Reasons Why Your Books Cannot Be Behind
Learn the reasons why you must keep up to date with your books.
Want to Increase the Value You Provide Your Clients? Take These Actionable Steps!
Learn what actionable steps you should be taking to increase the value you provide to your clients.
Saying No to a Client – How to Do It the Right Way!
Learn how to say no to a client the right way, so you don’t create bad feelings or burn bridges.
Use Social Media to Connect with New Clients
Learn how to use social media to your advantage and connect with new clients.
Determining Value in Your Firm – What Items are Included in Your Fees?
Determine which items are included in your fees and which items should also be included in your fees, so you can truly determine value in your firm.
Hourly or Percent of Billings? Which is the Best Option for Paying Team Members?
As a business owner, you are the sole decision maker when it comes to how you are paying your team members. You basically have two options, which include paying them hourly and by percent of billings. While either one has its pros and cons, I have discovered that percent of billings makes more sense for […]
Rating Your Current Clients to Determine If They are Ideal Clients
As you take on an advisory role in your firm, you are still going to be working with all of your older clients. Some of these clients may be your ideal clients, while others will no longer fit within the business model you are trying to create. It is best to rate all of your […]
How to Start Your Journey as a Profit First Professional
As Profit First is growing in popularity, so many people are thinking they can simply read the book and be an expert immediately. There is so much more to Profit First than what is in the book though and there is an intense training you must complete before you can be certified. However, you can […]
What You Must Do Differentiate Yourself in this Industry
Two Times You Must Differentiate Yourself in this Industry 1. When You are Bringing in Potential Clients 2. After You Have the Clients How to Differentiate Yourself from Every Other Bookkeeper to Bring in Potential Clients It is all about positioning yourself, so you do not appear to be exactly like all other bookkeepers that […]
Planning on Focusing on an Advisory Role? Why You MustCreate Your Ecosystem First!
There are quite a few people in our industry who are trying to level up their business with an advisory role and yet they don’t have their ecosystem in place yet. This is a tricky scenario that often results in overwhelm. If you want to take on an advisory role in your business, I cannot […]