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Contenu fourni par Serena Shoup, CPA, Serena Shoup, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Serena Shoup, CPA, Serena Shoup, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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150 | [Q&A] Thinking Outside of the Box

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Manage episode 421192729 series 3357763
Contenu fourni par Serena Shoup, CPA, Serena Shoup, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Serena Shoup, CPA, Serena Shoup, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

  • some 1099 tips
  • tips for onboarding & training new employees
  • LinkedIn content & communication
  • how to provide & explain monthly reports to clients
  • offering calls/meetings to clients
  • working with insurance brokers

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

  1. Review the podcast on Apple >
  2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
  3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
  continue reading

Chapitres

1. Teaser (00:00:00)

2. Introduction (00:03:34)

3. Q1 (00:03:54)

4. Q3 (00:05:41)

5. Q5 (00:09:36)

6. Q6 (00:13:43)

7. Q7 (00:15:22)

8. Q8 (00:16:41)

9. Q10 (00:22:46)

10. Q11 (00:29:10)

11. Q12 (00:29:48)

12. Conclusion (00:35:33)

172 episodes

Artwork
iconPartager
 
Manage episode 421192729 series 3357763
Contenu fourni par Serena Shoup, CPA, Serena Shoup, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Serena Shoup, CPA, Serena Shoup, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

  • some 1099 tips
  • tips for onboarding & training new employees
  • LinkedIn content & communication
  • how to provide & explain monthly reports to clients
  • offering calls/meetings to clients
  • working with insurance brokers

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

  1. Review the podcast on Apple >
  2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
  3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
  continue reading

Chapitres

1. Teaser (00:00:00)

2. Introduction (00:03:34)

3. Q1 (00:03:54)

4. Q3 (00:05:41)

5. Q5 (00:09:36)

6. Q6 (00:13:43)

7. Q7 (00:15:22)

8. Q8 (00:16:41)

9. Q10 (00:22:46)

10. Q11 (00:29:10)

11. Q12 (00:29:48)

12. Conclusion (00:35:33)

172 episodes

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