BLOG. SMART PRACTICAL BUSINESS ADVICE

The Secret Blueprint for Efficient CRM for QuickBooks Online Workflows

When this accounting firm owner found WORKetc CRM for QuickBooks Online, she immediately dove right in. She got a very firm grasp of the basics but she wanted to learn even more, and that's when the light bulb moment came on.

WORKetc QuickStart Onboarding Program - Efficient CRM for QuickBooks

When it comes to small business accounting software, QuickBooks is the reigning king of the hill.

In 2015, the Intuit product commanded a whopping 80% market share with small businesses that used financial management software.

A vast network of accountants who live and breathe QuickBooks has been instrumental in helping them capture that massive share of the market.

Karine Woodman, the brains behind the Minnesota-based 24hr Bookkeeper, is one of these accountants.

No wait — scratch that. Karine is way more than a QuickBooks-capable bookkeeper. She’s a QuickBooks Certified ProAdvisor, putting her in an elite group of people who know the ins and outs of QuickBooks like nobody’s business.

That’s not all. In June of last year, she was appointed to the Intuit Accountant and Advisor Customer Council, which helps Intuit formulate strategy, products, and programs and services. And just recently, her company was named as the US finalist for Intuit’s Firm of the Future contest (you can vote for them here daily until October 15!).

When Karine started 24hr Bookkeeper in early 2010, however, there was no deliberate push to become masters of the QuickBooks arena. She had been working part-time as a bookkeeper for a few years, and had finally decided to focus full-time on helping small businesses with their financials.

Masters of the QuickBooks Arena – CRM for QuickBooks

“I originally worked for a construction company,” she explains. “When I had my first child I did bookkeeping part-time for a few years, until I reached that point where the mindset just changed; the motivations and what we wanted to accomplish changed.

“I would say in the last two years, we’ve moved the practice to focus more on QuickBooks Online. Now, we only take on clients who either are already using QBO or want to be on QBO.”

Aside from keeping a watchful eye over client finances, 24hr Bookkeeper has also expanded their offerings on the QuickBooks side of the business. They handle everything from data migration to training and consultations. They also do a lot of third-party integrations, especially for construction firms.

“It’s like how WORKetc works with QuickBooks,” says Karine. “We have a few construction applications that we work with, and we help our clients integrate their 3rd party software with QuickBooks.”

It was also this deep relationship with QuickBooks that led her to WORKetc.

“I actually found WORKetc on the QuickBooks app store,” she explains. “Because we’re Intuit-centric, we want to work with products that work with QuickBooks; kind of keep it all in the family, basically, so a CRM for QuickBooks Online was the obvious choice.”

WORKetc QuickStart - 24hr Bookkeeper

Building a Baseline

When Karine came across WORKetc in early 2016, she didn’t sign up for QuickStart immediately. She first wanted to see for herself what the software could do and how far they could take it by themselves.

“We actually went in and implemented it on our own first,” she recalls. “What I really like about WORKetc is that it’s a nice, robust software that really allows me to run every piece of my business within it. That’s a huge thing for us.

“Once we figured out the baseline of what we wanted I went ahead and purchased the QuickStart program to get help with the specific stuff we wanted.”

When they started the QuickStart onboarding program, Karine already had a lot of specific questions on hand. Most of them involving reporting; specifically, how to get the exact information she needed from the system quickly.

“I would often ask about best practices,” Karine says. “If I explained my workflow and told them what I was hoping to do, all it took was to ask, ‘OK, what’s the best way to do that?’ And then they would show me around in that aspect.”

Karine also got some guidance with tracking everything needed for 24hr Bookkeeper’s monthly payroll.

“It was a way to easily help with my payroll process,” she confides. “For me to pull the hours and to get the right activities to make sure that I was catching everything, was a big one for me.

“Plus, thanks to the support team’s guidance, I can now pull the information I need much more efficiently than I was able to before.”

High Level of Support

Karine is very quick to say that QuickStart has definitely helped 24hr Bookkeeper use WORKetc more efficiently. Her favorite aspect of the program? The high level of one-on-one support.

“Just to have that level of support, to be able to say, ‘this is what I’m trying to accomplish, tell me how to do it’, was really nice,” she explains. “What I really liked about the QuickStart is that I just really had the one on one to ask whatever question I wanted.”

It seems the high level of client support offered in QuickStart resonated with Karine since it’s something in which 24hr Bookkeeper also prides itself.

“The really funny thing is, we actually are not open 24 hours a day,” she reveals. “We are definitely available ‘round the clock, though. We take calls late at night and early in the morning. Time zone differences don’t even matter to us; we’ll take the call, we’ll work with your schedule, and we’ve absolutely done that.

“One particular client, I remember working with him from early evening until 3 o’clock in the morning. He had a really sensitive deadline to meet and we just made it happen for him by working with him that late.”

Asked if she would recommend QuickStart to other WORKetc clients, Karine is equally quick to respond in the affirmative.

“I think QuickStart makes complete sense because it goes against your subscription,” she says. “You’re just pre-paying. If you’re gonna use WORKetc for a long time, you’ll love the one-on-one support you’ll get.

“It’s definitely worth it, and we were very happy with the experience.”

Register here to find out how QuickStart is right for you.

See all

Featured Posts

7 Clever Add-Ons That Supercharge Google Drive Productivity

Do more with WORKetc CRM’s Google Drive integration and these clever add-ons. We rolled out a significant new feature to WORKetc CRM’s Google Drive integration a while back, giving users access to Team Drives from within the WORKetc CRM environment. In the spirit of that update, here’s a curated list of seven add-ons for Google […]

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Using WORKetc CRM for a more efficient, productive sales team. Selling is simple. You get a sales lead, you offer goods and services, the customer picks one and pays you. But just because it’s simple doesn’t mean it’s easy. The idea itself may be simple, but the actual execution is a difficult task requiring a […]

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop wasting money with these 3 must-know project management tips. Ever lost money on a project, even one that you managed to complete? Well, you’re not alone. In their 2018 Pulse of the Profession report, PMI estimates that 9.9% of every dollar is wasted due to poor project performance. For every $1 billion invested, that’s […]

WORKetc CRM Success: Celebrating Your Big Wins in 2018

A brand-spanking new Gmail add-on, an overhauled iPhone app, and much faster search capabilities—these are just a few of the massive changes we introduced to WORKetc in 2018. None of these improvements, however, would be at all possible if not for the continued support and dedication of our loyal WORKetc users. And since there’s no […]

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

WORKetc CRM tips and tricks, tried and tested by real users. A CRM is an investment. And as with every investment, you’ll want to squeeze a much juice as you can out of it. Here’s a new batch of tips on how to do just that, from real WORKetc users running their small businesses on […]

3 Critical Resolutions for Small Business Success in 2019

Keep the fireworks going all throughout 2019 with WORKetc CRM. If you’re anything like me, New Year’s resolutions are never just about your personal life. It’s also about probing deep and seeing what you can do for your business. It’s about identifying changes that have real, tangible, and measurable impacts. Here are a few ideas […]