The Ambitious Bookkeeper Podcast

98 ⎸ Balancing Client Acquisition with Delivering on Promises


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In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.

In this episode you’ll hear:

  • Prioritize communication with current clients
  • Schedule specific times for client acquisition efforts
  • Consider outsourcing non-essential tasks
  • Experiment with different strategies to find what works best for your business
  • Set realistic expectations for yourself and your clients
  • Don't be afraid to ask for help or advice from others in the industry

Resources mentioned in this episode:

  • The Bookkeeping Business Accelerator - Open for enrollment on sale May 22-May 26

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

Follow on Twitter: twitter.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: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

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

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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