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:

1. Make sure you have a central email inbox setup (like [email protected] or [email protected]) 
   1. Give your entire team access to this (we save the login info in 1Password)
2. Use this to create your account on OpenPhone
3. Have everyone download the Desktop and/or phone app and login with that central inbox

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:

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

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