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
See omnystudio.com/listener for privacy information.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.