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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
Manage episode 425559542 series 3439732
Alyssa Lang에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Alyssa Lang 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?”
In this episode you’ll hear:
- How to evaluate the ways you request information from clients
- What expectations to set in place with your clients on ensuring information gets to you in a timely manner
- What additional pricing to layer into your services for past due information
- What to do with the financial statements from the past that need to be fixed
Resources mentioned in this episode:
⚙️ Keeper
⚙️ Xenett
💻 Breakthrough for Bookkeepers & Accountants
👩🏼⚖️ Linsey Shae Consulting (lawyer I use and recommend) - use code WFQ10 for 10% off services and templates
📄 Bookkeeper Legal Template which provides 4 different services - use code WFQ10 for 10% off
📄 Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - use code WFQ10 for 10% off
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, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
챕터
1. Introduction (00:00:00)
2. Overview (00:02:33)
3. Evaluating Your Information Request Process (00:05:26)
4. Setting Expectations with Clients (00:10:35)
5. Implementing Additional Pricing (00:14:46)
6. Conclusion (00:19:43)
92 에피소드
공유
