,"},{"speaker":"The first one is the question","startTime":268.472,"endTime":269.75199999999995,"body":"the whole thing wasn't automated."},{"speaker":"The first one is the question","startTime":269.75199999999995,"endTime":272.442,"body":"It took a long time to"},{"speaker":"The first one is the question","startTime":269.75199999999995,"endTime":272.442,"body":"get to where it is now."},{"speaker":"The first one is the question","startTime":272.567,"endTime":277.378,"body":"but one of the first things that I"},{"speaker":"The first one is the question","startTime":272.567,"endTime":277.378,"body":"started automating was using my proposal"},{"speaker":"The first one is the question","startTime":277.378,"endTime":281.312,"body":"software, which is Dubsado, setting"},{"speaker":"The first one is the question","startTime":277.378,"endTime":281.312,"body":"up the proposal, which is connected"},{"speaker":"The first one is the question","startTime":281.312,"endTime":284.692,"body":"to an engagement letter, which also"},{"speaker":"The first one is the question","startTime":281.312,"endTime":284.692,"body":"is connected to a first invoice, and"},{"speaker":"The first one is the question","startTime":284.692,"endTime":288.922,"body":"just automating that first piece of"},{"speaker":"The first one is the question","startTime":284.692,"endTime":288.922,"body":"signing on a client was really helpful."},{"speaker":"The first one is the question","startTime":289.032,"endTime":293.039,"body":"because what... Like, what happens"},{"speaker":"The first one is the question","startTime":289.032,"endTime":293.039,"body":"if, if this process is not automated,"},{"speaker":"The first one is the question","startTime":293.399,"endTime":298.349,"body":"is you s- you know, maybe you quote"},{"speaker":"The first one is the question","startTime":293.399,"endTime":298.349,"body":"price on a phone call or a discovery"},{"speaker":"The first one is the question","startTime":298.349,"endTime":301.589,"body":"call, but generally people still"},{"speaker":"The first one is the question","startTime":298.349,"endTime":301.589,"body":"wanna see something written out."},{"speaker":"The first one is the question","startTime":301.589,"endTime":304.999,"body":"So you send them a confirmation or"},{"speaker":"The first one is the question","startTime":301.589,"endTime":304.999,"body":"an email or whatever of what you guys"},{"speaker":"The first one is the question","startTime":304.999,"endTime":309.682,"body":"talked about, and, with like, \"Here's"},{"speaker":"The first one is the question","startTime":304.999,"endTime":309.682,"body":"what the engagement's gonna look like."},{"speaker":"The first one is the question","startTime":309.682,"endTime":310.87199999999996,"body":"Here's the engagement letter."},{"speaker":"The first one is the question","startTime":310.87199999999996,"endTime":312.50199999999995,"body":"Please sign it,\" blah, blah, blah."},{"speaker":"The first one is the question","startTime":312.73199999999997,"endTime":317.16499999999996,"body":"And then you're waiting for them to"},{"speaker":"The first one is the question","startTime":312.73199999999997,"endTime":317.16499999999996,"body":"reply or sign the, thing, and you"},{"speaker":"The first one is the question","startTime":317.16499999999996,"endTime":320.495,"body":"can't put an expiration date on it"},{"speaker":"The first one is the question","startTime":317.16499999999996,"endTime":320.495,"body":"really, and it's just kind of out"},{"speaker":"The first one is the question","startTime":320.495,"endTime":322.275,"body":"there and, like, looming over you."},{"speaker":"The first one is the question","startTime":322.53499999999997,"endTime":326.325,"body":"And so just having that one piece"},{"speaker":"The first one is the question","startTime":322.53499999999997,"endTime":326.325,"body":"automated, knowing that once I send a"},{"speaker":"The first one is the question","startTime":326.325,"endTime":330.68499999999995,"body":"proposal, now it's up to that system"},{"speaker":"The first one is the question","startTime":326.325,"endTime":330.68499999999995,"body":"to do the follow-ups to make sure they"},{"speaker":"The first one is the question","startTime":330.68499999999995,"endTime":334.03499999999997,"body":"sign the, the engagement letter, to make"},{"speaker":"The first one is the question","startTime":330.68499999999995,"endTime":334.03499999999997,"body":"sure they sign the invoice, and then"},{"speaker":"The first one is the question","startTime":334.03499999999997,"endTime":337.235,"body":"I don't have to do anything until that"},{"speaker":"The first one is the question","startTime":334.03499999999997,"endTime":337.235,"body":"payment comes in and, I don't really"},{"speaker":"The first one is the question","startTime":337.235,"endTime":340.195,"body":"have to do much follow-up because that"},{"speaker":"The first one is the question","startTime":337.235,"endTime":340.195,"body":"system's gonna automate that for me."},{"speaker":"The first one is the question","startTime":340.525,"endTime":344.705,"body":"So that would be my number one suggestion,"},{"speaker":"The first one is the question","startTime":340.525,"endTime":344.705,"body":"especially if you're in a period where you"},{"speaker":"The first one is the question","startTime":344.705,"endTime":347.575,"body":"are wanting to grow and sign more clients."},{"speaker":"The first one is the question","startTime":347.78099999999995,"endTime":351.998,"body":"that one's a really, I wouldn't say easy,"},{"speaker":"The first one is the question","startTime":347.78099999999995,"endTime":351.998,"body":"quick thing To automate, but it's simple."},{"speaker":"The first one is the question","startTime":352.145,"endTime":354.205,"body":"you don't have to make"},{"speaker":"The first one is the question","startTime":352.145,"endTime":354.205,"body":"it super complicated."},{"speaker":"The first one is the question","startTime":354.205,"endTime":357.92499999999995,"body":"That was the first piece I automated,"},{"speaker":"The first one is the question","startTime":354.205,"endTime":357.92499999999995,"body":"and then after that was set up in"},{"speaker":"The first one is the question","startTime":357.92499999999995,"endTime":361.865,"body":"Dubsado, then I started building upon"},{"speaker":"The first one is the question","startTime":357.92499999999995,"endTime":361.865,"body":"that workflow and automating more pieces."},{"speaker":"The first one is the question","startTime":362.105,"endTime":364.995,"body":"so don't try to bite"},{"speaker":"The first one is the question","startTime":362.105,"endTime":364.995,"body":"off all of it at once."},{"speaker":"The first one is the question","startTime":365.123,"endTime":367.642,"body":"but yeah, that would be the best,"},{"speaker":"The first one is the question","startTime":365.123,"endTime":367.642,"body":"one of the best places to start."},{"speaker":"The first one is the question","startTime":367.642,"endTime":371.832,"body":"Another really good place to start"},{"speaker":"The first one is the question","startTime":367.642,"endTime":371.832,"body":"is once you do get that, , first"},{"speaker":"The first one is the question","startTime":371.832,"endTime":376.64599999999996,"body":"payment in, is just setting up your"},{"speaker":"The first one is the question","startTime":371.832,"endTime":376.64599999999996,"body":"recurring invoices using the tools"},{"speaker":"The first one is the question","startTime":376.64599999999996,"endTime":378.756,"body":"that we have that we use for clients."},{"speaker":"The first one is the question","startTime":378.756,"endTime":381.346,"body":"Like, set up that recurring"},{"speaker":"The first one is the question","startTime":378.756,"endTime":381.346,"body":"invoice either in Dubsado or"},{"speaker":"The first one is the question","startTime":381.346,"endTime":383.006,"body":"QuickBooks or whatever you're using."},{"speaker":"The first one is the question","startTime":383.006,"endTime":384.346,"body":"I personally use Xero."},{"speaker":"The first one is the question","startTime":384.696,"endTime":389.046,"body":"So once we get that payment from our"},{"speaker":"The first one is the question","startTime":384.696,"endTime":389.046,"body":"clients and we get them onboarding,"},{"speaker":"The first one is the question","startTime":389.046,"endTime":392.77599999999995,"body":"I set up automated invoicing"},{"speaker":"The first one is the question","startTime":389.046,"endTime":392.77599999999995,"body":"'cause I do a flat monthly fee."},{"speaker":"The first one is the question","startTime":393.15599999999995,"endTime":396.436,"body":"We set that up to go out in Xero"},{"speaker":"The first one is the question","startTime":393.15599999999995,"endTime":396.436,"body":"and, , all of that kind of stuff."},{"speaker":"The first one is the question","startTime":396.436,"endTime":398.436,"body":"So you can automate your payment process."},{"speaker":"The first one is the question","startTime":398.806,"endTime":404.42499999999995,"body":", We also use, in our onboarding process,"},{"speaker":"The first one is the question","startTime":398.806,"endTime":404.42499999999995,"body":"when we get the information from the"},{"speaker":"The first one is the question","startTime":404.42499999999995,"endTime":409.58500000000004,"body":"client into Dubsado, we use Zapier"},{"speaker":"The first one is the question","startTime":404.42499999999995,"endTime":409.58500000000004,"body":"to disperse it into other areas, like"},{"speaker":"The first one is the question","startTime":409.58500000000004,"endTime":415.595,"body":"into our Slack channel and into Asana,"},{"speaker":"The first one is the question","startTime":409.58500000000004,"endTime":415.595,"body":"into our phone system so we have the"},{"speaker":"The first one is the question","startTime":415.595,"endTime":417.525,"body":"client's contact already in there."},{"speaker":"The first one is the question","startTime":417.83500000000004,"endTime":418.855,"body":"Those kinds of things."},{"speaker":"The first one is the question","startTime":418.855,"endTime":422.898,"body":"Anywhere where you're duplicating"},{"speaker":"The first one is the question","startTime":418.855,"endTime":422.898,"body":"data entry pieces, like especially"},{"speaker":"The first one is the question","startTime":422.898,"endTime":425.88800000000003,"body":"when it comes to client information,"},{"speaker":"The first one is the question","startTime":422.898,"endTime":425.88800000000003,"body":"names, phone numbers, emails,"},{"speaker":"The first one is the question","startTime":426.21799999999996,"endTime":428.078,"body":"those can be automated too usually."},{"speaker":"The first one is the question","startTime":429.698,"endTime":432.98799999999994,"body":"Carolyn says, \"How can I convince"},{"speaker":"The first one is the question","startTime":429.698,"endTime":432.98799999999994,"body":"prospective clients to give"},{"speaker":"The first one is the question","startTime":432.98799999999994,"endTime":436.318,"body":"me access to their books for a"},{"speaker":"The first one is the question","startTime":432.98799999999994,"endTime":436.318,"body":"quick review, a diagnostic, so"},{"speaker":"The first one is the question","startTime":436.318,"endTime":437.62800000000004,"body":"I can give them a better quote?"},{"speaker":"The first one is the question","startTime":437.62800000000004,"endTime":441.788,"body":"I'm fairly new to starting my business,"},{"speaker":"The first one is the question","startTime":437.62800000000004,"endTime":441.788,"body":"so I don't have a large following"},{"speaker":"The first one is the question","startTime":441.788,"endTime":445.24799999999993,"body":"of credibility, and I feel like"},{"speaker":"The first one is the question","startTime":441.788,"endTime":445.24799999999993,"body":"giving me access makes them nervous."},{"speaker":"The first one is the question","startTime":445.318,"endTime":448.22799999999995,"body":"Or they say, 'Let me clean"},{"speaker":"The first one is the question","startTime":445.318,"endTime":448.22799999999995,"body":"things up before I give access,'"},{"speaker":"The first one is the question","startTime":448.62800000000004,"endTime":449.85799999999995,"body":"and then I never hear back."},{"speaker":"The first one is the question","startTime":450.198,"endTime":453.548,"body":"When I've gotten clients without"},{"speaker":"The first one is the question","startTime":450.198,"endTime":453.548,"body":"first getting access, the engagement"},{"speaker":"The first one is the question","startTime":453.548,"endTime":456.60799999999995,"body":"process is seamless, but sometimes"},{"speaker":"The first one is the question","startTime":453.548,"endTime":456.60799999999995,"body":"I could have priced better.\""},{"speaker":"The first one is the question","startTime":456.63800000000003,"endTime":458.23799999999994,"body":"Yes, that's always the risk."},{"speaker":"The first one is the question","startTime":458.65999999999997,"endTime":463.21399999999994,"body":"yes, and she just bought Dubsado Decoded"},{"speaker":"The first one is the question","startTime":458.65999999999997,"endTime":463.21399999999994,"body":"this week, yay, and she loves it so far."},{"speaker":"The first one is the question","startTime":463.21399999999994,"endTime":465.144,"body":"So yes, I'm gonna plug that for Samantha."},{"speaker":"The first one is the question","startTime":465.144,"endTime":470.432,"body":"Our Dubsado Decoded program, is available,"},{"speaker":"The first one is the question","startTime":465.144,"endTime":470.432,"body":"and we also have, like, an audio series"},{"speaker":"The first one is the question","startTime":470.432,"endTime":472.23199999999997,"body":"if you wanna dive into that first."},{"speaker":"The first one is the question","startTime":472.33899999999994,"endTime":476.139,"body":"that's free if you just go to"},{"speaker":"The first one is the question","startTime":472.33899999999994,"endTime":476.139,"body":"ambitiousbookkeeper.com/dubsado."},{"speaker":"The first one is the question","startTime":476.351,"endTime":479.04099999999994,"body":"we have a free audio series that"},{"speaker":"The first one is the question","startTime":476.351,"endTime":479.04099999999994,"body":"kinda talks about the onboarding"},{"speaker":"The first one is the question","startTime":479.04099999999994,"endTime":482.615,"body":"process and what to expect in"},{"speaker":"The first one is the question","startTime":479.04099999999994,"endTime":482.615,"body":"that program to get your feet wet."},{"speaker":"The first one is the question","startTime":482.746,"endTime":490.006,"body":"so first of all, I know it can feel kind"},{"speaker":"The first one is the question","startTime":482.746,"endTime":490.006,"body":"of- scary to ask someone basically to"},{"speaker":"The first one is the question","startTime":490.006,"endTime":492.366,"body":"give you the keys to their finances."},{"speaker":"The first one is the question","startTime":492.50300000000004,"endTime":495.98299999999995,"body":"and that's where maybe we"},{"speaker":"The first one is the question","startTime":492.50300000000004,"endTime":495.98299999999995,"body":"can do, be doing a better job"},{"speaker":"The first one is the question","startTime":495.98299999999995,"endTime":498.337,"body":"building rapport on the calls."},{"speaker":"The first one is the question","startTime":498.424,"endTime":502.384,"body":"because some people are not"},{"speaker":"The first one is the question","startTime":498.424,"endTime":502.384,"body":"going to just willingly hand over"},{"speaker":"The first one is the question","startTime":502.384,"endTime":506.68399999999997,"body":"something, A, they feel shame around"},{"speaker":"The first one is the question","startTime":502.384,"endTime":506.68399999999997,"body":"because they know it's a mess."},{"speaker":"The first one is the question","startTime":506.83899999999994,"endTime":511.84799999999996,"body":"so whatever you can do to ease their"},{"speaker":"The first one is the question","startTime":506.83899999999994,"endTime":511.84799999999996,"body":"discomfort on those calls about letting"},{"speaker":"The first one is the question","startTime":511.84799999999996,"endTime":516.043,"body":"them know every time we look at a, a"},{"speaker":"The first one is the question","startTime":511.84799999999996,"endTime":516.043,"body":"new client's existing books, there's"},{"speaker":"The first one is the question","startTime":516.1229999999999,"endTime":520.313,"body":"typically, you know, things that have"},{"speaker":"The first one is the question","startTime":516.1229999999999,"endTime":520.313,"body":"not been done correctly, but it, we don't"},{"speaker":"The first one is the question","startTime":520.313,"endTime":522.2429999999999,"body":"want that to be a source of shame for you."},{"speaker":"The first one is the question","startTime":522.2429999999999,"endTime":523.913,"body":"It's nothing we haven't seen before."},{"speaker":"The first one is the question","startTime":524.403,"endTime":527.211,"body":"And so whatever you can do to"},{"speaker":"The first one is the question","startTime":524.403,"endTime":527.211,"body":"ease that, and then, like I"},{"speaker":"The first one is the question","startTime":527.211,"endTime":529.151,"body":"said, build rapport upfront."},{"speaker":"The first one is the question","startTime":529.42,"endTime":534.703,"body":"and there's various resources you could"},{"speaker":"The first one is the question","startTime":529.42,"endTime":534.703,"body":"go to learn that, like mirroring and,"},{"speaker":"The first one is the question","startTime":534.729,"endTime":538.674,"body":"doing things that, you know, get people"},{"speaker":"The first one is the question","startTime":534.729,"endTime":538.674,"body":"to feel more comfortable around you."},{"speaker":"The first one is the question","startTime":538.753,"endTime":542.693,"body":"make sure you're not just diving into"},{"speaker":"The first one is the question","startTime":538.753,"endTime":542.693,"body":"asking them all these tactical questions"},{"speaker":"The first one is the question","startTime":542.762,"endTime":546.5219999999999,"body":"without really welcoming them onto"},{"speaker":"The first one is the question","startTime":542.762,"endTime":546.5219999999999,"body":"the call and kind of building up some"},{"speaker":"The first one is the question","startTime":546.5219999999999,"endTime":548.622,"body":"sort of personal connection with them."},{"speaker":"The first one is the question","startTime":548.952,"endTime":552.817,"body":"So, , maybe that's an area of"},{"speaker":"The first one is the question","startTime":548.952,"endTime":552.817,"body":"improvement, that you can work on."},{"speaker":"The first one is the question","startTime":552.907,"endTime":558.027,"body":"And the other piece is to just stand"},{"speaker":"The first one is the question","startTime":552.907,"endTime":558.027,"body":"firm in your confidence of, like, you"},{"speaker":"The first one is the question","startTime":558.027,"endTime":562.837,"body":"already know this because you brought this"},{"speaker":"The first one is the question","startTime":558.027,"endTime":562.837,"body":"question up, is when you have visibility"},{"speaker":"The first one is the question","startTime":562.837,"endTime":567.2669999999999,"body":"into someone's books beforehand, you"},{"speaker":"The first one is the question","startTime":562.837,"endTime":567.2669999999999,"body":"can give them a more accurate proposal,"},{"speaker":"The first one is the question","startTime":567.297,"endTime":571.607,"body":"and then you're not having to change"},{"speaker":"The first one is the question","startTime":567.297,"endTime":571.607,"body":"and update an engagement letter and"},{"speaker":"The first one is the question","startTime":571.607,"endTime":573.7669999999999,"body":"spring a surprise on them with pricing."},{"speaker":"The first one is the question","startTime":574.107,"endTime":577.867,"body":"So it's only gonna benefit them, and"},{"speaker":"The first one is the question","startTime":574.107,"endTime":577.867,"body":"so I want you to frame it as a benefit"},{"speaker":"The first one is the question","startTime":577.867,"endTime":580.637,"body":"to them when you ask for access."},{"speaker":"The first one is the question","startTime":580.637,"endTime":584.601,"body":"You just let them know, \"Any time a"},{"speaker":"The first one is the question","startTime":580.637,"endTime":584.601,"body":"new client comes to us, with existing"},{"speaker":"The first one is the question","startTime":584.601,"endTime":590.411,"body":"books, we ask that we do a diagnostic"},{"speaker":"The first one is the question","startTime":584.601,"endTime":590.411,"body":"first. We personally charge for these.\""},{"speaker":"The first one is the question","startTime":590.411,"endTime":592.091,"body":"You can word it that way or not."},{"speaker":"The first one is the question","startTime":592.203,"endTime":594.933,"body":"I walk through this whole process in"},{"speaker":"The first one is the question","startTime":592.203,"endTime":594.933,"body":"my program, The Bookkeeping Business"},{"speaker":"The first one is the question","startTime":594.933,"endTime":598.963,"body":"Accelerator, but this is basically"},{"speaker":"The first one is the question","startTime":594.933,"endTime":598.963,"body":"what I tell them is, \"Any new client"},{"speaker":"The first one is the question","startTime":598.963,"endTime":602.333,"body":"that comes to us with existing books,"},{"speaker":"The first one is the question","startTime":598.963,"endTime":602.333,"body":"we do require a diagnostic fee."},{"speaker":"The first one is the question","startTime":602.333,"endTime":607.913,"body":"Just like when you take your vehicle"},{"speaker":"The first one is the question","startTime":602.333,"endTime":607.913,"body":"to an auto shop and you have an"},{"speaker":"The first one is the question","startTime":607.913,"endTime":612.043,"body":"issue that needs to be diagnosed, you"},{"speaker":"The first one is the question","startTime":607.913,"endTime":612.043,"body":"usually have to pay a diagnostic fee."},{"speaker":"The first one is the question","startTime":612.043,"endTime":616.1229999999999,"body":"Some people do it for free, but we don't.\""},{"speaker":"The first one is the question","startTime":612.043,"endTime":616.1229999999999,"body":"\"Because a lot of the work is being"},{"speaker":"The first one is the question","startTime":616.1229999999999,"endTime":620.753,"body":"done during that diagnostic process, and"},{"speaker":"The first one is the question","startTime":616.1229999999999,"endTime":620.753,"body":"if no cleanup needs to happen, we will"},{"speaker":"The first one is the question","startTime":620.753,"endTime":622.603,"body":"apply that fee to their first invoice."},{"speaker":"The first one is the question","startTime":622.8729999999999,"endTime":627.213,"body":"If cleanup has to happen, we also apply"},{"speaker":"The first one is the question","startTime":622.8729999999999,"endTime":627.213,"body":"that fee to their first cleanup invoice."},{"speaker":"The first one is the question","startTime":627.523,"endTime":631.482,"body":"But what it does for them is, and"},{"speaker":"The first one is the question","startTime":627.523,"endTime":631.482,"body":"for us, is gives everybody a better,"},{"speaker":"The first one is the question","startTime":631.482,"endTime":634.87,"body":"chances at pricing the engagement"},{"speaker":"The first one is the question","startTime":631.482,"endTime":634.87,"body":"correctly and understanding what we're"},{"speaker":"The first one is the question","startTime":634.87,"endTime":637.1709999999999,"body":"getting into, to set expectations."},{"speaker":"The first one is the question","startTime":637.211,"endTime":639.931,"body":"So it's really just a benefit"},{"speaker":"The first one is the question","startTime":637.211,"endTime":639.931,"body":"for everybody all around.\""},{"speaker":"The first one is the question","startTime":639.961,"endTime":645.674,"body":"So you can come back to this recording"},{"speaker":"The first one is the question","startTime":639.961,"endTime":645.674,"body":"and, practice your own way of saying"},{"speaker":"The first one is the question","startTime":645.674,"endTime":649.922,"body":"that, and some people are gonna opt not"},{"speaker":"The first one is the question","startTime":645.674,"endTime":649.922,"body":"to pay you for a diagnostic, and that's"},{"speaker":"The first one is the question","startTime":649.922,"endTime":654.612,"body":"okay because if they are not willing to"},{"speaker":"The first one is the question","startTime":649.922,"endTime":654.612,"body":"pay for a diagnostic when they know that"},{"speaker":"The first one is the question","startTime":654.612,"endTime":659.112,"body":"it's a pretty low-risk thing, like we"},{"speaker":"The first one is the question","startTime":654.612,"endTime":659.112,"body":"know we're gonna apply this fee to the"},{"speaker":"The first one is the question","startTime":659.322,"endTime":663.7819999999999,"body":"future invoices, then they're probably not"},{"speaker":"The first one is the question","startTime":659.322,"endTime":663.7819999999999,"body":"serious about hiring you to begin with."},{"speaker":"The first one is the question","startTime":663.81,"endTime":665.4,"body":"and that's all right."},{"speaker":"The first one is the question","startTime":665.56,"endTime":666.99,"body":"Not everybody is a fit."},{"speaker":"The first one is the question","startTime":667.12,"endTime":671.2959999999999,"body":"So, it's just better than surprising"},{"speaker":"The first one is the question","startTime":667.12,"endTime":671.2959999999999,"body":"people with a big cleanup invoice, like,"},{"speaker":"The first one is the question","startTime":671.386,"endTime":675.356,"body":"\"Oh, sorry, I didn't know this,\" because"},{"speaker":"The first one is the question","startTime":671.386,"endTime":675.356,"body":"most of the time clients don't share"},{"speaker":"The first one is the question","startTime":675.386,"endTime":678.486,"body":"everything that is wrong because they"},{"speaker":"The first one is the question","startTime":675.386,"endTime":678.486,"body":"don't even understand what is wrong."},{"speaker":"The first one is the question","startTime":678.516,"endTime":680.876,"body":"They don't know what they don't"},{"speaker":"The first one is the question","startTime":678.516,"endTime":680.876,"body":"know, so they can't really give"},{"speaker":"The first one is the question","startTime":680.876,"endTime":685.356,"body":"you a big heads-up on things if"},{"speaker":"The first one is the question","startTime":680.876,"endTime":685.356,"body":"they don't fully understand it."},{"speaker":"The first one is the question","startTime":685.646,"endTime":685.906,"body":"So yeah."},{"speaker":"The first one is the question","startTime":686.746,"endTime":688.0759999999999,"body":"Hopefully that helps, Carolyn."},{"speaker":"The first one is the question","startTime":688.699,"endTime":691.3389999999999,"body":"if you have questions,"},{"speaker":"The first one is the question","startTime":688.699,"endTime":691.3389999999999,"body":"just drop 'em in the chat."},{"speaker":"The first one is the question","startTime":691.689,"endTime":692.659,"body":"Happy to answer them."},{"speaker":"The first one is the question","startTime":692.747,"endTime":696.1769999999999,"body":"and if you're on YouTube, you"},{"speaker":"The first one is the question","startTime":692.747,"endTime":696.1769999999999,"body":"can drop it in the chat there."},{"speaker":"The first one is the question","startTime":697.2869999999999,"endTime":699.2769999999999,"body":"Yes, give me all the questions, Samantha."},{"speaker":"The first one is the question","startTime":700.1569999999999,"endTime":701.447,"body":"No one else is asking."},{"speaker":"The first one is the question","startTime":702.1769999999999,"endTime":703.237,"body":"I'm here for it."},{"speaker":"The first one is the question","startTime":703.5469999999999,"endTime":703.8969999999999,"body":"Okay."},{"speaker":"The first one is the question","startTime":703.8969999999999,"endTime":708.4269999999999,"body":"So I am in the beginning stages"},{"speaker":"The first one is the question","startTime":703.8969999999999,"endTime":708.4269999999999,"body":"of scaling my business, , in"},{"speaker":"The first one is the question","startTime":708.4269999999999,"endTime":709.967,"body":"terms of, like, building a team."},{"speaker":"The first one is the question","startTime":709.997,"endTime":715.3969999999999,"body":"So for the past year, I had a, a... like,"},{"speaker":"The first one is the question","startTime":709.997,"endTime":715.3969999999999,"body":"I had, like, two part-time bookkeepers,"},{"speaker":"The first one is the question","startTime":715.509,"endTime":721.659,"body":"and then in the last 60 days I kind"},{"speaker":"The first one is the question","startTime":715.509,"endTime":721.659,"body":"of promoted one to an employee role"},{"speaker":"The first one is the question","startTime":721.659,"endTime":723.319,"body":"where she's, like, the main bookkeeper."},{"speaker":"The first one is the question","startTime":723.6709999999999,"endTime":727.891,"body":"I gave the one contractor all of the"},{"speaker":"The first one is the question","startTime":723.6709999999999,"endTime":727.891,"body":"other contractor's clients, and then"},{"speaker":"The first one is the question","startTime":727.891,"endTime":731.8109999999999,"body":"the other one is gonna be my cleanup"},{"speaker":"The first one is the question","startTime":727.891,"endTime":731.8109999999999,"body":"specialist, and then I also hired an"},{"speaker":"The first one is the question","startTime":731.8109999999999,"endTime":734.5509999999999,"body":"account manager to review client work."},{"speaker":"The first one is the question","startTime":734.601,"endTime":739.735,"body":"Right now I feel like... I thought,"},{"speaker":"The first one is the question","startTime":734.601,"endTime":739.735,"body":"like, in tax season I felt like over"},{"speaker":"The first one is the question","startTime":739.735,"endTime":744.495,"body":"capacity and, like, this, this feeling"},{"speaker":"The first one is the question","startTime":739.735,"endTime":744.495,"body":"of like, oh my God, there's just so"},{"speaker":"The first one is the question","startTime":744.495,"endTime":749.501,"body":"much going on as far as, like, doing"},{"speaker":"The first one is the question","startTime":744.495,"endTime":749.501,"body":"the actual work, training, and- I'm"},{"speaker":"The first one is the question","startTime":749.501,"endTime":752.901,"body":"trying to, like, pour my soul into the"},{"speaker":"The first one is the question","startTime":749.501,"endTime":752.901,"body":"training process so that I have, like,"},{"speaker":"The first one is the question","startTime":752.901,"endTime":754.871,"body":"a great outcome at the end of this."},{"speaker":"The first one is the question","startTime":754.947,"endTime":759.1469999999999,"body":"but I guess my question for you"},{"speaker":"The first one is the question","startTime":754.947,"endTime":759.1469999999999,"body":"would be, like, what advice do"},{"speaker":"The first one is the question","startTime":759.1469999999999,"endTime":760.867,"body":"you have for me in this season?"},{"speaker":"The first one is the question","startTime":761.197,"endTime":766.2959999999999,"body":"And then also, how do ... I guess, like,"},{"speaker":"The first one is the question","startTime":761.197,"endTime":766.2959999999999,"body":"I wanna make sure my account manager"},{"speaker":"The first one is the question","startTime":766.2959999999999,"endTime":768.866,"body":"is, like, really set up for success."},{"speaker":"The first one is the question","startTime":769.486,"endTime":773.386,"body":"Do you have any, like, recommendations"},{"speaker":"The first one is the question","startTime":769.486,"endTime":773.386,"body":"for training him, and, like,"},{"speaker":"The first one is the question","startTime":773.386,"endTime":774.876,"body":"how to approach the training?"},{"speaker":"The first one is the question","startTime":775.536,"endTime":775.8159999999999,"body":"Yeah."},{"speaker":"The first one is the question","startTime":776.536,"endTime":780.539,"body":"Okay, so I guess one of my pieces of"},{"speaker":"The first one is the question","startTime":776.536,"endTime":780.539,"body":"advice, to answer your first question,"},{"speaker":"The first one is the question","startTime":780.939,"endTime":786.8929999999999,"body":"would be, to, just know that you're in a"},{"speaker":"The first one is the question","startTime":780.939,"endTime":786.8929999999999,"body":"busy season, even though you thought that"},{"speaker":"The first one is the question","startTime":786.8929999999999,"endTime":788.663,"body":"you were gonna be relieved of things."},{"speaker":"The first one is the question","startTime":789.083,"endTime":793.1229999999999,"body":"There's usually, like, a three to"},{"speaker":"The first one is the question","startTime":789.083,"endTime":793.1229999999999,"body":"four-month ramp-up when you hire people"},{"speaker":"The first one is the question","startTime":793.1229999999999,"endTime":798.7479999999999,"body":"to get them fully on board and then really"},{"speaker":"The first one is the question","startTime":793.1229999999999,"endTime":798.7479999999999,"body":"feel like, \"Okay, I've hired these people."},{"speaker":"The first one is the question","startTime":799.048,"endTime":803.228,"body":"I can now, like, relax a little bit,\""},{"speaker":"The first one is the question","startTime":799.048,"endTime":803.228,"body":"because you're in that training and"},{"speaker":"The first one is the question","startTime":803.228,"endTime":807.8349999999999,"body":"hand-off mode and the oversight role,"},{"speaker":"The first one is the question","startTime":803.228,"endTime":807.8349999999999,"body":"and, like ... So your workload isn't"},{"speaker":"The first one is the question","startTime":807.8349999999999,"endTime":811.391,"body":"necessarily decreasing . If anything,"},{"speaker":"The first one is the question","startTime":807.8349999999999,"endTime":811.391,"body":"it might be increasing a little bit"},{"speaker":"The first one is the question","startTime":811.391,"endTime":813.8009999999999,"body":"right now, but it should level out."},{"speaker":"The first one is the question","startTime":814.111,"endTime":818.111,"body":"And what should change is, instead"},{"speaker":"The first one is the question","startTime":814.111,"endTime":818.111,"body":"of you being the one doing all of"},{"speaker":"The first one is the question","startTime":818.341,"endTime":822.6759999999999,"body":"the work, is now you're removing"},{"speaker":"The first one is the question","startTime":818.341,"endTime":822.6759999999999,"body":"roadblocks from people doing the work."},{"speaker":"The first one is the question","startTime":823.656,"endTime":823.776,"body":"Yeah."},{"speaker":"The first one is the question","startTime":824.356,"endTime":826.616,"body":"And making sure everybody"},{"speaker":"The first one is the question","startTime":824.356,"endTime":826.616,"body":"has what they need."},{"speaker":"The first one is the question","startTime":827.006,"endTime":831.324,"body":"Another piece that I think is really"},{"speaker":"The first one is the question","startTime":827.006,"endTime":831.324,"body":"important, and I constantly have to"},{"speaker":"The first one is the question","startTime":831.324,"endTime":835.934,"body":"remind myself of this too, is when I"},{"speaker":"The first one is the question","startTime":831.324,"endTime":835.934,"body":"delegate, I'm actually giving ownership"},{"speaker":"The first one is the question","startTime":836.154,"endTime":838.784,"body":"over instead of just giving people tasks."},{"speaker":"The first one is the question","startTime":839.2339999999999,"endTime":843.164,"body":"So make sure that you're communicating"},{"speaker":"The first one is the question","startTime":839.2339999999999,"endTime":843.164,"body":"what the outcome, intended outcome"},{"speaker":"The first one is the question","startTime":843.164,"endTime":846.574,"body":"is, and if there are specific"},{"speaker":"The first one is the question","startTime":843.164,"endTime":846.574,"body":"processes that you do need them to"},{"speaker":"The first one is the question","startTime":846.574,"endTime":848.514,"body":"follow, be very explicit about that."},{"speaker":"The first one is the question","startTime":849.0039999999999,"endTime":853.064,"body":"Or if you don't have a specific process,"},{"speaker":"The first one is the question","startTime":849.0039999999999,"endTime":853.064,"body":"you just w- have an outcome that they"},{"speaker":"The first one is the question","startTime":853.064,"endTime":856.7439999999999,"body":"need to develop a process for, they"},{"speaker":"The first one is the question","startTime":853.064,"endTime":856.7439999999999,"body":"need to know that expectation as well."},{"speaker":"The first one is the question","startTime":857.064,"endTime":862.814,"body":"But giving people actual ownership so"},{"speaker":"The first one is the question","startTime":857.064,"endTime":862.814,"body":"that they can actually do their job, and"},{"speaker":"The first one is the question","startTime":862.814,"endTime":866.3639999999999,"body":"then the letting them know, like, \"Come"},{"speaker":"The first one is the question","startTime":862.814,"endTime":866.3639999999999,"body":"to me when there's something in your way"},{"speaker":"The first one is the question","startTime":866.3639999999999,"endTime":870.2439999999999,"body":"and you can't figure it out, but come"},{"speaker":"The first one is the question","startTime":866.3639999999999,"endTime":870.2439999999999,"body":"to me with solutions so I can help you"},{"speaker":"The first one is the question","startTime":870.634,"endTime":872.674,"body":"decide what's the best course of action.\""},{"speaker":"The first one is the question","startTime":873.1239999999999,"endTime":877.0039999999999,"body":"Otherwise, you're just gonna be"},{"speaker":"The first one is the question","startTime":873.1239999999999,"endTime":877.0039999999999,"body":"answering questions all day long, and"},{"speaker":"The first one is the question","startTime":877.0039999999999,"endTime":880.054,"body":"people aren't gonna be taking ownership"},{"speaker":"The first one is the question","startTime":877.0039999999999,"endTime":880.054,"body":"because they're gonna think, \"Well,"},{"speaker":"The first one is the question","startTime":880.054,"endTime":884.024,"body":"she always wants the final say anyway,"},{"speaker":"The first one is the question","startTime":880.054,"endTime":884.024,"body":"so I'm just gonna continue asking.\""},{"speaker":"The first one is the question","startTime":884.704,"endTime":889.024,"body":"And it's a trap that some of us fall"},{"speaker":"The first one is the question","startTime":884.704,"endTime":889.024,"body":"into quite often if we aren't careful."},{"speaker":"The first one is the question","startTime":889.514,"endTime":892.1139999999999,"body":"And letting go is hard, and I"},{"speaker":"The first one is the question","startTime":889.514,"endTime":892.1139999999999,"body":"want to acknowledge that, so"},{"speaker":"The first one is the question","startTime":892.1139999999999,"endTime":893.991,"body":"good job hiring, first of all."},{"speaker":"The first one is the question","startTime":894.073,"endTime":898.083,"body":"and know that it's, it's not"},{"speaker":"The first one is the question","startTime":894.073,"endTime":898.083,"body":"always easier, but, - It's okay"},{"speaker":"The first one is the question","startTime":898.3629999999999,"endTime":902.4639999999999,"body":"to feel like you're doing more at"},{"speaker":"The first one is the question","startTime":898.3629999999999,"endTime":902.4639999999999,"body":"this moment, cause you might be."},{"speaker":"The first one is the question","startTime":902.8639999999999,"endTime":907.2239999999999,"body":"And then as far as making sure your"},{"speaker":"The first one is the question","startTime":902.8639999999999,"endTime":907.2239999999999,"body":"account manager is set up for success,"},{"speaker":"The first one is the question","startTime":907.2239999999999,"endTime":912.044,"body":"it kind of goes back to that ownership"},{"speaker":"The first one is the question","startTime":907.2239999999999,"endTime":912.044,"body":"piece of just really sharing with them"},{"speaker":"The first one is the question","startTime":912.2239999999999,"endTime":917.9929999999999,"body":"what you expect them to take ownership"},{"speaker":"The first one is the question","startTime":912.2239999999999,"endTime":917.9929999999999,"body":"of, and what, results that you're after"},{"speaker":"The first one is the question","startTime":917.9929999999999,"endTime":921.803,"body":"and what would show them that they were"},{"speaker":"The first one is the question","startTime":917.9929999999999,"endTime":921.803,"body":"successful so that they know, like, I-"},{"speaker":"The first one is the question","startTime":921.9929999999999,"endTime":926.728,"body":"I'm successful in my role if I'm doing"},{"speaker":"The first one is the question","startTime":921.9929999999999,"endTime":926.728,"body":"X, Y, Z, or if I've accomplished X, Y, Z."},{"speaker":"The first one is the question","startTime":927.068,"endTime":931.1229999999999,"body":"As far as trainings and stuff"},{"speaker":"The first one is the question","startTime":927.068,"endTime":931.1229999999999,"body":"go, what I personally, it kind"},{"speaker":"The first one is the question","startTime":931.173,"endTime":933.293,"body":"of, it depends on your approach."},{"speaker":"The first one is the question","startTime":933.3729999999999,"endTime":939.1229999999999,"body":"I personally, I have some SOPs built"},{"speaker":"The first one is the question","startTime":933.3729999999999,"endTime":939.1229999999999,"body":"out for my firm, but this last round of"},{"speaker":"The first one is the question","startTime":939.1229999999999,"endTime":945.043,"body":"hiring that I did, I actually just did"},{"speaker":"The first one is the question","startTime":939.1229999999999,"endTime":945.043,"body":"a bunch of, like, co-working one-on-one"},{"speaker":"The first one is the question","startTime":945.043,"endTime":949.963,"body":"calls with my teammate who also is"},{"speaker":"The first one is the question","startTime":945.043,"endTime":949.963,"body":"an account manager, and I just, like,"},{"speaker":"The first one is the question","startTime":950.313,"endTime":952.053,"body":"went through the process with her."},{"speaker":"The first one is the question","startTime":952.053,"endTime":956.6229999999999,"body":"She had a lot of background"},{"speaker":"The first one is the question","startTime":952.053,"endTime":956.6229999999999,"body":"knowledge on, like, and experience of"},{"speaker":"The first one is the question","startTime":956.8729999999999,"endTime":958.553,"body":"working in a corporate environment."},{"speaker":"The first one is the question","startTime":958.665,"endTime":961.125,"body":"but as far as... So"},{"speaker":"The first one is the question","startTime":958.665,"endTime":961.125,"body":"she had the foundation."},{"speaker":"The first one is the question","startTime":961.125,"endTime":964.745,"body":"So it kind of just depends on what"},{"speaker":"The first one is the question","startTime":961.125,"endTime":964.745,"body":"foundations they have in accounting"},{"speaker":"The first one is the question","startTime":964.745,"endTime":966.654,"body":"and, what gaps you need to fill."},{"speaker":"The first one is the question","startTime":966.8389999999999,"endTime":970.3929999999999,"body":"so it might mean, doing what I did,"},{"speaker":"The first one is the question","startTime":966.8389999999999,"endTime":970.3929999999999,"body":"where I just, like, blocked off a"},{"speaker":"The first one is the question","startTime":970.3929999999999,"endTime":973.303,"body":"couple hours every day to get on"},{"speaker":"The first one is the question","startTime":970.3929999999999,"endTime":973.303,"body":"a Zoom call, 'cause we're virtual."},{"speaker":"The first one is the question","startTime":973.303,"endTime":977.183,"body":"Get on a Zoom call with her and work"},{"speaker":"The first one is the question","startTime":973.303,"endTime":977.183,"body":"alongside her and just say, \"Okay, like,"},{"speaker":"The first one is the question","startTime":977.183,"endTime":982.1909999999999,"body":"let's go through this process together"},{"speaker":"The first one is the question","startTime":977.183,"endTime":982.1909999999999,"body":"on this client.\" or what I would do, uh,"},{"speaker":"The first one is the question","startTime":982.231,"endTime":986.241,"body":"like after the first one of those, I was"},{"speaker":"The first one is the question","startTime":982.231,"endTime":986.241,"body":"like, \"Okay, here's this next client."},{"speaker":"The first one is the question","startTime":986.241,"endTime":990.121,"body":"Go take all the resources"},{"speaker":"The first one is the question","startTime":986.241,"endTime":990.121,"body":"that we have already, like the"},{"speaker":"The first one is the question","startTime":990.121,"endTime":991.6709999999999,"body":"processes that we have in place."},{"speaker":"The first one is the question","startTime":992.101,"endTime":995.091,"body":"You know the intended outcome"},{"speaker":"The first one is the question","startTime":992.101,"endTime":995.091,"body":"is a clean balance sheet."},{"speaker":"The first one is the question","startTime":996.881,"endTime":1001.011,"body":"Go get as far as you can, and when you get"},{"speaker":"The first one is the question","startTime":996.881,"endTime":1001.011,"body":"stuck, like, I'm here on Zoom and you can"},{"speaker":"The first one is the question","startTime":1001.011,"endTime":1004.971,"body":"unmute and ask me, but, like, do as much"},{"speaker":"The first one is the question","startTime":1001.011,"endTime":1004.971,"body":"as you can and I'm here for questions.\""},{"speaker":"The first one is the question","startTime":1005.4509999999999,"endTime":1007.3309999999999,"body":"Um, you can structure it that way."},{"speaker":"The first one is the question","startTime":1007.51,"endTime":1011.56,"body":"another option for, like, reviewing"},{"speaker":"The first one is the question","startTime":1007.51,"endTime":1011.56,"body":"stuff, I'm not sure what kind of"},{"speaker":"The first one is the question","startTime":1011.56,"endTime":1015.63,"body":"level of review that you're, or QA,"},{"speaker":"The first one is the question","startTime":1011.56,"endTime":1015.63,"body":"like quality assurance, you have"},{"speaker":"The first one is the question","startTime":1015.76,"endTime":1018.5759999999999,"body":"with your, process in your firm."},{"speaker":"The first one is the question","startTime":1018.6659999999999,"endTime":1021.156,"body":"I share my process inside of Elevate."},{"speaker":"The first one is the question","startTime":1021.245,"endTime":1025.348,"body":"so the reviewing financials section,"},{"speaker":"The first one is the question","startTime":1021.245,"endTime":1025.348,"body":"you can put your team member"},{"speaker":"The first one is the question","startTime":1025.508,"endTime":1026.618,"body":"through that one if you want."},{"speaker":"The first one is the question","startTime":1027.143,"endTime":1029.013,"body":"You can put them through"},{"speaker":"The first one is the question","startTime":1027.143,"endTime":1029.013,"body":"the whole thing if you want."},{"speaker":"The first one is the question","startTime":1030.303,"endTime":1032.103,"body":"So they learn how to advise clients."},{"speaker":"The first one is the question","startTime":1032.1680000000001,"endTime":1036.971,"body":"but the first, the first module is how"},{"speaker":"The first one is the question","startTime":1032.1680000000001,"endTime":1036.971,"body":"to review financial statements, and"},{"speaker":"The first one is the question","startTime":1037.001,"endTime":1040.361,"body":"I walk through my process of making"},{"speaker":"The first one is the question","startTime":1037.001,"endTime":1040.361,"body":"sure things are accurate, the type of"},{"speaker":"The first one is the question","startTime":1040.361,"endTime":1044.791,"body":"support that's needed, how we look at"},{"speaker":"The first one is the question","startTime":1040.361,"endTime":1044.791,"body":"bank reconciliations, all of that stuff."},{"speaker":"The first one is the question","startTime":1045.171,"endTime":1049.211,"body":"And so if you are short on time and"},{"speaker":"The first one is the question","startTime":1045.171,"endTime":1049.211,"body":"you want to implement that process,"},{"speaker":"The first one is the question","startTime":1049.211,"endTime":1052.571,"body":"you can have your teammate go through"},{"speaker":"The first one is the question","startTime":1049.211,"endTime":1052.571,"body":"a program like that and say, \"Okay,"},{"speaker":"The first one is the question","startTime":1052.571,"endTime":1055.731,"body":"you go through this program, develop"},{"speaker":"The first one is the question","startTime":1052.571,"endTime":1055.731,"body":"an SOP around it, or take what she, the"},{"speaker":"The first one is the question","startTime":1055.731,"endTime":1060.391,"body":"templates she already has, and use this"},{"speaker":"The first one is the question","startTime":1055.731,"endTime":1060.391,"body":"going forward on all of our clients.\""},{"speaker":"The first one is the question","startTime":1060.441,"endTime":1063.411,"body":"Obviously, you have to customize"},{"speaker":"The first one is the question","startTime":1060.441,"endTime":1063.411,"body":"it depending on what some"},{"speaker":"The first one is the question","startTime":1063.411,"endTime":1064.581,"body":"clients have and don't have."},{"speaker":"The first one is the question","startTime":1064.581,"endTime":1067.191,"body":"Like, not all clients have sales"},{"speaker":"The first one is the question","startTime":1064.581,"endTime":1067.191,"body":"tax, so you're not gonna have"},{"speaker":"The first one is the question","startTime":1067.191,"endTime":1068.571,"body":"to reconcile that on everybody."},{"speaker":"The first one is the question","startTime":1068.991,"endTime":1071.0910000000001,"body":"But the general framework is there."},{"speaker":"The first one is the question","startTime":1072.771,"endTime":1073.551,"body":"That's super helpful."},{"speaker":"The first one is the question","startTime":1073.551,"endTime":1077.441,"body":"I think my first month I was"},{"speaker":"The first one is the question","startTime":1073.551,"endTime":1077.441,"body":"doing a ton of, like, Zoom calls"},{"speaker":"The first one is the question","startTime":1077.441,"endTime":1081.641,"body":"with him, like, actually showing,"},{"speaker":"The first one is the question","startTime":1077.441,"endTime":1081.641,"body":"like, reviewing files together."},{"speaker":"The first one is the question","startTime":1081.641,"endTime":1086.261,"body":"And the second month I was like, \"Okay, go"},{"speaker":"The first one is the question","startTime":1081.641,"endTime":1086.261,"body":"do your reviews, and then I'll review your"},{"speaker":"The first one is the question","startTime":1086.261,"endTime":1092.461,"body":"reviews.\" But I feel like I almost wish"},{"speaker":"The first one is the question","startTime":1086.261,"endTime":1092.461,"body":"that I would have waited one more month"},{"speaker":"The first one is the question","startTime":1092.461,"endTime":1096.461,"body":"and did that for month three, because I"},{"speaker":"The first one is the question","startTime":1092.461,"endTime":1096.461,"body":"feel like there was a lot of things that"},{"speaker":"The first one is the question","startTime":1096.461,"endTime":1098.251,"body":"he still, like, missed in the review."},{"speaker":"The first one is the question","startTime":1098.621,"endTime":1100.491,"body":"And again, it's like I also have a new..."},{"speaker":"The first one is the question","startTime":1100.801,"endTime":1104.071,"body":"My bookkeeper just got, like, 10 new"},{"speaker":"The first one is the question","startTime":1100.801,"endTime":1104.071,"body":"clients at the same time, so, like,"},{"speaker":"The first one is the question","startTime":1104.071,"endTime":1108.771,"body":"she's not as buttoned up as, like, you"},{"speaker":"The first one is the question","startTime":1104.071,"endTime":1108.771,"body":"know, she is with her other 10 clients."},{"speaker":"The first one is the question","startTime":1108.771,"endTime":1112.89,"body":"And so, I feel like he didn't really"},{"speaker":"The first one is the question","startTime":1108.771,"endTime":1112.89,"body":"catch a lot of mistakes that I would"},{"speaker":"The first one is the question","startTime":1112.89,"endTime":1116.78,"body":"have hoped he would have and, like, if we"},{"speaker":"The first one is the question","startTime":1112.89,"endTime":1116.78,"body":"would have maybe reviewed more together..."},{"speaker":"The first one is the question","startTime":1116.85,"endTime":1120.49,"body":"So now we're moving into our, we're"},{"speaker":"The first one is the question","startTime":1116.85,"endTime":1120.49,"body":"gonna be closing April, and I'm like,"},{"speaker":"The first one is the question","startTime":1120.49,"endTime":1124.8600000000001,"body":"should I get him on more video calls"},{"speaker":"The first one is the question","startTime":1120.49,"endTime":1124.8600000000001,"body":"together and go through them together?"},{"speaker":"The first one is the question","startTime":1125.16,"endTime":1127.81,"body":"What would be, what do you"},{"speaker":"The first one is the question","startTime":1125.16,"endTime":1127.81,"body":"think would be the best?"},{"speaker":"The first one is the question","startTime":1127.81,"endTime":1131.703,"body":"Well, I would say, like, the"},{"speaker":"The first one is the question","startTime":1127.81,"endTime":1131.703,"body":"way that I structured, like, the"},{"speaker":"The first one is the question","startTime":1131.703,"endTime":1136.643,"body":"handoff process, and obviously"},{"speaker":"The first one is the question","startTime":1131.703,"endTime":1136.643,"body":"everyone's client base are different."},{"speaker":"The first one is the question","startTime":1136.643,"endTime":1141.153,"body":"But what I did the first, I brought"},{"speaker":"The first one is the question","startTime":1136.643,"endTime":1141.153,"body":"my account manager on in December, so"},{"speaker":"The first one is the question","startTime":1141.153,"endTime":1145.863,"body":"we were in the midst of prepping for a"},{"speaker":"The first one is the question","startTime":1141.153,"endTime":1145.863,"body":"year-end, and then year-end happened."},{"speaker":"The first one is the question","startTime":1146.193,"endTime":1151.363,"body":"And what I, like, during December, I"},{"speaker":"The first one is the question","startTime":1146.193,"endTime":1151.363,"body":"had her review one or two clients only."},{"speaker":"The first one is the question","startTime":1151.753,"endTime":1155.483,"body":"Like, just do an end-to-end, just"},{"speaker":"The first one is the question","startTime":1151.753,"endTime":1155.483,"body":"get familiar with one client and"},{"speaker":"The first one is the question","startTime":1155.483,"endTime":1157.2930000000001,"body":"the process for that one client."},{"speaker":"The first one is the question","startTime":1157.633,"endTime":1159.943,"body":"Um, not doing the books,"},{"speaker":"The first one is the question","startTime":1157.633,"endTime":1159.943,"body":"but the review of them."},{"speaker":"The first one is the question","startTime":1160.423,"endTime":1165.053,"body":"And then, that way she could take her"},{"speaker":"The first one is the question","startTime":1160.423,"endTime":1165.053,"body":"sweet time looking at just one client"},{"speaker":"The first one is the question","startTime":1165.053,"endTime":1168.883,"body":"and not feel the weight of all these"},{"speaker":"The first one is the question","startTime":1165.053,"endTime":1168.883,"body":"other clients that needed to be reviewed."},{"speaker":"The first one is the question","startTime":1169.343,"endTime":1172.423,"body":"And so that was her first month,"},{"speaker":"The first one is the question","startTime":1169.343,"endTime":1172.423,"body":"was just looking at one or two"},{"speaker":"The first one is the question","startTime":1172.423,"endTime":1175.833,"body":"client, like, one more complex client"},{"speaker":"The first one is the question","startTime":1172.423,"endTime":1175.833,"body":"and one, like, really simple one."},{"speaker":"The first one is the question","startTime":1176.413,"endTime":1182.443,"body":"And then at year-end, I had her do like,"},{"speaker":"The first one is the question","startTime":1176.413,"endTime":1182.443,"body":"a thorough review of every single client."},{"speaker":"The first one is the question","startTime":1182.443,"endTime":1185.9830000000002,"body":"But I also did my"},{"speaker":"The first one is the question","startTime":1182.443,"endTime":1185.9830000000002,"body":"year-end thorough review."},{"speaker":"The first one is the question","startTime":1185.9830000000002,"endTime":1187.92,"body":"So, both of us were reviewing."},{"speaker":"The first one is the question","startTime":1187.92,"endTime":1189.69,"body":"Actually, did we split them in half?"},{"speaker":"The first one is the question","startTime":1189.74,"endTime":1193.5600000000002,"body":"We might have split the year-end"},{"speaker":"The first one is the question","startTime":1189.74,"endTime":1193.5600000000002,"body":"reviews in half, but I still looked"},{"speaker":"The first one is the question","startTime":1193.5600000000002,"endTime":1198.3300000000002,"body":"at everybody as a whole, like, at"},{"speaker":"The first one is the question","startTime":1193.5600000000002,"endTime":1198.3300000000002,"body":"the ve- after her reviews as well."},{"speaker":"The first one is the question","startTime":1198.434,"endTime":1202.564,"body":"and so I kind of didn't, I didn't"},{"speaker":"The first one is the question","startTime":1198.434,"endTime":1202.564,"body":"give everything all at once."},{"speaker":"The first one is the question","startTime":1202.564,"endTime":1204.864,"body":"It was kind of more of"},{"speaker":"The first one is the question","startTime":1202.564,"endTime":1204.864,"body":"a transition period."},{"speaker":"The first one is the question","startTime":1205.074,"endTime":1210.674,"body":"so maybe that was part of the issue"},{"speaker":"The first one is the question","startTime":1205.074,"endTime":1210.674,"body":"with some of the mistakes, because"},{"speaker":"The first one is the question","startTime":1210.7740000000001,"endTime":1214.5040000000001,"body":"maybe he felt like he didn't have a-"},{"speaker":"The first one is the question","startTime":1210.7740000000001,"endTime":1214.5040000000001,"body":"adequate time to be able to review"},{"speaker":"The first one is the question","startTime":1214.5040000000001,"endTime":1219.054,"body":"everything thoroughly, and kind of"},{"speaker":"The first one is the question","startTime":1214.5040000000001,"endTime":1219.054,"body":"inadvertently cut corners or whatever."},{"speaker":"The first one is the question","startTime":1219.2430000000002,"endTime":1222.1280000000002,"body":"but it's actually, I think it's"},{"speaker":"The first one is the question","startTime":1219.2430000000002,"endTime":1222.1280000000002,"body":"actually a good thing that you found"},{"speaker":"The first one is the question","startTime":1222.178,"endTime":1225.278,"body":"some stuff, because hopefully those"},{"speaker":"The first one is the question","startTime":1222.178,"endTime":1225.278,"body":"were coaching opportunities with him"},{"speaker":"The first one is the question","startTime":1225.278,"endTime":1229.208,"body":"of like, oh, okay, here's ... The way"},{"speaker":"The first one is the question","startTime":1225.278,"endTime":1229.208,"body":"that I do it, 'cause we're in a virtual"},{"speaker":"The first one is the question","startTime":1229.208,"endTime":1231.328,"body":"environment, is I like just leaving notes."},{"speaker":"The first one is the question","startTime":1231.328,"endTime":1235.6480000000001,"body":"Like, we keep like a Notes document"},{"speaker":"The first one is the question","startTime":1231.328,"endTime":1235.6480000000001,"body":"of the review and what was found, and"},{"speaker":"The first one is the question","startTime":1235.6480000000001,"endTime":1237.3480000000002,"body":"like, \"Here's how I would've fixed it.\""},{"speaker":"The first one is the question","startTime":1237.3980000000001,"endTime":1241.268,"body":"And then when you send it back to them to"},{"speaker":"The first one is the question","startTime":1237.3980000000001,"endTime":1241.268,"body":"fix it, or send it back to the bookkeeper,"},{"speaker":"The first one is the question","startTime":1241.268,"endTime":1245.584,"body":"whoever is ultimately responsible,"},{"speaker":"The first one is the question","startTime":1241.268,"endTime":1245.584,"body":"sometimes you don't have time to send"},{"speaker":"The first one is the question","startTime":1245.584,"endTime":1249.614,"body":"it back to be fixed, and it needs to"},{"speaker":"The first one is the question","startTime":1245.584,"endTime":1249.614,"body":"be fixed, so you've gotta have, like,"},{"speaker":"The first one is the question","startTime":1249.614,"endTime":1253.651,"body":"a process for that too where it's like,"},{"speaker":"The first one is the question","startTime":1249.614,"endTime":1253.651,"body":"okay, if in fact I have to fix it because"},{"speaker":"The first one is the question","startTime":1253.651,"endTime":1257.441,"body":"we don't have time to send it back to"},{"speaker":"The first one is the question","startTime":1253.651,"endTime":1257.441,"body":"the bookkeeper or whatever, we still"},{"speaker":"The first one is the question","startTime":1257.441,"endTime":1261.481,"body":"have to have a process to communicate"},{"speaker":"The first one is the question","startTime":1257.441,"endTime":1261.481,"body":"that to the bookkeeper and make sure that"},{"speaker":"The first one is the question","startTime":1261.481,"endTime":1265.741,"body":"they are looking at that note the next"},{"speaker":"The first one is the question","startTime":1261.481,"endTime":1265.741,"body":"month as well so it doesn't happen again."},{"speaker":"The first one is the question","startTime":1267.171,"endTime":1268.181,"body":"Right, for sure."},{"speaker":"The first one is the question","startTime":1268.181,"endTime":1268.5810000000001,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1268.611,"endTime":1273.111,"body":"I started doing, like, a error"},{"speaker":"The first one is the question","startTime":1268.611,"endTime":1273.111,"body":"kind of, like, Excel file."},{"speaker":"The first one is the question","startTime":1273.111,"endTime":1277.449,"body":"Like, is this a major error, minor error,"},{"speaker":"The first one is the question","startTime":1273.111,"endTime":1277.449,"body":"and like a detail of what it is, to try"},{"speaker":"The first one is the question","startTime":1277.449,"endTime":1280.3490000000002,"body":"to, like, close that loop of the errors."},{"speaker":"The first one is the question","startTime":1280.3490000000002,"endTime":1281.3290000000002,"body":"So thank you."},{"speaker":"The first one is the question","startTime":1281.555,"endTime":1286.4650000000001,"body":"keep, I mean, just keep communicating with"},{"speaker":"The first one is the question","startTime":1281.555,"endTime":1286.4650000000001,"body":"your team and keep keeping that open, that"},{"speaker":"The first one is the question","startTime":1286.4650000000001,"endTime":1288.865,"body":"loop of communication open with them, too."},{"speaker":"The first one is the question","startTime":1288.969,"endTime":1292.809,"body":"and everything is, every day is"},{"speaker":"The first one is the question","startTime":1288.969,"endTime":1292.809,"body":"a learning day for everybody."},{"speaker":"The first one is the question","startTime":1294.659,"endTime":1295.299,"body":"Sure is."},{"speaker":"The first one is the question","startTime":1295.299,"endTime":1296.189,"body":"Sure is."},{"speaker":"The first one is the question","startTime":1297.0990000000002,"endTime":1297.8890000000001,"body":"Um, yeah."},{"speaker":"The first one is the question","startTime":1297.989,"endTime":1298.8290000000002,"body":"Thank you so much."},{"speaker":"The first one is the question","startTime":1298.8290000000002,"endTime":1299.249,"body":"Good luck."},{"speaker":"The first one is the question","startTime":1299.449,"endTime":1300.459,"body":"Yeah, you're welcome."},{"speaker":"The first one is the question","startTime":1300.949,"endTime":1302.8590000000002,"body":"Any other questions?"},{"speaker":"The first one is the question","startTime":1303.352,"endTime":1307.662,"body":"as you see, if you ask questions, you"},{"speaker":"The first one is the question","startTime":1303.352,"endTime":1307.662,"body":"get, you get answers and coaching."},{"speaker":"The first one is the question","startTime":1309.432,"endTime":1310.712,"body":"Yes, Hope, go for it."},{"speaker":"The first one is the question","startTime":1311.0240000000001,"endTime":1313.564,"body":"All right, so kind of going"},{"speaker":"The first one is the question","startTime":1311.0240000000001,"endTime":1313.564,"body":"back to team member stuff."},{"speaker":"The first one is the question","startTime":1313.564,"endTime":1313.594,"body":"Mm-hmm."},{"speaker":"The first one is the question","startTime":1313.691,"endTime":1317.401,"body":"so empowering them to take ownership,"},{"speaker":"The first one is the question","startTime":1313.691,"endTime":1317.401,"body":"like, I don't know how many times I've"},{"speaker":"The first one is the question","startTime":1317.401,"endTime":1319.691,"body":"said, like, \"These are your clients."},{"speaker":"The first one is the question","startTime":1319.691,"endTime":1323.631,"body":"You guys need to take ownership of"},{"speaker":"The first one is the question","startTime":1319.691,"endTime":1323.631,"body":"that.\" They are still are like, \"Oh,"},{"speaker":"The first one is the question","startTime":1323.631,"endTime":1326.621,"body":"only Hope knows the answers.\" I'm like,"},{"speaker":"The first one is the question","startTime":1323.631,"endTime":1326.621,"body":"\"Hope is not the only one who knows"},{"speaker":"The first one is the question","startTime":1326.621,"endTime":1329.181,"body":"the answers.\" Do you know what I mean?"},{"speaker":"The first one is the question","startTime":1329.181,"endTime":1329.941,"body":"It's like- Mm-hmm"},{"speaker":"The first one is the question","startTime":1329.971,"endTime":1335.181,"body":"how can I ... And I don't know how to"},{"speaker":"The first one is the question","startTime":1329.971,"endTime":1335.181,"body":"empower them more to, like, you know, like"},{"speaker":"The first one is the question","startTime":1335.181,"endTime":1340.411,"body":"you said, come to me with strategies in"},{"speaker":"The first one is the question","startTime":1335.181,"endTime":1340.411,"body":"fixing this instead of just, \"Oh, there's"},{"speaker":"The first one is the question","startTime":1340.411,"endTime":1344.511,"body":"a problem. I don't know what to do.\" So"},{"speaker":"The first one is the question","startTime":1340.411,"endTime":1344.511,"body":"what have you done in the past that has"},{"speaker":"The first one is the question","startTime":1344.511,"endTime":1346.401,"body":"helped with empowering your team members?"},{"speaker":"The first one is the question","startTime":1347.181,"endTime":1351.5310000000002,"body":"Yeah, sometimes it does require a,"},{"speaker":"The first one is the question","startTime":1347.181,"endTime":1351.5310000000002,"body":"an explicit, like, everyone's on a"},{"speaker":"The first one is the question","startTime":1351.5310000000002,"endTime":1355.211,"body":"call, like, \"From here on out, I'm"},{"speaker":"The first one is the question","startTime":1351.5310000000002,"endTime":1355.211,"body":"not gonna just give you the answer."},{"speaker":"The first one is the question","startTime":1355.211,"endTime":1359.976,"body":"I'm gonna ask you what you would do.\""},{"speaker":"The first one is the question","startTime":1355.211,"endTime":1359.976,"body":"If you were ultimately the one ... Like,"},{"speaker":"The first one is the question","startTime":1359.976,"endTime":1361.586,"body":"if I wasn't here, what would you do?"},{"speaker":"The first one is the question","startTime":1362.506,"endTime":1365.1660000000002,"body":"Like, if I wasn't able to answer"},{"speaker":"The first one is the question","startTime":1362.506,"endTime":1365.1660000000002,"body":"this question, what would you ... And"},{"speaker":"The first one is the question","startTime":1365.1660000000002,"endTime":1367.4560000000001,"body":"then, like if ... So everyone"},{"speaker":"The first one is the question","startTime":1365.1660000000002,"endTime":1367.4560000000001,"body":"knows, like this is what's coming."},{"speaker":"The first one is the question","startTime":1367.4560000000001,"endTime":1370.2060000000001,"body":"If I come to Serena with a"},{"speaker":"The first one is the question","startTime":1367.4560000000001,"endTime":1370.2060000000001,"body":"question, like this is what's"},{"speaker":"The first one is the question","startTime":1370.2060000000001,"endTime":1371.586,"body":"gonna happen from here on out."},{"speaker":"The first one is the question","startTime":1371.615,"endTime":1375.2350000000001,"body":"but , I've been operating ... It"},{"speaker":"The first one is the question","startTime":1371.615,"endTime":1375.2350000000001,"body":"is sometimes easier to just like"},{"speaker":"The first one is the question","startTime":1375.365,"endTime":1378.255,"body":"give the answer, because you don't"},{"speaker":"The first one is the question","startTime":1375.365,"endTime":1378.255,"body":"want people to have to struggle too"},{"speaker":"The first one is the question","startTime":1378.255,"endTime":1381.055,"body":"long through things, because we're"},{"speaker":"The first one is the question","startTime":1378.255,"endTime":1381.055,"body":"paying them by the hour or whatever."},{"speaker":"The first one is the question","startTime":1381.305,"endTime":1382.325,"body":"So there's a balance."},{"speaker":"The first one is the question","startTime":1382.325,"endTime":1385.9350000000002,"body":"But like, to let people know, like"},{"speaker":"The first one is the question","startTime":1382.325,"endTime":1385.9350000000002,"body":"I really wanna make sure that like"},{"speaker":"The first one is the question","startTime":1386.515,"endTime":1389.335,"body":"Also, I'm not, I may not"},{"speaker":"The first one is the question","startTime":1386.515,"endTime":1389.335,"body":"have the best approach."},{"speaker":"The first one is the question","startTime":1389.845,"endTime":1393.4950000000001,"body":"I might know the answer off the top of"},{"speaker":"The first one is the question","startTime":1389.845,"endTime":1393.4950000000001,"body":"my head because I've struggled through"},{"speaker":"The first one is the question","startTime":1393.4950000000001,"endTime":1397.635,"body":"things with that client before, but"},{"speaker":"The first one is the question","startTime":1393.4950000000001,"endTime":1397.635,"body":"how would you ... Like, I will just"},{"speaker":"The first one is the question","startTime":1397.635,"endTime":1401.1750000000002,"body":"straight up ask, like, \"Where did you"},{"speaker":"The first one is the question","startTime":1397.635,"endTime":1401.1750000000002,"body":"look for the answer first? How would you"},{"speaker":"The first one is the question","startTime":1401.1750000000002,"endTime":1403.9350000000002,"body":"fix this if it were totally up to you?\""},{"speaker":"The first one is the question","startTime":1403.9650000000001,"endTime":1408.3980000000001,"body":"Or, you know, What have you tried"},{"speaker":"The first one is the question","startTime":1403.9650000000001,"endTime":1408.3980000000001,"body":"already?\" Like, just a- ask, answering"},{"speaker":"The first one is the question","startTime":1408.3980000000001,"endTime":1413.228,"body":"their question with another question"},{"speaker":"The first one is the question","startTime":1408.3980000000001,"endTime":1413.228,"body":"so that it causes them to like stop"},{"speaker":"The first one is the question","startTime":1413.228,"endTime":1415.8400000000001,"body":"and think, is usually pretty effective."},{"speaker":"The first one is the question","startTime":1416.47,"endTime":1416.79,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1417.18,"endTime":1419.91,"body":"Okay, I'm gonna have to start doing"},{"speaker":"The first one is the question","startTime":1417.18,"endTime":1419.91,"body":"that, 'cause we, like uh, when we've"},{"speaker":"The first one is the question","startTime":1419.91,"endTime":1424.16,"body":"been bringing on new bookkeepers,"},{"speaker":"The first one is the question","startTime":1419.91,"endTime":1424.16,"body":"we kind of have like, not Slack, but"},{"speaker":"The first one is the question","startTime":1424.16,"endTime":1426.3600000000001,"body":"we use Teams, like the general chat."},{"speaker":"The first one is the question","startTime":1426.4,"endTime":1428.17,"body":"And so they can go in"},{"speaker":"The first one is the question","startTime":1426.4,"endTime":1428.17,"body":"there and ask questions."},{"speaker":"The first one is the question","startTime":1428.17,"endTime":1430.73,"body":"They'll ask it to me and like"},{"speaker":"The first one is the question","startTime":1428.17,"endTime":1430.73,"body":"the quality control person."},{"speaker":"The first one is the question","startTime":1431.25,"endTime":1434.14,"body":"But then I also have my quality"},{"speaker":"The first one is the question","startTime":1431.25,"endTime":1434.14,"body":"control person who is always like,"},{"speaker":"The first one is the question","startTime":1434.18,"endTime":1437.41,"body":"\"Oh, I'm not sure. We'll just"},{"speaker":"The first one is the question","startTime":1434.18,"endTime":1437.41,"body":"defer that to Hope.\" Like, no."},{"speaker":"The first one is the question","startTime":1437.41,"endTime":1439.43,"body":"Mm. Can you c- help her ask questions?"},{"speaker":"The first one is the question","startTime":1439.43,"endTime":1440.99,"body":"Could you like do that, too?"},{"speaker":"The first one is the question","startTime":1440.99,"endTime":1445.14,"body":"So I guess maybe being more specific"},{"speaker":"The first one is the question","startTime":1440.99,"endTime":1445.14,"body":"with her, 'cause hers will be like- Yeah"},{"speaker":"The first one is the question","startTime":1445.24,"endTime":1447.8300000000002,"body":"\"Oh, I don't really know about"},{"speaker":"The first one is the question","startTime":1445.24,"endTime":1447.8300000000002,"body":"that client very much.\" Well,"},{"speaker":"The first one is the question","startTime":1447.8300000000002,"endTime":1449.15,"body":"you're the quality control person."},{"speaker":"The first one is the question","startTime":1449.15,"endTime":1450.27,"body":"You keep checking the account."},{"speaker":"The first one is the question","startTime":1450.27,"endTime":1452.69,"body":"You should know, like, that"},{"speaker":"The first one is the question","startTime":1450.27,"endTime":1452.69,"body":"client fairly well, I would"},{"speaker":"The first one is the question","startTime":1452.69,"endTime":1454.19,"body":"think, after six or eight months."},{"speaker":"The first one is the question","startTime":1454.54,"endTime":1454.8100000000002,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1454.8100000000002,"endTime":1455.0600000000002,"body":"So."},{"speaker":"The first one is the question","startTime":1455.17,"endTime":1455.67,"body":"Absolutely."},{"speaker":"The first one is the question","startTime":1455.67,"endTime":1459.8500000000001,"body":"'Cause also, I think that's, again,"},{"speaker":"The first one is the question","startTime":1455.67,"endTime":1459.8500000000001,"body":"accountability of like this is what the,"},{"speaker":"The first one is the question","startTime":1459.8500000000001,"endTime":1464.8000000000002,"body":"setting the expectation and then, um,"},{"speaker":"The first one is the question","startTime":1459.8500000000001,"endTime":1464.8000000000002,"body":"you know, making them accountable for"},{"speaker":"The first one is the question","startTime":1464.8000000000002,"endTime":1466.6000000000001,"body":"that expectation that we have for them."},{"speaker":"The first one is the question","startTime":1467.4,"endTime":1468.3000000000002,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1468.3000000000002,"endTime":1473.3500000000001,"body":"And honestly, the truth of it is"},{"speaker":"The first one is the question","startTime":1468.3000000000002,"endTime":1473.3500000000001,"body":"some people don't want that level of"},{"speaker":"The first one is the question","startTime":1473.3500000000001,"endTime":1478.44,"body":"responsibility, and they're happy to"},{"speaker":"The first one is the question","startTime":1473.3500000000001,"endTime":1478.44,"body":"stay in a worker bee position and not"},{"speaker":"The first one is the question","startTime":1478.44,"endTime":1480.44,"body":"have to really think about things."},{"speaker":"The first one is the question","startTime":1480.44,"endTime":1486.17,"body":"So there's always, I won't say always,"},{"speaker":"The first one is the question","startTime":1480.44,"endTime":1486.17,"body":"but typically there's people on teams that"},{"speaker":"The first one is the question","startTime":1486.3200000000002,"endTime":1487.98,"body":"are like, \"That's beyond my pay grade.\""},{"speaker":"The first one is the question","startTime":1488.1200000000001,"endTime":1489.8000000000002,"body":"Like, and that's just their attitude."},{"speaker":"The first one is the question","startTime":1489.8400000000001,"endTime":1493.54,"body":"And that, and like- Yeah ... it's, you"},{"speaker":"The first one is the question","startTime":1489.8400000000001,"endTime":1493.54,"body":"have to decide if you're okay with that"},{"speaker":"The first one is the question","startTime":1493.54,"endTime":1496.94,"body":"culture or if you're okay with one or two"},{"speaker":"The first one is the question","startTime":1493.54,"endTime":1496.94,"body":"people being like that, as long as there's"},{"speaker":"The first one is the question","startTime":1496.94,"endTime":1500.5700000000002,"body":"someone else in between you and them"},{"speaker":"The first one is the question","startTime":1496.94,"endTime":1500.5700000000002,"body":"that- Yeah ... can answer the question."},{"speaker":"The first one is the question","startTime":1501.18,"endTime":1501.51,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1501.66,"endTime":1504.0500000000002,"body":"I think we're getting closer to"},{"speaker":"The first one is the question","startTime":1501.66,"endTime":1504.0500000000002,"body":"that point where there might be"},{"speaker":"The first one is the question","startTime":1504.0500000000002,"endTime":1505.8500000000001,"body":"that need to be that extra person."},{"speaker":"The first one is the question","startTime":1505.8500000000001,"endTime":1510.19,"body":"But I feel like the last few rounds"},{"speaker":"The first one is the question","startTime":1505.8500000000001,"endTime":1510.19,"body":"of hiring, , just because a lot of it"},{"speaker":"The first one is the question","startTime":1510.19,"endTime":1513.69,"body":"is just a part-time, like contractor"},{"speaker":"The first one is the question","startTime":1510.19,"endTime":1513.69,"body":"position, it's like getting the buy-in,"},{"speaker":"The first one is the question","startTime":1513.69,"endTime":1516.46,"body":"like- Yeah ... that you're part of"},{"speaker":"The first one is the question","startTime":1513.69,"endTime":1516.46,"body":"the company and stuff like that."},{"speaker":"The first one is the question","startTime":1516.49,"endTime":1520.29,"body":"And then I've had a lot of people"},{"speaker":"The first one is the question","startTime":1516.49,"endTime":1520.29,"body":"leave for like full-time positions just"},{"speaker":"The first one is the question","startTime":1520.29,"endTime":1524.5800000000002,"body":"'cause we weren't able to get them like-"},{"speaker":"The first one is the question","startTime":1520.29,"endTime":1524.5800000000002,"body":"clients quite fast enough, so I kind"},{"speaker":"The first one is the question","startTime":1524.5800000000002,"endTime":1528.8500000000001,"body":"of am stuck in a spot where, like, how"},{"speaker":"The first one is the question","startTime":1524.5800000000002,"endTime":1528.8500000000001,"body":"do you fill that gap between, like, the"},{"speaker":"The first one is the question","startTime":1528.8500000000001,"endTime":1531.49,"body":"full-time and, like, a part-time person?"},{"speaker":"The first one is the question","startTime":1531.5600000000002,"endTime":1532.0700000000002,"body":"So."},{"speaker":"The first one is the question","startTime":1532.28,"endTime":1540.1200000000001,"body":"Yeah, that can be tricky, , for"},{"speaker":"The first one is the question","startTime":1532.28,"endTime":1540.1200000000001,"body":"sure, and I will say, like, I feel"},{"speaker":"The first one is the question","startTime":1540.1200000000001,"endTime":1545.547,"body":"like I've gotten so lucky with the"},{"speaker":"The first one is the question","startTime":1540.1200000000001,"endTime":1545.547,"body":"team that I've gotten, but at the"},{"speaker":"The first one is the question","startTime":1545.547,"endTime":1547.1270000000002,"body":"same time it wasn't really luck."},{"speaker":"The first one is the question","startTime":1547.367,"endTime":1549.317,"body":"Are you in Breakthrough with Alyssa?"},{"speaker":"The first one is the question","startTime":1549.317,"endTime":1552.4470000000001,"body":"Yeah, and I've used a lot of that stuff,"},{"speaker":"The first one is the question","startTime":1549.317,"endTime":1552.4470000000001,"body":"so we've used a lot of- Yeah ... the"},{"speaker":"The first one is the question","startTime":1552.4470000000001,"endTime":1555.607,"body":"Breakthrough stuff, but it's like"},{"speaker":"The first one is the question","startTime":1552.4470000000001,"endTime":1555.607,"body":"the last few times of just even going"},{"speaker":"The first one is the question","startTime":1555.607,"endTime":1558.9070000000002,"body":"through that, it's like, you know,"},{"speaker":"The first one is the question","startTime":1555.607,"endTime":1558.9070000000002,"body":"getting not even just quality people"},{"speaker":"The first one is the question","startTime":1558.9070000000002,"endTime":1562.347,"body":"who are applying that are actually"},{"speaker":"The first one is the question","startTime":1558.9070000000002,"endTime":1562.347,"body":"following the steps and stuff like that."},{"speaker":"The first one is the question","startTime":1562.347,"endTime":1564.8770000000002,"body":"It's kind of crazy how, like,"},{"speaker":"The first one is the question","startTime":1562.347,"endTime":1564.8770000000002,"body":"what percentage of people"},{"speaker":"The first one is the question","startTime":1564.8770000000002,"endTime":1566.1970000000001,"body":"actually follow the steps."},{"speaker":"The first one is the question","startTime":1566.375,"endTime":1570.2450000000001,"body":"but yeah, it's just, we just haven't"},{"speaker":"The first one is the question","startTime":1566.375,"endTime":1570.2450000000001,"body":"been, like, that great, so we're gonna"},{"speaker":"The first one is the question","startTime":1570.2450000000001,"endTime":1573.8110000000001,"body":"kind of put it on hold for now, and I"},{"speaker":"The first one is the question","startTime":1570.2450000000001,"endTime":1573.8110000000001,"body":"may just even look at, I don't know if"},{"speaker":"The first one is the question","startTime":1573.8110000000001,"endTime":1576.461,"body":"you've tried it in the past, but, you"},{"speaker":"The first one is the question","startTime":1573.8110000000001,"endTime":1576.461,"body":"know, we have a college here and my"},{"speaker":"The first one is the question","startTime":1576.461,"endTime":1579.941,"body":"daughter's going, just starting college,"},{"speaker":"The first one is the question","startTime":1576.461,"endTime":1579.941,"body":"but maybe bringing in a junior bookkeeper"},{"speaker":"The first one is the question","startTime":1579.941,"endTime":1581.861,"body":"who can learn some of the basic stuff."},{"speaker":"The first one is the question","startTime":1581.861,"endTime":1585.141,"body":"So, like, even just categorization"},{"speaker":"The first one is the question","startTime":1581.861,"endTime":1585.141,"body":"and easy stuff, and then have, like,"},{"speaker":"The first one is the question","startTime":1585.141,"endTime":1589.0610000000001,"body":"a upper level bookkeeper, like, do"},{"speaker":"The first one is the question","startTime":1585.141,"endTime":1589.0610000000001,"body":"the review and things like that, where"},{"speaker":"The first one is the question","startTime":1589.0610000000001,"endTime":1593.3310000000001,"body":"we're still, you know, maybe teaching"},{"speaker":"The first one is the question","startTime":1589.0610000000001,"endTime":1593.3310000000001,"body":"a new, a new person new skills, but"},{"speaker":"The first one is the question","startTime":1593.3310000000001,"endTime":1597.111,"body":"then- Yeah ... we also have other"},{"speaker":"The first one is the question","startTime":1593.3310000000001,"endTime":1597.111,"body":"people reviewing those transactions-"},{"speaker":"The first one is the question","startTime":1597.141,"endTime":1597.981,"body":"Yeah ... and stuff like that."},{"speaker":"The first one is the question","startTime":1598.5510000000002,"endTime":1598.681,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1598.681,"endTime":1603.151,"body":"I have, , a few, several years ago"},{"speaker":"The first one is the question","startTime":1598.681,"endTime":1603.151,"body":"I hired from the accounting program"},{"speaker":"The first one is the question","startTime":1603.181,"endTime":1604.911,"body":"at our local college as well."},{"speaker":"The first one is the question","startTime":1605.009,"endTime":1608.169,"body":"and that, that just turned out to not"},{"speaker":"The first one is the question","startTime":1605.009,"endTime":1608.169,"body":"be the right fit because she d- was"},{"speaker":"The first one is the question","startTime":1608.169,"endTime":1609.789,"body":"not actually interested in accounting."},{"speaker":"The first one is the question","startTime":1611.519,"endTime":1614.8290000000002,"body":"At least I got to help"},{"speaker":"The first one is the question","startTime":1611.519,"endTime":1614.8290000000002,"body":"her figure that out."},{"speaker":"The first one is the question","startTime":1614.8290000000002,"endTime":1619.929,"body":"At least she figured it out now instead"},{"speaker":"The first one is the question","startTime":1614.8290000000002,"endTime":1619.929,"body":"of, like, CPA at point or something."},{"speaker":"The first one is the question","startTime":1619.929,"endTime":1620.3890000000001,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1620.439,"endTime":1622.8590000000002,"body":"She was like, \"Actually, I'm more"},{"speaker":"The first one is the question","startTime":1620.439,"endTime":1622.8590000000002,"body":"interested in marketing,\" and I was"},{"speaker":"The first one is the question","startTime":1622.8590000000002,"endTime":1625.309,"body":"like, \"Cool.\" \"Get that off my back."},{"speaker":"The first one is the question","startTime":1625.549,"endTime":1628.737,"body":"Totally cool.\" but yeah,"},{"speaker":"The first one is the question","startTime":1625.549,"endTime":1628.737,"body":"that's definitely an option."},{"speaker":"The first one is the question","startTime":1629.267,"endTime":1634.567,"body":"The other thing too is, like, I know"},{"speaker":"The first one is the question","startTime":1629.267,"endTime":1634.567,"body":"for, myself, I haven't implemented"},{"speaker":"The first one is the question","startTime":1634.567,"endTime":1639.097,"body":"across, any clients yet because it's"},{"speaker":"The first one is the question","startTime":1634.567,"endTime":1639.097,"body":"still kind of one of those areas that"},{"speaker":"The first one is the question","startTime":1639.097,"endTime":1641.237,"body":"I feel like requires client consent."},{"speaker":"The first one is the question","startTime":1641.237,"endTime":1646.817,"body":"But I, on my own company's books I've"},{"speaker":"The first one is the question","startTime":1641.237,"endTime":1646.817,"body":"activated the A- the built-in AI in Xero,"},{"speaker":"The first one is the question","startTime":1646.948,"endTime":1651.299,"body":"the, like, automatic reconciliations,"},{"speaker":"The first one is the question","startTime":1646.948,"endTime":1651.299,"body":"and, it's pretty accurate."},{"speaker":"The first one is the question","startTime":1651.559,"endTime":1656.919,"body":"So it's obviously right now"},{"speaker":"The first one is the question","startTime":1651.559,"endTime":1656.919,"body":"it's just coding transactions."},{"speaker":"The first one is the question","startTime":1656.919,"endTime":1656.949,"body":"Mm-hmm."},{"speaker":"The first one is the question","startTime":1657.309,"endTime":1662.559,"body":"But that could be something that"},{"speaker":"The first one is the question","startTime":1657.309,"endTime":1662.559,"body":"you look into to create a little"},{"speaker":"The first one is the question","startTime":1662.559,"endTime":1666.509,"body":"bit of a lift and free up somebody's"},{"speaker":"The first one is the question","startTime":1662.559,"endTime":1666.509,"body":"time to become more advanced."},{"speaker":"The first one is the question","startTime":1666.593,"endTime":1670.968,"body":", But then that also requires that"},{"speaker":"The first one is the question","startTime":1666.593,"endTime":1670.968,"body":"different- type of person that doesn't"},{"speaker":"The first one is the question","startTime":1670.968,"endTime":1673.708,"body":"wanna just, you know, data entry stuff."},{"speaker":"The first one is the question","startTime":1673.708,"endTime":1677.188,"body":"They actually do need to be able"},{"speaker":"The first one is the question","startTime":1673.708,"endTime":1677.188,"body":"to, like, think things through"},{"speaker":"The first one is the question","startTime":1677.188,"endTime":1679.268,"body":"and, like, oversee the AI employee."},{"speaker":"The first one is the question","startTime":1679.6280000000002,"endTime":1679.678,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1679.678,"endTime":1681.1280000000002,"body":"It's basically the same thing."},{"speaker":"The first one is the question","startTime":1681.1280000000002,"endTime":1685.528,"body":"Like, you're either overseeing a human"},{"speaker":"The first one is the question","startTime":1681.1280000000002,"endTime":1685.528,"body":"or you're overseeing this AI process, so"},{"speaker":"The first one is the question","startTime":1685.528,"endTime":1689.338,"body":"you still have to have that knowledge of"},{"speaker":"The first one is the question","startTime":1685.528,"endTime":1689.338,"body":"what things are supposed to look like."},{"speaker":"The first one is the question","startTime":1689.6380000000001,"endTime":1689.928,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1690.488,"endTime":1690.788,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1691.278,"endTime":1692.248,"body":"But- I totally get that."},{"speaker":"The first one is the question","startTime":1692.248,"endTime":1693.288,"body":"But yeah, that's interesting."},{"speaker":"The first one is the question","startTime":1693.288,"endTime":1697.448,"body":"I actually m- I don't know if QuickBooks"},{"speaker":"The first one is the question","startTime":1693.288,"endTime":1697.448,"body":"is quite there on that processes, I"},{"speaker":"The first one is the question","startTime":1697.448,"endTime":1700.288,"body":"don't feel, unless you're putting a"},{"speaker":"The first one is the question","startTime":1697.448,"endTime":1700.288,"body":"bunch of rules and things like that in."},{"speaker":"The first one is the question","startTime":1700.3970000000002,"endTime":1703.717,"body":"but they do try to automate the AI"},{"speaker":"The first one is the question","startTime":1700.3970000000002,"endTime":1703.717,"body":"reconciliation part, but I've found"},{"speaker":"The first one is the question","startTime":1703.717,"endTime":1707.707,"body":"when I was doing it, it was, had some"},{"speaker":"The first one is the question","startTime":1703.717,"endTime":1707.707,"body":"clunks still in it, quite a bit, so."},{"speaker":"The first one is the question","startTime":1707.852,"endTime":1710.3220000000001,"body":"but a majority of our clients"},{"speaker":"The first one is the question","startTime":1707.852,"endTime":1710.3220000000001,"body":"are in QuickBooks right now, but."},{"speaker":"The first one is the question","startTime":1710.892,"endTime":1711.0720000000001,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1711.162,"endTime":1712.3020000000001,"body":"Maybe we need to move to Xero."},{"speaker":"The first one is the question","startTime":1712.3020000000001,"endTime":1714.852,"body":"I just haven't figured that one out yet."},{"speaker":"The first one is the question","startTime":1715.232,"endTime":1720.492,"body":"Oh, go watch my YouTube video on Is"},{"speaker":"The first one is the question","startTime":1715.232,"endTime":1720.492,"body":"It Time to Move My Clients to Xero?"},{"speaker":"The first one is the question","startTime":1720.492,"endTime":1722.662,"body":"Because I definitely ask some questions."},{"speaker":"The first one is the question","startTime":1722.7520000000002,"endTime":1726.872,"body":"As much as of a proponent of"},{"speaker":"The first one is the question","startTime":1722.7520000000002,"endTime":1726.872,"body":"Xero I am, there's still a"},{"speaker":"The first one is the question","startTime":1726.872,"endTime":1729.622,"body":"huge cost of time and- Oh, yeah"},{"speaker":"The first one is the question","startTime":1729.622,"endTime":1733.5420000000001,"body":"um, energy that it takes to"},{"speaker":"The first one is the question","startTime":1729.622,"endTime":1733.5420000000001,"body":"move people to a new system."},{"speaker":"The first one is the question","startTime":1733.8020000000001,"endTime":1737.2720000000002,"body":"Even if ultimately it's better in the"},{"speaker":"The first one is the question","startTime":1733.8020000000001,"endTime":1737.2720000000002,"body":"end, it may not actually make sense"},{"speaker":"The first one is the question","startTime":1737.2720000000002,"endTime":1739.182,"body":"because of- Yeah ... that component."},{"speaker":"The first one is the question","startTime":1739.2720000000002,"endTime":1739.817,"body":"but yeah."},{"speaker":"The first one is the question","startTime":1740.367,"endTime":1744.6970000000001,"body":"So anyways, yeah, definitely, like,"},{"speaker":"The first one is the question","startTime":1740.367,"endTime":1744.6970000000001,"body":"the job market's different right now."},{"speaker":"The first one is the question","startTime":1744.987,"endTime":1746.4070000000002,"body":"I feel like it is, yeah."},{"speaker":"The first one is the question","startTime":1746.4070000000002,"endTime":1746.467,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1746.467,"endTime":1752.6380000000001,"body":"I had, like, maybe three applicants that"},{"speaker":"The first one is the question","startTime":1746.467,"endTime":1752.6380000000001,"body":"followed my process on this last hiring"},{"speaker":"The first one is the question","startTime":1752.6380000000001,"endTime":1756.948,"body":"round, which then it really narrows"},{"speaker":"The first one is the question","startTime":1752.6380000000001,"endTime":1756.948,"body":"it down to fewer interviews, for sure."},{"speaker":"The first one is the question","startTime":1757.328,"endTime":1757.4180000000001,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1757.4180000000001,"endTime":1761.6460000000002,"body":"But, I've always had very few people"},{"speaker":"The first one is the question","startTime":1757.4180000000001,"endTime":1761.6460000000002,"body":"follow the instructions fully, but"},{"speaker":"The first one is the question","startTime":1761.6460000000002,"endTime":1764.806,"body":"that weeds out the people that I"},{"speaker":"The first one is the question","startTime":1761.6460000000002,"endTime":1764.806,"body":"know are absolutely not good fits."},{"speaker":"The first one is the question","startTime":1764.806,"endTime":1766.4660000000001,"body":"Like, I need attention-"},{"speaker":"The first one is the question","startTime":1764.806,"endTime":1766.4660000000001,"body":"Yeah ... to detail."},{"speaker":"The first one is the question","startTime":1767.486,"endTime":1767.6860000000001,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1767.6860000000001,"endTime":1770.576,"body":"'Cause I think it was funny, we put"},{"speaker":"The first one is the question","startTime":1767.6860000000001,"endTime":1770.576,"body":"it on Indeed and there was almost"},{"speaker":"The first one is the question","startTime":1770.576,"endTime":1773.016,"body":"300 applicants on Indeed, and we"},{"speaker":"The first one is the question","startTime":1773.056,"endTime":1776.056,"body":"Maybe 10% of those people"},{"speaker":"The first one is the question","startTime":1773.056,"endTime":1776.056,"body":"followed the steps."},{"speaker":"The first one is the question","startTime":1776.326,"endTime":1777.6760000000002,"body":"That's pretty good, actually."},{"speaker":"The first one is the question","startTime":1778.126,"endTime":1781.2060000000001,"body":"I was ... I know, but I"},{"speaker":"The first one is the question","startTime":1778.126,"endTime":1781.2060000000001,"body":"was still like, dang, 10%."},{"speaker":"The first one is the question","startTime":1781.2060000000001,"endTime":1782.636,"body":"I'm like, what's going on?"},{"speaker":"The first one is the question","startTime":1782.816,"endTime":1783.1560000000002,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1783.1560000000002,"endTime":1783.6460000000002,"body":"But yeah."},{"speaker":"The first one is the question","startTime":1784.316,"endTime":1785.386,"body":"It's, like, crazy."},{"speaker":"The first one is the question","startTime":1785.4160000000002,"endTime":1785.756,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1786.2160000000001,"endTime":1786.636,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1786.7160000000001,"endTime":1789.366,"body":"But you have to kind of look at"},{"speaker":"The first one is the question","startTime":1786.7160000000001,"endTime":1789.366,"body":"it the same way as whenever you"},{"speaker":"The first one is the question","startTime":1789.366,"endTime":1794.496,"body":"are ... Like, when you put in processes"},{"speaker":"The first one is the question","startTime":1789.366,"endTime":1794.496,"body":"to qualify leads, it's the same thing."},{"speaker":"The first one is the question","startTime":1794.496,"endTime":1798.016,"body":"Like, yeah, it's gonna weed out a lot of"},{"speaker":"The first one is the question","startTime":1794.496,"endTime":1798.016,"body":"people, but ultimately that's protecting"},{"speaker":"The first one is the question","startTime":1798.016,"endTime":1803.4260000000002,"body":"your time instead of getting on interviews"},{"speaker":"The first one is the question","startTime":1798.016,"endTime":1803.4260000000002,"body":"with people who are clearly don't follow"},{"speaker":"The first one is the question","startTime":1803.4260000000002,"endTime":1808.726,"body":"instructions, or- Yeah ... like, client"},{"speaker":"The first one is the question","startTime":1803.4260000000002,"endTime":1808.726,"body":"leads who clearly aren't a good fit."},{"speaker":"The first one is the question","startTime":1808.726,"endTime":1810.226,"body":"People weed themselves out."},{"speaker":"The first one is the question","startTime":1810.556,"endTime":1812.536,"body":"And so that's, like,"},{"speaker":"The first one is the question","startTime":1810.556,"endTime":1812.536,"body":"even though it was only"},{"speaker":"The first one is the question","startTime":1812.626,"endTime":1814.4160000000002,"body":"That 10% is actually really good."},{"speaker":"The first one is the question","startTime":1815.766,"endTime":1816.016,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1816.1960000000001,"endTime":1816.6460000000002,"body":"That many people."},{"speaker":"The first one is the question","startTime":1816.6460000000002,"endTime":1819.486,"body":"I, 'cause I think we ended up,"},{"speaker":"The first one is the question","startTime":1816.6460000000002,"endTime":1819.486,"body":"yeah, like, 14 to 18 people, so"},{"speaker":"The first one is the question","startTime":1819.486,"endTime":1823.356,"body":"it was nearly the 10%, but it was"},{"speaker":"The first one is the question","startTime":1819.486,"endTime":1823.356,"body":"like, yeah, that was kinda crazy."},{"speaker":"The first one is the question","startTime":1823.356,"endTime":1823.4160000000002,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1823.4160000000002,"endTime":1825.256,"body":"When you think about"},{"speaker":"The first one is the question","startTime":1823.4160000000002,"endTime":1825.256,"body":"it, it's just like, wow."},{"speaker":"The first one is the question","startTime":1826.766,"endTime":1827.026,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1827.7810000000002,"endTime":1828.881,"body":"Yeah, absolutely ... kind of crazy."},{"speaker":"The first one is the question","startTime":1828.881,"endTime":1831.461,"body":"But yeah, like you said, it does free"},{"speaker":"The first one is the question","startTime":1828.881,"endTime":1831.461,"body":"up a lot of time, because then you"},{"speaker":"The first one is the question","startTime":1831.461,"endTime":1834.351,"body":"actually have people who really wanna"},{"speaker":"The first one is the question","startTime":1831.461,"endTime":1834.351,"body":"be there and actually paid attention"},{"speaker":"The first one is the question","startTime":1834.351,"endTime":1837.3010000000002,"body":"to what the process that they needed"},{"speaker":"The first one is the question","startTime":1834.351,"endTime":1837.3010000000002,"body":"to follow, which is good, 'cause then"},{"speaker":"The first one is the question","startTime":1837.3010000000002,"endTime":1838.911,"body":"we have processes for when they start."},{"speaker":"The first one is the question","startTime":1840.0610000000001,"endTime":1841.191,"body":"Absolutely."},{"speaker":"The first one is the question","startTime":1841.621,"endTime":1846.381,"body":"Yeah, that's, like, one of the biggest,"},{"speaker":"The first one is the question","startTime":1841.621,"endTime":1846.381,"body":", most important things to interview"},{"speaker":"The first one is the question","startTime":1846.381,"endTime":1849.5310000000002,"body":"for, and it's caught right at the"},{"speaker":"The first one is the question","startTime":1846.381,"endTime":1849.5310000000002,"body":"beginning of the interview process."},{"speaker":"The first one is the question","startTime":1849.5310000000002,"endTime":1854.651,"body":"So anyone who's watching this, go to"},{"speaker":"The first one is the question","startTime":1849.5310000000002,"endTime":1854.651,"body":"workflowqueen.com, and look, check out"},{"speaker":"The first one is the question","startTime":1854.651,"endTime":1859.231,"body":"her breakthrough program, and she has a"},{"speaker":"The first one is the question","startTime":1854.651,"endTime":1859.231,"body":"whole hiring process where, you set up"},{"speaker":"The first one is the question","startTime":1859.741,"endTime":1864.2910000000002,"body":"your job description and hiring process"},{"speaker":"The first one is the question","startTime":1859.741,"endTime":1864.2910000000002,"body":"to weed the wrong people out so you're"},{"speaker":"The first one is the question","startTime":1864.2910000000002,"endTime":1868.2910000000002,"body":"not wasting your time, interviewing people"},{"speaker":"The first one is the question","startTime":1864.2910000000002,"endTime":1868.2910000000002,"body":"who are clearly not cut out for the job."},{"speaker":"The first one is the question","startTime":1868.5310000000002,"endTime":1868.661,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1871.361,"endTime":1872.191,"body":"Well, thank you so much."},{"speaker":"The first one is the question","startTime":1872.3210000000001,"endTime":1872.381,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1872.381,"endTime":1873.471,"body":"That was all my questions."},{"speaker":"The first one is the question","startTime":1874.3210000000001,"endTime":1874.981,"body":"You're welcome."},{"speaker":"The first one is the question","startTime":1875.871,"endTime":1877.0610000000001,"body":"Any other questions?"},{"speaker":"The first one is the question","startTime":1877.0610000000001,"endTime":1880.961,"body":"We've got about five"},{"speaker":"The first one is the question","startTime":1877.0610000000001,"endTime":1880.961,"body":"minutes left, I think."},{"speaker":"The first one is the question","startTime":1882.111,"endTime":1882.351,"body":"Yeah."},{"speaker":"The first one is the question","startTime":1882.671,"endTime":1883.161,"body":"Ish."},{"speaker":"The first one is the question","startTime":1883.8210000000001,"endTime":1884.7710000000002,"body":"Almost 10 minutes."},{"speaker":"The first one is the question","startTime":1885.211,"endTime":1888.5310000000002,"body":"Shannon says, \" how do you convince"},{"speaker":"The first one is the question","startTime":1885.211,"endTime":1888.5310000000002,"body":"clients to switch to Gusto if they are"},{"speaker":"The first one is the question","startTime":1888.5310000000002,"endTime":1890.3210000000001,"body":"already doing payroll on another system?"},{"speaker":"The first one is the question","startTime":1890.351,"endTime":1893.161,"body":"I have a few clients using QBO Payroll,"},{"speaker":"The first one is the question","startTime":1890.351,"endTime":1893.161,"body":"and it's driving me nuts on the"},{"speaker":"The first one is the question","startTime":1893.161,"endTime":1895.5810000000001,"body":"accounting side, but they don't seem"},{"speaker":"The first one is the question","startTime":1893.161,"endTime":1895.5810000000001,"body":"to have problems running payroll, so"},{"speaker":"The first one is the question","startTime":1895.5810000000001,"endTime":1896.961,"body":"it's hard to find the upside for them.\""},{"speaker":"The first one is the question","startTime":1897.661,"endTime":1902.615,"body":", So if I find mistakes with the"},{"speaker":"The first one is the question","startTime":1897.661,"endTime":1902.615,"body":"payroll filings in QBO Payroll,"},{"speaker":"The first one is the question","startTime":1902.615,"endTime":1906.9350000000002,"body":"which is ... If you dig in, you"},{"speaker":"The first one is the question","startTime":1902.615,"endTime":1906.9350000000002,"body":"probably will find some mistakes."},{"speaker":"The first one is the question","startTime":1908.375,"endTime":1910.015,"body":"Um, but if not, that's awesome."},{"speaker":"The first one is the question","startTime":1910.4850000000001,"endTime":1914.076,"body":"Usually it's because of that, if"},{"speaker":"The first one is the question","startTime":1910.4850000000001,"endTime":1914.076,"body":"there, if QBO has dropped the ball on"},{"speaker":"The first one is the question","startTime":1914.076,"endTime":1916.1960000000001,"body":"filing payroll taxes or paying them."},{"speaker":"The first one is the question","startTime":1916.826,"endTime":1921.136,"body":", The other piece is if it's"},{"speaker":"The first one is the question","startTime":1916.826,"endTime":1921.136,"body":"cheaper to go to Gusto, which"},{"speaker":"The first one is the question","startTime":1921.163,"endTime":1922.613,"body":"back in the day, I think it was."},{"speaker":"The first one is the question","startTime":1922.613,"endTime":1926.4730000000002,"body":"I don't know if it is any cheaper"},{"speaker":"The first one is the question","startTime":1922.613,"endTime":1926.4730000000002,"body":"these days or any more affordable."},{"speaker":"The first one is the question","startTime":1927.0330000000001,"endTime":1931.729,"body":"So if the QBO Payroll, like Intuit"},{"speaker":"The first one is the question","startTime":1927.0330000000001,"endTime":1931.729,"body":"Payroll, if there's something broken in"},{"speaker":"The first one is the question","startTime":1931.729,"endTime":1936.217,"body":"the process that's making it difficult"},{"speaker":"The first one is the question","startTime":1931.729,"endTime":1936.217,"body":"for you, you could always, you know, have"},{"speaker":"The first one is the question","startTime":1936.217,"endTime":1939.987,"body":"a conversation with the client about,"},{"speaker":"The first one is the question","startTime":1936.217,"endTime":1939.987,"body":"\"I'm gonna increase your price because"},{"speaker":"The first one is the question","startTime":1939.987,"endTime":1942.347,"body":"of the complexity of reconciling this."},{"speaker":"The first one is the question","startTime":1942.534,"endTime":1947.135,"body":"however, if you move to Gusto, you'll"},{"speaker":"The first one is the question","startTime":1942.534,"endTime":1947.135,"body":"be paying the same price,\" yada, yada."},{"speaker":"The first one is the question","startTime":1947.515,"endTime":1951.692,"body":"Um, \"It'll be easier, so I won't have to"},{"speaker":"The first one is the question","startTime":1947.515,"endTime":1951.692,"body":"charge you more.\" That could be an option."},{"speaker":"The first one is the question","startTime":1951.692,"endTime":1953.8300000000002,"body":"You also have to make that true for them."},{"speaker":"The first one is the question","startTime":1953.8300000000002,"endTime":1958.1100000000001,"body":"So do your price comparisons of"},{"speaker":"The first one is the question","startTime":1953.8300000000002,"endTime":1958.1100000000001,"body":"QBO Payroll versus Gusto on what"},{"speaker":"The first one is the question","startTime":1958.1100000000001,"endTime":1960.92,"body":"plan they would have to be on"},{"speaker":"The first one is the question","startTime":1958.1100000000001,"endTime":1960.92,"body":"with multiple states if they have"},{"speaker":"The first one is the question","startTime":1960.92,"endTime":1962.42,"body":"multiple states, all the things."},{"speaker":"The first one is the question","startTime":1962.8200000000002,"endTime":1964.23,"body":"Make sure you line it all out."},{"speaker":"The first one is the question","startTime":1964.5500000000002,"endTime":1969.68,"body":"Um, if Gusto offers additional features"},{"speaker":"The first one is the question","startTime":1964.5500000000002,"endTime":1969.68,"body":"that QBO Payroll isn't for the same price,"},{"speaker":"The first one is the question","startTime":1969.68,"endTime":1974.45,"body":"like HR support or, y- you know, stuff"},{"speaker":"The first one is the question","startTime":1969.68,"endTime":1974.45,"body":"like that, make sure you add that in"},{"speaker":"The first one is the question","startTime":1974.45,"endTime":1977.1200000000001,"body":"and show them, like, \"You can get this,"},{"speaker":"The first one is the question","startTime":1974.45,"endTime":1977.1200000000001,"body":"that, and the other thing for the same"},{"speaker":"The first one is the question","startTime":1977.1200000000001,"endTime":1980.8700000000001,"body":"price. Plus, it makes my job easier, so"},{"speaker":"The first one is the question","startTime":1977.1200000000001,"endTime":1980.8700000000001,"body":"I'm not gonna have to charge you extra.\""},{"speaker":"The first one is the question","startTime":1981.27,"endTime":1982.68,"body":"You can position it that way."},{"speaker":"The first one is the question","startTime":1982.8100000000002,"endTime":1986.943,"body":"but like I said, if you found mistakes"},{"speaker":"The first one is the question","startTime":1982.8100000000002,"endTime":1986.943,"body":"with QBO Payroll, it's gonna be"},{"speaker":"The first one is the question","startTime":1986.943,"endTime":1992.568,"body":"pr- your clients are looking to you"},{"speaker":"The first one is the question","startTime":1986.943,"endTime":1992.568,"body":"as- the expert, and if you say that"},{"speaker":"The first one is the question","startTime":1992.568,"endTime":1997.298,"body":"something is not operating correctly"},{"speaker":"The first one is the question","startTime":1992.568,"endTime":1997.298,"body":"and there's errors, then hopefully"},{"speaker":"The first one is the question","startTime":1997.298,"endTime":1999.2330000000002,"body":"they respect that, that call-out."},{"speaker":"The first one is the question","startTime":1999.3700000000001,"endTime":2000.382,"body":"so hopefully that helps."},{"speaker":"The first one is the question","startTime":2000.568,"endTime":2004.6970000000001,"body":"but as far as, convincing"},{"speaker":"The first one is the question","startTime":2000.568,"endTime":2004.6970000000001,"body":"people, I try not to lean into"},{"speaker":"The first one is the question","startTime":2004.6970000000001,"endTime":2006.6670000000001,"body":"the convincing energy of things."},{"speaker":"The first one is the question","startTime":2006.707,"endTime":2012.199,"body":"I lead with the facts of the matter,"},{"speaker":"The first one is the question","startTime":2006.707,"endTime":2012.199,"body":"like pricing or ease of use, or"},{"speaker":"The first one is the question","startTime":2012.409,"endTime":2016.778,"body":"benefits, , or, like, lack of errors"},{"speaker":"The first one is the question","startTime":2012.409,"endTime":2016.778,"body":"or whatever, streamlining things."},{"speaker":"The first one is the question","startTime":2016.838,"endTime":2021.1180000000002,"body":"And ultimately, it's still up to them"},{"speaker":"The first one is the question","startTime":2016.838,"endTime":2021.1180000000002,"body":"as the client, or you can decide if"},{"speaker":"The first one is the question","startTime":2021.1180000000002,"endTime":2022.8980000000001,"body":"you want to work with people on QBO."},{"speaker":"The first one is the question","startTime":2022.8980000000001,"endTime":2026.1480000000001,"body":"You can, you can m- draw a line in the"},{"speaker":"The first one is the question","startTime":2022.8980000000001,"endTime":2026.1480000000001,"body":"sand when people sign on with you and"},{"speaker":"The first one is the question","startTime":2026.1480000000001,"endTime":2030.328,"body":"let them know, \"We will switch you,"},{"speaker":"The first one is the question","startTime":2026.1480000000001,"endTime":2030.328,"body":"because we don't prefer to work with QBO"},{"speaker":"The first one is the question","startTime":2030.328,"endTime":2034.8980000000001,"body":"Payroll.\" , And a lot of times clients are"},{"speaker":"The first one is the question","startTime":2030.328,"endTime":2034.8980000000001,"body":"more than happy to switch, as long as you"},{"speaker":"The first one is the question","startTime":2034.8980000000001,"endTime":2036.478,"body":"teach them how to use the new software."},{"speaker":"The first one is the question","startTime":2037.778,"endTime":2041.458,"body":"Colin says, \"How do you find clients"},{"speaker":"The first one is the question","startTime":2037.778,"endTime":2041.458,"body":"in a new part of town if a rival"},{"speaker":"The first one is the question","startTime":2041.458,"endTime":2045.1580000000001,"body":"bookkeeper has been spreading some"},{"speaker":"The first one is the question","startTime":2041.458,"endTime":2045.1580000000001,"body":"false reviews for your business?\""},{"speaker":"The first one is the question","startTime":2045.768,"endTime":2049.488,"body":"I personally have never had"},{"speaker":"The first one is the question","startTime":2045.768,"endTime":2049.488,"body":"that happen, thankfully."},{"speaker":"The first one is the question","startTime":2049.488,"endTime":2053.307,"body":"I also don't really work with local"},{"speaker":"The first one is the question","startTime":2049.488,"endTime":2053.307,"body":"clients, so that's probably, , part of it."},{"speaker":"The first one is the question","startTime":2053.437,"endTime":2057.555,"body":"But I would recommend just taking"},{"speaker":"The first one is the question","startTime":2053.437,"endTime":2057.555,"body":"the higher road and letting"},{"speaker":"The first one is the question","startTime":2057.555,"endTime":2059.255,"body":"your work speak for yourself."},{"speaker":"The first one is the question","startTime":2059.418,"endTime":2064.598,"body":"and if those reviews are posted"},{"speaker":"The first one is the question","startTime":2059.418,"endTime":2064.598,"body":"in a public forum, I would suggest"},{"speaker":"The first one is the question","startTime":2064.68,"endTime":2068.3,"body":"reporting them for, you know, whatever."},{"speaker":"The first one is the question","startTime":2068.33,"endTime":2073.215,"body":"If they're on Google Reviews or Facebook"},{"speaker":"The first one is the question","startTime":2068.33,"endTime":2073.215,"body":"or something, like, report those as false"},{"speaker":"The first one is the question","startTime":2073.215,"endTime":2075.225,"body":"or whatever, avenues you can take there."},{"speaker":"The first one is the question","startTime":2075.346,"endTime":2078.036,"body":"or reply as a comment and clear the air."},{"speaker":"The first one is the question","startTime":2078.416,"endTime":2079.446,"body":"Whatever you can do."},{"speaker":"The first one is the question","startTime":2079.526,"endTime":2084.936,"body":", Or just let it go and don't waste your"},{"speaker":"The first one is the question","startTime":2079.526,"endTime":2084.936,"body":"energy on people that are hellbent"},{"speaker":"The first one is the question","startTime":2084.936,"endTime":2088.886,"body":"on taking other people down, because"},{"speaker":"The first one is the question","startTime":2084.936,"endTime":2088.886,"body":"we don't want to stoop to that level."},{"speaker":"The first one is the question","startTime":2088.92,"endTime":2089.42,"body":"but yeah."},{"speaker":"The first one is the question","startTime":2089.42,"endTime":2091.47,"body":"I'm sorry you're going"},{"speaker":"The first one is the question","startTime":2089.42,"endTime":2091.47,"body":"through that, Colin."},{"speaker":"The first one is the question","startTime":2091.5299999999997,"endTime":2095.62,"body":"That seems really crappy, and hopefully"},{"speaker":"The first one is the question","startTime":2091.5299999999997,"endTime":2095.62,"body":"your work can speak for itself,"},{"speaker":"The first one is the question","startTime":2095.62,"endTime":2099.2599999999998,"body":"and the people that enjoy working"},{"speaker":"The first one is the question","startTime":2095.62,"endTime":2099.2599999999998,"body":"with you, hopefully they come, you"},{"speaker":"The first one is the question","startTime":2099.2599999999998,"endTime":2100.7,"body":"know, go to bat for you as well."},{"speaker":"The first one is the question","startTime":2100.998,"endTime":2104.848,"body":"Andrea says, \"Do you have a good"},{"speaker":"The first one is the question","startTime":2100.998,"endTime":2104.848,"body":"resource to share with clients that"},{"speaker":"The first one is the question","startTime":2104.848,"endTime":2108.248,"body":"are, , taxed as S corp but don't seem"},{"speaker":"The first one is the question","startTime":2104.848,"endTime":2108.248,"body":"to understand the importance of paying"},{"speaker":"The first one is the question","startTime":2108.248,"endTime":2109.8379999999997,"body":"them selves a reasonable salary?"},{"speaker":"The first one is the question","startTime":2109.8379999999997,"endTime":2113.698,"body":"I have a client that has over 100K in"},{"speaker":"The first one is the question","startTime":2109.8379999999997,"endTime":2113.698,"body":"distributions and only 8K in salary,"},{"speaker":"The first one is the question","startTime":2113.698,"endTime":2116.248,"body":"and keeps saying they can't afford"},{"speaker":"The first one is the question","startTime":2113.698,"endTime":2116.248,"body":"to pay themselves through payroll,"},{"speaker":"The first one is the question","startTime":2116.748,"endTime":2120.234,"body":"or that they will start payroll once"},{"speaker":"The first one is the question","startTime":2116.748,"endTime":2120.234,"body":"they get more customers.\" I would"},{"speaker":"The first one is the question","startTime":2120.234,"endTime":2125.59,"body":"just let them know that, if they have"},{"speaker":"The first one is the question","startTime":2120.234,"endTime":2125.59,"body":"a CPA, their CPA should be providing"},{"speaker":"The first one is the question","startTime":2125.59,"endTime":2128.0299999999997,"body":"them with a reasonable compensation."},{"speaker":"The first one is the question","startTime":2128.0299999999997,"endTime":2133.18,"body":"You can also just let them know that, when"},{"speaker":"The first one is the question","startTime":2128.0299999999997,"endTime":2133.18,"body":"your salary is not equal to or greater"},{"speaker":"The first one is the question","startTime":2133.18,"endTime":2136.85,"body":"than your distributions, it's a red flag"},{"speaker":"The first one is the question","startTime":2133.18,"endTime":2136.85,"body":"for an audit, and so they should just"},{"speaker":"The first one is the question","startTime":2136.85,"endTime":2141.34,"body":"prepare for an IRS audit and prepare for"},{"speaker":"The first one is the question","startTime":2136.85,"endTime":2141.34,"body":"the IRS to reclassify those as wages."},{"speaker":"The first one is the question","startTime":2141.453,"endTime":2145.454,"body":"so if they wanna just fix it now"},{"speaker":"The first one is the question","startTime":2141.453,"endTime":2145.454,"body":"going forward and have fewer penalties"},{"speaker":"The first one is the question","startTime":2145.454,"endTime":2148.374,"body":"if that does get reclassified,"},{"speaker":"The first one is the question","startTime":2145.454,"endTime":2148.374,"body":"that's probably a safer bet."},{"speaker":"The first one is the question","startTime":2148.864,"endTime":2154.774,"body":"And I would just recommend to them,"},{"speaker":"The first one is the question","startTime":2148.864,"endTime":2154.774,"body":"move 50K to salary, get on that"},{"speaker":"The first one is the question","startTime":2154.944,"endTime":2159.344,"body":"on a biweekly or a monthly basis,"},{"speaker":"The first one is the question","startTime":2154.944,"endTime":2159.344,"body":"and, , they can continue still taking"},{"speaker":"The first one is the question","startTime":2159.344,"endTime":2163.944,"body":"distributions, but half of that"},{"speaker":"The first one is the question","startTime":2159.344,"endTime":2163.944,"body":"needs to be reclassified as salary."},{"speaker":"The first one is the question","startTime":2164.284,"endTime":2168.844,"body":", You can also reclassify at year-end and"},{"speaker":"The first one is the question","startTime":2164.284,"endTime":2168.844,"body":"run a year-end payroll, but then they,"},{"speaker":"The first one is the question","startTime":2168.844,"endTime":2172.334,"body":"they need to make sure they have enough to"},{"speaker":"The first one is the question","startTime":2168.844,"endTime":2172.334,"body":"cover the payroll tax portion at year-end."},{"speaker":"The first one is the question","startTime":2172.524,"endTime":2176.799,"body":"So, that's something I did the very"},{"speaker":"The first one is the question","startTime":2172.524,"endTime":2176.799,"body":"first year I converted to an S corp."},{"speaker":"The first one is the question","startTime":2176.799,"endTime":2179.802,"body":"I waited towards the end of the"},{"speaker":"The first one is the question","startTime":2176.799,"endTime":2179.802,"body":"year to understand what my revenue"},{"speaker":"The first one is the question","startTime":2179.802,"endTime":2181.212,"body":"and everything was gonna look like."},{"speaker":"The first one is the question","startTime":2181.733,"endTime":2186.893,"body":"Um, they never have the cash, so that's"},{"speaker":"The first one is the question","startTime":2181.733,"endTime":2186.893,"body":"an area that you could step in kind of"},{"speaker":"The first one is the question","startTime":2186.893,"endTime":2190.353,"body":"as an advisor and let them know, like,"},{"speaker":"The first one is the question","startTime":2186.893,"endTime":2190.353,"body":"Because one of the reasons why you're"},{"speaker":"The first one is the question","startTime":2190.353,"endTime":2193.413,"body":"not putting yourself on payroll is cash,"},{"speaker":"The first one is the question","startTime":2190.353,"endTime":2193.413,"body":"let's set up another bank account and"},{"speaker":"The first one is the question","startTime":2193.413,"endTime":2201.143,"body":"set aside 15% of what you're intending"},{"speaker":"The first one is the question","startTime":2193.413,"endTime":2201.143,"body":"on paying yourself as tax, and keep that"},{"speaker":"The first one is the question","startTime":2201.143,"endTime":2203.8630000000003,"body":"in a separate account so at year-end"},{"speaker":"The first one is the question","startTime":2201.143,"endTime":2203.8630000000003,"body":"you have the tax to pay your payroll"},{"speaker":"The first one is the question","startTime":2203.8630000000003,"endTime":2206.413,"body":"tax, and you can move 50K to salary."},{"speaker":"The first one is the question","startTime":2206.413,"endTime":2211.657,"body":"So I would figure out what , that amount"},{"speaker":"The first one is the question","startTime":2206.413,"endTime":2211.657,"body":"in payroll tax would be on a 50K salary,"},{"speaker":"The first one is the question","startTime":2212.077,"endTime":2216.207,"body":"and help them build up towards that for"},{"speaker":"The first one is the question","startTime":2212.077,"endTime":2216.207,"body":"the rest of the year, and just let them"},{"speaker":"The first one is the question","startTime":2216.207,"endTime":2219.447,"body":"know, \"You need to transfer this amount"},{"speaker":"The first one is the question","startTime":2216.207,"endTime":2219.447,"body":"of money into here either now, or we"},{"speaker":"The first one is the question","startTime":2219.447,"endTime":2222.357,"body":"could put you on payroll and have it done,"},{"speaker":"The first one is the question","startTime":2219.447,"endTime":2222.357,"body":"and then you don't have to set it aside."},{"speaker":"The first one is the question","startTime":2222.967,"endTime":2224.197,"body":"Those are your options."},{"speaker":"The first one is the question","startTime":2224.367,"endTime":2225.867,"body":"Or you can wait to get audited."},{"speaker":"The first one is the question","startTime":2226.219,"endTime":2230.368,"body":"But then don't say I didn't"},{"speaker":"The first one is the question","startTime":2226.219,"endTime":2230.368,"body":"tell you so.\" Um, yeah."},{"speaker":"The first one is the question","startTime":2230.585,"endTime":2232.081,"body":"that's how I would approach it."},{"speaker":"The first one is the question","startTime":2232.366,"endTime":2236.746,"body":"especially now is a good time to have"},{"speaker":"The first one is the question","startTime":2232.366,"endTime":2236.746,"body":"that conversation before, like well before"},{"speaker":"The first one is the question","startTime":2236.746,"endTime":2239.826,"body":"the end of the year so they can plan for"},{"speaker":"The first one is the question","startTime":2236.746,"endTime":2239.826,"body":"it, and let them know, like, from here"},{"speaker":"The first one is the question","startTime":2239.826,"endTime":2246.535,"body":"forward, I recommend you put 15% of your"},{"speaker":"The first one is the question","startTime":2239.826,"endTime":2246.535,"body":"revenue in an account for taxes, and"},{"speaker":"The first one is the question","startTime":2246.535,"endTime":2252.145,"body":"whether you end up just, you know, paying"},{"speaker":"The first one is the question","startTime":2246.535,"endTime":2252.145,"body":"all that in self-employment tax or on"},{"speaker":"The first one is the question","startTime":2252.145,"endTime":2253.8450000000003,"body":"payroll tax, like you'll have it there."},{"speaker":"The first one is the question","startTime":2254.465,"endTime":2256.225,"body":"So, yeah."},{"speaker":"The first one is the question","startTime":2257.54,"endTime":2258.76,"body":"All right, everyone."},{"speaker":"The first one is the question","startTime":2258.79,"endTime":2261.51,"body":"Thank you so much for"},{"speaker":"The first one is the question","startTime":2258.79,"endTime":2261.51,"body":"participating in this live Q\u0026A."},{"speaker":"The first one is the question","startTime":2261.51,"endTime":2265.67,"body":"Just another reminder that, , May's"},{"speaker":"The first one is the question","startTime":2261.51,"endTime":2265.67,"body":"Q\u0026A will be at 10:00 AM Pacific on the"},{"speaker":"The first one is the question","startTime":2265.67,"endTime":2267.84,"body":"last Thursday, whatever date that is."},{"speaker":"The first one is the question","startTime":2269.07,"endTime":2272.731,"body":"And then, , we are going to"},{"speaker":"The first one is the question","startTime":2269.07,"endTime":2272.731,"body":"be , taking a break for the summer."},{"speaker":"The first one is the question","startTime":2272.731,"endTime":2276.241,"body":"June and July won't be hosting"},{"speaker":"The first one is the question","startTime":2272.731,"endTime":2276.241,"body":"live, scheduled live Q\u0026As."},{"speaker":"The first one is the question","startTime":2276.281,"endTime":2279.071,"body":"I may do some random ones,"},{"speaker":"The first one is the question","startTime":2276.281,"endTime":2279.071,"body":"but I'm not sure yet."},{"speaker":"The first one is the question","startTime":2279.2670000000003,"endTime":2283.7090000000003,"body":"and then, lastly, we are running a"},{"speaker":"The first one is the question","startTime":2279.2670000000003,"endTime":2283.7090000000003,"body":"sale right now on Elevate because I'm"},{"speaker":"The first one is the question","startTime":2283.7090000000003,"endTime":2287.619,"body":"revamping the program, so what that"},{"speaker":"The first one is the question","startTime":2283.7090000000003,"endTime":2287.619,"body":"means is, , if you're on my email list,"},{"speaker":"The first one is the question","startTime":2287.619,"endTime":2290.599,"body":"you'll get the emails with the special"},{"speaker":"The first one is the question","startTime":2287.619,"endTime":2290.599,"body":"code, so make sure you go subscribe."},{"speaker":"The first one is the question","startTime":2290.599,"endTime":2293.0190000000002,"body":"Go to ambitiousbookkeeper.com/subscribe."},{"speaker":"The first one is the question","startTime":2293.439,"endTime":2296.299,"body":"If you're in Zoom, you already have"},{"speaker":"The first one is the question","startTime":2293.439,"endTime":2296.299,"body":"that probably, 'cause you got an"},{"speaker":"The first one is the question","startTime":2296.329,"endTime":2297.589,"body":"email with the Zoom link today."},{"speaker":"The first one is the question","startTime":2297.7380000000003,"endTime":2300.7580000000003,"body":"but if you're on, just on YouTube, make"},{"speaker":"The first one is the question","startTime":2297.7380000000003,"endTime":2300.7580000000003,"body":"sure you subscribe to my email list."},{"speaker":"The first one is the question","startTime":2300.7580000000003,"endTime":2305.547,"body":"We're running the sale, for my advisory"},{"speaker":"The first one is the question","startTime":2300.7580000000003,"endTime":2305.547,"body":"skills, a program called Elevate."},{"speaker":"The first one is the question","startTime":2305.587,"endTime":2309.7670000000003,"body":", The sale goes through May"},{"speaker":"The first one is the question","startTime":2305.587,"endTime":2309.7670000000003,"body":"9th at midnight Pacific."},{"speaker":"The first one is the question","startTime":2309.866,"endTime":2314.356,"body":"when that sale ends, also the doors"},{"speaker":"The first one is the question","startTime":2309.866,"endTime":2314.356,"body":"close to Elevate and you won't be able"},{"speaker":"The first one is the question","startTime":2314.356,"endTime":2319.146,"body":"to enroll again until I release the new"},{"speaker":"The first one is the question","startTime":2314.356,"endTime":2319.146,"body":"version, 2.0, of the program with all the"},{"speaker":"The first one is the question","startTime":2319.146,"endTime":2321.813,"body":"new bells and whistles, upgraded content."},{"speaker":"The first one is the question","startTime":2321.946,"endTime":2326.788,"body":"I am adding in, more of a learning"},{"speaker":"The first one is the question","startTime":2321.946,"endTime":2326.788,"body":"structure so that you can actually"},{"speaker":"The first one is the question","startTime":2326.788,"endTime":2331.678,"body":"apply what you're learning and build the"},{"speaker":"The first one is the question","startTime":2326.788,"endTime":2331.678,"body":"confidence to offer advisory services,"},{"speaker":"The first one is the question","startTime":2331.678,"endTime":2335.701,"body":"so we're gonna have knowledge checks,"},{"speaker":"The first one is the question","startTime":2331.678,"endTime":2335.701,"body":"homework submissions and reviews, and"},{"speaker":"The first one is the question","startTime":2335.701,"endTime":2339.561,"body":"ways to practice and implement even if"},{"speaker":"The first one is the question","startTime":2335.701,"endTime":2339.561,"body":"you don't have a client to practice on."},{"speaker":"The first one is the question","startTime":2340.351,"endTime":2345.181,"body":"And, yeah, so when that opens"},{"speaker":"The first one is the question","startTime":2340.351,"endTime":2345.181,"body":"up again late summer, early"},{"speaker":"The first one is the question","startTime":2345.181,"endTime":2347.931,"body":"fall, it will be a higher price."},{"speaker":"The first one is the question","startTime":2348.001,"endTime":2352.6510000000003,"body":"So if you get in now, you will"},{"speaker":"The first one is the question","startTime":2348.001,"endTime":2352.6510000000003,"body":"get the updated content and"},{"speaker":"The first one is the question","startTime":2352.6510000000003,"endTime":2353.881,"body":"you won't have to pay extra."},{"speaker":"The first one is the question","startTime":2353.881,"endTime":2355.221,"body":"You get it at a sale price."},{"speaker":"The first one is the question","startTime":2355.251,"endTime":2358.5750000000003,"body":"So, make sure you subscribe to my email"},{"speaker":"The first one is the question","startTime":2355.251,"endTime":2358.5750000000003,"body":"list so you get the emails with the"},{"speaker":"The first one is the question","startTime":2358.5750000000003,"endTime":2360.765,"body":"codes, ambitiousbookkeeper.com/subscribe."},{"speaker":"The first one is the question","startTime":2360.795,"endTime":2363.445,"body":"Thank you all for letting"},{"speaker":"The first one is the question","startTime":2360.795,"endTime":2363.445,"body":"me do my little pitch."},{"speaker":"The first one is the question","startTime":2363.7490000000003,"endTime":2365.794,"body":"and we will see you next time."},{"speaker":"The first one is the question","startTime":2366.3740000000003,"endTime":2366.594,"body":"Bye."}]}