What should bookkeepers think about and actually do to help their clients save money? Co-hosts Hannah Robinson and Melissa Honan share their thoughts, pet peeves, and advice when it comes to saving your clients some of their money.
- Melissa shares that she's skilled at being frugal and helping her clients save money.
- When asked about pricing, Melissa confirms that her bookkeeping business has higher pricing compared to other ones.
- For Melissa, having a toolbox of how to save clients some of their money is going to have an impact on your pricing.
- Melissa discusses a service she provides that she refers to as 'her favorite thing to do' – this is something any bookkeeper can do without having much tax knowledge.
- Education people don't actually implement is one of the biggest money wasters, according to Melissa.
- Hannah asks Melissa what's one thing she believes one shouldn't try to cut corners about.
- Melissa shares her frustration with people constantly switching CRM tools.
- Hannah talks about something she often sees business owners struggling with, and shares her belief that 'your process is your profit margin'.
- Hannah asks Melissa whether there's something she sells in her business that's unique and helps her clients save money.
- Melissa shares the first step bookkeepers can take to help their clients save money.
Mentioned in this episode:
Quickbooks
success@ilovebookkeeping.com
