150 | [Q&A] Thinking Outside of the Box

The Ambitious Bookkeeper Podcast

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

• some 1099 tips
• tips for onboarding & training new employees
• LinkedIn content & communication
• how to provide & explain monthly reports to clients
• offering calls/meetings to clients
• working with insurance brokers

Resources mentioned in this episode:

• The Bookkeeping Business Accelerator®
• Elevate

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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Join the next free training at ambitiousbookkeeper.com/training

Chapters

1. Teaser (00:00:00)

2. Introduction (00:04:03)

3. Q1 (00:04:23)

4. Q3 (00:06:10)

5. Q5 (00:10:05)

6. Q6 (00:14:12)

7. Q7 (00:15:51)

8. Q8 (00:17:10)

9. Q10 (00:23:15)

10. Q11 (00:28:03)

11. Q12 (00:28:41)

12. Conclusion (00:34:26)