>> Ready to setup a seamless onboarding experience? Get DUBSADO DECODED 20% off thru 7/31! <<

150 | [Q&A] Thinking Outside of the Box

building teams client-related marketing May 28, 2024

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

some 1099 tips
tips for onboarding & training new employees
LinkedIn content & communication
how to provide & explain monthly reports to clients
offering calls/meetings to clients
working with insurance brokers

Resources mentioned in this episode:

Listen to the full audio here ⬇

🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast

Find & Follow

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

Ready to Elevate your Services?

Elevate your skills and client experience in just 4 weeks to become the collaborative controller or CFO your clients need.

Sign me up!

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!