[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way?You’ll hear:systems my firm uses for getting bank statementswhat to ask your client during onboardingResources mentioned in this episode:Relay Bank (affiliate link)HubdocThanks 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 on 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 Tools we use:Podcast Editing: Sabr Media LLCDescript (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 3 minutes long.

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This episode was published on October 2, 2023.

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