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July 9, 2021
Episode
Why Training Is Important
June 24, 2021 Beginners
During this week’s episode Alicia Katz Pollock and Matthew Fulton discuss why training is important. They also discuss some of their tips and tricks on how to create shareable content to help educate your clients and your community.
Speaker
Alicia Katz Pollock
Royalwise Solutions
Founder
QBO Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished author with several tutorial books on Amazon. With a master’s degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment! In her Mentorship Membership and Partner programs, she helps Bookkeepers train their clients to do it right!
Show Notes
During this week’s episode Alicia Katz Pollock and Matthew Fulton discuss why training is important. They also discuss some of their tips and tricks on how to create shareable content to help educate your clients and your community.
Video Timeline:
- Intro 0:00
- Meet Alicia: 1:15
- How did you get started: 3:00
This Weeks Questions:
- How do we stop the popups when starting a new QBO account: 6:25
Creating Content for Courses:
- Why is training important: 7:56
- Why provide training: 10:00
- Craft the Experience: 13:55
- Approaches to training your clients: 20:30
- Intuit Provided Training: 22:53
- Create your own Client-Specific
- Materials: 24:50
- Royalwise Example of a course layout: 30:00
- Partner with other Content
- Creators 33:45
- The Royalwise.com OWLS 35:42
- Alicia’s contact information: 38:16
Shared Resources:
- The Designated Motivator: 39:36
- The Journey Toward Wisdom: 40:15
- Next week’s Host: 43:36
Handout
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June 24, 2021
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”