TSBK - Episode 63 - Rachel Fisch.png

Over 30,000 bookkeepers.

According to the Canadian Revenue Agency, that's how many there are in the Great White North.

You can only imagine what the number is in the United States.

But, here's the thing, many bookkeepers across North America haven't taken leadership with their client relationships.

Many choose to “fit in” by adapting to the software and workflows their customers currently have as opposed to letting the clients know how they want the working relationship to operate.

According to Rachel Fisch, Accountants Group Leader at Sage Canada, the reason is bookkeepers are at odds with saying NO. They're kind people and problem solvers. They usually don't like conflict.

But today, it's important to remember one thing.

YOU have the choice to select the clients, software and workflows you want to work with.

Hopefully, this episode will help you realize that.

During this interview, you'll learn...

  • How to help your clients see you as a valuable partner in their business success
  • How to identify when you have a terrific or horrible client
  • How to attract amazing customers through the use of a powerful spreadsheet exercise

To find out more about Rachel, click here.

To follow her on Twitter, here's the link.

To learn about the Sage One Certification Tour, go here.

To discover the Canadian Sage Advocates Facebook Group, visit here.

To let Rachel know about your client spreadsheet exercise results, you can chat with her in The Successful Bookkeeper Facebook Group by joining here.