Talking about client support and communication.
When onboarding a new accounting client, you want them to feel welcome, well-informed, and ready to get the ball rolling. A well-written welcome guide can help you [...]
Trust is key for any relationship to be successful — including the relationship between you and your bookkeeping clients. As a bookkeeper, your clients trust you with [...]
First impressions are vital for establishing good working relationships with bookkeeping clients, and a welcome packet can help you make a good one. A welcome packet combines [...]
Your clients are the heart of your bookkeeping firm, and that’s why it's so important to develop a client-centric experience. Essentially, that just means putting your client's [...]
Good communication can turn an average client experience into a great client experience — and workflow automation could be the difference maker. By using the right tools [...]
Referrals are by far the best way to get the word out about your business, so how do you turn a client into an advocate for your [...]
Asking for referrals from your clients can be awkward, but they can be necessary for a growing accounting firm. Though times have certainly changed, word of mouth [...]
