Welcome to the SUMSOLUTIONS Store

Self-Study Programs

 

How to Qualify a Prospect & Work with Clients You Love!

How many times have you asked yourself, “Why in the world did I ever agree to work with this client?!”

In this self-study program you’ll learn how to remove the need to bring in more cash as the driving force for deciding whether or not to work with someone and learn to incorporate the needs of you’re and your business into the equation.

Click here for full program details

 

The Most Common Mistakes Your Clients Make in QuickBooks (and How to Fix Them and Prevent Them in the Future)

Ugh! Not Again!”

You’re reviewing your client’s QuickBooks file and you cannot believe what a mess it is AGAIN not to mention it’s the same mistakes that you cleaned up last quarter! 

It would be so much easier (and cost effective) if your client just let you handle all of the input onto their QuickBooks file BUT for a whole variety of reasons that isn’t going to happen.  If only there was an easier way….

>>Click here for full program details

 Ebooks

The Power of Systems

The Power of Systems is a power-packed 43-page E-book guaranteed to create structure and systems that support your business and revolutionize the way you deliver your services.  The Power of Systems includes the four crucial systems every bookkeeping business needs PLUS a copy of my New Client Handbook for you to use and adapt to your own practice.

For More Details, Click here.