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Last week one of my clients asked me a really good question about sales conversations, and just like I did with another client's question a week or so ago, I turned my answer into a blog and sent it...
There is a distinct difference between bookkeeping and accounting.
It's important to acknowledge that it's not one vs the other. Bookkeepers and accountants have a very synergistic relationship and, ...
I love networking but I've had to learn how to do it, and I've learned to love it.
I'm probably considered outgoing and approachable by most who meet me, but I can be a little introverted at times, a...
Whenever I do a business review for my own business, one of the things I want to get a handle on is return on investment for the various networking groups I belong to.
The cost of belonging to these ...
The discovery session checklist
I thought it would be helpful for me to create a checklist of things to ask when I was in sales conversations, or discovery meetings, with potential clients. I car...
When I joined BNI, over 10 years ago now, it started working well for me very quickly. And so I thought, this is great! I’ll find another group to join and I’ll get more referrals. But from the very f...
Bookkeeping Business Scorecard
Take the first step in taking your bookkeeping business to the next level with this powerful self-assessment tool designed to help bookkeeping business owners uncover what’s working, what’s not, and where to focus to unlock growth, profitability, and freedom.
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