EPISODE · Jul 13, 2022 · 33 MIN
57 ⎸ Uplevel Your Client Experience with Charlotte Isaac
from The Ambitious Bookkeeper Podcast
In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business. In this episode you’ll hear:4 Ways to make your client experience betterHow to use a tool like Dubsado to implement thoseReal suggestions and tips on communicating your expectations to clientsHow joining communities can help you grow your businessYou’ll hear Charlotte and I talk a lot about Dubsado in this episode. If you want to try it out, use code SHOUPCPA to sign up or upgrade to a paid plan during the Dubsado Summer Sale, to get 20% off the already discounted price of $35.Or CLICK THIS LINK>>Connect with Charlotte here>>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and Charlotte, @charlotteisaachqFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support. Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!
What this episode covers
In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business. In this episode you’ll hear: 4 Ways to make your client experience betterHow to use a tool like Dubsado to implement thoseReal suggestions and tips on communicating your expectations to clientsHow joining communities can help you ...
NOW PLAYING
57 ⎸ Uplevel Your Client Experience with Charlotte Isaac
No transcript for this episode yet
Similar Episodes
Dec 5, 2025 ·50m
Oct 9, 2025 ·33m
Oct 3, 2025 ·40m
Sep 11, 2025 ·31m
Aug 27, 2025 ·39m
Aug 18, 2025 ·54m