My Podcast Blog

TheĀ Ambitious BookkeeperĀ®

Your monthly client meetings bookkeeping new clients onboarding workflow 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...

Continue Reading...
2020 Reflections: Part 2ā€”Planning My Weeks Ahead of Time gsuite workflow Jan 11, 2021

Back for more of “what worked in 2020.” This one I admittedly didn’t have nailed down until later in the year, but it helped SO MUCH. And when I look back, I definitely made baby...

Continue Reading...
Run Like Clockwork: Stage 3 workflow Dec 28, 2020

Ok—now that we’d taken 6 months to figure out what the QBR was, I’d actually also been working really hard on all the things in stage 3: protecting & serving the QBR, even...

Continue Reading...
Our Run Like Clockwork Journey Updateā€”Stage 2 workflow Dec 19, 2020

This is the second in a series of posts. To read the Intro & Stage 1 of our Run Like Clockwork Journey, click here.

Also, I need to be transparent and let you know that some links are...

Continue Reading...
Secure file storage and sharing in your Bookkeeping Business business setup cloud document storage cyber security file storage filesharing gsuite workflow Dec 16, 2020

Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this article we’re going to go over how to use G Suite in...

Continue Reading...
Setting my firm up to Run Like Clockwork: A Series rlc workflow Dec 13, 2020

This post was originally just an email sent out to my list in the Summer of 2020. But I wanted to do an update and bring everyone on the journey. This is the first of a series of posts. 

...
Continue Reading...
Up-level Your On-boarding Game bookkeeping dubsado new clients onboarding workflow 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...

Continue Reading...
How to Use Dubsado in Your Bookkeeping Workflow bookkeeping dubsado onboarding workflow Oct 21, 2019

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...

Continue Reading...