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67 ⎸ How to meet with clients

67 ⎸ How to meet with clients

FromThe Ambitious Bookkeeper Podcast


67 ⎸ How to meet with clients

FromThe Ambitious Bookkeeper Podcast

ratings:
Length:
22 minutes
Released:
Sep 28, 2022
Format:
Podcast episode

Description

In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.In this episode you’ll hear:How to set a meeting agendaWhy back to back meetings are no goodWhat reports to present to clientsHow to add extra personal touches to your engagements→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate→ Listen to Episode 5: What to do when you get your first client→ Read this podcast on the blog >Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the upcoming Elevate: Fall Sprint: ambitiousbookkeeper.com/elevate Join our VIP Cohort of The Bookkeeping Business Accelerator: ambitiousbookkeeper.com/bba
Released:
Sep 28, 2022
Format:
Podcast episode

Titles in the series (100)

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper