Photo courtesy of CPA Manitoba and Martin Lussier Photography.
Travis Toet is the worthy recipient of the Telpay Leadership Award 2015. The award recognizes the candidate in the graduating class, who demonstrated significant leadership in the Strategic Leadership Program, along with exhibiting the professional behaviours, ethics and attitudes of a CMA. Continue reading
It is never too early to start prepping for the upcoming holidays. If your holiday schedule tends to be a bit hectic, remember to plan your payments in advance, so that you can enjoy everything the holiday season has to offer.
The Telpay office will not process or accept funds for payroll and payments on December 25, December 28 and January 1. Please use our Holiday Funding Schedule to ensure that your payroll and payments are funded and scheduled on time.
We wish you a happy holiday season, and hope that the upcoming year brings you health and happiness!
This is the last article in a series on “Qualifying to Make Sure Telpay is a Good Fit.” The goal is to help educate our ASP Partners how to properly qualify their clients at the beginning of the sales sign up process, by asking the right questions and having all the knowledge needed to ensure the client is a good fit for Telpay and 100% satisfied.
Congratulations on completing the qualifying steps, now it is time to move onto the signup process with the Telpay Application Form. It can be found online at http://www.telpay.ca/business then clicking on the ‘Sign Up Now’ button. Here are three important tips to help you properly complete the application form:
1. We strongly recommended that you complete the application form on behalf of your clients. As their accountant or bookkeeper, you are already familiar with the Telpay form and processes.
2. It is important to remember that when completing the application form, that you enter your client’s business information in the following sections; General Customer Information, Company Physical Address Current Banking Information, etc.,
3. Your contact information is entered under the ‘Primary User’ section. This will have you setup to become the initial point of contact for your client.
If you need further clarification on the application form or other topics we covered such as processing limits, funding options or basic operating facts, please contact your Business Development Consultant at 1.800.665.0302.
The series is from Chartered Accountant, consultant and author, Jeff Borschowa, from his book, 8 Pillars for Exponential Business Growth. The series is focused on how to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.
Are all customers good customers? Generally, the answer depends on the industry you are in. If you have a homogeneous product or service that can be found anywhere, then you probably don’t have enough customer interaction to really worry about whether or not a client is a good fit for your business. However, if you offer a unique product or service and have an extended customer relationship, then it becomes imperative to be selective with the customers that you take on.
For example, if you are a custom home builder that takes a year to build a high-end house, you will likely be very interested in having a customer that you can work with.
There are two parts to client selection and ranking. You can first filter out unsuitable clients up front if you are clear as to who your ideal customer is. If, however, you have a lot of customers, then you need to look at your existing clients. When I work with my clients, we often look at their accounting records to determine how many customers it takes to make up twenty percent of their revenues. We compare that to how many customers bring in the remainder of their revenue. In most cases, the numbers are very revealing. You can often build your business just by focusing on your top customers.
The holiday season is approaching and it’s never too early start preparing for the holidays. If you are anything like me, you make a plan to start your gift shopping early, but that plan slips away as the holidays grow closer. There are a lot of things to plan for over the holiday season and it can be hard to prepare for them all.
Here are a few tips to help you start preparing your payroll and payables for the upcoming holiday season and non-processing days:
There is still hope for starting your holiday shopping early. Not only do we want to help you get an early start with your electronic payments, we also want to help you get started with your electronic online shopping. Join one of our bill payment training webinars and get a kick start to your holiday shopping with a $50 Amazon gift card*!
*Payables Webinar attendees who participate in the Q&A portion of the webinar will be entered for a chance to win a $50 Amazon Gift Card.
PLEASE NOTE THAT ALL WEBINARS ARE SCHEDULED IN CENTRAL TIME. Please adjust the webinar start times according to your time zone.
