The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Episode 116: What to Watch for Before Saying Yes to Clients

Sherry Staggs & Megan Davis Season 1 Episode 116

Not every potential client is a good fit — and knowing the red flags to watch for can save you time, stress, and headaches down the road. In this episode, we break down the warning signs that bookkeepers should pay attention to during the discovery phase. 

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