Introductory Email For New Bookkeeping Clients (Template)
A good introduction email to a new bookkeeping client shows you’re eager to get to work and dedicated to your services. The key is to
July 19, 2023
A good introduction email to a new bookkeeping client shows you’re eager to get to work and dedicated to your services. The key is to
Dealing with difficult clients is one of the more challenging aspects of being an accounting business owner. A client may be excessively demanding, disrespectful, or
When starting your accounting practice, you’ll likely spend a lot of time on marketing and finding clients. As your business grows, you may have less
It’s always a little scary when you start working with a new client. You never know what they’re going to bring in and what their
Jody Grunden is the CEO and Co-Founder of Summit CPA Group, a virtual tax and accounting firm that also offers CFO services to its clients.
Documented or not, your accounting firm has a process, and putting that system of doing things into a workflow application makes sense. If you have
As an accounting firm owner, relationship management is critical to staying in business. This post gives you all the info on how to manage client relationships.
Sometimes firm owners can’t help but wonder how other businesses are managing their teams, so we’ve created a new series that covers the challenges and
Geraldine Carter provides business strategy and coaching to CPAs who are ready to get out of the accounting rut and create the business they want
Navigating Client Retention and Firm Growth During a Crisis It’s not easy to keep your head above water when we’re living in a time of
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