EP111: Debbie Roberts – How To Speak With Your Legacy Clients
The Successful Bookkeeper Podcast · Michael Palmer
October 23, 201836m 18s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The next growth phase. It can be scary. Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there. Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients. Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business. During this interview, you'll discover...
- The steps you need to take to successfully speak with your legacy clients
- Bookkeeping standard operating procedures
- Different systems and software for bookkeepers that could help in their next growth phase