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In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!
In this episode you’ll hear:
Resources mentioned in this episode:
Meet Shea & Michelle
Shea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.
Connect with Shea & Michelle
🌐 Become an Advisor
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:
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:
Join The Bookkeeping Business Accelerator-VIP before March 17th >> https://www.ambitiousbookkeeper.com/vip
Join the Meet The Coaches + BBA Info Session | March 12 @ 4PM Pacific >> https://evt.to/d1qq02b8xjl4
By Serena Shoup, CPA4.7
6161 ratings
Send a text
In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!
In this episode you’ll hear:
Resources mentioned in this episode:
Meet Shea & Michelle
Shea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.
Connect with Shea & Michelle
🌐 Become an Advisor
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:
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:
Join The Bookkeeping Business Accelerator-VIP before March 17th >> https://www.ambitiousbookkeeper.com/vip
Join the Meet The Coaches + BBA Info Session | March 12 @ 4PM Pacific >> https://evt.to/d1qq02b8xjl4

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