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156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott

Jul 09, 2024
 

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and...

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155 ⎸ [RE-AIR] Onboarding With Dubsado with Kendra Courtney

Jul 02, 2024
 

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other...

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154 ⎸ [Q&A] QBO Integrations, Cybersecurity & More!

Jun 25, 2024
 

In this episode I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like: 
  • Cybersecurity
  • Setting up a small practice
  • switching clients from month to month from a catch up
  • the...
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