Talking about client support and communication.
Just like at your accounting firm, your client’s business, needs, and priorities will change and evolve over time. Sometimes, an approach might not work; other times, business [...]
When you're onboarding new clients at your accounting firm, there’s a lot that can go wrong. They say you never get a second chance to make a [...]
Having the right procedures in place can make or break your accounting firm. We’re all familiar with the idea that you’ve got to clean your own house [...]
Strong client retention is important for bookkeeping firms, and we’ve got some tips to help you out! After year-end, the time will come to reevaluate work relationships. [...]
Good communication is the backbone of a good client relationship – and good communication is possible even when managing a remote bookkeeping firm. You already know how [...]
While running a virtual bookkeeping firm has many benefits to both clients and bookkeepers, having client information stored digitally can present many challenges. Cybersecurity risks are on [...]
Transitioning to fixed-fee pricing can help eliminate surprises at your accounting firm. From collecting payments on time to being able to successfully market your services, the switch [...]
