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We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.
Here's how to work around needing to pay for multiple users as your team grows:
Tips:
⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us
⏱️ Schedule text messages to clients for business hours
✅ Mark things done when actioned to get them out of the inbox
💸 Use THIS LINK to receive a $20 Credit when you sign up for OpenPhone!
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
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
Podcast Publishing Tools we use:
Join The Bookkeeping Business Accelerator-VIP before March 17th >> https://www.ambitiousbookkeeper.com/vip
Join the Meet The Coaches + BBA Info Session | March 12 @ 4PM Pacific >> https://evt.to/d1qq02b8xjl4
By Serena Shoup, CPA4.7
6161 ratings
Send a text
We use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.
Here's how to work around needing to pay for multiple users as your team grows:
Tips:
⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us
⏱️ Schedule text messages to clients for business hours
✅ Mark things done when actioned to get them out of the inbox
💸 Use THIS LINK to receive a $20 Credit when you sign up for OpenPhone!
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
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
Podcast Publishing Tools we use:
Join The Bookkeeping Business Accelerator-VIP before March 17th >> https://www.ambitiousbookkeeper.com/vip
Join the Meet The Coaches + BBA Info Session | March 12 @ 4PM Pacific >> https://evt.to/d1qq02b8xjl4

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