Optimising your bookkeeping onboarding workflow for maximum efficiency
Onboarding can be defined as ‘the action or process of integrating a new employee into an organisation or familiarising a new customer or client with one's products or services.’ When it comes to this process, at The Savvy Bookkeeper we find that many of our clients...
Everything you need to know about bookkeeping onboarding and why it’s so important
At The Savvy Bookkeeper, we define client onboarding as the process of welcoming new clients to your bookkeeping business. But where does the process begin? Right from the beginning, you’ve worked on your bookkeeping digital presence, you’ve obtained interest from...
Creating a Bookkeeping Automated Follow-up Process
Creating a Bookkeeping Automated Follow-up Process In our last episode, we discussed the power of sales follow-ups and how they can help grow your Bookkeeping Business. In this episode, we discuss how to create your Automated Sales Follow-Ups and what they will look...
Why Bookkeepers Need a Follow-up Process
Why Bookkeepers Need a Follow-up Process. SO! Through the use of Social Media and your Bookkeeping website you have a heap of new leads… now what? There is one, simple concept that will revolutionize your Bookkeeping Business. In fact, this one simple thing is so...
Habits Bookkeepers Can Develop to Increase Productivity
Habits Bookkeepers Can Develop to Increase Productivity What makes a productive person? What do they do, what habits do they follow? The common notion of productivity is the ability to get a lot done in a short span of time. While this is true, it is not...
Sharon Casagrande
6 years ago
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.
Katia Chehade
6 years ago
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.
Kristy Fairbairn
6 years ago
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.
Paula Wyeth
6 years ago
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.
Hannah Langlois
6 years ago
Fantastic resources! The team are really friendly and helpful. Super supportive of bookkeepers and small business owners.