EP30: Jan Haugo - How To Be A Leader For Your Bookkeeping Clients
The Successful Bookkeeper Podcast · Michael Palmer
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Show Notes
Fear.
Your bookkeeping clients have it.
They're always frightened or worried about something especially the survival of their business.
When incorporating new software (ie: cloud-based or otherwise) into your bookkeeping services, this may also be scary for them since it's their money you're working with.
Our guest today, Jan Haugo, who is the CEO of the Institute of Certified Bookkeepers (ICB) USA, sees a great leadership opportunity for you, the bookkeeper, when it comes to learning and informing your clients about the new technology you'll use, so you can help grow their business and become their trusted advisor.
During this interview, you'll learn...
- The importance of testing new software first for effectiveness before incorporating it with your services
- Why you should confidently detail what benefits this new technology will do for your customers
- Why you must reassure and offer continuously support for your clients during this transition
To find out more about Jan visit https://www.thesuccessfulbookkeeper.com.