I hope the past 2 weeks brought some relaxing and peace to store up as we enter this coming season. For me, we kicked off the holiday with almost everyone in our house contracting pink eye within 6 hours of each other on Dec 22nd, but THEN it was very relaxing and rejuvenating. :o)

My 2024 In Review

For the past few months, me and my 13 year old have been working on this podcast. She wanted to earn some money, and I ran out of things for her to clean in the house…

Happy Thanksgiving Week!!!! I hope that when I hit send on this, I get lots of out-of-office responders in return :o) Before you head out to all the holiday fun, I wanted to let you in on a little something I’ve been working on in my free time (yes, I have free time).

Disney+ sent me an email early this morning letting me know that they’re increasing my monthly subscription rate

I work with service providers like you do and I am thinking that having a standard chart of accounts would be beneficial.

Last week when I was at the Intuit Connect conference in Vegas, I put myself on a mission...

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?