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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...
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...
A list of limiting beliefs about money

A list of limiting beliefs about money

by The Savvy Bookkeeper | 27 Aug, 2020 | Business Planning, Mental health, Pricing

Transitioning from being an excellent Bookkeeping employee to running your own Bookkeeping business usually shines light on hidden insecurities. Particularly about money. To help you get breakthrough in this area, we have come up with a list of limiting beliefs about...
Social Media for Bookkeeping

Social Media for Bookkeeping

by The Savvy Bookkeeper | 9 Jul, 2020 | Marketing, Business Planning, Strategy

Why do Bookkeepers Need a Social Media Presence? Let’s admit something all bookkeepers already know but don’t always want to accept: your business needs a Social Media presence. Our post on Social Media for Bookkeeping will show you why you need to implement this...
Google My Business Listing will help your Bookkeeping Business be seen locally

Google My Business Listing will help your Bookkeeping Business be seen locally

by The Savvy Bookkeeper | 26 Jun, 2020 | Bookkeeping, Business Planning, Marketing

How to create a Google Business Listing We all know Google, and how integrated it is in every aspect of our online experience but many Bookkeepers don’t know how powerful Google My Business (GMB), also known as Google Business Listings, can be for small to large...
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The Savvy Bookkeeper
5.0
Based on 7 reviews
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Sharon Casagrande profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
Hannah Langlois
6 years ago
Fantastic resources! The team are really friendly and helpful. Super supportive of bookkeepers and small business owners.
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