In this episode of " Gentle Frog's Bookkeeping Lilypad", a host Rachel Barnett talks about various things to include in the client engagement letter. The scope of work should describe what the bookkeeper is offering and what the client can expect. This episode was inspired by a post on the Facebook community group and includes Rachel's top five list is well as Suzette Flemming's top five list.
 
<a href='http://www.flemmingbusinessservices.com/'>http://www.flemmingbusinessservices.com/</a>
<a href='https://www.receptionhq.com/business-referral/'>https://www.receptionhq.com/business-referral/</a> <-- if you like the idea of this, fill in my contact info.  :)
<a href='https://www.lburgon.com/'>https://www.lburgon.com/</a>

In this episode of " Gentle Frog's Bookkeeping Lilypad", a host Rachel Barnett talks about various things to include in the client engagement letter. The scope of work should describe what the bookkeeper is offering and what the client can expect. This episode was inspired by a post on the Facebook community group and includes Rachel's top five list is well as Suzette Flemming's top five list. http://www.flemmingbusinessservices.com/ https://www.receptionhq.com/business-referral/ https://www.lburgon.com/

In this episode of " Gentle Frog's Bookkeeping Lilypad", a host Rachel Barnett talks about various things to include in the client engagement letter. The scope of work should describe what the bookkeeper is offering and what the client can expect. This episode was inspired by a post on the Facebook community group and includes Rachel's top five list is well as Suzette Flemming's top five list.
&nbsp;
<a href="http://www.flemmingbusinessservices.com/" rel="noopener noreferrer">http://www.flemmingbusinessservices.com/</a>
<a href="https://www.receptionhq.com/business-referral/" rel="noopener noreferrer">https://www.receptionhq.com/business-referral/</a>&nbsp;&lt;-- if you like the idea of this, fill in my contact info.&nbsp; :)
<a href="https://www.lburgon.com/" rel="noopener noreferrer">https://www.lburgon.com/</a>

Episode Sixteen - Tips for Effective Bookkeeping Agreements

Welcome to Gentle Frog’s Bookkeeping Lily Pad, your cozy corner of the podcasting world where numbers tell a story and bookkeeping blossoms into an adventure! Dive in with Rachel Barnett, seasoned bookkeeper, and successful entrepreneur, as she leaps from one topic to another, guiding you through the riveting ecosystem of bookkeeping businesses.

Having journeyed through the challenges of building, growing, and eventually selling her own bookkeeping firm, Rachel brings a wealth of experience and heartfelt advice to aspiring and established bookkeeping professionals. With a passion that extends beyond ledgers and spreadsheets, she’s here to offer a supportive platform for industry insights, practical strategies, and the shared experiences that breathe life into the bookkeeping community.

Each episode, roughly 20 minutes, is a concise, content-rich package designed to fit into your busy schedule. Rachel welcomes a variety of guest speakers, from thriving bookkeeping business owners to other industry experts, ensuring a well-rounded perspective on all aspects of the profession. They’re not just talking debits and credits; they’re celebrating the entrepreneurial spirit, discussing client relations, marketing strategies, balancing work-life dynamics, embracing technology, and so much more.

But it’s not all serious business; amidst the valuable insights are sprinkles of light-hearted moments, personal anecdotes, and the camaraderie that makes the bookkeeping community genuinely unique. It’s a balance sheet for the soul that underscores the human side of numbers.

So, are you ready to hop onto a lily pad of learning and laughter? Subscribe to Gentle Frog’s Bookkeeping Lily Pad, and join Rachel Barnett on a transformative journey across the tranquil waters of bookkeeping business mastery. It’s time to make some un’frog’ettable memories in the world of finance!

Business

Entrepreneurship

Welcome to Gentle Frog’s Bookkeeping Lily Pad, your cozy corner of the podcasting world where numbers tell a story and bookkeeping blossoms into an adventure! Dive in with Rachel Barnett, seasoned bookkeeper, and successful entrepreneur, as she leaps from one topic to another, guiding you through the riveting ecosystem of bookkeeping businesses. Having journeyed through the challenges of building, growing, and eventually selling her own bookkeeping firm, Rachel brings a wealth of experience and heartfelt advice to aspiring and established bookkeeping professionals. With a passion that extends beyond ledgers and spreadsheets, she’s here to offer a supportive platform for industry insights, practical strategies, and the shared experiences that breathe life into the bookkeeping community. Each episode, roughly 20 minutes, is a concise, content-rich package designed to fit into your busy schedule. Rachel welcomes a variety of guest speakers, from thriving bookkeeping business owners to other industry experts, ensuring a well-rounded perspective on all aspects of the profession. They’re not just talking debits and credits; they’re celebrating the entrepreneurial spirit, discussing client relations, marketing strategies, balancing work-life dynamics, embracing technology, and so much more. But it’s not all serious business; amidst the valuable insights are sprinkles of light-hearted moments, personal anecdotes, and the camaraderie that makes the bookkeeping community genuinely unique. It’s a balance sheet for the soul that underscores the human side of numbers. So, are you ready to hop onto a lily pad of learning and laughter? Subscribe to Gentle Frog’s Bookkeeping Lily Pad, and join Rachel Barnett on a transformative journey across the tranquil waters of bookkeeping business mastery. It’s time to make some un’frog’ettable memories in the world of finance!

Share Episode Sixteen - Tips for Effective Bookkeeping Agreements

Sign up to save your podcasts

Episode Sixteen - Tips for Effective Bookkeeping Agreements

Episode Sixteen - Tips for Effective Bookkeeping Agreements

More shows like Gentle Frog’s Bookkeeping Lily Pad

The Ramsey Show

Build a Badass Business with Diane Sanfilippo

The Successful Bookkeeper Podcast

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

The Ambitious Bookkeeper Podcast

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

Smart Money Happy Hour with Rachel Cruze and George Kamel

Unofficial QuickBooks Accountants Podcast