127 ⎸ [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma
In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode!
In this episode you’ll hear:
- How we help our bookkeepers take responsibility for checking their work
- Some of the things I review (or my account manager)
- Mindset behind building a team
Resources mentioned in this episode:
Listen to the full audio here ⬇
🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast
About Joanne
I became a bookkeeping expert and Quickbooks Proadvisor after my first career as an engineer in the construction industry. While I graduated from Brown University with a bachelor’s degree in Mechanical Engineering I’ve always had a love of business and learning what made a business successful. Years ago, once I discovered my love of helping business owners make sense of their numbers, I went all in and took multiple courses and certifications in bookkeeping and small business finances.
Find & Follow
Connect with Joanne:
🌐 Website: joannesbookkeeping.com
💼 LinkedIn: linkedin.com/in/joanne-sharma
Connect with The Ambitious Bookkeeper®:
🌐 Website: ambitiousbookkeeper.com
👩💻 Blog: ambitiousbookkeeper.com/blog
📱 Instagram: instagram.com/ambitiousbookkeeper
📱 Facebook: Facebook.com/serenashoupcpa
💼 LinkedIn: Linkedin.com/in/SerenaShoup
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
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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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