Full Circle Client Experience: TFB Spotlight on Steffanie Anderson

Key to the path of becoming a ‘trusted advisor’ type bookkeeper who provides consultative services and commands premium level fees is providing a truly valuable client experience. But how? A great first step is by putting yourself in your clients’ shoes. For some of us in the accounting profession, that is a major challenge. But not so […] ...

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Dangerous Document Sharing Mistakes – Are You Making Them Too?

Document sharing is something we do constantly as bookkeepers and accountants. We share electronic documents with clients, vendors, our clients’ customers and suppliers, and the list goes on. While document sharing is a typical activity in our world, I have been shocked time and again when seeing what ‘typical procedures’ actually involve for many of us. For […] ...

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Workflow, Convenience, and the Value of Your Services

Workflow is something most of us want to improve. In fact, it’s a buzzword in our profession right now. Why? Because done right, your workflow means you can get more done, consistently and more profitably. Good workflow makes it easier to scale your business, expand your workload capacity, or even take more time off, if that’s what you’re after. But […] ...

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Going Virtual: TFB Spotlight on Cindy Hovig

Are you thinking about going virtual with your bookkeeping business? Have you been wondering how best to make the transition… and how to get your existing clients to buy into the idea? This TFB Spotlight interview can help! Cindy Hovig of Beyond Balanced Books, Inc. starts from the beginning with a home-based, part-time business and shows […] ...

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Bookkeepers and Coaching: TFB Spotlight on Donna Leyens

We’ve all heard that we should be moving toward being seen as a ‘trusted advisor’ to our clients. But how can a bookkeeper make that kind of a change? That’s what I discussed with Donna Leyens of Provendus Group at a recent conference we both attended. Donna is a coach and passionate about the value […] ...

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