151 ⎸ The Secret to Staying out of your Inbox
This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!
In this episode you’ll hear:
- managing client emails
- streamlining client communication
- utilizing central client care inbox for team visibility
- prioritizing discussions with clients
- using tools like Hubdoc or Dext
Resources mentioned in this episode:
Listen to the full audio here ⬇
🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast
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💼 LinkedIn: Linkedin.com/in/SerenaShoup
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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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