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April 2, 2025 15 mins

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Serena dives deep into marketing strategies for bookkeepers and small business owners who are skeptical or overwhelmed by social media, sharing practical tips for building connections and growing your business.

What You’ll Learn:

  • Marketing isn't just about social media: Discover a multi-pronged approach including offline networking, online presence, and website strategy
  • Build your "circle of influence" by connecting with complementary professionals like insurance agents, bankers, and consultants
  • How to start small and prioritize your marketing efforts without getting overwhelmed
  • The power of delivering exceptional service as your best marketing tool

Resources mentioned:

For experienced bookkeepers & accountants:

For new bookkeepers:

For online course creators:

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To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

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