102 ⎸ [Q&A] Simplify Your Clients’ Onboarding Experience
In this episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!
In this episode you’ll hear:
- software recommendations for creating proposals & for HR support
- how to present multiple service options to potential clients
- how to implement flat-rate pricing
- how to establish credibility with new clients
Resources mentioned in this episode:
- See how The Bookkeeping Business Accelerator® VIP offers you the support you’ve been looking for all along!
Listen to the full audio here⬇
🎧 Or listen on our website here➡ ambitiousbookkeeper.com/podcast
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Connect with Ambitious Bookkeeper:
📱 On Instagram: instagram.com/ambitiousbookkeeper
📱 On LinkedIn: Linkedin.com/in/SerenaShoup
📱 On Facebook: Facebook.com/serenashoupcpa
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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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