4 Bookkeeping Onboarding Templates to Make Your Life Easier

4 Bookkeeping Onboarding Templates to Make Your Life Easier

by | 5 Nov, 2020 | Bookkeeping

We LOVE templates at The Savvy Bookkeeper and we especially love chatting about them on The Bookkeepers Voice! Recently on the podcast, team Savvy members Angie and Maia did just that, speaking about four of our favourite bookkeeping templates which we also use...
Optimising your bookkeeping onboarding workflow for maximum efficiency

Optimising your bookkeeping onboarding workflow for maximum efficiency

by | 30 Oct, 2020 | Strategy, Bookkeeping

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

Everything you need to know about bookkeeping onboarding and why it’s so important

by | 22 Oct, 2020 | Bookkeeping, Strategy

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

by | 24 Sep, 2020 | Bookkeeping, Marketing, Strategy

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

by | 18 Sep, 2020 | Bookkeeping, Marketing, Strategy

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

by | 14 Sep, 2020 | Bookkeeping, Marketing, Strategy

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...