My Podcast Blog

TheĀ Ambitious BookkeeperĀ®

Up-level Your On-boarding Game bookkeeping dubsado new clients onboarding workflow 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...

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10 Key Apps That You Need to Run a Bookkeeping Business bookkeeping dubsado setup Dec 30, 2019

Updated 1/23/2021

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...

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How to Have a Successful Discovery Call discovery call dubsado new client questionnaire 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...

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How to avoid getting the worst clients ever acuity bookkeeping discovery call dubsado new client questionnaire 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...

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How to Use Dubsado in Your Bookkeeping Workflow bookkeeping dubsado onboarding 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...

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