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102 ⎸ [Q&A] Simplify Your Clients’ Onboarding Experience

Jun 13, 2023

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...

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100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers

May 30, 2023

This is a very, very exciting & special episode because it is our 100th episode!  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help...

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99 ⎸ Balancing Loyalty to Clients & Loyalty to Self

May 23, 2023

 In this solo episode, Serena explores how to balance loyalty to clients and oneself in business. She shares her experience & insight on how to handle difficult client relationships and when it might be time to let go.

In this episode...
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98 ⎸ Balancing Client Acquisition with Delivering on Promises

May 16, 2023

In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.

In this episode you’ll hear:
  • Prioritize communication with current clients
  • Schedule specific times for client...
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84 ⎸ Don't Forget About Tangible Business Property at Year End!

Feb 07, 2023

Everyone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. In this episode I’m going to give you my year end pointers so you can catch all the things that your clients (or you) need...

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