There are 3 types of prospects (potential clients)…

The one part that I am having a tough(er) time on is the "menu" so to speak for the pricing tiers.

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

I mentioned an onboarding SOP (standard operating procedure) a couple months back and the questions came in. Here are just a couple…

I’m far from a sales expert, though I’ve become far more comfortable at them after taking some sale training. (highly recommend)

Swipe this Chat GPT prompt…

Real data I've been tracking on new client inquiries

Great follow up questions come out of last week’s email on getting clients…About niching, so you pick one and try. And then if this doesn't work you pick another. And so on.. right?

I’ve gotten a bunch of questions around getting clients in the beginning, so I’m going to condense those all down into this question…

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! 🤩

Something to read and something to listen to this week…Which Accounting Conference is Right for You?

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…

I’m a ruthless, semi-obsessed time blocker. It actually started about 10 years ago when I was still in my corporate job.

I'd like to hear more about your weekly/monthly client schedule, especially how you juggle and prioritize all 10 of your clients on a monthly basis

Here are a couple of podcast I've heard recently that are worth sharing...

Our oldest turned 13 this week. I don’t know how that’s possible since I can promise you that I was JUST pregnant with her...

A fellow reader asked a great question in response to last week's email. I'm sharing the question below with their permission...

a little background on me and my journey