50 min listen
EP63: Rachel Fisch - Take Control Of Your Bookkeeping Client Relationships
EP63: Rachel Fisch - Take Control Of Your Bookkeeping Client Relationships
ratings:
Length:
36 minutes
Released:
Nov 21, 2017
Format:
Podcast episode
Description
Over 30,000 bookkeepers. According to the Canadian Revenue Agency, that's how many there are in the Great White North. You can only imagine what the number is in the United States. But, here's the thing, many bookkeepers across North America haven't taken leadership with their client relationships. Many choose to “fit in” by adapting to the software and workflows their customers currently have as opposed to letting the clients know how they want the working relationship to operate. According to Rachel Fisch, Accountants Group Leader at Sage Canada, the reason is bookkeepers are at odds with saying NO. They're kind people and problem solvers. They usually don't like conflict. But today, it's important to remember one thing. YOU have the choice to select the clients, software and workflows you want to work with. Hopefully, this episode will help you realize that. During this interview, you'll learn... How to help your clients see you as a valuable partner in their business success How to identify when you have a terrific or horrible client How to attract amazing customers through the use of a powerful spreadsheet exercise To find out more about Rachel, visit https://www.thesuccessfulbookkeeper.com.
Released:
Nov 21, 2017
Format:
Podcast episode
Titles in the series (100)
EP07: Laura McClellan - Productivity Tips To Make Your Life Easier: It's a busy world. You're overwhelmed with distractions. For many bookkeeping business owners, they're not only balancing an enterprise but families too. How do you make it all work? Today's guest will show you how. Productivity expert and host of the... by The Successful Bookkeeper Podcast