EP216: Twyla Verhelst - Why You Must Get To Know Your Bookkeeping Clients

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By Michael Palmer. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Your clients.

Obviously, they’re the lifeblood of any bookkeeping business.

But, if you don’t take the time to understand what they need, they won’t be your customers for very long.

Our guest, Twyla Verhelst knows this well.

She is the head of the FreshBooks Accountant Channel and Leader of the Accounting Professionals Program.

She interacts with customers to find out how FreshBooks can better serve them.

During this interview, you'll discover...

  • The importance of having your client do some of the data entry work
  • Why you have to start embracing technology
  • How FreshBooks can help your business

To find out more about Twyla, visit https://www.thesuccessfulbookkeeper.com.

249 episodes