156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott

The Ambitious Bookkeeper Podcast

Send us a Text Message.

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and work-life balance in the realm of bookkeeping.

In this episode you’ll hear:

• benefits & challenges of using Dubsado for onboarding clients
• use of lead capture form for client assessment
• challenges of running a solo firm without burning out
• proposal process, including steps for reviewing, approving, sending, adding contracts, generating invoices, and sending confirmation and intake emails
• collaboration with Linden Square Co for personalized client gifts

Resources mentioned in this episode:

• Dubsado Decoded
• Dubsado (affiliate link)

Meet Corrie
Corrie started fresh out of college as a teacher. She taught for one year but they did not renew her contract so she subbed the next year. Subs don't make a lot of money, and no money during the summer, so this job became available doing accounting work at a local factory and 6 years later she was still doing accounting. She fell in love with the profession. 4 years into that career, she talked with one of her friends who stayed home with her kids but had her own bookkeeping business. She guided Corrie in the steps and certifications and after having her 1st daughter (2nd child), she opened Taylor Made Bookkeeping Solutions (Dec 2021). In September of 2023, she quit that full time job after having her 2nd daughter (3rd child) and now she runs a solo firm with 22 clients and stays home with 3 kids :)

Connect with Corrie
📱 IG: @taylormadebks
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:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook:

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 [e-mail] by 11:59 PM Pacific August 1, 2024
3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!

Chapitres

1. Teaser (00:00:00)

2. Introduction and Guest Welcome (00:03:44)

3. Cori Scott's Bookkeeping Journey (00:03:59)

4. Challenges of a Solo Firm Owner (00:05:34)

5. Personalizing Client Onboarding (00:14:27)

6. Gathering Client Feedback (00:20:51)

7. Balancing Work and Personal Life (00:27:12)

8. Final Thoughts and Contact Information (00:31:43)