Which Marketing/CRM Software is right for your bookkeeping business?

Quiz Questions

• 1.
  Do you already have a website?

  • A.
    Yes and I'm happy with it
  • B.
    Yes but I'm unhappy with it
  • C.
    No but I want one
  • D.
    No, but I don't plan to have one
• 2.
  How do you feel about technology?

  • A.
    I enjoy learning and streamlining things!
  • B.
    It overwhelms me, so bare bones are best
• 3.
  Do you plan to sell digital products like templates or courses?

  • A.
    I'd love to! As soon as possible
  • B.
    I definitely want to add this in the near future, 3-6 months
  • C.
    Not in the foreseeable future
• 4.
  How important is budget to you?

  • A.
    I need the cheapest solution possible, even if it comes with limitations or costs me my time
  • B.
    I make my decisions based on time saved and value
• 5.
  Do you plan to use guest/expert trainings or podcasts as a means of client attraction?

  • A.
    Yes
  • B.
    No
  • C.
    Very Minimally
• 6.
  Do you plan to blog?

  • A.
    Yes
  • B.
    No
  • C.
    I'd love the option to add this easily
• 7.
  Which bookkeeping software do you use?

  • A.
    Xero is a nonnegotiable for me
  • B.
    QuickBooks Online is a nonnegotiable for me
  • C.
    I could use either
• 8.
  Which bookkeeping software do you use?

  • A.
    Xero is a nonnegotiable for me
  • B.
    QuickBooks Online is a nonnegotiable for me
  • C.
    I could use either

Quiz Outcomes

• 1.
  Kajabi + Calendly + HelloSign

  Image Source

  From this season’s hottest heel to what avant-garde designer is about to blow-up online, you’ve got the scoop. And you serve it with effortlessly chic style!Yep, clutch your pearls, Kate Middleton — There’s a new fashion icon on the block...Your friends come to when they need honest input on their #OOTDs. You’re sensitive to color palettes and material. Plus you pull-off drop-crotch joggers without looking like you’ve just finished spin class. If that’s not winning, what is?Here’s the catch — no one’s paying for your two cents. Yet! You’ve got the passion, but you’re waiting for the right platform...“Blogging is good for your career. A well-executed blog sets you apart as an expert in your field.” — Penelope TrunkReady to transform your interest into a rewarding career? Start with these three simple steps!1) Set a schedule and stick to it. The number one factor separating superstar bloggers from the Internet’s b-list is — yep, you guessed it — consistency. Your audience will lose interest if they check back to find you haven’t posted since they found your page three weeks ago.2) Be yourself! O.K. this sounds like a no-brainer. But it’s definitely easier said than done. Nobody wants to read a knock-off BuzzFeed article. You’re better than that. Trust your voice to shine.3) Know your niche inside n’ out. While you never want to rip-off your competition, it’s a good idea to get a lay of the land. Research similar blogs — see what posts perform better than others. This’ll help you get crystal clear on how to succeed + stand-out online!And who am I to tell you?Hey, hi, hello! I’m career coach Annalise McMillian ✨When I’m not helping highly-motivated individuals — yep, just like you — turn their passions into profits, you can find me pruning my award-winning garden...I started my first blog The Fanatic Florist back in 2008. The results wowed me! I went from selling bouquets out of my backyard to opening my first storefront in three short months. Today I have five locations in California alone.Blogging allowed me to connect with the audience I never knew I had. Now I’m paying it forward by helping you kick-off your own high-traffic website! Think you could never do it...Think again! Your passions are an asset. Through my coaching service, I’m going to share with you everything I learned along my journey to help you accomplish bigger and better!Where To Go From Here? Check These Quick Tasks off Your To-Dos!1) Connect with me on Instagram for daily tips to maximize your biz. Every Monday, I post the week’s top five trending blog post topics to keep you inspired + fired up!2) Download my free workbook. It’s going to help you soul-search your way to new revenue streams. What’re your heart-felt hobbies? Yep, I’m going to show you how to turn them into a rewarding career!3) Book a consultation with yours truly! Want to see if we’re a peanut butter and chocolate level match? In only fifteen minutes, I’m going to open your eyes to new possibilities, friend. Your next step starts... NOW!Expect to see me in your inbox with more tips to transform your biz. Together, we got this!
• 2.
  Dubsado

  Image Source

  When it comes to trendy snacks, you’ve got the scoop — Heck, you’ve got the knife and fork, too. You’re so well-versed in French cuisine that you’re basically bilingual. Chardonnay avec escargot? Oui, merci!Unlike your friends, you probably look forward to throwing big dinner parties. To you, a meal is an event! You pick complementary courses. And spice them exclusively with what’s in-season...Here’s the thing. Your love of all things food doesn’t have to stay in the kitchen. There’s a world of bloggers cooking their passion into paychecks!“One cannot think well, love well, sleep well, if one has not dined well.” — Virginia WoolfeReady to transform your interest into a rewarding career? Start with these three simple steps!1) Set a schedule and stick to it. The number one factor separating superstar bloggers from the Internet’s b-list is — yep, you guessed it — consistency. Your audience will lose interest if they check back to find you haven’t posted since they found your page three weeks ago.2) Be yourself! O.K. this sounds like a no-brainer. But it’s definitely easier said than done. Nobody wants to read a knock-off BuzzFeed article. You’re better than that. Trust your voice to shine.3) Know your niche inside n’ out. While you never want to rip-off your competition, it’s a good idea to get a lay of the land. Research similar blogs — See what posts perform better than others. This’ll help you get crystal clear on how to succeed + stand-out online!And who am I to tell you?Hey, hi, hello! I’m career coach Annalise McMillian ✨When I’m not helping highly-motivated individuals — yep, just like you — turn their passions into profits, you can find me pruning my award-winning garden...I started my first blog The Fanatic Florist back in 2008. The results wowed me! I went from selling bouquets out of my backyard to opening my first storefront in three short months. Today I have five locations in California alone.Blogging allowed me to connect with the audience I never knew I had. Now I’m paying it forward by helping you kick-off your own high-traffic website! Think you could never do it...Think again! Your passions are an asset. Through my coaching service, I’m going to share with you everything I learned along my journey to help you accomplish bigger and better.Where To Go From Here? Check These Quick Tasks off Your To-Dos!1) Connect with me on Instagram for daily tips to maximize your biz. Every Monday, I post the week’s top five trending blog post topics to keep you inspired + fired up!2) Download my free workbook. It’s going to help you soul-search your way to new revenue streams. What’re your heart-felt hobbies? Yep, I’m going to show you how to turn them into a rewarding career!3) Book a consultation with yours truly! Want to see if we’re a peanut butter and chocolate level match? In only fifteen minutes, I’m going to open your eyes to new possibilities, friend. Your next step starts... NOW!Expect to see me in your inbox with more tips to transform your biz. Together, we got this!
• 3.
  HoneyBook

  Image Source

  From Taipei to Tampa, you’ve been there n’ done that. You’ve seen more of the world than most. But you never let that get to your head. For every city you’ve explored, there are ten more waiting…Your love of travel says a lot about you. You thrive in unexpected circumstances. And you’re impressively adaptable. You appreciate cultural diversity and always want to learn more.But travel ain’t cheap, am I right? You probably have to scrimp and save in other areas of life to support your wanderlust. What if I told you you could make money by — instead of for — traveling?You heard it here first, friend. Travel blogs are where it’s at. Take this as your ticket to transforming passion into paychecks!“Don’t get so busy living that you forget to make a life” — Dolly PartonReady to transform your interest into a rewarding career? Start with these three simple steps!1) Set a schedule and stick to it. The number one factor separating superstar bloggers from the Internet’s b-list is — yep, you guessed it — consistency. Your audience will lose interest if they check back to find you haven’t posted since they found your page three weeks ago.2) Be yourself! O.K. this sounds like a no-brainer. But it’s definitely easier said than done. Nobody wants to read a knock-off BuzzFeed article. You’re better than that. Trust your voice to shine.3) Know your niche inside n’ out. While you never want to rip-off your competition, it’s a good idea to get a lay of the land. Research similar blogs — see what posts perform better than others. This’ll help you get crystal clear on how to succeed + stand-out online!And who am I to tell you?Hey, hi, hello! I’m career coach Annalise McMillian ✨When I’m not helping highly-motivated individuals— yep, just like you — turn their passions into profits, you can find me pruning my award-winning garden...I started my first blog The Fanatic Florist back in 2008. The results wowed me! I went from selling bouquets out of my backyard to opening my first storefront in three short months. Today I have five locations in California alone.Blogging allowed me to connect with the audience I never knew I had. Now I’m paying it forward by helping you kick-off your own high-traffic website! Think you could never do it...Think again! Your passions are an asset. Through my coaching service, I’m going to share with you everything I learned along my journey to help you accomplish bigger and better!Where to go from here? Check these quick tasks off your to-dos!1) Connect with me on Instagram for daily tips to maximize your biz. Every Monday, I post the week’s top five trending blog post topics to keep you inspired + fired up!2) Download my free workbook. It’s going to help you soul-search your way to new revenue streams. What’re your heart-felt hobbies? Yep, I’m going to show you how to turn them into a rewarding career!3) Book a consultation with yours truly! Want to see if we’re a peanut butter and chocolate level match? In only fifteen minutes, I’m going to open your eyes to new possibilities, friend. Your next step starts... NOW!Expect to see me in your inbox with more tips to transform your biz. Together, we got this!