115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang
In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for...
Your monthly client meetings
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...
Up-level Your On-boarding Game
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....
How to Use Dubsado in Your Bookkeeping Workflow
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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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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