For Groups
Members of these groups get extra tools on Standard and Full. Each group has its own set. If you're in both, you get both, and anything they share shows up once. An admin confirms your membership before they turn on.
Bookkeepers Growth Network (BGN)
BGN Tools. Built from BGN's trainings.
- The discovery call, step by step, with the questions to ask and what to listen for
- Fit: the questions to ask yourself before you take a client on
- Levels of work across your clients
- Gaps and solutions to bring up at signing
- State retirement plan rules, linked to each state's official program
- Wording for the hard talks, like a check-in or a scope creep renewal
- Help and intern planner: what a helper or intern costs next to what your time is worth
- On Full, the benefits and payroll tax estimate
All Star Accounting Professionals Inc. (ASAP)
All Stars Tools. Built for running the business side of your firm.
- Yearly increases: every client's next increase, when to send notice, and a notice you can copy
- Rush and extra fees: your fee list for rush jobs and outside asks, printed in the scope of work
- Help and intern planner: what a helper or intern costs next to what your time is worth
Both Groups Get the Member Hub
- A referral board, to pass work to each other
- Shared task libraries
- Pricing benchmarks, once 5 members share. Nobody sees anyone else's numbers.
How to Join
- Create your account and check the box for your group, or both if you're in both.
- If you already have an account, go to Plan & Account and press I'm a Member.
- Once an admin confirms you, your group's tools turn on.
Run a Group?
If you run a group of bookkeepers or accountants and want this for your members, email me and we'll talk.
Get in Touch