Building Bookkeeping Relationships through Client Onboarding

Building Bookkeeping Relationships through Client Onboarding

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

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

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

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

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

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...