After client onboarding, what's next?

You've landed your first client and oboarded them, hopefully using some of the tips from this article. So now what? How do you know what you should be doing and when?

First, based on the items...

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....

If you’ve ever caught yourself feeling like you may be missing something when onboarding a new client or unsure of even where to start once you do land a client (if you haven’t launched your bookkeeping business yet), you’re in...

When you work virtually, does that mean you can’t or shouldn’t look for new clients in real life or network in person? NO WAY! In fact, I personally didn’t network in person for my...

You’ve made the decision to go for it and go out on your own! Now you’ve just gotta figure out where to find clients and if you’re a virtual only practice (or aspire to be) it can feel even harder! Fear not—there are...