You should really do a quicknooks online tutorial. I watched a few of your videos and you explain things so well as I’m trying to start a bookkeeping business . Or do a class I would def watch . I watched many and I end of leaving bc it’s so boring or very confusing but your videos are amazing . Keep up the good work!!
Will your course be open for enrollment again this year? I am looking for a career change and your channel has me interested in bookkeeping as an actual option. Really appreciate the content!
Did you go thru the bookkeeper business launch before you started? And do you recommend E&O insurance? Thanks. Very informative videos, considering doing this.
This is along the same lines, but a little different. How do you communicate with your customers regarding financial documents you need or questions you have? I know you talk about doing some "training" during your onboarding. What does this look like for you?
Hmm, usually at the beginning I have 2ish phone calls or in person meetings to learn their business & talk about those kinds of things. Then, as things come up after that, I'd usually email them (or if I have an idea about how to get documents in a more streamlined way). It does kind of depend on the situation and client. Let me know if that answered your question! :)
Thanks for watching! What interviewing tips do you have?
I recently acquired my first two clients. I'm grateful. I really like the idea of sending a greeting card to say thank you for their business.
great advice...when does the class start?????
Excellent tips! I have my very first discovery call today. I’m a little nervous but this video was a big help!
Great! How did it go?
Thank you so much for your tips!
Love these tips!
Thanks so much Jess! :)
You should really do a quicknooks online tutorial. I watched a few of your videos and you explain things so well as I’m trying to start a bookkeeping business . Or do a class I would def watch . I watched many and I end of leaving bc it’s so boring or very confusing but your videos are amazing . Keep up the good work!!
Thanks so much! I appreciate that! :)
Great Content! You said "I used to send postcards to new clients". Why are you not sending them anymore?
I just got out of the habit, I guess. :) Also, I'm full now, so haven't been taking on new clients.
Will your course be open for enrollment again this year? I am looking for a career change and your channel has me interested in bookkeeping as an actual option. Really appreciate the content!
Yes, most likely in November :)
Did you go thru the bookkeeper business launch before you started? And do you recommend
E&O insurance? Thanks. Very informative videos, considering doing this.
so whats your niche?
This is along the same lines, but a little different. How do you communicate with your customers regarding financial documents you need or questions you have? I know you talk about doing some "training" during your onboarding. What does this look like for you?
Hmm, usually at the beginning I have 2ish phone calls or in person meetings to learn their business & talk about those kinds of things. Then, as things come up after that, I'd usually email them (or if I have an idea about how to get documents in a more streamlined way). It does kind of depend on the situation and client. Let me know if that answered your question! :)
Mam business stories is not professional systems, this is just making money money ways.
Add to your next guidelines, talk less but understand.,you talk so fast and confusing