The next growth phase.
It can be scary.
Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there.
Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients.
Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business.
During this interview, you'll discover...
The steps you need to take to successfully speak with your legacy clients
Bookkeeping standard operating procedures
Different systems and software for bookkeepers that could help in their next growth phase
To find out more about Debbie, visit here.
For her Facebook page, click here.
For her LinkedIn page, go here.
To check out her book, The E-Myth Bookkeeper, click this link.
To view the Jetpack Workflow Integration, explore here.