67 ⎸ How to meet with clients

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.In this episode you’ll hear:How to set a meeting agendaWhy back to back meetings are no goodWhat reports to present to clientsHow to add extra personal touches to your engagements→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate→ Listen to Episode 5: What to do when you get your first client→ Read this podcast on the blog >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, @ambitiousbookkeeperFor 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)Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!

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This episode is 21 minutes long.

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This episode was published on September 28, 2022.

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