The Ambitious Bookkeeper Podcast

151 ⎸ The Secret to Staying out of your Inbox


Listen Later

Send us a text

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!

In this episode you’ll hear:

  • managing client emails
  • streamlining client communication
  • utilizing central client care inbox for team visibility
  • prioritizing discussions with clients
  • using tools like Hubdoc or Dext

Resources mentioned in this episode:

  • Hubdoc
  • Dext
  • OpenPhone (affiliate link)
  • Voxer


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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

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

Join this cohort of The Bookkeeping Business Accelerator®️>

Register for the Information Session HERE>
August 26th - 5 PM PST

...more
View all episodesView all episodes
Download on the App Store

The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

58 ratings


More shows like The Ambitious Bookkeeper Podcast

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

256 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,366 Listeners

The Side Hustle Show by Nick Loper of Side Hustle Nation | YAP Media

The Side Hustle Show

1,584 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

84 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

340 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

249 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

10 Listeners

Profits + Prosecco: The Podcast by Katie Ferro

Profits + Prosecco: The Podcast

68 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,635 Listeners

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) by Alyssa Lang

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

96 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,356 Listeners

The Strategic Bookkeeper Podcast by Jeannie Savage

The Strategic Bookkeeper Podcast

1 Listeners

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

55 Listeners

The Bookkeeper Blueprint Podcast™ with Sherry & Megan by Sherry Staggs & Megan Davis

The Bookkeeper Blueprint Podcast™ with Sherry & Megan

0 Listeners

Bookkeeping Business Growth Podcast by Ida Azefor

Bookkeeping Business Growth Podcast

0 Listeners