Talking about client support and communication.
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 [...]
Onboarding your bookkeeping clients can be tricky. You never get a second chance to make a good impression. From our first ventures into the “real world,” we [...]
With the year coming to a close, it’s time to take a good hard look at your client list and decide who’s getting left out of your [...]
