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Unavailable041 | Using Cloud Technology To Onboard New Clients With Blake Oliver
Currently unavailable

041 | Using Cloud Technology To Onboard New Clients With Blake Oliver

FromThe Abundant Accountant


Currently unavailable

041 | Using Cloud Technology To Onboard New Clients With Blake Oliver

FromThe Abundant Accountant

ratings:
Length:
31 minutes
Released:
Jun 1, 2020
Format:
Podcast episode

Description

Onboarding a new client may only take an hour or two, but it can easily take half of your day if you have to travel miles just to get to the client. That means hours of unpaid travel time that could have been saved with cloud accounting technology. Joining Michelle Weinstein to talk about this is cloud accounting specialist and podcast host, Blake Oliver. Having had to endure the long drives himself, Blake realized that you could actually save a lot of commute time if you can incentivize the client to go cloud-based. He gives us some essential tips on onboarding clients and coaxing them to embrace the virtual model and remote work setup. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube
Released:
Jun 1, 2020
Format:
Podcast episode

Titles in the series (97)

The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear personal interviews from successful accounting and tax professionals. This podcast will show you exactly how to create the firm (and life) of your dreams full of abundance!