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...
2020 Reflections: Part 2—Planning My Weeks Ahead of Time
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 steps of progress toward getting a system in place...
Run Like Clockwork: Stage 3
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 though I hadn’t quite nailed it down....
Our Run Like Clockwork Journey Update—Stage 2
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 affiliate links which means if you buy, I may receive...
Secure file storage and sharing in your Bookkeeping Business
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 your bookkeeping business and best practices for...
Setting my firm up to Run Like Clockwork: A Series
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.
Also, I need to be transparent and let you know...
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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