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Your monthly client meetings

Sep 04, 2022

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...

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How To Find Your New Bookkeeping Client

Feb 22, 2021

One of the most common questions bookkeepers have is “How do I find clients?”  Before you decide on where to look, you first have to do a little bit of work to identify which kind of clients you want, so you know where to look for...

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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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What to do when you get a new bookkeeping client

Jan 13, 2020
 

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),...

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Where to find new Bookkeeping Clients (Part 2)

Nov 18, 2019

Finding New Bookkeeping Clients In Real Life

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...

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Where to look for new Bookkeeping Clients Online (Part 1)

Nov 06, 2019

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...

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