May 11, 2026

Jonathan Bello, founder and owner of One 8 Solutions

Jonathan Bello, founder and owner of One 8 Solutions
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Since launching One 8 Solutions in 2001 and becoming a certified QuickBooks ProAdvisor, Jonathan developed a “client first” business attitude.

Accounting and bookkeeping are core to the understanding of a business and Jonathan and his team conduct a detailed assessment, discovering what has significant impact to the success of the business. They are then able to provide information back to the client on a timely basis while providing meaningful knowledge of the “other half of the story.”

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WEBVTT

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The topics and opinions express in the following show are

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solely those of the hosts and their guests, and not

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be directed to those show hosts. Thank you for choosing

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W four CY Radio.

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Churchill said, those who failed to learn from history are

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condemned to repeat it. Kevin Helen n believes that certainly

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applies to business. Welcome to Winning Business Radio here at

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W four CY Radio. That's W four cy dot com

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and now your host, Kevin Helen.

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Thanks everyone for joining in again today. I'm Kevin Hallandan

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and welcome back to Winning Business TV and Radio on

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W four cy. Of course, we're streaming live on talk

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four tv dot com. That's the number four, in addition

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to streamingline live on Facebook and that's at Winning Business Radio,

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as well as available in podcast form after the live

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show on many other platforms including YouTube, iHeartRadio Spotify, Apple,

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pretty much wherever you listen to your favorite podcasts. The

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mission of Winning Business radio and TV, as regular viewers

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and knowers and listeners know excuse me, is to offer

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insights and advice to help people avoid the mistakes of others.

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That's to learn best practices, the how tos, the what tos,

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the what not tos, to be challenged and hopefully to

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be inspired by the successes of others. Those are consultants, coaches, advisors, authors,

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founders and owners, entrepreneurs, people with expertise. But you know,

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virtually every successful person I've ever had a chance to

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talk to has said some form of failure in their

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lives and careers. So I say it every week. While

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we all have to get our knees skinned once in

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a while, I'm driven to keep those scrapes from needing

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major surgery. Let's endeavor to learn from history so we

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don't repeat it. I've given the better part of my

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career equipping businesses to grow from solopreneurs to small and

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medium sized companies all the way up to the Fortune fifty,

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and I've seen some of those companies win in to

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varying degrees. I've seen some of them fail I've had

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the opportunity to rub elbows with some of the highest

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performing people around and with some who probably should have

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found other professions. And in my own businesses, I've had

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lots of success, but some failures too, So I like

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to think I've learned a lot about those lot from

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those experiences. So you're going to hear from me, but

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mostly you're going to hear from guests. Today's no exception.

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My guest is Jonathan Bellow, founder, CEO, and principal accountant

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of one to eight Solutions, and here's his bio. Since

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launching one to eight Solutions in two thousand and one

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and becoming a certified QuickBooks Provisor pro advisor excuse me,

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Jonathan developed a client first business attitude, always putting his

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client's unique business needs first. Mostly, he's driven to continuous

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grow and improve his business skills to help clients grow theirs.

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Accounting and bookkeeping are two of the deepest levels of

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understanding of one's business, and Jonathan and his team value

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that partnership. They seek to understand the unique nature of

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their client's businesses to achieve improved results. The gather knowledge

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of the business's inner workings by conducting a detailed assessment.

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They don't just learn about expenses and revenue. They also

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discover what's on the periphery that have a meaningful impact

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to the success of the business. They assess how the

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customer base is acquired, the systems used to manage the business,

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and a lot more. This manner of gathering information allows

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Jonathan and his team to take a more holistic approach

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to accounting needs and giving information back in a more

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timely way while providing meaningful knowledge or the other half

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of the story, caring about business his client's businesses is

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Jonathan's business. He likes to say that he helps business

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owners sleep more soundly at night knowing that financial operations

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are stress free. He was born in Boston, so he's

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a Cheue Bostony and he spent the first seven years

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of his life in Niedham, Massachusetts, then moved to Newton,

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where he has lived since and where he now runs

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his business. He spent five years in Maui, so we'll

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have to ask about that. And his significant other of

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thirteen years is Jen and they have a ten year

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old Giant Schnauzer named Gunner Oh and they currently dog

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sit for their nephew's six year old cavapo named that

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this is how it's spelled hunter. And finally, Jonathan is

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an avid skier. Jonathan, welcome to Winning Business TV and Radio.

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Thank you for having me here. Kevin and I get

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to say you have a.

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Second life as a talk show of boats.

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Well, that's this, that's this, that's the fun. So I

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want to talk about a little bit of family and

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then some background. Tell us about jen.

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Oh. Jen is my partner and she is my foyl

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and she has helped me settle down in my life.

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So for many many years I had fomo.

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If I didn't go out, I thought I was missing something.

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And now she has gotten me very comfortable to be home,

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comfortable in my own thoughts, being quiet, which is a

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huge change of pace, which also sometimes causes conflict because

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after a long day of working, I got to tell

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one to make a small change in the crawl. It's

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one to eight solutions. It wound up being ton just

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noticing that in the crawl. And so sometimes I cause

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this conflict because like after a long day, I'm ready

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to sit. Imagine she's been waiting for me to come

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out and be part of her life.

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More conversation for sure.

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But you know, it's been a very positive part of

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my growth in my life having a partner like her.

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Especially over the past year or so, some health issues

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have cropped up, you know, not being alone. And you know,

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of course, loneliness is one of the biggest problems playing

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American you know, America.

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The world.

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Uh, you know, you know, men mostly more so than women.

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So it's good. It's good to have somebody around.

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I like hearing that. All right, tell us about the dogs.

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Okay, So living in Maui, I went from being a

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person who was weary of dogs, scared of dogs, and

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uh and to a per I met this woman and

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she had two Schnauzers.

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She had a giant Schnauzer and a miniature Schnauzer.

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We had a MANI for a long time.

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Yeah, that's right. We've had this conversation before. And so

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the first time she introduced me to the dog, I said, oh,

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these dogs are nice, but they smell. So two years later,

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if they smelt, I was washing the dogs on my own.

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A few years later she called to tell me that

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she knew met a new breeder and that I should

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get my first giant Schnauzer on my own, and Gunner

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is my third giant Schnauzer and will be my last

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giant Schnauzer because as I get older and strength is

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starting to wane, if something happens, I don't want to

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be picking up a seventy or eighty or ninety pound

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dollar to have to carry them out of the woods

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or something. But he's a goofball. He's very he's ten

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years old. He's got a ton of puppy energy. Handa

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who is. And by the way, nobody in my family

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had dogs before me. The family is now up was

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up to four dogs. We lost one recently. Hunter joined

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us about six years ago, right, you know, they got

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him right before COVID. But he you know, somebody's his

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COVID dog. And he is a fifteen pound kavapoo. He's

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really cute and he's very needy.

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Also, that's all right, oh all right.

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And my brother and his wife are in Tokyo and

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Vietnam for the next three weeks, so we're house sitting.

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Okay, we're not house sitting, we're dog sitting.

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Dog sitting for them too. Wow, Okay, all right, let's

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go back. Let's let's rewind the time machine, set the

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way back machine. Simon Simon to growing up, what were

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your early interests in say, high school?

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Oh, my early interest in high school you know, uh,

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first being a bad boy, going on, drinking and smoking pot.

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That was always my you know, But then you know, truthfully,

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I was not a great student. I was good. I

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was a good student, got me into UMass amates, got

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me in the School of Business Administration, so that was

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an achievement.

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But I was always like, you know, one of you know,

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one of these kids.

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I wanted to you know, go out, have fun and

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play before becoming serious athletic activities was skiing, wrestling. I

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used to joke that my best activities are from the

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waist down and as you know, you see you ski

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with me. Loved music. Around seventeen, eighteen years old, I

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started going to my first life concerts and that was

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always a big part of my life, you know, growing

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up in the late seventies early eighties as a young man,

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was always running into Boston to you know, because I

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lived in Newton, so it was easy so enjoying the nightlife.

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I went to Newport because a friend had rented a house.

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I was the guest who never left.

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And that began like ten summers of doing Newport summers,

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which eventually got me out of accounting into software sales

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e into so.

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Well, I have that question in a minute. How did

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you pick accounting as a career, at least initially and

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then now.

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So accounting as a career. I called myself a reluctant accountant.

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It was math that got me into U MASS. And

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I went to U Mass initially as pre med and

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again my lack of study ethics got in the way.

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You know, I had a great UMass experience, and I

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realized that I'm not going to be going to medical school,

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that I had better choose an alternate route, and I

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was able to do something that was very difficult to

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do and transfer to at that time, School of Business

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and Administration now is the Eisenberg School, and I'm looking

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around at the majors, and I just felt accounting was

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going to be the best fit for me. I very

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quickly realized that I was not going to be a CPA,

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and I was not going to be doing taxes, and

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I wasn't going.

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To be doing audit, and I already developed a leaning

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towards working with small businesses. I got a job in

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the university working with student run businesses, helping.

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Them understand accounting.

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That was back in nineteen eighty seventy nine, eighty eighty one.

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Until I did it, until I graduated and got out,

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did two years of corporate accounting. Hated it, said I'll

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never do accounting again. But I could never get away

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from the industry. It's just like al Pacino in The

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Godfather jes thank you out, you get pulled back in.

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I worked from software.

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Companies and then one of Eight Solutions was started as

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an IT service firm, using QuickBooks consulting as a lead

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to have recurring revenue with my clients. You know, if

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you're doing set up, training, implementation of accounting solutions, your

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goal is to work yourself out of a job. And

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I didn't want to do that. I wanted to build

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a relationship.

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What's behind the one a name? Oh, I'll come back

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to the well you can come back to.

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Just very quickly. So twelve years into the business as

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an IT person, I realized I couldn't scale it, and

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I decided to get into transactional accounting because one thing

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I knew I did well is I teach people how

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to do accounting and bookkeeping. Okay, so how did one

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a come along? So my first consulting shingles was Bell Consulting. Now,

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I hung out my first shingle in eighty seven, right

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after all the Baby Belt all the Bell companies were

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broken up into the Baby Bell. Yes, and so I was.

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I always got the question are you related to Bell Labs?

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Are you part of AT and T? And something like that.

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So when I was when I came back from aUI

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you know, when you're ready, I'll tell you more about that.

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And I had done a couple of stints working for

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some people. I decided to hang out the shingle again

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because it was one the dotknot bust had taken place.

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There were plenty of salespeople who had successful track records.

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Because I always worked with startups as a salesperson that

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never had a track record, I decided to hang out

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the shingleful one eight solutions. I was struggling with coming

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up with a name, and my oldest brother, and I'm

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the youngest of three boys, said hey, come and have

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lunch with me. I get some name for you, and

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he gave me like the first two and then he

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gave me one eight. I go, why one eight? Well,

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I'm Jewish and Hi.

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They let a hi, which is the eighteenth letter of

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the Hebrew Alpha bit was also my grandfather's name, Kiman.

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He lived eighty eight years old, which is eighteen past seventy.

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So there was a numerology there and life wocks. I said,

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I like it.

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Then the company, I like it. That makes a lot

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of sense. That makes a lot of sense. All right,

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it's already quarter after. We're going to take our first

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sign up. It does, it does. We're going to take

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our first commercial break. We'll be back in just one

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minute with Jonathan Bella.

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You're listening to Winning Business Radio with Kevin Helene on

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And now back to Winning Business Radio with Levin Helene

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00:16:00.799 --> 00:16:04.600
presenting exciting topics and expert guests with one goal in

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mind to help you succeed in business. Here once again

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is Kevin Helenett.

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We're back with Jonathan Bellow, founder, CEO and lead or

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principal accountant at one to eight Solutions.

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00:16:25.600 --> 00:16:28.279
Yeah, I did put lead in the.

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00:16:30.120 --> 00:16:32.960
I had to check my notes, sir. All right, So

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00:16:33.360 --> 00:16:36.159
you spent time in sales, you were at startups, you started,

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you got an accountant counting on a computer science degree,

281
00:16:39.279 --> 00:16:42.759
and then you take this turn and you find yourself

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in Maui as oh, hold on, as a fine art consultant.

283
00:16:47.600 --> 00:16:50.120
You got to explain that, Okay.

284
00:16:50.240 --> 00:16:53.080
So I went to my first trip at Maui in

285
00:16:53.159 --> 00:16:58.840
nineteen eighty seven. I was just getting into wind surfing. Yeah,

286
00:16:58.320 --> 00:17:01.039
and my friends says, I had to come and visit Maui.

287
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You love it. And I fell in love with the place.

288
00:17:04.440 --> 00:17:07.559
And I was a salesman for a software company at

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the time, where I just sided to hung out money

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for shingle and I went to a gallery and I

291
00:17:13.200 --> 00:17:18.079
was so impressed with the sales capability of the person

292
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that I went back to the next day and said,

293
00:17:20.319 --> 00:17:22.440
do you have to be an art person to sell art?

294
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And they said no, I have to be a good salesperson.

295
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So for five years I developed this dream of moving

296
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to Maui, and then in ninety two, the stars aligned

297
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and the opportunity to move to pick up my stakes,

298
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disappoint my parents and moved to Maui came up and

299
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I went to work for that gallery.

300
00:17:46.960 --> 00:17:50.000
Now that was nineteen ninety three, during the same as

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a loan debacle, and guess what a lot of people

302
00:17:52.720 --> 00:17:53.319
didn't have.

303
00:17:54.880 --> 00:17:59.400
Discretionary cash, just met on art and as I alluded

304
00:17:59.400 --> 00:18:03.319
to before, yes, when you're thinking you're out of the industry,

305
00:18:03.799 --> 00:18:06.680
I got pulled back in and I wound up starting

306
00:18:06.720 --> 00:18:11.279
to do uh, system set up, common system set up.

307
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I got introduced to quick books there for the first time,

308
00:18:15.640 --> 00:18:17.480
and I did that for about.

309
00:18:17.279 --> 00:18:20.440
Two and a half years there. And you do sage

310
00:18:20.960 --> 00:18:22.000
surfing and windsurfing.

311
00:18:22.720 --> 00:18:24.480
I bet you did. You want me on the north shore?

312
00:18:25.640 --> 00:18:28.000
Uh? No, I actually live in keyhy which is on

313
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the western southwestern side.

314
00:18:30.240 --> 00:18:32.759
Okay, but the island is so small that it only

315
00:18:32.759 --> 00:18:34.759
takes four half out of forty five minutes to get

316
00:18:34.799 --> 00:18:35.559
to someplace else.

317
00:18:36.319 --> 00:18:39.720
No, we were there, We were there. We're going to

318
00:18:39.759 --> 00:18:42.880
be there September, I think, yep, yeah, just last September.

319
00:18:42.920 --> 00:18:46.440
So all right, so you do more than just quick books,

320
00:18:46.440 --> 00:18:48.960
you do? I know sage is a little bit larger

321
00:18:49.160 --> 00:18:51.440
for larger companies. Is that right now?

322
00:18:51.559 --> 00:18:56.680
I'm gonna say that we're we're I have three wives. Okay,

323
00:18:57.599 --> 00:19:01.640
my my oldest wife in the distance, isn'to it? I

324
00:19:01.720 --> 00:19:05.279
consider into it a wife. I am married to them

325
00:19:05.680 --> 00:19:07.640
right now. We only do QuickBooks.

326
00:19:07.759 --> 00:19:08.039
Okay.

327
00:19:09.400 --> 00:19:12.200
My second wife of course is my girlfriend who am

328
00:19:12.200 --> 00:19:15.240
not officially married to. And then if you guys, if

329
00:19:15.279 --> 00:19:20.000
everybody notices in the crawl, there's a woman's name tu

330
00:19:20.119 --> 00:19:24.279
the eyes are silent, and she's my third wife.

331
00:19:24.640 --> 00:19:28.000
That's your work wife, that's my workway. Y's right, that's right,

332
00:19:28.400 --> 00:19:31.599
all right. So tell us what how you saw the

333
00:19:31.680 --> 00:19:35.920
need for the work that you do such that you

334
00:19:35.960 --> 00:19:37.839
made it your mission. You founded a company in two

335
00:19:37.880 --> 00:19:38.519
thousand and one.

336
00:19:39.720 --> 00:19:42.799
Well, initially again, when I found the company, I was

337
00:19:43.000 --> 00:19:47.400
using people so QuickBooks into it has a website called

338
00:19:47.400 --> 00:19:51.759
find a Pro Advisor, and that used to be money

339
00:19:51.759 --> 00:19:54.720
for me. I'm number one in Boston. I've got seventy

340
00:19:54.759 --> 00:19:59.359
five star reviews. People, especially with QuickBooks Desktop. They were

341
00:19:59.359 --> 00:20:02.960
calling having problems, we need help. I'd go in, I'd

342
00:20:02.960 --> 00:20:05.920
help them straighten out their problems. And I said, oh,

343
00:20:05.960 --> 00:20:08.920
what are you doing for it? And then it wound

344
00:20:09.000 --> 00:20:13.160
up working out very well, but I couldn't scale that business,

345
00:20:13.880 --> 00:20:19.000
and I you know, and I just bit the bullet

346
00:20:19.079 --> 00:20:23.960
and said, I'm going to do transactional work. I'm going

347
00:20:24.039 --> 00:20:28.599
to get my hands dirty and help people run their businesses.

348
00:20:28.920 --> 00:20:32.400
And we started off just doing bookkeeping, you know, you know,

349
00:20:32.640 --> 00:20:37.200
like recording the checkbook and so on, maybe entering bills.

350
00:20:37.759 --> 00:20:40.640
And then I said, wait, this isn't what I learned

351
00:20:40.640 --> 00:20:44.799
at school and accounting. We're not like somebody would be

352
00:20:44.880 --> 00:20:47.400
like they would pay the insurance bill and let's say

353
00:20:47.400 --> 00:20:50.799
the insurance bill one hundred and twenty thousand dollars and

354
00:20:50.839 --> 00:20:54.319
that would hit that one month, okay, And that's not

355
00:20:54.480 --> 00:20:57.920
realistic because it's really the benefit is spread out over

356
00:20:57.960 --> 00:21:01.480
the year. So then we started doing more accounting services.

357
00:21:01.960 --> 00:21:05.680
Then the buzz term of client accounting services came in,

358
00:21:05.759 --> 00:21:08.920
which is what I've always been saying, let us help

359
00:21:09.000 --> 00:21:12.960
you see beyond the numbers. Let us help you understand

360
00:21:13.160 --> 00:21:16.559
what's going on with your with your business. What you know,

361
00:21:16.640 --> 00:21:20.000
like what are the trends, and can we use this

362
00:21:20.200 --> 00:21:23.160
information not just to understand what happened in the past,

363
00:21:23.960 --> 00:21:28.559
look into the future by doing forecasts, cash flow forecasts.

364
00:21:27.759 --> 00:21:32.480
Budgets and help people be able to make decisions.

365
00:21:32.079 --> 00:21:36.000
Which not all accounts do of course, right right.

366
00:21:36.359 --> 00:21:38.480
So we you know that's what you know. So there's

367
00:21:38.519 --> 00:21:43.720
CFOs and uh, you know, my my version of a

368
00:21:43.799 --> 00:21:47.240
CFO is they're going to help you really plan the

369
00:21:47.279 --> 00:21:50.519
growth of your business, Like if you're thinking of getting

370
00:21:50.599 --> 00:21:53.839
into a new line or opening up a new office

371
00:21:54.440 --> 00:21:58.200
or hiring a person. You know, they they will help

372
00:21:58.240 --> 00:22:02.240
you do deep analysis to make that decision. You know,

373
00:22:02.319 --> 00:22:04.759
we can do some of that light light work, you know,

374
00:22:04.920 --> 00:22:06.880
like I can have if somebody says, can I hire

375
00:22:06.880 --> 00:22:09.880
a person? And I can say, you know, look at it,

376
00:22:09.880 --> 00:22:11.920
and I can say yeah you can, or you know,

377
00:22:12.039 --> 00:22:14.759
and make them think about here's your startup cost of

378
00:22:14.839 --> 00:22:15.839
hiring a new person.

379
00:22:18.839 --> 00:22:22.200
So you lead a team at this point, Oh yeah, yeah.

380
00:22:23.279 --> 00:22:25.920
We are coast to coasts and north to south.

381
00:22:26.400 --> 00:22:29.440
We have a we have a person who's outside of Chicago,

382
00:22:30.000 --> 00:22:33.160
and we have three people in North Texas. We have

383
00:22:33.279 --> 00:22:34.960
one person in California.

384
00:22:35.839 --> 00:22:37.960
Majority of us are in New England.

385
00:22:38.960 --> 00:22:40.880
But is that to cover I mean, you can work

386
00:22:40.880 --> 00:22:42.960
anywhere remotely, but is that to cover the time zones?

387
00:22:44.000 --> 00:22:48.519
It helps, but not primarily. It's more about the quality

388
00:22:48.640 --> 00:22:51.559
of the person than the time zone.

389
00:22:51.559 --> 00:22:52.480
That there makes sense.

390
00:22:53.720 --> 00:22:56.519
Now, we do have a funny story. Very quick, I'll

391
00:22:56.559 --> 00:22:59.839
tell you we have a legacy client and we have

392
00:23:00.079 --> 00:23:03.279
a person we had to let go that was out

393
00:23:03.359 --> 00:23:07.480
of California and he's he's on QuickBooks desktop and he's

394
00:23:07.599 --> 00:23:10.160
using his computer all day long, so we can't do

395
00:23:10.200 --> 00:23:12.839
any work until he's done. Now, that was great when

396
00:23:12.880 --> 00:23:15.720
we had a person in California because he's three hours behind.

397
00:23:16.400 --> 00:23:18.319
So now we're trying. We're going to work on trying

398
00:23:18.319 --> 00:23:22.200
to get him to convert to QBO, and it's come along,

399
00:23:22.559 --> 00:23:24.359
so it might be a good time for him to

400
00:23:24.400 --> 00:23:24.799
do it.

401
00:23:25.200 --> 00:23:28.160
Because it impedes our ability to work.

402
00:23:28.720 --> 00:23:31.400
So tell people those that don't know QBO is quick

403
00:23:31.400 --> 00:23:34.240
Books Online, what's the difference between that and the desktop version?

404
00:23:37.200 --> 00:23:40.759
Well, less and less and less. When it first came out,

405
00:23:40.920 --> 00:23:46.680
there was a significant difference in features between QBO and.

406
00:23:47.119 --> 00:23:48.920
Between online and desktop.

407
00:23:49.799 --> 00:23:55.400
The feature the features is really getting narrow and in addition,

408
00:23:55.440 --> 00:23:58.880
there are actually now features that are in online that

409
00:23:58.960 --> 00:24:07.000
are not in desktop. We transferred one eight solutions in

410
00:24:07.079 --> 00:24:11.000
twenty twenty from desktop to online, and I think that

411
00:24:11.160 --> 00:24:13.759
was one of the best business decisions I ever made.

412
00:24:15.079 --> 00:24:18.599
Yeah, I remember having to stop working in the accounting

413
00:24:18.599 --> 00:24:21.640
system to let the CPA do the thing, do their thing.

414
00:24:21.680 --> 00:24:25.279
And then yeah, yeah, no more of that.

415
00:24:25.559 --> 00:24:28.680
Yeah, you invite you know, depending on your version, you

416
00:24:28.720 --> 00:24:32.039
can invite one up to three CP firms to your

417
00:24:32.400 --> 00:24:33.039
quick Books.

418
00:24:34.160 --> 00:24:35.279
Not a problem anymore.

419
00:24:35.559 --> 00:24:37.880
And you don't have to send an accountant copy for

420
00:24:37.960 --> 00:24:41.279
them to make their entries wait for it to come back. Yeah,

421
00:24:41.839 --> 00:24:42.599
more of that too.

422
00:24:43.119 --> 00:24:46.960
That so much better. All right, So you consider yourself,

423
00:24:47.039 --> 00:24:49.720
as I believe your clients do, really as a strategic

424
00:24:49.839 --> 00:24:54.079
partner rather than a vendor. Talk about that all absolutely.

425
00:24:54.559 --> 00:24:58.359
Absolutely it pays me when I'm considered a vendor.

426
00:24:58.119 --> 00:24:58.880
And non partner.

427
00:25:00.119 --> 00:25:04.480
Uh. Some you know, some of my clients that are

428
00:25:04.519 --> 00:25:08.759
on the younger side, they I've gotten them to call

429
00:25:08.960 --> 00:25:10.079
me accounting dad.

430
00:25:12.079 --> 00:25:12.319
Yeah.

431
00:25:13.839 --> 00:25:17.680
I had a client the other day who was looking

432
00:25:17.799 --> 00:25:22.519
at potentially doing something and he said, you're the first person.

433
00:25:22.200 --> 00:25:25.079
That I called UH to get advice.

434
00:25:25.880 --> 00:25:27.480
That was tremendous.

435
00:25:28.319 --> 00:25:31.279
Well with that type of reputation on the top of

436
00:25:31.279 --> 00:25:32.559
the pile anyway, right, So.

437
00:25:33.160 --> 00:25:36.240
Well, we hope, we hope not always, but we hope.

438
00:25:37.400 --> 00:25:39.000
How do you find your team?

439
00:25:41.319 --> 00:25:46.920
Oh? Okay, so this is uh in all different ways. Okay.

440
00:25:48.559 --> 00:25:52.319
When we're first getting started, we did ads.

441
00:25:51.960 --> 00:25:53.880
Like in Craigslist.

442
00:25:54.640 --> 00:25:57.799
And I found one of my best resources but best

443
00:25:57.799 --> 00:26:01.400
team members that way. Uh. I have gotten a lot

444
00:26:01.640 --> 00:26:06.640
of introductions from networking to team members provisors.

445
00:26:06.720 --> 00:26:08.240
Has been great that way.

446
00:26:09.559 --> 00:26:13.319
We are recruiting for a senior accountant position right now.

447
00:26:14.519 --> 00:26:19.079
So in that we did a AD and linked.

448
00:26:18.759 --> 00:26:20.880
In why don't you give why don't you give a

449
00:26:20.920 --> 00:26:23.799
quick plug for that? What were the qualifications?

450
00:26:24.359 --> 00:26:26.119
So it is a fully remote position.

451
00:26:26.240 --> 00:26:27.920
It starts off as part time.

452
00:26:28.599 --> 00:26:32.240
Hours are very flexible. Uh. And we're looking for people

453
00:26:32.279 --> 00:26:34.759
who I've been training up for years.

454
00:26:34.839 --> 00:26:38.200
We want somebody coming in this time who's ready to go.

455
00:26:38.400 --> 00:26:42.119
So typically they have account real accounting experience.

456
00:26:42.839 --> 00:26:43.200
Uh.

457
00:26:43.279 --> 00:26:46.720
They have both a Level one and Level two quick

458
00:26:46.720 --> 00:26:51.880
Books Online certification, and they have knowledge of some of

459
00:26:51.920 --> 00:26:55.119
the reporting and AI platforms.

460
00:26:55.799 --> 00:26:57.960
Okay, and we will be putting the ad.

461
00:26:58.119 --> 00:27:02.640
We took down the AD because we didn't have We

462
00:27:02.720 --> 00:27:04.759
had a little bit of a bug that we fix.

463
00:27:05.279 --> 00:27:07.440
So the AD will be going back up in the

464
00:27:07.480 --> 00:27:08.759
next day or two.

465
00:27:09.000 --> 00:27:09.160
Right.

466
00:27:10.599 --> 00:27:11.839
If anybody we have a great.

467
00:27:11.960 --> 00:27:15.400
We have a value. We have an evaluation process, like

468
00:27:15.839 --> 00:27:18.599
somebody what we even talked to goes through a survey.

469
00:27:19.200 --> 00:27:21.880
How long you been working with QuickBooks, what industries are

470
00:27:21.880 --> 00:27:25.559
you used to working with? What function areas and QuickBooks?

471
00:27:25.680 --> 00:27:30.240
Are you comfortable, are you certified? Are you listened as

472
00:27:30.240 --> 00:27:33.640
a QuickBooks prior advisor? If you're if you consider yourself

473
00:27:33.640 --> 00:27:36.519
a gur or why do you consider self agou what

474
00:27:36.559 --> 00:27:37.440
can you do better?

475
00:27:38.519 --> 00:27:39.680
That's all in my survey.

476
00:27:39.920 --> 00:27:43.160
That's really good. So who are the clients that you

477
00:27:43.240 --> 00:27:45.440
are servicing, Where do they come from, what are their

478
00:27:45.519 --> 00:27:48.359
size you know might come from, what industries are they in?

479
00:27:49.200 --> 00:27:51.480
It probably doesn't matter a whole up, but give us

480
00:27:51.480 --> 00:27:53.640
more of the background of clients.

481
00:27:53.839 --> 00:28:00.119
Okay, So initially our client tele found us mostly through

482
00:28:00.319 --> 00:28:04.200
the Quick Books Find a pro Advisor website and some

483
00:28:04.839 --> 00:28:09.400
networking that I did before joining provisors.

484
00:28:11.039 --> 00:28:15.960
Provisors has been a boom for our business.

485
00:28:16.400 --> 00:28:20.079
Now it was one second spam PHM.

486
00:28:20.160 --> 00:28:27.799
Now our clients. So you know, my specialty is going

487
00:28:27.880 --> 00:28:32.200
in and understanding how a business operates. I've been doing

488
00:28:32.240 --> 00:28:37.599
that for forty years. Okay. I cut my when I

489
00:28:37.599 --> 00:28:41.960
got out of doing transactional accounting. I got into manufacturing software.

490
00:28:42.000 --> 00:28:47.119
So I learned manufacturing, I learned distribution. You know. I

491
00:28:47.240 --> 00:28:50.160
just when I started working with businesses, I wanted to

492
00:28:50.279 --> 00:28:53.039
understand the why of what they were doing, not just

493
00:28:53.079 --> 00:28:56.400
what they were doing, and that built into our assessment.

494
00:28:57.440 --> 00:28:59.640
One of the new changes that they made.

495
00:28:59.480 --> 00:29:03.799
In quick Books in the accounting suite is I can

496
00:29:03.839 --> 00:29:08.839
see all my clients is financial information and a single

497
00:29:09.119 --> 00:29:13.039
window and now I can ask it what is the

498
00:29:13.079 --> 00:29:16.920
average revenue of my clients? So we have a special

499
00:29:17.720 --> 00:29:21.279
I would say, first and foremost, our real specialty is

500
00:29:21.839 --> 00:29:28.319
contractors trades people who have front end systems that they

501
00:29:28.440 --> 00:29:32.119
use to run the business that needs to be incorporated

502
00:29:32.200 --> 00:29:34.839
in QuickBooks. So if I was throwing out like the

503
00:29:35.000 --> 00:29:38.880
plumbers and hvac people, if they're listening and you work

504
00:29:38.960 --> 00:29:41.920
with Service Titan and you're looking for an accountant that

505
00:29:42.039 --> 00:29:46.000
knows Service Titan and QuickBooks, that would be a great fit.

506
00:29:47.039 --> 00:29:52.720
I've worked with restaurants, I've worked with retail professional services

507
00:29:53.960 --> 00:29:58.359
and are you know, generally we don't work with startups

508
00:29:58.440 --> 00:30:01.160
because they don't generally have enough need to work with us.

509
00:30:01.200 --> 00:30:06.839
But if they're well funded, I'm supporting a SaaS startup.

510
00:30:06.920 --> 00:30:10.880
Right now, I have a new client who retired and

511
00:30:10.920 --> 00:30:14.559
now she's born and she's starting a new manufacturing concern,

512
00:30:14.640 --> 00:30:17.079
so she's still in startup. So you know, we do

513
00:30:17.200 --> 00:30:22.880
have some pre revenue companies. Generally speaking, a good fit

514
00:30:23.000 --> 00:30:27.880
of a client who wants basic book keeping services typically

515
00:30:27.960 --> 00:30:31.000
starts around seven hundred and fifty thousand to a million

516
00:30:31.039 --> 00:30:36.279
dollars and typically has about three to five employees. And

517
00:30:36.319 --> 00:30:42.000
then our largest client is in the thirty million dollar range,

518
00:30:42.400 --> 00:30:46.079
multiple clients in the ten to twenty million dollar range,

519
00:30:46.519 --> 00:30:49.599
multiple clients in the five to ten million dollar range,

520
00:30:49.640 --> 00:30:52.480
and then we're actually looking for a lot more under

521
00:30:52.519 --> 00:30:57.119
five millions because high value clients can sometimes, you know,

522
00:30:58.200 --> 00:31:00.160
if they decide to make a move or they go

523
00:31:00.200 --> 00:31:04.319
out of business because they didn't listen to me. They

524
00:31:04.480 --> 00:31:07.279
you know, the if a loss of monthly revenue hurts.

525
00:31:07.680 --> 00:31:09.839
So one of the things I know you probably preach

526
00:31:09.960 --> 00:31:14.440
is you don't want to have heavy customer concentration, right,

527
00:31:14.680 --> 00:31:17.240
So we're working on trying to you know, build like

528
00:31:17.680 --> 00:31:19.839
lower the average revenue of our clients.

529
00:31:19.880 --> 00:31:22.599
Actually good spread that risk out. Yep, all right, we're

530
00:31:22.640 --> 00:31:24.720
going to take our second commercial break. We will be

531
00:31:24.799 --> 00:31:29.200
back in about sixty seconds with Jonathan Bello.

532
00:31:32.079 --> 00:31:36.039
You're listening to Winning Business Radio with Kevin Helene on

533
00:31:36.319 --> 00:31:40.440
W four CY Radio. That's W four cy dot com.

534
00:31:40.480 --> 00:31:43.119
Don't go away. More helpful information is coming right up

535
00:31:43.359 --> 00:31:45.519
right here on Winning Business Radio.

536
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Best and Wealth Management is family owned for two generations.

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545
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your complementary initial consultation.

546
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The YP dot com website is your local search engine.

547
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557
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Local and Now back to Winning Business Radio with Kevin

558
00:33:04.119 --> 00:33:08.359
Helene presenting exciting topics and expert guests with one goal

559
00:33:08.440 --> 00:33:11.759
in mind to help you succeed in business. Here once

560
00:33:11.799 --> 00:33:13.480
again is Kevin Helenette.

561
00:33:20.920 --> 00:33:24.799
We're back with Jonathan Bellow. He's founder, CEO, and principal

562
00:33:24.880 --> 00:33:29.680
slash lead accountant at one eight Solutions. Talk about the

563
00:33:29.799 --> 00:33:34.119
problems that your your prospective clients have that you help solve.

564
00:33:36.519 --> 00:33:45.599
Okay, So, first and foremost is lousy financials Okay, people

565
00:33:45.640 --> 00:33:49.680
doing it on their own, uh, putting their trust in

566
00:33:49.960 --> 00:33:55.000
a person who purports to be knowledgeable but really isn't.

567
00:33:57.480 --> 00:34:03.440
So that, you know, that's the first hurdle that that

568
00:34:03.839 --> 00:34:09.559
we encounter. You know that you know, by doing our assessment,

569
00:34:09.639 --> 00:34:11.639
we try to get under the hood and figure out

570
00:34:11.719 --> 00:34:16.119
why they were doing things like that. The next thing

571
00:34:16.519 --> 00:34:20.360
is that they're not getting information on a timely basis

572
00:34:20.480 --> 00:34:24.639
and it's not accurate, you know, especially if they're you know,

573
00:34:25.960 --> 00:34:28.719
key drivers are like oh I need I have an

574
00:34:28.719 --> 00:34:31.719
insurance on it, and I need to give my insurance

575
00:34:31.760 --> 00:34:35.639
agent financials or I have a loan that I need

576
00:34:35.639 --> 00:34:39.079
to give, you know, either to get the loan or

577
00:34:39.119 --> 00:34:42.400
to continue to support the loan that they need to

578
00:34:42.400 --> 00:34:44.400
give to the gift to the bank, you know, so,

579
00:34:45.119 --> 00:34:49.880
or they're thinking of selling or you know, evaluation, evaluation,

580
00:34:50.599 --> 00:34:54.239
you know, those are drivers for you know, getting us,

581
00:34:54.519 --> 00:34:59.880
getting us in the door. I think the major thing

582
00:35:00.440 --> 00:35:04.480
is that a lot of people that we don't that

583
00:35:04.559 --> 00:35:09.559
we work with, really don't have a workflow a tech stack.

584
00:35:10.320 --> 00:35:13.559
Talk about that, and it's you know, working with them

585
00:35:13.639 --> 00:35:17.480
to uh make sure you know. A good example is,

586
00:35:17.519 --> 00:35:21.800
you know, my marquee client, which we need to account

587
00:35:22.400 --> 00:35:27.159
better from maintenance contracts that they sell, and we're trying

588
00:35:27.199 --> 00:35:30.280
to see if we can get it from the front

589
00:35:30.360 --> 00:35:32.679
end system. But if we can't get it from a

590
00:35:32.679 --> 00:35:36.519
front end system, I have developed a workaround for us

591
00:35:36.559 --> 00:35:38.639
to see you know, like, you know, how many maintenance

592
00:35:38.679 --> 00:35:41.960
contracts do they sell because that is not revenue until it's.

593
00:35:41.920 --> 00:35:45.079
Used earned income. Yeah, yeah, so.

594
00:35:46.360 --> 00:35:49.159
You know, it's it's just getting an understanding of what

595
00:35:49.199 --> 00:35:53.719
the client's needs are and helping them solve them by

596
00:35:54.119 --> 00:35:54.800
not only.

597
00:35:54.559 --> 00:35:58.679
Putting in quick books, but putting in other apps to.

598
00:35:58.679 --> 00:36:04.079
Support that outstanding. So you act as really controller level

599
00:36:04.639 --> 00:36:06.719
accounting department really right.

600
00:36:07.559 --> 00:36:09.480
So one of the nice things, you know, one of

601
00:36:09.519 --> 00:36:12.079
the one of the things that makes one eight Solutions

602
00:36:12.159 --> 00:36:17.880
different is we're a process driven firm. We want to

603
00:36:17.960 --> 00:36:21.199
learn your processes, we want to learn what makes your

604
00:36:21.280 --> 00:36:23.440
business unique and then.

605
00:36:23.320 --> 00:36:26.119
We're going to document those processes, either.

606
00:36:25.920 --> 00:36:30.719
In writing or in video or both and then put

607
00:36:30.760 --> 00:36:35.840
those into our workflow system. So if somebody is out

608
00:36:36.400 --> 00:36:41.960
vacation or health issue, we're ready to slide somebody else

609
00:36:42.159 --> 00:36:48.599
in because everything's documented. And that's definitely one of the

610
00:36:48.880 --> 00:36:52.079
things that we pride ourselves on. And you know, like

611
00:36:52.159 --> 00:36:55.639
we just replaced the person and we get the stress

612
00:36:55.760 --> 00:36:57.559
test how good.

613
00:36:57.440 --> 00:37:00.920
Are we living up to what we expect we are doing?

614
00:37:01.639 --> 00:37:05.159
And every time you go through it, it's a learning experience.

615
00:37:06.599 --> 00:37:08.440
So you're going to handle any kind of catch up

616
00:37:08.559 --> 00:37:11.800
or clean up work Books aren't books? Are open? Quarters

617
00:37:11.800 --> 00:37:13.480
still open? Month are still open?

618
00:37:14.119 --> 00:37:14.320
Yep?

619
00:37:15.079 --> 00:37:19.400
Well, you know, generally speaking, depending on the business.

620
00:37:19.840 --> 00:37:22.280
So we work with a couple of companies that like

621
00:37:22.519 --> 00:37:25.480
especially because they're owned by foreign entities. You know, like

622
00:37:26.000 --> 00:37:27.960
our book's going to be closed by the fifth day

623
00:37:28.360 --> 00:37:30.320
and once it closed, you can't touch them.

624
00:37:30.599 --> 00:37:31.000
Okay.

625
00:37:31.719 --> 00:37:34.320
Then we have a client who.

626
00:37:35.239 --> 00:37:36.079
I know who you're going with it?

627
00:37:36.480 --> 00:37:39.239
Yea. Then we have a client that we were recruing

628
00:37:39.280 --> 00:37:41.840
some expenses. We finally got the answer from the client

629
00:37:42.400 --> 00:37:45.079
that you know, now it's intermittent, so we're now got

630
00:37:45.159 --> 00:37:48.239
to go reduce those accruals going back to the beginning.

631
00:37:48.400 --> 00:37:50.519
We can't touch last year because that is locked.

632
00:37:51.760 --> 00:37:54.960
But you know, uh, and we issue a financial package

633
00:37:55.000 --> 00:37:57.559
every month. We're not going to go reissue. We're going

634
00:37:57.639 --> 00:38:00.400
to make the changes in the probably months because we

635
00:38:01.039 --> 00:38:04.239
want to even those flows. But in our financial package,

636
00:38:04.320 --> 00:38:06.400
we're going to state that we made these changes on

637
00:38:06.480 --> 00:38:07.760
the year to date numbers.

638
00:38:08.199 --> 00:38:09.400
So this disclosure.

639
00:38:10.519 --> 00:38:14.239
So they're getting a whole lot more well, cleaner, better,

640
00:38:14.360 --> 00:38:19.880
more accurate, ability to forecast, visibility into cash flow, et cetera.

641
00:38:20.320 --> 00:38:27.679
Yep, and now with AI, I'm steroids.

642
00:38:26.840 --> 00:38:29.159
So tell us about that. How has the AI changed

643
00:38:29.199 --> 00:38:32.840
your business slash industry and how are you utilizing it

644
00:38:32.920 --> 00:38:36.559
so people stay confident versus you know, concerned or or

645
00:38:36.760 --> 00:38:37.639
worried about AI.

646
00:38:38.599 --> 00:38:44.079
So right now AI hasn't you know, it hasn't really

647
00:38:46.559 --> 00:38:51.239
move the needles speak Okay now, Uh, it is getting

648
00:38:51.440 --> 00:38:55.239
better every day. So right now I have two tools,

649
00:38:55.280 --> 00:38:57.679
one within quick books and one's a third party tool

650
00:38:58.079 --> 00:39:02.239
that I can ask questions and feel comfortable that I

651
00:39:02.280 --> 00:39:06.079
am getting the right answer time. You still have to

652
00:39:06.199 --> 00:39:11.000
check it all the time. So I'm now getting done

653
00:39:11.039 --> 00:39:14.360
with the analytics. I know how to ask the questions.

654
00:39:15.000 --> 00:39:18.320
So so give us the answers because that's almost that's

655
00:39:18.320 --> 00:39:23.039
as important, you know, knowing the right question to ask,

656
00:39:23.079 --> 00:39:25.360
because if you don't ask the right question, it will

657
00:39:25.360 --> 00:39:30.199
give you the wrong answer. And now moving into the

658
00:39:30.239 --> 00:39:34.719
automation the agenics area. Now, I'm going to a conference

659
00:39:34.800 --> 00:39:37.920
next month where I'll get a deeper dive into it.

660
00:39:38.199 --> 00:39:43.400
But I've spent the past two years evaluating chat, GPT,

661
00:39:44.199 --> 00:39:49.119
evaluating co Pilot, and very at times. It reminded me

662
00:39:49.159 --> 00:39:53.119
when I did programming a website programming in nineteen ninety five.

663
00:39:54.280 --> 00:39:57.559
It's like it's has a lot of promise, a lot

664
00:39:57.559 --> 00:40:00.039
of hopes. It can look really good and it and

665
00:40:00.159 --> 00:40:01.960
also fall flat on its face.

666
00:40:03.440 --> 00:40:05.920
Yep, I've had the same experience, and it's only for me.

667
00:40:06.000 --> 00:40:11.480
I'm just working on some certain processes and sometimes it

668
00:40:11.559 --> 00:40:14.519
just flakes out. Other times it's pretty spot on, you know,

669
00:40:14.920 --> 00:40:16.920
as you said, you got to check it. But it's

670
00:40:16.960 --> 00:40:20.079
still growing, it's still there. It's gonna be a good

671
00:40:20.119 --> 00:40:21.039
tool as time goes on.

672
00:40:22.280 --> 00:40:25.360
All right, Just like the Hey, just like the Internet

673
00:40:25.400 --> 00:40:28.400
and idea years ago, who would have ever thought that

674
00:40:28.480 --> 00:40:32.360
we would be doing a broadcast together over the internet.

675
00:40:32.840 --> 00:40:34.719
All right, So here's this is even funnier. And I

676
00:40:34.800 --> 00:40:37.599
know I'll bore some people with this, and others will think, man,

677
00:40:37.679 --> 00:40:40.920
you're old. Well you're not wrong. But I remember in

678
00:40:40.960 --> 00:40:44.639
my dorm room in Kennedy Tower, having the coupler. You

679
00:40:44.800 --> 00:40:47.559
dial into the computer center, you hear the noise, You

680
00:40:47.599 --> 00:40:49.559
put the phone in the coupler so you could work

681
00:40:49.599 --> 00:40:53.440
on your green terminal, green screen terminal and write your

682
00:40:53.480 --> 00:40:55.239
code for the assignment.

683
00:40:55.320 --> 00:40:58.239
You know, Yeah, I actually didn't do that.

684
00:40:58.320 --> 00:41:02.320
I actually walked walked from Washington all the way across

685
00:41:02.360 --> 00:41:05.519
campus to the Computer Science Center just sit at a

686
00:41:05.599 --> 00:41:08.760
deck writer to enter do coding.

687
00:41:09.239 --> 00:41:12.519
Yeah. Well, I talked my parents into getting me the

688
00:41:12.599 --> 00:41:14.440
getting me the terminal for the room. It was by

689
00:41:14.480 --> 00:41:17.159
the month, I think, for that semester. So but it

690
00:41:17.199 --> 00:41:19.320
worked out. It worked out well, took up a ton

691
00:41:19.360 --> 00:41:23.800
of room though. The thing was big, yeah, big fat monitor.

692
00:41:24.559 --> 00:41:27.920
All right, So you're working with SaaS companies, subscription based firms,

693
00:41:28.400 --> 00:41:36.280
professional services, lawyers, lawyers, manufacturing, trades and construction. You mentioned that, oh,

694
00:41:36.360 --> 00:41:40.519
veterinary and health services. Really, really, anybody, but you probably

695
00:41:40.519 --> 00:41:44.199
have some specialties, but really, anybody in anywhere. Geography is

696
00:41:44.239 --> 00:41:45.840
not a hindrance anymore.

697
00:41:46.360 --> 00:41:49.159
That is correct. Yeah, Well, like I said, you know,

698
00:41:49.320 --> 00:41:52.719
right right now, if you our real specialty is if

699
00:41:52.760 --> 00:41:55.480
you have a front end system that you really use

700
00:41:55.559 --> 00:41:59.280
to run your business and it's not communicating well with

701
00:41:59.400 --> 00:42:04.079
your counting solution, that's a that's a good opening for us.

702
00:42:04.320 --> 00:42:06.760
They could be franchises. Do you work with franchises because

703
00:42:06.800 --> 00:42:09.079
they have you know, very characteristic. Is they have some

704
00:42:09.159 --> 00:42:10.239
kind of front end system.

705
00:42:10.719 --> 00:42:15.079
Yeah, yeah, it's just per chance.

706
00:42:15.119 --> 00:42:20.280
It really hasn't fall, you know, fallen into our.

707
00:42:20.239 --> 00:42:22.800
Lap, but you can.

708
00:42:23.039 --> 00:42:25.719
The funny thing is as a reseller for quick books,

709
00:42:26.199 --> 00:42:30.280
we have multi unit discounts that we could give franchises.

710
00:42:30.480 --> 00:42:33.079
Very cool, Very cool. All right, can you give us

711
00:42:33.119 --> 00:42:36.280
a couple of case studies. Don't mention names, but you know,

712
00:42:36.440 --> 00:42:38.599
give us some case studies of where you feel like

713
00:42:38.639 --> 00:42:40.280
you've just added a ton of value.

714
00:42:41.039 --> 00:42:43.840
Oh, I'm going to go with my marquee clients and

715
00:42:43.880 --> 00:42:46.000
if they perchance to listen, they know who they are.

716
00:42:47.079 --> 00:42:50.840
I started with them when they were operating out of

717
00:42:50.880 --> 00:42:54.320
the three season room in the front or the front

718
00:42:54.320 --> 00:42:59.880
of their houses, and I was trying to you know,

719
00:43:00.079 --> 00:43:03.840
they came in, they were on desktop, their mother was

720
00:43:03.880 --> 00:43:11.519
doing the bookkeeping and it was a mess. Yeah, And

721
00:43:12.719 --> 00:43:14.760
I said to them and said, hey, look why don't

722
00:43:14.760 --> 00:43:16.960
you let us do it, you know, have us do

723
00:43:17.079 --> 00:43:23.159
this with you. And and as they've grown, we've grown,

724
00:43:23.639 --> 00:43:27.239
you know, like but there they also are really a

725
00:43:27.400 --> 00:43:33.400
good best practice company. They hired a sales coach to

726
00:43:33.519 --> 00:43:37.360
show their technicians how to sell up sell.

727
00:43:37.519 --> 00:43:38.760
Without being sold.

728
00:43:39.599 --> 00:43:41.599
Okay, uh they've done.

729
00:43:41.719 --> 00:43:45.760
They did eos on their own, so you know that

730
00:43:45.880 --> 00:43:47.360
is that is one of the reason why they.

731
00:43:49.719 --> 00:43:53.119
Always trying to do the right thing and always listening

732
00:43:53.119 --> 00:44:01.280
to me. Another best we had a client who just

733
00:44:01.480 --> 00:44:06.199
sold and we came in and it was a referral

734
00:44:06.320 --> 00:44:12.440
from provisors and we came in. They had just migrated

735
00:44:12.519 --> 00:44:16.639
off of QuickBooks Desktop enterprise to quick Books Online. It

736
00:44:16.679 --> 00:44:21.079
was a mess. It was horrible. And again another person,

737
00:44:21.280 --> 00:44:25.400
he hired a industry consultant to help him get the

738
00:44:25.519 --> 00:44:28.840
you know, do the best practicing. So we started doing

739
00:44:28.960 --> 00:44:33.119
some very complicated work in progress. We had a very

740
00:44:33.280 --> 00:44:39.000
elaborate chart of accounts, and when the boy was doing

741
00:44:39.000 --> 00:44:44.559
their due diligence, we never got any questions and it

742
00:44:44.679 --> 00:44:48.039
was a very successful sale. And my client is very

743
00:44:48.079 --> 00:44:51.519
happy right now and he's working at a golf course.

744
00:44:53.360 --> 00:44:56.320
Good for him. Now you're at a client though, no

745
00:44:56.440 --> 00:44:57.119
bad reason.

746
00:44:57.199 --> 00:45:02.000
But right, no bad reason. You know there's always going

747
00:45:02.079 --> 00:45:02.559
to be churn.

748
00:45:04.280 --> 00:45:10.639
The good churn is we've helped I think six companies

749
00:45:10.880 --> 00:45:18.639
either get capital influx or been sold. When they get

750
00:45:18.639 --> 00:45:22.039
capital influx, they tend to say, you have to hire

751
00:45:22.119 --> 00:45:25.519
our people, so we tend to lose them. But you know,

752
00:45:25.599 --> 00:45:28.880
we've been very successful in that area.

753
00:45:29.079 --> 00:45:31.159
All right, let's uh. I want to touch on a

754
00:45:31.159 --> 00:45:35.559
couple of other things too. What's Woodard is an organization? Right,

755
00:45:35.599 --> 00:45:39.000
You've got a lot of recognitions and credentials, credentials, and

756
00:45:39.079 --> 00:45:41.239
I just want to run down those. Let's tell us

757
00:45:41.519 --> 00:45:42.280
what Woodard is.

758
00:45:42.320 --> 00:45:48.199
First, Wooded is run by Joe Woodard, and Joe Woodard

759
00:45:48.800 --> 00:45:53.760
was one of the first people to actually create training

760
00:45:53.880 --> 00:45:56.559
documentation for into it.

761
00:45:58.320 --> 00:46:02.440
And then he was working with somebody else and they

762
00:46:02.519 --> 00:46:05.760
had a conference, and then Joe decided to go to

763
00:46:05.960 --> 00:46:08.960
his conference, have his own conference, and I went to

764
00:46:09.000 --> 00:46:12.440
my first Wooded scaling New Heights, which is next month.

765
00:46:12.679 --> 00:46:16.320
Always saw you on Father's Day for the fathers, and

766
00:46:16.880 --> 00:46:20.880
going to that conference was life changing. He was the

767
00:46:20.960 --> 00:46:25.000
person who you know, said pick a niche, which we

768
00:46:25.079 --> 00:46:25.519
didn't do.

769
00:46:26.320 --> 00:46:29.719
But because if you pick a niche, you can you can.

770
00:46:29.639 --> 00:46:33.840
Have established processes that are repeatable and scalable.

771
00:46:34.320 --> 00:46:36.800
So I picked up on the process driven firm portion

772
00:46:36.920 --> 00:46:37.199
of it.

773
00:46:37.679 --> 00:46:41.880
And uh and you know, over the years, Uh, you know,

774
00:46:42.679 --> 00:46:46.440
I've just learned so much from him. And because of him,

775
00:46:46.599 --> 00:46:51.639
I also hired a one to one coach and uh,

776
00:46:52.960 --> 00:46:54.719
I'm gonna give him a little shout out. His name's

777
00:46:54.800 --> 00:46:59.119
Richard Roper. Uh, he runs round Table. And the two

778
00:46:59.199 --> 00:47:03.440
of them were really really instrumental in my professional and

779
00:47:03.519 --> 00:47:04.519
personal growth.

780
00:47:05.280 --> 00:47:08.719
And you for twenty through twenty four, both years you

781
00:47:08.719 --> 00:47:10.480
were awarded Top fifty.

782
00:47:11.719 --> 00:47:15.400
Consulting Client Accounting Services.

783
00:47:15.400 --> 00:47:17.039
CS Client Accounting Services.

784
00:47:17.079 --> 00:47:19.840
Yeah, yeah, or A or just as.

785
00:47:19.559 --> 00:47:22.719
Account Service top fifty. That's outstanding fifty.

786
00:47:22.840 --> 00:47:23.000
Yep.

787
00:47:24.239 --> 00:47:26.159
With this year you didn't apply.

788
00:47:26.800 --> 00:47:27.800
No, they didn't do it this show.

789
00:47:27.800 --> 00:47:31.000
Oh they didn't do the award. Oh. You're also top

790
00:47:31.039 --> 00:47:36.440
ten QuickBooks Online Advisor Insightful Accountants version for twenty twenty three.

791
00:47:36.719 --> 00:47:40.840
You're an eight time top one hundred QuickBooks Pro Advisor.

792
00:47:41.920 --> 00:47:45.119
And there are thousands, there are thousands of QuickBooks programs.

793
00:47:45.840 --> 00:47:48.679
I'll give you some numbers very quickly. So I started

794
00:47:48.719 --> 00:47:50.800
in the program in nineteen ninety seven when it first

795
00:47:50.880 --> 00:47:55.400
rolled out. On the twenty fifth anniversary of the program

796
00:47:55.440 --> 00:47:57.880
at at that time, it's now into a connect at

797
00:47:57.960 --> 00:48:01.360
QuickBooks Connect, I was told by a person you got

798
00:48:01.400 --> 00:48:05.280
to go sit in the front rows. The accounting segment

799
00:48:05.400 --> 00:48:07.679
leader got up and talked about the history of the program.

800
00:48:07.960 --> 00:48:12.280
There's something like seven million Quick Books Pro advisors the.

801
00:48:12.280 --> 00:48:13.719
World, okay, worldwide?

802
00:48:13.760 --> 00:48:17.920
Yeah, yeah, worldwide. Out of that's let's say even four million,

803
00:48:18.000 --> 00:48:23.119
whatever it is, only four hundred of the original class

804
00:48:23.199 --> 00:48:25.079
are still pro advisors. Wow.

805
00:48:25.800 --> 00:48:28.360
Forty five of us showed up at that conference.

806
00:48:29.639 --> 00:48:32.800
Okay. So Joe used to be a partner in Insightful

807
00:48:32.840 --> 00:48:38.039
Accountant and he sold his share. And so Insightful Accountant

808
00:48:38.800 --> 00:48:44.039
does a rigorous survey to hand out their top one

809
00:48:44.119 --> 00:48:48.440
hundred awards. And I did not participate this year on purpose.

810
00:48:48.920 --> 00:48:51.440
I thought eight was a wonderful number.

811
00:48:51.119 --> 00:48:52.840
To stop at great number.

812
00:48:52.960 --> 00:48:58.440
And also in twenty three I got the online QuickBooks

813
00:48:58.440 --> 00:49:01.599
Online Pro Advisor of the Year. There was only one

814
00:49:01.639 --> 00:49:04.719
more above that, that's the QuickBooks Pro Advisor of the Year,

815
00:49:05.159 --> 00:49:08.000
and that for the most part has generally been going

816
00:49:08.039 --> 00:49:11.800
to women. So I said you know what eight top

817
00:49:11.880 --> 00:49:17.239
ten two times, I've got enough acco beautiful because truthfully,

818
00:49:17.800 --> 00:49:22.159
one eighth Solutions is not about Jonathan Bellow anymore. Okay,

819
00:49:22.599 --> 00:49:26.360
I need to be replaceable. It's about what my team

820
00:49:26.519 --> 00:49:30.079
stands for. The top fifty. The top fifty is not

821
00:49:30.239 --> 00:49:32.920
my award. It's my team's award.

822
00:49:33.119 --> 00:49:35.559
Well, I did notice that your bio, and I hope

823
00:49:35.760 --> 00:49:39.800
those that listened noticed your bio is equally about you

824
00:49:40.000 --> 00:49:42.639
and your team. So ye, you know, normally a bio

825
00:49:42.679 --> 00:49:45.159
is about an individual. You chose to make it about

826
00:49:45.199 --> 00:49:47.760
the team, which is commendable. All right, last question, two

827
00:49:47.800 --> 00:49:52.000
last questions, Actually, who in the viewing and listening audiences

828
00:49:52.159 --> 00:49:54.079
should reach out to you? And why?

829
00:49:55.639 --> 00:50:00.480
Ooh, you go into your quick books and you don't

830
00:50:00.480 --> 00:50:05.639
trust it. Okay, you go into your quick books, it's dated. Okay,

831
00:50:05.719 --> 00:50:07.840
that's just a great place to start.

832
00:50:08.079 --> 00:50:08.360
Okay.

833
00:50:08.800 --> 00:50:11.679
Now, if you want to work with a firm that's

834
00:50:11.719 --> 00:50:16.719
going to help you grow and do the right things, okay,

835
00:50:17.320 --> 00:50:21.519
Like I'll tell my clients, don't spend personal money out

836
00:50:21.599 --> 00:50:24.920
of the business because one day you're going to maybe

837
00:50:24.920 --> 00:50:26.880
you want to sell the business or give away the business,

838
00:50:27.360 --> 00:50:30.280
and you know, and that's going to hurt you down

839
00:50:30.360 --> 00:50:33.559
the line. Okay, so I think that's a good place

840
00:50:33.599 --> 00:50:33.960
to start.

841
00:50:34.119 --> 00:50:36.639
Excellent. And the last is what's the best way for

842
00:50:36.639 --> 00:50:40.079
people to get in touch with you? But go ahead

843
00:50:40.079 --> 00:50:40.480
and say it.

844
00:50:41.119 --> 00:50:44.440
So, first of all, if you wrote down the website

845
00:50:45.199 --> 00:50:48.119
from the crawl, you have to add a io N

846
00:50:48.280 --> 00:50:50.159
at the end of one eight solutions.

847
00:50:50.199 --> 00:50:54.880
It's to n h tu my work.

848
00:50:54.639 --> 00:50:58.880
Wife, who's my sales and marketing director who came on

849
00:50:59.039 --> 00:51:04.239
board really not knowing anything about the industry. She oh, no,

850
00:51:05.559 --> 00:51:05.960
all right.

851
00:51:07.599 --> 00:51:08.599
Again, that's right.

852
00:51:09.199 --> 00:51:13.760
So it's t I I you at O an e

853
00:51:14.280 --> 00:51:17.559
hyphen the number eight dot com.

854
00:51:18.000 --> 00:51:19.920
She is a great person to start with.

855
00:51:20.599 --> 00:51:25.400
Great, t I I you at one. Then spelled out

856
00:51:25.440 --> 00:51:29.920
one dash the numeral eight dot dot com. Yes, right,

857
00:51:30.880 --> 00:51:34.280
and mentioned the show get a little messed up. That's

858
00:51:34.320 --> 00:51:36.480
all right, it was a type Sorry about that mentioned

859
00:51:36.480 --> 00:51:39.079
the show, uh, And the website is.

860
00:51:40.519 --> 00:51:44.239
Oh one eight solutions dot com, which is any the

861
00:51:44.320 --> 00:51:47.599
number eight solutions dot com.

862
00:51:47.599 --> 00:51:50.440
Perfect. Well, thank you very much, Jonathan, I know how

863
00:51:50.519 --> 00:51:51.119
busy you are.

864
00:51:51.199 --> 00:51:52.679
Thank you very much for having me.

865
00:51:52.760 --> 00:51:55.920
This was a last I'm so glad I enjoyed it too,

866
00:51:56.159 --> 00:51:59.119
And thanks everybody for listening. This is a show about business,

867
00:51:59.679 --> 00:52:03.000
often business challenges. That's what Jonathan solves. If you've got

868
00:52:03.039 --> 00:52:06.519
concerns about the sales effectiveness of your company, whether your

869
00:52:06.559 --> 00:52:09.199
sales team is you or very small, or it's large,

870
00:52:09.280 --> 00:52:11.440
feel free to reach out to me on Facebook or

871
00:52:11.480 --> 00:52:14.360
LinkedIn at Winning Business Radio or drop me a note

872
00:52:14.440 --> 00:52:17.760
Kevin at Winning Business Radio dot com. Our team is

873
00:52:17.800 --> 00:52:21.239
Winning Incorporated. We're part of Sandler Training. We develop sales

874
00:52:21.280 --> 00:52:25.360
teams into high achievers and sales leaders into true coaches

875
00:52:25.400 --> 00:52:27.719
and mentors. We're not a fit for everybody, but hey,

876
00:52:27.719 --> 00:52:30.719
maybe we should have a conversation. Thank you to producer

877
00:52:30.960 --> 00:52:33.679
and engineer one for another job. Well done. Thank you one.

878
00:52:33.800 --> 00:52:37.159
Be sure to join us next week next Monday, May eighteenth,

879
00:52:37.360 --> 00:52:41.159
My guests two guests will be Jim and Dina Deanna Barney,

880
00:52:41.280 --> 00:52:45.480
founders and owners of Wavelength Coffee Roasters. Until then, this

881
00:52:45.599 --> 00:52:48.000
is Kevin Helena.

882
00:52:48.639 --> 00:52:51.400
You've been listening to Winning Business Radio with your host,

883
00:52:51.559 --> 00:52:54.639
Kevin Helena. If you missed any part of this episode.

884
00:52:54.760 --> 00:52:58.880
The podcast is available on Top four Podcasting and iHeartRadio.

885
00:52:59.320 --> 00:53:03.039
For more information and questions, go to Winning Business Radio

886
00:53:03.159 --> 00:53:06.199
dot com or check us out on social media. Tune

887
00:53:06.239 --> 00:53:08.320
in again next week and every Monday at four pm

888
00:53:08.320 --> 00:53:11.840
Eastern Time to listen live to Winning Business Radio on

889
00:53:12.119 --> 00:53:15.760
W four CY Radio W four c y dot com.

890
00:53:15.840 --> 00:53:19.480
Until then, let's succeed where others have failed and win

891
00:53:19.679 --> 00:53:24.519
in business with Kevin Helenan and Winning Business Radio