After client onboarding, what's next?

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In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business...

First off, welcome along the ride on a new journey. I hope this makes my content more accessible for everyone and easy to digest. The Ambitious Bookkeeper Podcast is now live, and you can subscribe wherever you listen!

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One of the most common questions bookkeepers have is “How do I find clients?”  Before you decide on where to look, you first have to do a little bit of work to identify which kind of clients you want, so you know where to look for...

What worked in 2020: Delegating & Letting Go

This is a continuation of my 2020 review and of what worked. For reference, you can refer back to the first post in the series here. 

How to hire for your bookkeeping firm

Toward the end...

Back for more of “what worked in 2020.” This one I admittedly didn’t have nailed down until later in the year, but it helped SO MUCH. And when I look back, I definitely made baby steps of progress toward getting a system in place...

Looking back on 2020 with pure gratitude for what worked AND what didn't—in my firm, mostly:

What worked in 2020:

showing up consistently & being me (more on this later in this blog)

planning out my weeks ahead of time—so I was...

Ok—now that we’d taken 6 months to figure out what the QBR was, I’d actually also been working really hard on all the things in stage 3: protecting & serving the QBR, even though I hadn’t quite nailed it down....

This is the second in a series of posts. To read the Intro & Stage 1 of our Run Like Clockwork Journey, click here.

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