The Ambitious Bookkeeper®

Are you looking to enhance your services so you can charge higher rates? consider these key points to elevate your client deliverables: 👉 Communication: Maintain proactive communication with your clients. Ensure they feel heard and supported. Respond promptly to queries, keep them informed about any document requirements, and update them on financial progress regularly. This builds trust and strengthens relationships. 👉 Customized Reporting: Go beyond the basics by offering tailored financial reports. Include detailed visuals, percentages, and comparisons that highlight key insights and trends specific to your client’s business. Demonstrating knowledge and understanding of their unique needs showcases your commitment to their success. 👉 Value-Added Services: Elevate your advisory role by offering more than just compliance. Introduce strategic insights and KPIs that align with your clients' business goals. Highlight performance indicators and provide clear, actionable steps based on their financial data. Elevate your bookkeeping game and stand out in the market! Hear more in Ep 177 🎙️ · · · #ambitious #bookkeeper #accountant #pricing #serviceofferings #deliverables

🚨 LAST CALL! 🚨 Black Friday ends tonight at midnight. This is your last chance to get 20% off every single product we offer, including Elevate (for the first time ever!). This will be the ONLY discounts we will run on any of our products for the foreseeable future. Use code BF24 before it’s gone, and grab the resources to make 2025 your breakthrough year. Ready to take action? 💌 Head over to https://lnkd.in/eag3NGcC to check out all the programs!

2 days left! ⏰ Have you checked out our Black Friday deals yet? Elevate, BBA, Dubsado Decoded, Squarespace for Bookkeepers, and so much more—all 20% off with code BF24! This is your chance to invest in your business, gain clarity, and make 2025 your best year yet. 🔥 Shop exclusive Black Friday deals! Head over to https://lnkd.in/eag3NGcC to check out all the programs!

It’s HERE! Black Friday is live, and for the first time ever, Elevate and all our products are 20% off! 🥳 *3 days only!* Use code BF24 to grab your favorites and take your bookkeeping business to the next level. But hurry—this deal is exclusive to Black Friday and ends Dec 1 at midnight. ⏳ 💌 Head over to https://lnkd.in/eag3NGcC to check out all the programs!

🎉 Tomorrow’s the day! 🎉 Our Black Friday sale is dropping, and it’s the biggest deal we’ve ever done. For the first time, **Elevate is on sale**, along with every product in our store! Make sure you’re signed up to get the code and all the details when the sale goes live. 🚀 🔗 Head to https://lnkd.in/ePTDgAhY to get on our list and browse all the programs that'll be on sale at: https://lnkd.in/eag3NGcC

Let’s talk bookkeeping deliverables for a min… If you’re thinking that simply providing transactional bookkeeping is enough to keep clients happy and upgrading, then you’re gearing up for a rocky road. I think we'd all be out of business if it was that straightforward, and clients didn't want more than just numbers 🤣 But seriously, stop thinking that transactional bookkeeping is all clients need and start focusing on crafting deliverables that truly matter. This involves more than just balance sheets and income statements; you need to communicate effectively, add value with key financial reports, summarize insights and present them in a way that informs and engages your clients. Begin with providing excellent communication as your foundation, then stack up with insightful reports and KPIs, top it off with powerful meetings or summaries—and watch as you transform into a valued consultant for your clients 💥 Hear more in Ep 177 🎙️ · · · #ambitious #bookkeeper #accountant #consulting #advisory #KPIs

Black Friday is almost here… and for the *first time ever*, we’re offering a discount on Elevate 🚀 The best part? You get early access to our entire Black Friday lineup when you’re on our email list. If you’ve been waiting to invest in your bookkeeping biz, this is your sign to make it happen. 🔥 💌 Head to https://lnkd.in/ePTDgAhY to get on our list for early access!

Hey bookkeepers, let's clear up this common myth… Thinking you can turn a client into a referral machine with just one outstanding service may leave you waiting for nothing. ✋ If that were the case, we'd all have client rosters overflowing with ease! 😂 Instead, focus on building real relationships and providing personalized, consistent experiences. Each interaction with your client is a step towards turning them into your brand advocate. Start by doing excellent work, continue with personalized touches like remembering client preferences, and don't forget to directly ask for referrals when the time is right. Consistency is key and will truly be your best friend here! 🌟 Hear more in Ep 176 🎙️ Connect with Madelyn Furlong @madelynvictoriaco (https://lnkd.in/gQRnKbYe) · · · #ambitious #bookkeeper #accountant #marketing #consistency

✨ Pssst… Something BIG is coming for Black Friday, and it’s *only* for our Ambitious Bookkeeper email fam! If you’re ready to level up your bookkeeping business, mark your calendar and make sure you’re on our list. You’ll get exclusive access to a sale that could change everything. 🖤 🎁 Head to https://lnkd.in/ePTDgAhY to sign up *Don’t miss out—this is going to be HUGE!*

As a bookkeeper aiming to transform your clients into your biggest cheerleaders, here are three crucial components to focus on: 👉 Organization: Respect your clients’ time and business by staying organized with clear communication strategies. Use tools like ClickUp and checklists to streamline processes and ensure nothing falls through the cracks. 👉 Personalization: Make your clients feel valued by personalizing your interactions. Remember their preferences, surprise them with handwritten notes, or thoughtful gifts to show you care beyond business. 👉 Go the Extra Mile: In today's digital age, a personal touch makes all the difference. Anticipate your clients' needs and proactively offer help in areas where you see room for improvement. This builds trust and sets you apart from the rest. Hear more in Ep 176 🎙️ Connect with Madelyn Furlong @madelynvictoriaco (https://lnkd.in/gQRnKbYe)