BOI FINCEN Reporting pipeline
2:23
The Person Asking the Questions
1:04
Пікірлер
@AndresManjarres-c6j
@AndresManjarres-c6j Ай бұрын
What a great event!
@corryj
@corryj Ай бұрын
Yes!! 🎉
@9borhan
@9borhan Ай бұрын
loved your video thanks a million :)
@unknown2day2
@unknown2day2 2 ай бұрын
Nah
@LenaP1998
@LenaP1998 3 ай бұрын
I need to do zoom calls, my mind blanks 😅 on the phone I’m ok but these calls are difficult for me. Would it be dumb to put a script in the screen or look down at one mainly it’s questions about packaging I need to ask.
@AdalydGracia
@AdalydGracia 6 ай бұрын
You don't recommend free discovery calls ?
@CarlosmGarciajr
@CarlosmGarciajr 6 ай бұрын
Well, I would be strategic about it. 1. Don’t publish it - if you do, you’re already communicating that your time isn’t valuable and attract tire kickers 2. Give it away only to qualified or referred opportunities. If the lead is warmer you have more chances of converting…does that make sense?
@haydenwilsonx
@haydenwilsonx 6 ай бұрын
Awesome episode. Thanks for sharing, guys.
@haydenwilsonx
@haydenwilsonx 6 ай бұрын
Awesome brother - keep the value coming
@tauseefshahofficial
@tauseefshahofficial 7 ай бұрын
You are right people not value free consultation, i have the free consultation for digital marketing but no one cares about that
@diegozamoCoach
@diegozamoCoach 7 ай бұрын
Una master class 👏👏👏
@danixxm
@danixxm 7 ай бұрын
me gustó la clase. Super!!
@diegozamoCoach
@diegozamoCoach 7 ай бұрын
Excelente clase Carlos!!
@Dylanmharmon
@Dylanmharmon 7 ай бұрын
I always tune in on LinkedIn! Love that i found you on KZbin as well. Keep it up!
@CarlosmGarciajr
@CarlosmGarciajr 7 ай бұрын
Thank you! I appreciate it
@AlexAntolino
@AlexAntolino 8 ай бұрын
I loved this interview. Thanks for having me! If you’re watching and got any questions let them here 👇 I read you
@NellaSellsDubai
@NellaSellsDubai 8 ай бұрын
This was useful thank you!
@CarlosmGarciajr
@CarlosmGarciajr 8 ай бұрын
My pleasure
@praveendesigns
@praveendesigns 9 ай бұрын
LOVED IT!
@CarlosmGarciajr
@CarlosmGarciajr 9 ай бұрын
Thank you 🙏🏽
@kazimasud-ex4gm
@kazimasud-ex4gm 9 ай бұрын
Always good to see your videos, keep it up! 🙋‍♂️ Btw, are you currently seeking video editors or a thumbnail designer to enhance viewers, retention, or CTR? If yes, May I send you a previous work sample?
@alfredohaynes5752
@alfredohaynes5752 9 ай бұрын
P r o m o s m 🤩
@diegozamoCoach
@diegozamoCoach 10 ай бұрын
Excelente Clase!!! Vamos por más!!
@CarlosmGarciajr
@CarlosmGarciajr 10 ай бұрын
Mil gracias por tu apoyo
@X3rnos
@X3rnos 10 ай бұрын
Hi, I've been watching your and Hector's videos about Taxdome for a while now. I just have questions regarding e-filing status, does Taxdome have a function where you can check the status of an e-file if it's accepted or Rejected by IRS? Thanks!
@CarlosmGarciajr
@CarlosmGarciajr 10 ай бұрын
TaxDome has an official integration with the IRS, enabling users to request transcripts directly from the TaxDome interface. Access your clients’ essential financial information in one secure platform. taxdome.com/integrations-overview
@JDJEUNECPAPC
@JDJEUNECPAPC 10 ай бұрын
Hi carlos, Do you consult on a firm basis how to implement, create and train on taxdome?
@CarlosmGarciajr
@CarlosmGarciajr 10 ай бұрын
Hi JD yes sir, feel free to email me [email protected] and we can schedule a discovery call
@JDJEUNECPAPC
@JDJEUNECPAPC 10 ай бұрын
Sounds good. Thanks!@@CarlosmGarciajr
@HectorGarciaCPA
@HectorGarciaCPA Жыл бұрын
Best Intro
@EdKless
@EdKless Жыл бұрын
Dude, you so get it!
@CarlosmGarciajr
@CarlosmGarciajr Жыл бұрын
Thank you Ed, I learn from the best
@EdKless
@EdKless Жыл бұрын
Well done!
@CarlosmGarciajr
@CarlosmGarciajr Жыл бұрын
Thank you my friend 🙂
@sisterstax3861
@sisterstax3861 Жыл бұрын
Hi Carlos how can I contact you? I just signed up for tax dome and I need your help. 😊
@CarlosmGarciajr
@CarlosmGarciajr Жыл бұрын
Hi! Please email me [email protected] And I’ll be happy to connect
@EdKless
@EdKless Жыл бұрын
Fabulous take Carlos! This is especially important when selling in professional firms. It is completely in alignment with Peter Drucker's admontion of replacing advice with curiousity. Keep the videos coming!
@CarlosmGarciajr
@CarlosmGarciajr Жыл бұрын
Thank you Ed! ABC :)
@vipervenomclan1639
@vipervenomclan1639 Жыл бұрын
👍
@MoetheCPA
@MoetheCPA Жыл бұрын
Can you do checklists in each task ? For example a listing of things to do when preparing a tax return where it’s all written out with the process so an inexperienced person can prepare stuff with less questions and errors? Like ClickUp can do on checklists
@CarlosmGarciajr
@CarlosmGarciajr Жыл бұрын
Hi Mo, yes you can create subtasks in every task template. You can even make custom task templates by customer and create conditional automations to say “Assign this custom task for ABC company only to this team member with these custom tasks (ie. BOA account ending in 1234, etc.)” hope that helps
@ian9142
@ian9142 Жыл бұрын
*Promo SM*
@edward.harrington
@edward.harrington Жыл бұрын
Well said
@itesmlmm
@itesmlmm Жыл бұрын
Muy buena plática y gracias por la invitación, Carlos
@FrankGamez1
@FrankGamez1 Жыл бұрын
Muy interesantes las recomendaciones de Carlos y Daniel
@itesmlmm
@itesmlmm Жыл бұрын
Saludos, Frank
@iamunattractive4396
@iamunattractive4396 Жыл бұрын
Is this same as situational theory?
@CarlosmGarciajr
@CarlosmGarciajr Жыл бұрын
It has been referred to as situational Leadership theory. If that’s what you mean then yes.
@iamunattractive4396
@iamunattractive4396 Жыл бұрын
@@CarlosmGarciajr got my answer sir. Thank you very much
@catalingeorgescu.
@catalingeorgescu. 2 жыл бұрын
Sounds really promising, the only question remains how do you get that in the dialogue
@CarlosmGarciajr
@CarlosmGarciajr 2 жыл бұрын
Let’s say you’re trying to sell a product or service… Customer says “I need to think about it” You could respond with “How open minded would you be to giving us the chance to earn your business?”
@catalingeorgescu.
@catalingeorgescu. 2 жыл бұрын
Damn, really well said
@tylerbutner9494
@tylerbutner9494 2 жыл бұрын
Me not. Knowing what open minded means
@CarlosmGarciajr
@CarlosmGarciajr 2 жыл бұрын
Open minded is to be accepting of other ideas that are outside your beliefs. Being open or willing to hear someone’s ideas or suggestions to help you solve a problem or find a solution. Does that help?
@lucilenesilva3431
@lucilenesilva3431 2 жыл бұрын
Carlos Garcia when you are making the video on bookkeeping pipelines ?
@CarlosmGarciajr
@CarlosmGarciajr 2 жыл бұрын
kzbin.info/www/bejne/bHPHdIV3rdx6o5o Here is an introductory video on bookkeeping pipelines
@carlossa243
@carlossa243 2 жыл бұрын
Your short daily videos are now part of my daily coffee routine.
@HectorGarciaCPA
@HectorGarciaCPA 2 жыл бұрын
Great
@HectorGarciaCPA
@HectorGarciaCPA 2 жыл бұрын
Fancy multi-cam editing.. love it
@HectorGarciaCPA
@HectorGarciaCPA 2 жыл бұрын
This is great
@Peter-lu1er
@Peter-lu1er 2 жыл бұрын
This was very helpful! Thank you very much
@hectornazariootero7687
@hectornazariootero7687 3 жыл бұрын
Awesome content! Keep it up, from your friend in NC.
@kaiserahmed27
@kaiserahmed27 3 жыл бұрын
Amazing video! Simple but so impactful