Over the last few weeks we've been working away at breaking down what client onboarding is, why it's important, what's included in creating an Onboarding Workflow and last week, we shared some fantastic templates to make the process easier on you!

Join us again for this new episode of The Bookkeepers' Voice, as we share 10 Savvy Tips to help you create better relationships with your bookkeeping clients through the use of your Onboarding Process.

From personalising your clients experience, thinking about long term onboarding rather than just short term, educating your client on an ongoing basis, ensuring handover is as smooth as possible - we've got all the tips you need to make the process as easy as it should be!

Key Takeaway: "When your client has a positive experience during the onboarding process, your work will pay itself over, as they will establish trust in your brand and also loyalty right away."

Useful links: 

• Airtable
• Episode #092 - Onboarding Templates
• Episode #091 - Optimised Onboarding Workflow
• Episode #090 - Onboarding and Why is it Important

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Following on from last week's episode about creating a Bookkeeping Onboarding Process and Workflow, today's episode of The Bookkeepers' Voice discusses Templates that we use in the process, making this workflow as easy as possible for you.

Tune in as Angie and Maia share 4 types of bookkeeping onboarding templates, why each are so important, where they fit into the process and how they are going to make your life so much easier! From email templates to proposals, to onboarding templates and authority templates - we've covered them all!

If you've ever had any questions about what kinds of templates other bookkeepers use - this is exactly what we share with you in this episode: the exact templates that we use for Off The Hook Bookkeeping, and the templates that our clients have requested from us to fit into their own workflows. We're not saying that what works for us will work for you, but hopefully with enough information and guidance you can get your own systems and templates organised and making your life easier.

Key takeaway: "When you have templates and a good system, your Onboarding Process is going to be effortless!"

Useful links:

Email Templates:

• New Client On-boarding (Company)
• New Client On-boarding (Sole Trader)
• Accountant Introduction Reminder
• Receipt Bank Login
• Monthly Client Reminders
• Review Request Email Template Series

Proposal Templates:

• Bookkeeping Proposal for New Clients v1.0
• Bookkeeping Proposal v2.0 with Engagement Letter + Terms & Conditions

Onboarding Templates:

• New Client Bookkeeping Getting Started Guide
• Onboarding Workflow Infographic
• New Client Form

Authority Templates:

• SuperStream Authority
• BAS Provider (BASP) Authority
• STP 12 Month Enduring Authority

Other things mentioned:

• Episode #89 From Traditional to Extraordinary with Sharon Crombie from MicroChilli
• PandaDoc

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Last week on The Bookkeepers' Voice, Angie and Maia discussed the "what and why" of Client Onboarding. Join us again for this new episode as we dive a little deeper and talk about actually creating your optimised onboarding workflow!

With an easy to follow 5 step process, you'll learn about sales conversion, welcoming your new clients, collecting necessary information, and more! All with a focus on doing these things in a way that is streamlined rather than time consuming.

Remember that no process is expected to be perfect the first time around. That's why it's important to pay attention to how your clients' experience with your onboarding system is flowing, so you can improve and perfect as you go. Figure out what is working and what isn’t, and make the changes accordingly.

Key takeaway: "An efficient onboarding process ensures a solid partnership between you and your clients in order to build loyalty and help with client retention."

Useful links:

• Loom - for video recording
• Getting Started Guide
• Onboarding Process info graphic - free guide!

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Get ready for a new mini series of The Bookkeepers' Voice. Today Angie and Maia are going to be talking all things onboarding, a topic that we will cover in great depth over the next few weeks.

We're kicking off the first episode in this series with getting super clear on what onboarding is and why it's important. Tune in for some useful examples and great information that you can start implementing in your business.

"Onboarding" is a bit of a buzzword in the community at the moment, so we hope you're excited for this new series! We're excited to share with you all the ways your onboarding system can improve your business.

Key takeaway: "By implement a Bookkeeping Onboarding Process and Workflow you will be able to have more efficiency, reduced scope creep, and happier clients".

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On this week's episode of The Bookkeepers' Voice, Angie and Maia are joined by Sharon Crombie, a passionate entrepreneur and fellow bookkeeper; aka owner and CEO of MicroChilli.

After so many years in the industry and being disenchanted with starting her own business in the past, Sharon has now decided to embrace her passion and break free from what bookkeepers are "supposed" to be.

Sharon has worked hard over the last few months taking MicroChilli from concept to reality. Within her business she has ditched the 9-5 and focuses on working with micro clients to help them go “From Hot Mess to Flaming Success”.

Key Takeaway: "Once you give yourself permission to be you and only you, you'll transform your business and how much you love it."

Useful Links:

• MicroChilli website

• Connect with Sharon:

  • LinkedIn
  • Twitter
  • Facebook
  • Instagram
• Get your Smokin’ Hot Cashflow Planner

See omnystudio.com/listener for privacy information.

​We've got another inspiring episode of The Bookkeepers' Voice for you today! This week Angie spills the beans on all things sales, providing you with 11 tips to improve your processes and win your sales!

This week is full of useful information like "how to get to know your leads before meeting them without seeming creepy", and "how to effortlessly point them in the right direction to get the best outcome for your sales process".

Following the tips this week will put you in the best position possible to start closing more sales and fill your client base with clients that you love!

Key takeaway: "Remember to SMILE! Even if they can't see you they can hear/read a smile."

 

Useful Links

• #085 Why Bookkeepers Need a Follow Up Process
• #086 Creating Your Follow-Up Process
• #087 Automating Your Follow Up Process

See omnystudio.com/listener for privacy information.

On this week's episode of The Bookkeepers' Voice, Angie and Maia continue their discussion on follow-up processes, now getting into the juicy details of how to automate them.

This week you'll learn exactly how to set up your automation process to make your follow ups as easy for you to manage as possible. Maia goes through and outlines the process of using a CRM to set up your automation in step by step detail, so you can get started today.

Following the tips this week will allow you to implement your learning from the last few episodes and get automated!

Key takeaway: “The purpose of automation is to make things happen automatically… so you don't have to them yourself!!”

This is the 5th episode in our series on Automations and Follow-ups. if you haven't listened to the previous few episodes check them out:

• #083 Why Bookkeepers Need a Website
• #084 Streamline Your Bookkeeping Business with the help of your Website
• #085 Why Bookkeepers Need a Follow Up Process
• #086 Creating Your Follow-Up Process

And if you want to hear more from Maia about automation check out her solo episode.

See omnystudio.com/listener for privacy information.

Join us today for another exciting episode of The Bookkeepers' Voice as we continue to discuss the importance of client follow up and how automating this process will not only save you a whole lot of time, but give your business the boost it needs in the easiest way possible.

Listen in as Angie and Maia share with you our 6 simple steps to implementing an effective automated follow up process for your Bookkeeping Business which will help you increase productivity and efficiency.

Key takeaway: “Whilst automating your workflow process is great for productivity, remember that there’s one very important thing you can’t automate – and that is the client relationship. The bookkeeping industry is based on trust and at the end of the day, this is how our clients measure and value us."

Useful Links:

Check out the previous 3 episodes to get yourself up-to-date with the automation series:

Episode 1 https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-website/

Episode 2 https://thesavvybookkeeper.com.au/Podcast/streamline-your-bookkeeping-business-with-the-help-of-your-website/

Episode 3 https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-followup-process/

Extra links:

• Savvy I <3 Bookkeeping Facebook Page
• Savvy Instagram Page
• Savvy LinkedIn Page

See omnystudio.com/listener for privacy information.

Today on The Bookkeepers’ Voice, we’re discussing the concept of follow up and why it’s so important that YOU as a bookkeeper (or really any business) needs to have a follow up process in place.

Did you know that 44% of small business owners give up after one follow up with a prospect and that 10% of business owners only make three follow ups with a prospect before they give up? Why is this significant you ask? Because 80% of sales close between the 5th and 12th contact point. So join Angie and Maia as they discuss the simple yet effect concept of follow up and why implementing such a process will more than revolutionise your small business.

Key takeaway: “There’s no question that you should have a follow up process. Why? Because it works! Our top tip – automate the process as much as possible and you won’t have to spend a lot of time doing it. It’s a win-win for you AND your business!”

Useful Links:

Link to talking money episodes

• Episode 1 https://thesavvybookkeeper.com.au/Podcast/how-to-manage-money-in-a-small-business/
• Episode 2 https://thesavvybookkeeper.com.au/Podcast/how-to-change-your-beliefs-about-money/

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Join us for another episode of The Bookkeepers Voice, as we talk about automations and how they can reinvent the way your Bookkeeping business operates. Did you know that Workflow Automation on websites has already completely transformed numerous Bookkeeping Businesses by enabling them to spend less time on manual tasks and more time on growing their business?

Tune in as Angie and Maia share how you can set up workflows on your website to reduce your manual tasks and start automating those tedious tasks that you hate doing!

Key takeaway: ‘Once you’ve streamlined and automated all of your processes, you’ll free up a lot of time which you used to spend working through manual processes. Not only will this give you more time to concentrate on what matters most – the growth of your business and developing new goals, you’ll elevate the performance of your bookkeeping business, making you more efficient than ever!’

Useful links:

• Episode 73 - Bookkeeping workflows and automations https://thesavvybookkeeper.com.au/Podcast/bookkeeping-business-workflow/
• Episode 83 - why you need a bookkeeper https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-website/
• Hubspot (for automations) https://www.hubspot.com/
• Active Campaign (for automations) https://thesavvybookkeeper.com.au/activecampaign
• Acuity (Booking Software) https://thesavvybookkeeper.com.au/acuity
• Calendly (Booking Software) https://calendly.com/
• Airtable https://thesavvybookkeeper.com.au/airtable
• Priorities Masterclass https://thesavvybookkeeper.com.au/priorities-masterclass/

See omnystudio.com/listener for privacy information.