When it comes to your own business bookkeeping, you know exactly what to do. You’re a business owner, after all. And one that specializes in accounting and bookkeeping systems.
But when it comes to putting together a new workflow for clients, you’re stuck.
- You have too many other projects in the air at once.
- You struggle with onboarding new clients.
- You can see the big picture, but have trouble outlining the steps you need to take.
- You’re trying to grow, but client work is getting in the way of the back-end processes you need to have in place.
Every business needs systems and processes, especially when it comes to onboarding new clients. And clients who have a good first experience with you are more likely to stick around.
Establish systems that are easy to implement and duplicate for every client you have.
Let’s check out the options to help you get your bookkeeping business running smoothly!
NUMBERNERD TEMPLATE LAB
This course was created just for you, the busy accounting and bookkeeping professional who is ready to get serious about managing their workload so they can scale their business and grow their bottom line.
I teach you the exact systems and processes that helped me get Number Nerd to the six-figure business it is today. You are getting a done-for-you system.
ONE-ON-ONE CONSULT SESSION
Want 1:1 Support to Grow Your Soloprenuer Bookkeeping or CPA business? Book a Jump Start Session with Heather.
This 90-minute one-on-one session provides expert advice on specific business challenges you’re facing— from tackling workflows to pricing to general guidance.
This is just what you need if you don't know what you need, but you know you need HELP.
WORKFLOW TEMPLATES
There’s an easier way to run your business. And Number Nerd Bookkeeping Solutions has your back with ready-made workflows, templates and emails that keep your projects flowing from beginning to end.
Including questionnaires and onboarding roadmaps that start out every prospect and client interaction on the right foot.
