We LOVE efficiency around here. And the absolute best way to start being more efficient is by streamlining all your tasks and automating as much as possible in your firm. In this episode and blog, I talk with Brook Swan (CEO of Clarity Bookkeeping & Consulting) to explore some of the benefits of using a project management system like Asana. It keeps you and your team on track, helps you make more sales, and sets you up to scale without getting burnt out. If you’re not using a project management system yet, you might have a different perspective after this!

If you cringe when it comes time to write copy or create content for your bookkeeping or accounting firm, you’re definitely not alone! You probably know A LOT about the topic, but you might not know how to make it sound interesting to your ideal audience. And if you do have a list of topic ideas, do you know how to find the right words that’ll make your writing compelling to your readers? In this blog and podcast, I chat with Jennifer Curfman (professional copywriter) about how to use copywriting to market your firm and connect with potential clients.

When you’re onboarding a new client OR you’re just trying to get questions answered and collect the necessary documents from them so you can do their month-end close, it can be kind of a headache to gather ALL the information you need from them in a timely manner. Sometimes they don’t see your email, send the wrong document, or don’t understand what you need from them. All of these problems (and more) are solved when you implement Content Snare in your firm. Listen to this episode or read the blog to learn from the creator of the software all about how to use it for success!

As a bookkeeping service provider, selling your services is one of those things you can’t avoid — but is absolutely essential for actually generating revenue! Without clients, you don’t have much of a business. In this podcast, we’ll explore Melissa Honan’s tips for navigating sales calls without feeling like a sleazy salesperson (hint: they’re the same tips she uses to close clients in her own $1.5M firm!). Her advice can help you no matter how much you dread jumping on a sales call!

Most bookkeeping firm owners have an idea of when they need to have month-end close wrapped up for each client. And if you’re thinking you HAVE to have month-end complete by the 10th of the following month — you’re not alone! But this blog and podcast dares to challenge the industry standard without throwing everything out of balance. Shifting month-end close dates has been tried and tested by my real-life friend and bookkeeping expert, Brook Swan, and now she’s sharing exactly how to use her method for yourself!

You might know right off the bat what your ‘why’ is when you decide to start your own bookkeeping or accounting firm. And you learn how to run the business based on whatever values you decide are most important, too. Typically, those don’t really change, but your priorities DO. Each season of business, you’ll have different priorities that help you set goals to take you the next level (and on and on). In this blog and podcast, we’ll explore how to navigate those changes in your priorities with biz expert Serena Shoup, CPA.