The Successful Bookkeeper Podcast EP111: Debbie Roberts – How To Speak With Your Legacy Clients
Oct 23, 2018
36:18
The next growth phase. It can be scary. Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there. Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients. Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business. During this interview, you'll discover...
- The steps you need to take to successfully speak with your legacy clients
- Bookkeeping standard operating procedures
- Different systems and software for bookkeepers that could help in their next growth phase