The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Episode 88: What to Ask a Bookkeeping Client BEFORE You Start Working Together?

Sherry Staggs & Megan Davis Episode 88

In this video, we're sharing the essential questions you need to ask a bookkeeping client BEFORE you start working together. 

From understanding their financial goals to identifying potential roadblocks, we'll cover the must-ask questions to ensure a smooth and successful collaboration. 

By asking these questions upfront, you'll save time, reduce stress, and deliver exceptional results for your clients. 

So, what are you waiting for? 

Watch now and take your bookkeeping business to the next level!

Download the 63 Questions to Ask a Potential Bookkeeping Clients Here - https://www.thebookkeeperblueprint.com/What-To-Ask-First-Client-Consultation

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Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class
 
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Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S
🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 
🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

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Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

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