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🎧 On Bookkeepers on Fire, Debbie and Donna take you behind the scenes of their client onboarding process — from first impressions to full-blown financial strategy. 💼💬💸
🔥 Here’s how they turn Zoom calls into bankable business:
💡 Discovery Call = First Date: $50 gets you a face-to-face to see if it’s a vibe. If you won’t turn your camera on... reschedule.
📊 Strategy Call = Deep Dive: For $495, they walk through your QBO file with you, guiding every click, assessing the chaos, and pricing on the spot.
💬 Client Comms that Spark: Slack, Keeper, Categorize Me — and a human touch. From proposal to kickoff, they stay connected and keep it personal.
👏 Whether you're a bookkeeper looking to upgrade your process or a client wondering what really goes down on those strategy calls… this one’s 🔥.
🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
Join us here: Bookkeepers On Fire Community
Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.
🔥Donate with Venmo🔥 🔥Donate with PayPal🔥
#BookkeepersOnFire #ClientOnboarding #BookkeepingBusiness #QBO #StrategyCall #DiscoveryCall #KnowYourWorth #AccountingLife #SmallBusinessSupport #ClientExperience #PricingStrategy
5
77 ratings
🎧 On Bookkeepers on Fire, Debbie and Donna take you behind the scenes of their client onboarding process — from first impressions to full-blown financial strategy. 💼💬💸
🔥 Here’s how they turn Zoom calls into bankable business:
💡 Discovery Call = First Date: $50 gets you a face-to-face to see if it’s a vibe. If you won’t turn your camera on... reschedule.
📊 Strategy Call = Deep Dive: For $495, they walk through your QBO file with you, guiding every click, assessing the chaos, and pricing on the spot.
💬 Client Comms that Spark: Slack, Keeper, Categorize Me — and a human touch. From proposal to kickoff, they stay connected and keep it personal.
👏 Whether you're a bookkeeper looking to upgrade your process or a client wondering what really goes down on those strategy calls… this one’s 🔥.
🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
Join us here: Bookkeepers On Fire Community
Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.
🔥Donate with Venmo🔥 🔥Donate with PayPal🔥
#BookkeepersOnFire #ClientOnboarding #BookkeepingBusiness #QBO #StrategyCall #DiscoveryCall #KnowYourWorth #AccountingLife #SmallBusinessSupport #ClientExperience #PricingStrategy
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