The Successful Bookkeeper Podcast

EP111: Debbie Roberts – How To Speak With Your Legacy Clients


Listen Later

The next growth phase. It can be scary. Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there. Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients. Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business. During this interview, you'll discover...
  • The steps you need to take to successfully speak with your legacy clients
  • Bookkeeping standard operating procedures
  • Different systems and software for bookkeepers that could help in their next growth phase
To find out more about Debbie Roberts, visit https://www.thesuccessfulbookkeeper.com.
...more
View all episodesView all episodes
Download on the App Store

The Successful Bookkeeper PodcastBy Michael Palmer

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

84 ratings


More shows like The Successful Bookkeeper Podcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,776 Listeners

Well-Oiled Operations with Stacy Tuschl by Stacy Tuschl

Well-Oiled Operations with Stacy Tuschl

520 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,030 Listeners

The Martell Method w/ Dan Martell by Dan Martell

The Martell Method w/ Dan Martell

575 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

333 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,082 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

The Business of Bookkeeping by First Class Accounts, presented by Robert Gerrish

The Business of Bookkeeping

3 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

11 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

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

61 Listeners

BigDeal by Codie Sanchez

BigDeal

786 Listeners

The Strategic Bookkeeper Podcast by Jeannie Savage

The Strategic Bookkeeper Podcast

0 Listeners

Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

Bookkeepers On Fire with Deb & Donna

10 Listeners

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

The Bookkeeper Blueprint Podcast™ with Sherry & Megan

4 Listeners