The Ambitious Bookkeeper Podcast 50 ⎸ [STRATEGY] How to sell additional services your clients need
Such a special episode for you today! This is our 50th episode AND the kickoff of a new series we’ll be doing offering on air Strategy sessions. What better way to celebrate our 50th episode with a real-life mentoring session?!
Today I’ll be offering some strategy and advice to a current Bookkeeping Business Accelerator student, Penny Rose, CPA.
Penny is a CPA who offers tax advisory and preparation along with bookkeeping. Penny and her husband also offer financial coaching. They moved into their RV full time a couple of years ago. Penny is still working her 9-5 job and plans to support the family’s lifestyle with her business in the next year. Penny’s niche is content creators.
In this episode you’ll hear:
- how to present additional services that a client would benefit from
- how Penny is using visibility in her niche to grow her business
- how Penny is embracing an abundant mindset combined with action to attract the right clients
If you’d like to connect with Penny, you can find her on
Thanks for listening.
If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and Penny @fififofumpersonalcfo
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