Calling All Accountants: Brian Wants to Hear From You!

Published

The newest member of the TSheetsPRO team has a few questions for you

It’s a new year, so how about a new introduction? Sounds good to me!

I’m the one on the right.

My name is Brian Rich, and I’m the latest addition to the TSheetsPRO team. Technically, I’m a marketing manager, but I’ll put it simply: My job is to understand the things accounting professionals love — the things you hate, the things you need, and the things that waste your time. I use that information to help make your life way more awesome (or at least a bit less annoying).

I have an amazing wife (she’s an interior designer and a really good one!), two adorable kids, a fluffy cat, and an aging basset hound named Calamity who is super noisy and eats everything she can reach, which is, admittedly, not that much, given her impaired stature.

My strengths are writing, marketing automation, snowboarding, nonprofit advocacy, drumming, social media, photography, marketing analytics, and useless trivia. I’m also really good at remembering meaningless numbers like my Albertsons gas rewards number and my debit card number from high school. Remembering meaningless numbers has not yet proven to be a valuable skill, but I’m trying to figure out how to leverage it nonetheless. I’m considering adding it to my résumé.

My four months at TSheets have flown by. I’ve spent most of my time immersed in the accountant experience and squeezed into discussions about empathy and passion with the legendary Misty Megia, my mentor and  the greatest professional ally in the history of alliances. Oh, and hyperbole is also a strength of mine. :)

Now that you know a bit (too much?) about me, I want to get to know you! Seriously, blow up the comments section. I’ll read every single one of them! I’d love to hear about your goals, passions, strengths, greatest needs, and favorite animal. And anything else you want to share! I won’t consider this a successful venture unless our IT team yells at me for using too much of our blog server with descriptions of accountants’ cats.

Thanks in advance. I look forward to hearing from you! :)

— Brian Rich

“If I had more time, I would have written a shorter letter.”
— Blaise Pascal, 1657

21 Comments

  1. Lynn Austin says:

    Welcome, Brian!
    My son in Denver and I in Charleston SC are starting a new business that uses TSheets to track nonprofit’s grants and fundraising activities. Thus, when I get a client, you get a client. I’d welcome a strong voice to help me advocate for more custom features to support this industry.

    Hope we can connect after you get settled in.

    Hug the family for me!
    Lynn

  2. Marila Marrero says:

    Hello

    Welcome to TSheets! I’m from Puerto Rico. Our firm uses TSheets and we are encouraging our clients to use it as well. Hope to hear from you in the future.

    Beautiful family!!

  3. Holly Murray says:

    Welcome and congratulations.

  4. Joshua Lance says:

    Welcome to the T-Sheets team! What is your best marketing automation trick?

  5. Connie Smith says:

    Welcome Brian! I look forward to hearing more from you.
    My Name is Connie Smith and I am a Certified Professional Bookkeeper and Tax preparer. I have a wonderful husband and 4 grown children that are adding to the clan! I have the cutest little dog, a Miniature Pincer, that keeps me company while I work from home in my completely virtual business.

  6. Brian Rich says:

    It’s so nice to hear from all of you! What a welcoming PRO community we have here :)

    Joshua – I suppose my favorite “trick” would be to automate as much of the “top of funnel” as possible. If you have a website, its primary function should be to capture, qualify, and convert leads for you. The catch is, SMBs rarely have the time or resources to adequately follow up with every lead or contact they encounter.

    One of the very first things all businesses of all size should do is set up an automated welcome process for new customers or clients. Using a free MailChimp account (it’s free up to 2,000 subscribers) and either a MailChimp sign-up form or a customizable form from Wufoo, marketers can place this form on their website and social profiles and link it to an automated workflow in MailChimp. The workflow can be a single welcome email introducing your specialties/services, or an email series introducing the individual to your business and inviting them to take whatever next step you’d like. And the emails are easy to build, much like writing an email using your typical editor in Outlook or Gmail.

    Best practices in marketing states it typically takes from 4-9 touches to convert a customer. So the trick is figuring out how many of those touches you can automate so you can continue to focus your time and energy on your current paying customers. A simple, automated onboarding campaign can help you quickly focus your efforts, while measuring the success of each step in the process so you can continue to improve it as you go.

    I hope that helps, or at least gives you something interesting to think about!

    Brian

  7. Alain says:

    Welcome and congratulations. Looking forward to new features…and old ones improved.

  8. Daniel says:

    Looking forward to ways we can make TSheets better together.

  9. Nancy Engels says:

    Welcome to T-Sheets! I am also a virtual Bookkeeper/Accountant. I am from the midwest, but work with clients all over the world. I only have one client using T-Sheets. Hope that you have a lot of fun with this position.

  10. Gary Layng says:

    Congratulations, and welcome to TSheets!

    I’m in my lte 50’s and have a small sole-proprietor bookkeeping business in Southern Ontario, Canada. I’m hoping to grow it in the near future, and find that TSheets is helping me to check that I am indeed budgeting the correct amount of hours for my vale-based billings.

  11. Erin Riley says:

    Hi Brian! I work for VARC Solutions, located outside of Houston. We LOVE TSheets, as do our clients. I am always down to learn social media and other marketing tips and tricks. Congrats and welcome!

  12. Susan Humphreys says:

    Welcome to the family Bryan! I am a Certified QuickBooks ProAdvisor. I make QuickBooks work for the end user. I don’t do taxes. I just make it work. I love TSheets but my client base just doesn’t get it. I look forward to meeting you in person some day.

  13. Hi Brian,

    My company is Technology In A Box and we have used TSheets since 2014 (same year I visited your old office and met all 16 of your employees) We have a bookkeeping arm, a franchise training arm and I have been a consultant in the QuickBooks space since 1994.

    You have a beautiful family! Your writing is very humorous and, of course, we would all like to take lessons on how to be creative writers and sell TSheets (right after we finish 1099 season :)

    All the best to you,
    Christine Galli

  14. Teresa Slack says:

    Welcome, Brian! My name is Teresa Slack and I am the business partner of Connie Smith who has also commented above. :-) We are sisters and started our virtual bookkeeping company together 4 years ago. Although we both have been in the accounting world for 30 years! I have a techy husband who is also a musician and a very talented daughter who is a Graphic Designer. Yes…. the artistic talents are strong in this family! I love to paint, make jewelry, mosaics and tye dye T-Shirts. Pretty much any crafty thing! I am a Certified Professional Bookkeeping and we love our small business clients that are all over Ontario! I am also known as the Shopify Guru and help a lot of our accounting tribe deal with how to get Shopify to play nicely with QuickBooks Online! We look forward to working with you! Cheers!
    Oh… I missed the most important thing…. we have a pure white cat named Phantom who is adorable and completely deaf!

  15. Beverly says:

    Welcome to this great group of people!

  16. Deborah Defer says:

    Welcome Brian, looking forward to meeting you!

  17. Tiffany Stokes says:

    Welcome and congrats

  18. OSIAH HORST says:

    I too recognize that T Sheets is a wonderful product and am working on getting it into the firm where my daughter is the bookkeeper. I know it will make her job easier and give her more time for other work. I am the old guy around here, with 6 children and twenty (20) grand children. Who needs dogs or cats when you have grandchildren. The largest animals we have tend to be the occasional fly – I work out of my home office accross the road from a dairy farm in Eastern Ontario.

  19. Jason Jones says:

    Welcome aboard Brian!

  20. Kathryn says:

    Welcome to an awesome group of TSheets people!

  21. Melody Banardio says:

    Welcome to TSheets Brian.

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