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....
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 just for you. There are so many options out there...
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...
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.
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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