20 min

67 ⎸ How to meet with clients The Ambitious Bookkeeper Podcast

    • Careers

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, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank 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
Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

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, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect of Facebook: Facebook.com/serenashoupcpa
Thank 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
Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)

20 min