Up-level Your On-boarding Game

Jul 31, 2020

In small businesses, it’s important to maintain a good rapport with your clients. But it’s just as important to grow your business and expand your client base. This means going through the daunting process of onboarding new clients....

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10 Key Apps That You Need to Run a Bookkeeping Business

Dec 30, 2019

Updated 3/15/2020

If you are stuck or overwhelmed with all of the options for software or don’t know what you need in order to start and run a successful bookkeeping practice, this is just for you. There are so many options out there and...

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How to Have a Successful Discovery Call

Nov 04, 2019

Last week we talked about how to pre-qualify your potential clients to make sure they’re a good fit and weed out those who aren’t serious. This week we’re going to talk about the discovery call process for that next layer of...

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How to avoid getting the worst clients ever

Oct 28, 2019

Some links are affiliate links which means if you buy, I may receive a small commission from the sale. This does not cost you anything and I only recommend products I 100% believe in.

Have you ever wondered how to filter through the leads that you...

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How to Use Dubsado in Your Bookkeeping Workflow

Oct 21, 2019

Some links are affiliate links which means if you buy, I may receive a small commission from the sale. This does not cost you anything. I do not promote products I don’t stand behind 100%. If you’d like 20% off your first month or year...

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