Talking about client support and communication.
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 [...]
Getting ready for spring cleaning in March? Cleaning out your bookkeeping client list based on profitability can help you realign your work with your firm’s goals. Ideally, [...]
Have you created or updated your bookkeeping firm’s client communication plan for 2022? Communication is key to your bookkeeping firm’s success. Your clients want to stay in [...]
