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 In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business.

In this episode you’ll hear:

• 4 Ways to make your client experience better
• How to use a tool like Dubsado to implement those
• Real suggestions and tips on communicating your expectations to clients
• How joining communities can help you grow your business
• You’ll hear Charlotte and I talk a lot about Dubsado in this episode. If you want to try it out, use code SHOUPCPA to sign up or upgrade to a paid plan during the Dubsado Summer Sale, to get 20% off the already discounted price of $35.
• Or CLICK THIS LINK>>
• Connect with Charlotte here>>

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and Charlotte, @charlotteisaachq

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify