Join us for another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series' so you can be organised in the lead up to EOFY!

In last week's episode, we discussed the importance of Onboarding as part of a bookkeeping business as it sets the foundation for you and your clients. Getting it right EVERY time is also crucially important. 

In this #throwback episode, we discuss how you can optimise, automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches this EOFY season.

Key Takeaway: "Reduce the need for pesky client follow ups during the busy EOFY season and systemise your Onboarding Process today!"

Useful links: 
Template - Onboarding New Clients
Template - New Client Bookkeeping Getting Started Guide

 

Join us for another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series' so you can be organised in the lead up to EOFY!
In last week's episode, we discussed the importance of Onboarding as part of a bookkeeping business as it sets the foundation for you and your clients. Getting it right EVERY time is also crucially important.&nbsp;
In this #throwback episode, we discuss how you can optimise, automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches this EOFY season.
Key Takeaway: "Reduce the need for pesky client follow ups during the busy EOFY season and systemise your Onboarding Process today!"
Useful links:&nbsp;
<ul>
<li>Template - <a href="https://shop.thesavvybookkeeper.com.au/products/onboarding-new-clients-savvy-process-template-onboarding?_pos=1&amp;_sid=a313c9179&amp;_ss=r">Onboarding New Clients</a></li>
<li>Template - <a href="https://shop.thesavvybookkeeper.com.au/products/template-onboarding?_pos=3&amp;_sid=a313c9179&amp;_ss=r">New Client Bookkeeping Getting Started Guide</a></li>
</ul>
&nbsp;

A podcast for bookkeepers wanting more profit, freedom and joy in business.

Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.

Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

A podcast for bookkeepers wanting more profit, freedom and joy in business.
Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.
Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

Business Management, Pricing, Marketing and Workflow for Bookkeepers

The Bookkeepers' Voice

Hey, I'm Amy Hooke. Welcome to my podcast.

Hey, I'm Amy Hooke. Welcome to my podcast.

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