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.
Let’s check out the options! If you don’t see what you’re looking for, get in touch
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.
