How to Save Your Clients Money

I Love Bookkeeping

What should bookkeepers think about and actually do to help their clients save money? Co-hosts Hannah Robinson and Melissa Honan share their thoughts, pet peeves, and advice when it comes to saving your clients some of their money.

• Melissa shares that she’s skilled at being frugal and helping her clients save money.
• When asked about pricing, Melissa confirms that her bookkeeping business has higher pricing compared to other ones.
• For Melissa, having a toolbox of how to save clients some of their money is going to have an impact on your pricing.
• Melissa discusses a service she provides that she refers to as ‘her favorite thing to do’ – this is something any bookkeeper can do without having much tax knowledge.
• Education people don’t actually implement is one of the biggest money wasters, according to Melissa.
• Hannah asks Melissa what’s one thing she believes one shouldn’t try to cut corners about.
• Melissa shares her frustration with people constantly switching CRM tools.
• Hannah talks about something she often sees business owners struggling with, and shares her belief that ‘your process is your profit margin’.
• Hannah asks Melissa whether there’s something she sells in her business that’s unique and helps her clients save money.
• Melissa shares the first step bookkeepers can take to help their clients save money.

Mentioned in this episode:

Quickbooks

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