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Building Bookkeeping Relationships through Client Onboarding

Building Bookkeeping Relationships through Client Onboarding

by The Savvy Bookkeeper | 10 Feb, 2021 | Business Planning, Bookkeeping

Client onboarding is defined as the process of welcoming new clients to your bookkeeping business. Over the last few weeks on the Savvy blog, we’ve been talking about onboarding a lot, including why this process is so important, what is included in creating an...
5 Tips to Finding More Bookkeeping Clients Online

5 Tips to Finding More Bookkeeping Clients Online

by The Savvy Bookkeeper | 3 Feb, 2021 | Marketing, Bookkeeping, Strategy

In recent months, more and more people are looking for bookkeepers online than ever before. If you want to keep up with the persistent shift in trends (and really make an impact!), then it’s critical that you learn how to find clients online. One benefit of this is a...
Choosing to be an employee or a business owner as a bookkeeper

Choosing to be an employee or a business owner as a bookkeeper

by The Savvy Bookkeeper | 3 Feb, 2021 | Bookkeeping

Choosing to be an employee over a business owner and vice versa can sometimes be a hard decision. However for some, the decision is black and white – and it most often comes down to lifestyle.  For our latest episode of The Bookkeepers Voice, we were very...
Personal and Professional Development Never Ends

Personal and Professional Development Never Ends

by The Savvy Bookkeeper | 27 Nov, 2020 | Bookkeeping, Mental health, Strategy, Uncategorized

Covid-19 certainly threw a spanner in the works for many businesses in 2020. However during a time of such uncertainty, continuously working on your personal and professional development could arguably be the key to overcoming the challenges that were faced. After...
Managing Your Virtual Bookkeeping Presence with the help of a Digital Assistant

Managing Your Virtual Bookkeeping Presence with the help of a Digital Assistant

by The Savvy Bookkeeper | 20 Nov, 2020 | Bookkeeping, Business Planning, Strategy

Managing Your Virtual Bookkeeping Presence with the help of a Digital Assistant In our latest episode of The Bookkeepers Voice, we were thrilled to be joined by Savvy Gold Member and long-time client of The Savvy Bookkeeper, Kristy Fairbairn. As a passionate business...
10 tips for building strong relationships through the new client onboarding process

10 tips for building strong relationships through the new client onboarding process

by The Savvy Bookkeeper | 13 Nov, 2020 | Bookkeeping, Business Planning, Marketing, Strategy

10 tips for building strong relationships through the new client onboarding process Over the last few weeks at The Savvy Bookkeeper, we’ve been talking all things onboarding on the podcast. We began by defining what client onboarding is, discussed why it is so...
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The Savvy Bookkeeper
The Savvy Bookkeeper
5.0
Based on 7 reviews
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Sharon Casagrande
Sharon Casagrande
04:46 02 Apr 20
Amy and her team are fantastic to work with. I don't know how I would have set up my business without their help. ... They are a great support to the bookkeeping industry.read more
Katia Chehade
Katia Chehade
04:25 02 Apr 20
Amy Hooke and her team at The Savvy Bookkeeper have been invaluable to my business especially with helping me change... from hourly billing, to offering packages. I also currently attend Co-working Groups which are for 'working on my business'. It's a really supportive and encouraging group, where we can brainstorm ideas, and work on things like streamlining of my business processes. For any bookkeeper looking for assistance in these areas, I recommend The Savvy Bookkeeper.read more
Kristy Fairbairn
Kristy Fairbairn
23:03 01 Apr 20
With the help of The Savvy Bookkeeper team, my business was able to double it's turnover in the second year, and have... the confidence to keep growing. I love that the team don't stop providing support, and that you can opt in to various relevant sessions and products along the way. They really are an extension of my business, and I am so grateful for their ongoing support.read more
Paula Wyeth
Paula Wyeth
04:52 01 Apr 20
Amy and her team have such a weatlh of knowledge, I am very grateful having the Savvy Team as a resource to assist and... nurture my BAS Agent journey. Thanks Amy.read more
Hannah Langlois
Hannah Langlois
04:18 01 Apr 20
Fantastic resources! The team are really friendly and helpful. Super supportive of bookkeepers and small business... owners.read more
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