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In this solo episode, I give you some actionable tips on meeting with clients as a way to add value to your bookkeeping services.

In this episode you’ll hear:

• How to set a meeting agenda
• Why back to back meetings are no good
• What reports to present to clients
• How to add extra personal touches to your engagements

→ Join our next cohort of Elevate, starting in October: https://www.ambitiousbookkeeper.com/elevate
→ Listen to Episode 5: What to do when you get your first client
→ Read this podcast on the blog >

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Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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