TALKING WITH CLIENTS: hacks & tips for bookkeepers!
TALKING WITH CLIENTS: hacks & tips for bookkeepers! I use the "say THIS -- not that!" format to give advice to bookkeepers about talking with clients during an initial interview (and beyond). These are customer service hacks for bookkeepers that are honest, but will leave your client feeling like you have the confidence and capability to do a great job for them. For example, instead of saying you don't know something in QuickBooks, tell your client that you will find out and get back to them by a certain date. Videos mentioned: Questions to ask clients: • Questions to ask new bookkeeping clients (... Overcome nerves with clients: • OVERCOME NERVES when talking with bookkeep... Interview tips: • How to rock your next job interview! Playlist all about clients: • CLIENTS: Bookkeeper Marketing My website: https://www.finepoints.biz/ ☑️My favorite bookkeeper training (affiliate links) 💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/ 💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/ 💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/ ☑️Classes taught by me 🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/cour... 🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/cour... ☑️Free stuff ➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/b... ➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/c... ➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/st... ➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/ce... ➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/de... ➡Tax Biz (free intro class on taxes): Bookkeepers.com no longer offers this class! ➡More freebies on my website: https://www.finepoints.biz/resources ➡ Please SUBSCRIBE! / @finepointsbookkeeping ☑️Margie’s Classes (affiliate links) *Use code "FinePoints15" for 15% off on any class* Pass the ProAdvisor Test: https://fastandeasyqbo.samcart.com/re... Pass the ProAdvisor Test (Advanced): https://fastandeasyqbo.samcart.com/re... Free guide for the test: https://fastandeasyqbo.samcart.com/re... Get hands-on experience (QBO gym): https://fastandeasyqbo.samcart.com/re... All classes: https://fastandeasyqbo.samcart.com/re... ☑️Other awesome classes (affiliate links) Booming Bookkeeping: https://www.boomingbookkeeping.com/re... Nerd Enterprises: https://www.nerdenterprises.com/a/202... 5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a... ▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/techn... ▶ Videos to get started bookkeeping: Learn bookkeeping: • 10 ways to LEARN bookkeeping: classes and ... Bookkeeper certification for FREE: • FREE ProAdvisor certification for bookkeep... How to become a bookkeeper (with chart): • How to become a BOOKKEEPER! Training & sta... How to get clients: • 20 ways to get bookkeeping clients What does a bookkeeper do? • WHAT DOES A BOOKKEEPER DO? Job description Day in the life playlist: • "Day in the life" of a bookkeeper (DITL) Bookkeeper Launch video: • 10 FIRST IMPRESSIONS of Bookkeeper Launch:... Client onboarding: • One Client, START TO FINISH (part 1: On-bo... How much to charge: • HOW MUCH to charge as a bookkeeper (PRICIN... Services to offer: • BEGINNER services to offer as a bookkeeper... ▶ More videos you'll like: Big, medium & small clients: • CLIENT EXAMPLES: Small, Medium & Large for... Niches playlist: • Niches for bookkeepers Before you start: • Bookkeepers: 7 THINGS TO KNOW before you s... Impostor syndrome for bookkeepers: • How to overcome IMPOSTOR SYNDROME - for bo... 10 reasons to start bookkeeping: • WHY START BOOKKEEPING? How to clean up a client's books: • How to do a "CLEAN-UP" for bookkeepers (cl... #bookkeeper #finepoints #bookkeeping
