TWO OF THE CLIENT ACQUISITION DRIVERS
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The service and the
benefits to accountants and bookkeepers is a
story and a journey that started in 1979.
July 2008 I
decided after over 30 years providing bookkeeping
and tax services to truckers and small business
clients, I decided to retire.
along the way I learned that the life expectancy
after retirement is one to two years unless you
have a new plan. So it is said, if you wish to
live long do never retire unless you have a new
plan and a mission to wake up to every day.
So I want to
live long, but not doing bookkeeping. So I
decided to create a service that would utilize my over 30 years of
acquiring clients for my own bookkeeping
business and create a company to provide
accountant and bookkeepers with a dedicated
client acquisition marketing and promotion
service to connect them accounting and bookkeeping clients looking
for their next accountant.
plan I discovered a new passion.
crating a company to utilize my over 30 years of
client acquisition service experience, also
highlighted the fact that although I did not
wish to be hands-on providing bookkeeping
service to truckers, I had accumulated a wealth
of knowledge that could be converted into an
easy-to-use bookkeeping software that would help
truckers move their bookkeeping from paper to
data and help them save money.
plan in mind, I semi-retire to Barbados, learn
to play Golf, enjoy a stress free life
while working on the development of the new
business, the software and the websites.
is the software business created
during the semi-retirement, with a client
to function as a available network of
accountants looking for new clients to provide the
software users with quarterly and year-end
accounting and tax services.
TruckersBooks Software was designed to reduce the
monthly bookkeeping needs of the users, who will
be able to easily send their accountant their
bookkeeping files as data instead of paper.
This was also designed to move more bookkeeping
clients from paper to paperless which will
benefit accountants who will be able to provide
services to these clients receiving data instead
segment of the business plan completed and
decided to create a direct to potential client
service system that would reach into the Small
Business and Trucking industry and bring clients
to connect with accountant and bookkeepers who
listed their practice or bookkeeping business in our
know that accountants today would prefer to work
with client in a paperless environment so as to
increase productivity and eliminate the need to
receive paper documents in envelopes and shoe
As a result, we
have made all of the online paperless systems we
created tools that accountant listed in our
network can use to work with their clients in a
paperless environment without having to invest
in new infrastructure and website programming to
get information and/or to send tax returns to
This group of
services will bring more clients to accountant
and bookkeepers in our network than any other
marketing or online directory listing service
being used by accountant and bookkeepers to
advertise their services to get new clients.
In addition, this service will cost less than
$0.60 per day.
To Read and compare the