This bundle is designed to help bookkeepers/financial assistants get back to investing more time around what their clients are investing in, instead of spending it about back-and-forth emails, payment deadlines + the endless attempts at trying to figure out the best time to discuss your client’s project.
- 3 workflow templates specific to how bookkeepers on-board new clients either through their website, by phone or in-person, as well as being able to manage their projects + off-boarding scenarios like the pro they are;
- a library of forms, questionnaires + email templates that take the guesswork out of trying to figure out what to include, all completely drafted for you to either copy + paste or edit to match the unique brand voice your audience knows + expects from you; and
- some tech suggestions to help you choose an automation platform that will best suit the services you offer + the way you prefer to operate.
Whether you want to DIY your workflow or you want to make it easier to put together everything you need to outsource its creation, this digital bundle provides you with everything you need + more to streamline, automate + organize the way you're selling your financial services.
NOTE :: This will not teach you how to run a bookkeeping business, nor will it show you how to execute your creative process. This digital download serves to automate how you manage your clients throughout the delivery of your services.