by Jon Mobley | Nov 1, 2024 | Building Strong Client Relationships
Getting a new client feels a bit like the first day of school, doesn’t it? There’s a mix of excitement and nerves, both for you and your client. But when it comes to client onboarding for bookkeepers, a smooth and strategic approach makes all the difference. You want...
by Jon Mobley | Nov 1, 2024 | Building Strong Client Relationships
In bookkeeping, mastering client communication for bookkeepers is essential to building strong, lasting relationships. Clients rely on bookkeepers to handle the financial backbone of their business, and effective communication transforms that trust into long-term...
by Jon Mobley | Nov 1, 2024 | Boosting Profitability, Uncategorized
Getting paid on time can make or break a business, especially for bookkeepers who rely on consistent cash flow. Managing client payments effectively isn’t just about sending an invoice—it’s a strategic mix of clear communication, consistent follow-up, and setting the...
by Jon Mobley | Nov 1, 2024 | Boosting Profitability
In the world of bookkeeping, “scope creep” is an all-too-common hurdle. You start with a clear agreement, then a small favor here, an extra report there, and before you know it, you’re doing way more than what was initially agreed upon—without any extra pay. Scope...
by Jon Mobley | Nov 1, 2024 | Boosting Profitability
Managing monthly cash flow effectively is one of the most essential skills for bookkeepers—and, let’s face it, it’s one of the biggest challenges too! Cash flow is the heartbeat of any business, and when it comes to managing your clients’ cash flow or even your own,...
