Talking about client support and communication.
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 [...]
Your onboarding process is the perfect time to show new bookkeeping clients that you’re personable, available, and won’t let them down. For many clients, the difference between [...]
Not every bookkeeping client is going to be a perfect fit for your firm, but some truly terrible clients can make your job a nightmare. You probably [...]
Although it can be scary to say, “no” isn’t a bad word. It can be a vital part of your vocabulary when it comes to setting boundaries [...]
