There were a number a good questions I received after last week’s Onboarding SOP email. Here’s a couple…

Staying on the topic of email from last week, here’s a question from a fellow subscriber…Curious, at some point, would you be willing to share about the email filtering system you have in place?

"I have to remind my client to upload statements every month! Why can't they just remember??"

You're the first to see my new ebook! 🤩

Question from a fellow subscriber…

…for your lowest tier bookkeeping clients... are they happy with just receiving reports at month end? One response I've heard lately from potential clients is that they don't receive enough communication from their current bookkeeper, and that is a big reason as to why they are looking at switching to a new bookkeeper…