Network News

Let’s take a closer look at sales as a vital part of the business paradigm.

I’ve talked in the past about the importance of the sales function for pretty much any business.  Without good and consistent sales to fuel the fire of the business, everything will soon grind to a halt.  It doesn’t hurt to have a great product or service to begin with.  One that people will buy – again and again.  The trick is to not only let them know about it but to not forget about it.  This is not revolutionary new information but it certainly merits reminding ourselves often and in all seriousness.

Even a retail store that is in front of people all the time needs to pay attention and groom sales to generate that all-important revenue.  Customers are drawn to incentives, bargains and quality.  They are also drawn to staff that is attentive, good-humoured and a joy to deal with.  In effect, the staff members are the sales force; at least the front line ones anyway.  People need to feel great about their purchase to the point where they will return.

As many businesses require a concerted effort to generate, maintain and grow sales, I feel it is worthwhile to bring it forward and discuss it.

Many of you will have heard about the concept of networking.  In essence it involves starting and building relationships with people to your mutual benefit.  Human nature would indicate that people are most comfortable buying from people they know and trust.  As an extension of this, they are more inclined to refer others to people or businesses that they know will service their acquaintances properly.  Whenever they make a referral, they are effectively placing their reputation on the line.  You don’t want to let them down.  Lastly, people in general are willing to help others as a means of self-fulfillment.  All of this is powerful stuff.

In essence, this whole concept of effective sales involves building a network rather than just putting out an endless number of sales pitches.  In many cases, a cold sales pitch is often given to a people who have no immediate interest in your product or service.  Delivering your pitch to an already interested party is a different thing.  In this case, the person is starting off motivated and is looking for the “education” and whatever else they need to make an informed purchase – including pricing.  This is a different game altogether.

Another upside of having a solid network in place is that these people effectively become part of your sales force.  The understanding is that you will do the same for them if they have products or services to offer.  A well-known networking organization called BNI (Business Network International) has even coined a phrase to sum up this philosophy: “Givers Gain”.  We actually belong to this organization as part of our own sales initiative.  It gives us access to like-minded business individuals.

Rather than delivering an unsolicited sales pitch to someone you meet in an effort to close, try establishing a relationship.  By all means let them know what you do or what you provide but do so with the intent of establishing a solid and long-term connection.  Instead of asking them to buy in, ask them if they might know of someone who would benefit from your product or service.  Ask them if they could pass on your card or even provide an introduction.  If they or their referral are actually in the market, the door is open and you are off to the races.  Don’t forget to reciprocate.

The business economy revolves around sales and I’m hoping you will consider approaching it from the standpoint of establishing a solid, long-term network.  Quick sales will no doubt happen over time but it is the relationship, including after sale follow-up, that should prove to be most effective at providing a solid base for your business to grow and thrive on.

Here’s looking to the renewal and vitality of spring.  Stay well.

Tracy

Vaidehi

Bookkeeper

Meet Vaidehi, a dedicated and professional Bookkeeper since 2021, who proudly supports and assists her clients. Her efficiency and expertise shines through her seamless handling of her clients’ financial records including Accounts Receivable, Accounts Payable, Bank Reconciliation and client communication. Trust Vaidehi to provide the support and solutions you need. During her personal time, Vaidehi enjoys dancing, cooking and tending to her garden.

Tinna

Bookkeeping Manager

Introducing Tinna, our resourceful and dynamic Bookkeeping Manager with over 12 years of hands-on experience. An expert in all aspects of accounting and finance operations, she handles preparation and maintenance of statutory accounting books, reconciling revenue and expenditure accounts, overseeing the preparation of monthly, quarterly, bi-annual and year-end financial statements, implementing stellar accounting systems and controls, budgeting and financial projections. Tinna’s solid background in managing both financial and non-financial assets, investigating and auditing accounts, makes her an asset to the Fiscal Performance team.

Duane

Executive Director

A true believer in the power of streamlined workflows and strategic financial planning, Duane is not just about balancing the books; he is also about balancing success with sustainability, innovation with tradition, and growth with groundedness. Bringing together a blend of expertise, experience, and enthusiasm, he is focused on improving systems to continue on providing a high level of customer service to all of Fiscal’s partners, customers and vendors. He invites you to join the Fiscal Performance network and learn how to solve your accounting and bookkeeping challenges today.

Olu

Client Service Manager

If you’re seeking a bookkeeper with a passion for precision, a friendly demeanor, and a love for the beautiful game of soccer, then look no further than Olusegun. With over 10 years of experience with auditing and financial analysis, Olusegun brings a unique blend of expertise and enthusiasm to the table. Known for his approachable demeanor and willingness to go the extra mile, he’s not just your typical accountant – he’s a trusted ally in your company’s full cycle financial management. So, if you’re in need of a bookkeeper (with auditing know-how) who gets the job done, valuing integrity and reliability as part of every job, Olusegun is your go-to guy!

Sam

Task Manager & Quality Control

Sam is a seasoned Bookkeeping Manager with over 14 years of experience. Proficient in book cleaning, reviews, HST report preparation, and finalizing accounts using QuickBooks, he holds a Bachelor’s degree in Law, and Master’s degree in Commerce. Sam is known for his dedication to meeting deadlines, his collaborative work ethic, and equal prioritization of family and work. A nature and pet lover, he finds solace in music.

Daniel

Reviewer

Meet Daniel, a highly esteemed member of our team, whose accounting expertise spans back to 2015. Holding a semi-qualified Chartered Accountant designation and a post-graduate in Accounting (achieved in 2018) Daniel remains steadfast in catering to the needs of clients. Over the course of this distinguished career, Daniel has cultivated invaluable proficiency with an array of esteemed accounting software. Renowned for unwavering punctuality, Daniel consistently maintains a proactive approach, ensuring meticulous oversight of all deliverables.

Eric

Bookkeeper

Meet Eric, a distinguished professional with a Master of Commerce and a semi-qualified Chartered Accountant. He boasts three years of specialized experience in Canadian and US accounting, using software such as QuickBooks Online, QuickBooks Desktop, and Dext. Eric’s proficiency shines through his seamless handling of onboarding, migration, clean-up, and catch-up projects. Renowned for his tech-savvy approach, Eric leverages his expertise in advanced Excel macro building to empower clients — enhancing their productivity and efficiency. Trust Eric to deliver unparalleled financial solutions tailored to your specific needs, ensuring excellence every step of the way.

Jess

Bookkeeper

Jess is a dedicated Bookkeeper, with a Bachelor of Accounting, who is proud to assist her clients with bookkeeping support, since 2020. Jess is well-versed in a suite of software programs with a focus on QuickBooks Online. Her expertise extends beyond conventional bookkeeping, encompassing Accounts Receivable, Accounts Payable Management, Payroll processing, and adeptly managing the books as per client specifications and needs. She stands out for her swift file processing capabilities and streamlined financial processes at Fiscal Performance.

David

Task Manager

Meet David, Fiscal Performance’s Task Manager. A distinguished accounting & finance professional since 2014, David is adept in leadership roles. Known for his advanced skills in process implementation and continuous improvement, David works to ensure optimal outcomes for clients. With extensive experience spanning global markets including Canada, USA, UK, and Australia, he specializes in providing comprehensive CFO & bookkeeping services. Proficiency in a variety of accounting software enables him to tailor solutions to meet his clients’ needs effectively. David is detailed oriented and his ability to deal with conflicting priorities in high-pressure situations makes him an VIP at Fiscal Performance.

Chris

Reviewer

Introducing Chris, a Reviewer at Fiscal Performance and a seasoned professional in the accounting & finance industry. He boasts a career, starting in 2017, that includes executive roles to team leader positions. A post graduate in accounting, he is proficient in software such as QuickBooks Online and QuickBooks Desktop. Chris has honed his skills over the years, optimizing his bookkeeping processes by prioritizing accuracy and efficiency. Known for his dedication and meticulous approach, Chris consistently seeks out innovative solutions to streamline operations and deliver top-tier results. His commitment to excellence and his proactive attitude makes him an invaluable asset at Fiscal Performance.

Tracy Khamis

CPB, DFA – Bookkeeping Services Specialist™

Managing Director

Always wanting to learn and gain knowledge, Tracy has worked for multiple companies from various industries. Having the opportunity to work in varied industries from small companies to large organizations such as banks, accounting firms, schools, restaurants, construction, manufacturing and the arts has been extremely exciting. Each industry has different rules that apply, along with different government requirements. This experience has provided Tracy with extensive growth and understanding of bookkeeping, multiple software platforms, and in-depth financial report preparation. To know Tracy is to appreciate what she can do to put your books in order and keep them in a timely, relevant and professional manner.

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