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Good morning everybody or good afternoon wherever you might be my name is Michelle Wong and I'm really glad to have you joining me today today we're going to be talking about using QuickBooks client data review save time cleaning up files so this is something I think a lot of us can use we've got a lot of people who are listening live and yes this will be recorded because it's a sold-out webinar in other words not everybody's going to get in but several people will be able to watch the recording later first of all I want to go ahead and start with a really quick poll question just to see how familiar you are with polls or what hardwood pulp what's the CDR or client data review so how familiar are you with client data review have you heard of it before have you never heard of it and you used it kind of where you at with client data review so if you could take a minute go ahead into that question we still have attendees who are joining us a little bit late but we're very glad to have you so go ahead and take a second to answer that poll question while we're waiting for everybody to to get logged in and join us here today again I will be recording it and glad to have you all here with us while you're answering that poll question I'm going to go ahead and look at the QA room somebody's having computer problems I'm sorry to hear that Jill you might log out and log back in if you're having some computer problems if you are joining us with an iPad or a tablet today you can't answer the poll question so you're not going to be able T to participate in the polls and Jill says she's in good good to have you here I see a lot of names that I recognize on the attendee list thank you guys for joining us I'm glad to have you here and we've got quite a few of you voting still have people trickling in to join us but I'm going to go ahead and close that poll and share those results with you let's see share there we go you should be able to see the results now and so you can see 56% of you have heard of client data review or CDR but you haven't really used it another third of you have used it a little bit so very good we get 10% who have never heard it was good I'm I have you here today to learn more about client data review because it's something that really can help save you a lot of time first of all a little quick introduction for myself again my name is Michelle Wong I'm the owner of long for success and I've got a few products that are available out there one.

FAQ

How many years does it take to become a CPA in New Zealand?
Most people working in accountancy are members of Chartered Accountants Australia New Zealand (CA), and employers prefer this. To become a chartered accountant with CA you must: complete a commerce, business or accounting degree at a CA-approved university. complete three years of workplace experience. It would take you 3 to 6 years, since the CPA program requires 3 years post-grad experience and you must complete the Graduate Diploma of Chartered Accounting run by CA, before you can become registered CPA in NZ.
Which diet programs have you tried over how many years? How much weight have you been able to lose and keep off for longer than 5 years?
No matter which weight loss program or plan you consider, it’s you who is primarily responsible for making the plan or program work. You see, with any type of weight loss plan, you need to adhere to some specific guidelines such as what to eat, when to eat, when to exercise, what to avoid and etc. The reason why so many weight loss plans doesn’t prgreat results because people tend to take them for granted. Adhering to the guidelines the foremost thing to do when trying to follow something.However, now coming to a weight loss program. Recently, i get to know about a newly discovered weight loss program known as the Red Tea Detox. You might hear plenty of people saying that there is nothing like detox and detoxing has nothing to with weight loss however, this is not the case. First of all lets discuss what detoxing really is.What is Detoxification?Detoxification is the process with which body gets rid of all the harmful toxins from the body. This is a natural process which our body performs 24/7 however, sometimes this process can become slow making body prone to so many different diseases and disorders some of them can be:Low MetabolismWeak Immune SystemImproper Functioning of Kidney and LiverSkin Become More Prone to Acne, Scars and PimplesNow you see our metabolism is something that plays a vital role in weight loss. The main focus of this program relies on boosting metabolism and the same time suppressing the appetite.You see once our metabolism is up and running, our body functions more efficiently. Our digestive system becomes more efficient. I am sure you must be aware of the term digestive system, the process by which our body digest the food and supply nutrients to the body, and flush off the remaining waste from the body.Now coming to the suppressing appetite and reducing hunger cravings phenomenon. Red Tea detox is basically based on African tea recipe, which suppresses appetite and reduce hunger cravings. The major reason behind people consuming excess calories it the unhealthy eating patters, yes it’s true but untimely hunger cravings or excess hunger cravings also plays a vital role. The tea ensures the reduction in hunger cravings and suppressing of appetite so you don’t tend to eat and stuff up yourself all the times.Plus, to make the things more attractive, this is not something which claims to deliver by just sipping some cup of tea. No, you can never lose weight by sipping the tea only. It’s a complete phenomenon so it comes with a complete set of guidelines about the diet you need to follow and some simple exercises you need to perform in order to get the desired results. Go Here to Further Read About Losing Weight With Red Tea
How many application forms does a person need to fill out in his/her lifetime?
As many as you want to?
Is there a way to find out how many files I have stored on Dropbox (without setting up client sync)?
If you do “…(set) up client syn…” you can inspect the Dropbox folder to see the count. I have 2,386 files in 189 folders at the moment as you can see below…Unfortunately there seems to be some agreement (From me too?) that you can’t find a file count when logged in at Dropbox online.You might also be interested in Dropbox limitations:How many files can I store in my Dropbox? (From Dropbox - Help Center where they indicate problems after 300,000 files.)
How can I become a better conversationalist? I tend to talk about my own passions and reply with basic answers.
I once attended the TEDx event at my alma mater, BITS Pilani. There were a lot of people sharing the stage, among them some pretty famous guys from various industries. Then there was this one guy who had a new startup. I hadn't heard about him or his endeavors prior to that day. I was just about to walk out when he came on stage. I decided to stay back for just one more talk. And I was glad I did.There was something charming about him. Keep in mind, he wasn't a dashing young man with a cleft chin and a toned body that showed even through his dress. No, he was just a regular middle-aged guy, with a slight bulge in the belly, glasses, a plain haircut and a round, slightly chubby face. But there was something peculiar, entertaining, and somewhat compelling about the way he spoke, how he paced across the stage, and how he connected with the audience.There is no exact science behind being a good conversationalist. It is more of an art. You have to keep track of the nuances. The subtle body gestures. The brief pauses. The slight waving of the hands. I noticed he had a pleasing countenance throughout his piece. He would constantly smile, hit the right pauses, look at people directly and hold the stare, pause again and laugh with the audience when they did. He seemed really comfortable on the stage, as if he had spent his whole life in the limelight. He also was a great storyteller, revealing just the right amount of details to keep the audience engaged and not bore them at the same time. His entire speech flowed seamlessly. He knew what he was talking about. He took questions and was prepared for all of them. What I want to imply here is that there are a few basic things that you could focus on if you want to be better at expressing your views, holding your own, and participating in a conversation.Know what you are talking about. Plain and simple. You cannot fake your way through an entire conversation. Someone or the other is sure to call your bluff sooner or later. And once your cards are in the open, you're done. So know stuff. Read. If it is a formal event and you have an idea of what type of people are going to attend it, you can definitely figure out what they have in common and what they would talk about. Do your homework. Try to broaden your horizon. There are 100s of ways to look at anything. Make sure that you do not restrict your field of vision to one or two narrow outlooks. Instead of reading about the kinds of shit someone like a waiter or a bartender has to deal with, in the news, try talking to one to understand things from their perspective.Be likable. Don't come across as too aggressive or too closed. Maintain a confident, yet casual persona so that people feel they can approach you without the risk of being shut out. Smile. I cannot stress this enough. Smiling is infectious. It shows that you are listening. It provides comfort and confidence to the person who is speaking. It makes your face glow with a certain, subtle warmth. The speaker is more likely to focus more on the person who is smiling. Listen to people. Be interested in what they have to share. Give them a chance to speak. Offer your feedback on it. Look them in the eye when they are talking. Make sure that you are facing them.Do not try to constantly one-up everyone else with a bigger story. Appreciate people. Make them feel good. People do not remember how you look or what you talk about. They only remember how they felt when they were talking to you. Try to stay on the topic if everyone is interested in it. Do not try and steer it away to something you are more comfortable with. "Well, that is all right, but have you heard about....""Speaking of XYZ, did you hear about the..."Just don't do it. Remember people's names. And other details if possible.While talking, people are more receptive when you address them using their name. Also, if you remember other details about them like their previous company, some incident they shared from their childhood, and bring it up later, they'll feel good about themselves and would know that you were listening, making them more inclined to listen to you (and also agree with you).People like it when they get attention. Asking them questions about themselves is more a good conversation starter. A dash of humor. Remember #5 and how people remember how you made them feel instead of what you were talking about? Well, what's better than to make someone laugh? People always remember the funny guys. So, if you can make your narrative funnier, it helps. Just don't overdo it.Be the one to break the awkward silences in the middle of a chat (mid-life crisis of a conversation)Avoid the dealbreakers. Overselling your story. Don't be Buzzfeed. Not everything is mind-blowing, unbelievable, funniest, best, cutest, most awesome.Save the superlatives for the appropriate situations. Interrupting others just because you remembered something far better, funnier, or more relevantAvoid one-upping everyone's account Finally, the last piece is about practice. The more you go out and talk to people, the more you will be able to fine-tune your skills. Here's a great infographic on how to make small talk from WSJ.(Source: WSJ Flash Interactive)And finally this 10 min TED video by Julian Treasure.
How many clients would a personal lines agency have if it's bringing in 3 million in premiums each year, and how much does the owner keep?
Assuming personal lines property casualty policies only.You’d have to plug in average premiums for a given area. In metro Albuquerque, New Mexico you could expect $1,000 a year for homeowners insurance and $2,000 for car insurance for upper middle class neighborhoods and vehicles.So that’s $3,000 a year and it would take 1,000 households to total $3 Million a year in premium. That should produce around 12 percent gross commissions - about $360,000 a year.Owner would probably be doing average at keeping 20 percent profit after he pays everybody and everything - around $72,000.