T H E Pure Bookkeeping S Y S T E M

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Brent Wilcox
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1 T H E Pure Bookkeeping S Y S T E M

2 I couldn t have achieved what I have in the last two weeks without the HR Manual. From the guidance on how, where and what ad to place; what to ask in the initial phone interview; how to conduct the Skill and Speed Testing; through to the final interview stage, the process was streamlined and dependable. The initial phone interview allowed me to discard those candidates not suitable before any time was wasted. The Skills and Speed Tests demonstrated the absolute importance of this step highlighting those candidates that appeared brilliant on paper but just couldn t cut it to the standards I required. Using the results obtained from the Skills and Speed Tests (scores as well as observations) also made selecting the candidates for the next step, the Interview, much easier to decide upon. Over 100 applications, 10 phone interviews, 6 Tests and 2 Interviews later, I believe I have found the person I need. As a bonus and a direct result of this selection process, I now also have 2 other people I can contact as and when required. I only recently became a Pure Bookkeeping licensee and I contacted Debbie for advice about marketing. I wanted to know how to broach the subject with a prospect of me handing over to another bookkeeper. Deb said just to use the PowerPoint presentation that s part of the Pure Bookkeeping System marketing material. She explained that the presentation has been carefully structured and words strategically selected to explain the process and answer any questions or concerns that the prospect had. So I decided to trust her and the PBS and she was totally right! I met with a prospect on Monday afternoon and by the end of the meeting he asked Right, who do you think will be doing my books? Thanks Deb, not only for the PBS but for your support every step of the way. It doesn t matter if you have just started your practice or you already have a team of bookkeepers, everyone needs to be actively marketing and the resources in the PBS make it easy. Keri Whitelaw The HR Manual is worth its weight in gold! Diane Lucas

The Pure Bookkeeping System represents over a decade of blood sweat and tears from Debbie in her business, with Pete s constant guidance. It s currently in its 10th version.

3 Dear Bookkeeper Thanks for considering purchasing a licence for the Pure Bookkeeping System and joining the Pure Bookkeeping family. If you are looking to grow your business, we re confident that our system will be an invaluable investment. The Pure Bookkeeping System represents over a decade of blood sweat and tears from Debbie in her business, with Pete s constant guidance. It s currently in its 10th version. Every part of it has been tested, pulled apart, improved and put back together. This isn t something we ve put together on a whim, or because we ve seen a market opportunity. It s something we ve been living with, building and using for over a decade. Which is why we are so confident it will work for you. It s the reason that Debbie has been able to grow her business from just being on her own, to having a team of 12 bookkeepers. And more importantly, it s what s gotten her to the point where she worked less than half-time in her bookkeeping business (and recently sold her business). We have been blown away and humbled by the response to our system. There are now more than 500 Pure Bookkeeping licensees, making us bigger than any of the bookkeeping franchises in Australia. We recognise that it is a substantial investment you are considering. However by the same token we are often asked why we don t charge more. It comes back to our mission to help great bookkeepers grow their businesses. We take that very seriously, and we want to help as many bookkeepers as we can. Very early on we decided not to go down the franchising road and charge $30k $40k for our system. We have instead priced the system at a level that makes it a no-brainer for bookkeepers who are serious about growing their businesses. So if you want to build a successful bookkeeping practice or business and are serious about growing, we d love to give you the tools. Happy bookkeeping, Peter Cook and Debbie Roberts

4 I had an informal discussion with a business coach yesterday. For every suggestion she made, I was able to say I ve already got that, thanks to the Pure Bookkeeping System. This is truly a fantastic tool kit, and I can t wait for the next tantalising discussion at our PB Mastermind group to keep the brain engaged, and keeping the focus on implementation (even in the middle of BAS-ON)! Thanks Pure Bookkeeping! Irene Marks I d been looking at the Pure Bookkeeping System for some time and finally signed up in anuary When I joined, I was on my own and lacked confidence. In 12 months I have tripled my income and now have one staff who is almost full time, so it s time to recruit again. Deciding to become a PB licensee was the best decision I have made for my business. Without Pure Bookkeeping I would never have got this far so quickly and I m so excited now about what s possible. The support they offer is second-tonone. If I have any questions I just Deb and she ll either reply or give me a call. And I ve joined one of the PB Mastermind groups that meet on a monthly basis to discuss the PBS and any questions we have about growing a business. What I love about that group is that it doesn t matter what questions are asked, everyone is very supportive and genuinely interested in helping each other. If you re a startup practice, as I was, you d be crazy to try growing your business on your own without the PBS and the support that PB provides. This system is for you if: You re just starting out with a handful of clients or thinking of starting a bookkeeping business. Debbie often talks about how great it would have been to know all this stuff when she got started. You ll get the tools to fill your books within a year, and gain the confidence to do so. Your client list is full and you re working evenings and weekends. We often get people coming along who are in the same place Debbie was in when she started working with Pete. Lots of bookkeepers in this place are full but haven t got their business structured properly. And even though they are flat out they aren t making the money they should be making. You ll get what you need to get your income up for your own bookkeeping practice, and then decide if you want to transition into a business. You re transitioning to a business or you ve already got some other bookkeepers on your staff. The system will provide the tools to set up your business so it s more profitable sooner, and give you what you need to get to a successful business faster. You are already running a successful bookkeeping business. The Pure Bookkeeping System will help you make improvements in how your team does the bookkeeping, how you get more clients or how you recruit bookkeepers. These improvements will either tweak your business to earn some extra profit or take your business to the next level. Brooke Foster

5 How the Pure Bookkeeping System will help you grow your business Get more clients. The Sales & Marketing Manual will give you everything you need to fill your books. It contains the 7 x 5 marketing plan, including how to get in front of accountants, systematically get referrals, and effectively convert prospects to clients. If all you get from this is an additional 5 hours a week of bookkeeping at $50 per hour, that s an extra $12,000 per year. I have just started with Pure Bookkeeping, and the first thing I did after attending the Seven Secrets Seminar and getting started with the system was put my prices up by $10 an hour across the board. I sent a letter to my clients explaining about the Pure Bookkeeping System, and how much better the service they were going to get is. I had a couple of clients grumble, but no-one has left. I have me and four other bookkeepers working in my business, so $10 an hour across the entire business is extremely significant. The investment has paid for itself in the first month, and I haven t even started on the sales and marketing yet! Charge more. By providing a great bookkeeping service, selling a bookkeeping system, following the processes in the Sales and Marketing Manual and charging what you are worth you will be able to increase your prices. If you can charge an extra $10 an hour over 25 hours a week, that s an extra $12,000 a year. Sell additional services. The Pure Bookkeeping System provides a suite of additional reports and services that you can produce and charge for. If you can get an additional $500 a month from these, that s an extra $6,000 a year. Recruit other bookkeepers. Putting on other bookkeepers is a big step. If that s what you choose to do, the Human Resources Manual will give you the guidance you need to advertise for, interview, and most importantly test new bookkeepers. A bookkeeper working 30 hours a week can add over $40,000 to your bottom line. Dale Wyatt I think Pete and Deb have really undersold what they re offering everybody. It simply is, far and away the best system that exists on the market place today. There s no real comparison in what s available in franchises. The Pure Bookkeeping System gives certainty, certainty gives confidence, confidence builds strength; it empowers your clients and just as importantly empowers you around your business. What you re being offered today is something of incredible value at really negligible cost. You can t get better support than what Pete and Deb are offering. Ben Kelly

BOOKKEEPING BOOKKEEPING I have placed my first Seek advertisement and will be reviewing the 38 responses this weekend and interviewing next week.

I have used the Skills and Speed tests with two people and I think they are great!

I am happy to put everything I have done aside and to use your Systems!

and convert them into high-paying clients The Bookkeeping Manual How to provide a great bookkeeping service and much more T H E Sales & Marketing M A N U A L I have taken the HR module as my driver

I hired someone in November to take on the purchase of another business and they took a job with a client in anuary just as the new clients were coming onboard. So I had to recruit and fast.

for the first time in the ten years of running my business I am enjoying looking for staff.

6 BOOKKEEPING BOOKKEEPING I have placed my first Seek advertisement and will be reviewing the 38 responses this weekend and interviewing next week. Once I have selected the best candidate I am looking for the best process of inducting them to the Pure Bookkeeping System. I have used the Skills and Speed tests with two people and I think they are great! May I commend you on The Pure Bookkeeping System I have spent a lot of my own time and money developing my own systems and I recognise the value and professionalism contained in your Systems. I am happy to put everything I have done aside and to use your Systems! Martin McLean Your Pure Bookkeeping System includes T H E Bookkeeping M A N U A L I T H E Bookkeeping BOOKKEEPING M A N U A L II BOOKKEEPING The Sales & Marketing Manual How to attract more prospects and convert them into high-paying clients The Bookkeeping Manual How to provide a great bookkeeping service and much more T H E Sales & Marketing M A N U A L I have taken the HR module as my driver for this month as I needed to hire staff fast. I hired someone in November to take on the purchase of another business and they took a job with a client in anuary just as the new clients were coming onboard. So I had to recruit and fast. T H E Human Resources M A N U A L The Human Resources Manual How to effectively recruit bookkeepers into your team (and what to do with them once they are there) I have never enjoyed myself so much for the first time in the ten years of running my business I am enjoying looking for staff. The templates and the skills test give me so much peace of mind that I have covered all the bases All of the usual stress of recruiting has gone. I made a commitment to myself that I was not going to mess with the process even down to organising of the folders (when I read this I thought Oh Yeah). But I have followed all your templates and ideas to the letter and having worked almost all the way through (interviews next week) I am so delighted and stress free. Pure Bookkeeping Central Our brilliant new online platform. It s got the manuals and over 100 templates, videos and resources for you to use available anytime, anywhere. And it s also the place where Pure Bookkeeping licensees share ideas, discuss issues and support each other (in addition to local masterminds meetups). I cannot thank you enough for taking the contents of my head and putting it on paper, at least that is how it feels, like I know all of this stuff but I don t if that makes sense. Carol Vasey

7 Revenue per month A Case Study I started using the Pure Bookkeeping System at the start of FY12 and I m thrilled with the system! As a new business, I needed a system to keep my business efficient throughout and when I was introduced to Pure Bookkeeping System I signed up immediately. I viewed the marketing and HR tools as bonuses, but they are the tools that have taken me further and at a faster pace too. I ve more than quadrupled my turnover in ten short months! And now that I m at White Belt (turning over $100,000) I m relieved that I m not doing it on my own. The s I get from Deb every week are invaluable and she s always there to answer my questions. The Pure Bookkeeping System is worth its weight in gold. $12000 $10000 $8000 $6000 $4000 $2000 White Belt ($100,000pa) Started using Pure Bookkeeping System Veronica Trethewey Before I started using the Pure Bookkeeping System creating a successful bookkeeping business seemed insurmountable. At that point my confidence was low, I wasn t too sure what was doing in the business, I had terrible clients who didn t value what I was doing and I didn t know how I was going to attract more clients. I felt like I was just chasing my tail, and was even thinking about packing it in and becoming a subcontractor. Then I saw the Pure Bookkeeping System and I knew I had to had to have it and I haven t looked back. Six months after implementing the PB System my business, and my life, is unrecognisable. I ve sacked the clients that I didn t want to work with, and followed the system to attract better clients. With my new clients I simply follow the system and right from the start say this is how I work, this is what I charge and this is what you need to do. I feel like I m in control, and that I have a real structure to what I m doing every day. In the six months since implementing the Pure Bookkeeping System my revenue has gone up 50% (despite sacking clients), and I ve even had a holiday! But more importantly I have a new found confidence in myself and what I do. I know that I am empowering my clients, and giving what they need to run and grow their business, which means I leave feeling fulfilled and satisfied in what I do. And what seemed insurmountable, building a successful bookkeeping business, is now happening.. Sharon ones $0 A S O N D F M A M A S O N D F M A M FY 2011 FY 2012

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9 Pure Bookkeeping System Your Licence entitles you to the complete Pure Bookkeeping System. This includes access to Bookkeeping Manuals for MYOB, Reckon Accounts, Xero and QuickBooks Online, the Sales and Marketing Manual, the Human Resources Manual, and access to our Pure Bookkeeping Central online platform. You also receive ongoing support and regular updates to the System. 100% MONEY-BACK GUARANTEE In the unlikely event that you don t love the Pure Bookkeeping System let us know within 45 days and we ll give you a full refund, no questions asked. We also guarantee that if you implement at least the Bookkeeping and the Sales and Marketing Manuals then the Pure Bookkeeping System will pay for itself twice over within 12 months if it doesn t we ll refund the difference. Normal Price Seminar Price Licence for Pure Bookkeeping System Primary System: MYOB Reckon Xero QBO Also give me access to: MYOB Reckon Xero QBO $13,995 $7,995 $795 per month Add access for additional team members $495 each $295 each $29 ea per month ABN Member? or oining ABN? Subtract a further $500 or $50 per month from the license fee Name Business Phone Address Total payment amount $ Card number Signature How you heard about Pure Bookkeeping or Monthly instalment amount $ CCV Exp / Date x12 How committed are you to growing your business? Can you commit 3-4 hrs a week for 13 weeks to implementing the PB system? Yes No Please give me access to the entire Pure Bookkeeping System (I waive my right to the 45 days guarantee) Please send me just the Bookkeeping Manuals (I will get access to the full system after 45 days) What happens now: We will charge your credit card for payment amount above, and start the monthly payment cycle if that s what you have selected. Once we receive the signed licence we ll organise your access immediately.

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