The Ambitious Bookkeeper Podcast 180 ⎸ How to Make this Year More Profitable
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Jan 1, 2025 Discover powerful strategies to skyrocket your profits in the new year! Learn how to effectively track your profitability and why it’s a game changer. Hear tips on updating client engagement letters with new clauses for personal transactions. Explore ways to manage project scopes and enhance client relations. Delve into the importance of proactive system updates that mirror the financial diligence you apply for your clients. Get ready to turn 2025 into your most successful year yet!
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Profitability Focus
- Track profitability and update engagement letters for a more profitable year.
- These behind-the-scenes tasks are crucial for business growth.
Surcharge for Commingling
- Add a surcharge clause for excessive personal transactions in engagement letters.
- Charge an extra fee and reserve the right to disengage after repeated offenses.
Implementing Surcharges
- Serena implemented a commingling surcharge after discussing it with Alyssa Lang.
- She uses Dubsado for onboarding and engagement letters, setting up surcharges as subcontracts.