In this session you will see some examples on the basics of how to construct accounting services packages based on clients needs with offering 3 options that vary in scope and service delivery. You will learn some of the important questions and conversation techniques to have with your clients and prospects that help you understand what they value the most and give you an idea of how they think about their budget and their accounting services requirements.
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with three children, lives in Weston, Florida. Hector is fluent in Spanish and English.