Meet Nicole Kehl, CPA


Nicole is an experienced CPA with over 12 years in the accounting and tax industry with extensive experience in SOP, financial metrics, and business compliance in the retail field. She has been successfully operating her own firm for over 3 years. Nicole's analytical and self-motivated skills have served her well in providing financial support from field technicians to the CEO. Nicole is a mom of 2 from Bardstown, KY.

Why Hire Nicole?

Nicole's greatest desire is to show other women that they too can create a life that they love. One way she does this is by being a true champion of every franchise owner who has come on board behind her. She is dedicated to assisting new CPA MOMS franchisees in succeeding both with their new firms and in life. She is happy to share templates, success stories, and horror stories if there is any chance that it will help a fellow franchise owner on her journey. Nicole also offers a 2 part (initial and final) Sales Proposal Review to assist with producing strong proposals to present to potential clients.

Choose a Pricing Option

Book your 2-Part Sales Proposal Review with Nicole Now!

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Frequently Asked Questions

What should be included in the Sales Proposal?
  • Make sure that your proposals are drafted as editable documents in Google Docs, do NOT use Microsoft Word.
  • Client's Entity Name (sales proposal should be located in your shared drive and identified by client name, title ex: Proposal - Doe Ray Me LLC - Accounting Services - 01.01.2024)
  • Provide a Link to the proposal by 10 am PST on Tuesday or Thursday in your personal Slack channel.
  • Include the date and time you have scheduled for the proposal review with the client (you want to aim for a week from requesting your proposal review)
What is Nicole's Review Schedule?
  • Sales proposal reviews are conducted every Tuesday and Thursday with a 1-day advance notice. This means if you need a proposal reviewed, the Reviewer needs to be notified by Monday for a Tuesday review and/or by Wednesday for a Thursday review.
  • The Reviewer will provide a loom-recorded video link with her review of the proposal by the end of the review day.
  • IMPORTANT NOTE: Plan on making changes to the proposal based on the review. If substantial, a final review of the proposal will be completed on the following review day unless urgent, then a possibility of a 1-day turnaround may be possible depending on the Reviewer's availability. Additionally, if you need an off-cycle or quicker review, please coordinate with the Reviewer in your personal Slack channel to see if she has the availability to accommodate this speedier request.
Recommendations
  • In the beginning, plan to provide all sales proposals from the prior week's consultations on Tuesday, make the necessary edits on Wednesday, and have the final review on Thursday.
  • If you stick with this rhythm, you are looking at booking most of your client proposal reviews on Friday in the beginning. As you get more confident, you can start booking on Wed with only a single review.
If you have any questions, please feel free to reach out to the Care Team and/or the Reviewer themselves using your personal Slack channel.