EP440: Tanya Fox - The Importance Of Getting Connected - Part 2

Tanya Fox: And I think the most important thing a bookkeeper can do is make a client feel like you care about their business, you care about their success, and your only purpose is to make sure that they're making more money. You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets of success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com, the proven system to grow your bookkeeping business. Welcome back to The Successful Bookkeeper podcast. I'm your host, Michael Palmer. It's part 2 of our 2-part series with Tonya Fox. And in this conversation, she'll discuss how you can create terrific collaborations between your own clients, and she'll share the most important thing a bookkeeper can do for their client, plus much more. All right, let's go to that conversation. So now you, you've written this book. It's all about collaboration. People can hire you to help implement the strategies in the book and put this into their business, I'd love to maybe just spitball a bit for— I mean, you, you own a bookkeeping firm. What are some low-hanging fruits for our listener to do collaborations to grow their bookkeeping firms?

Ad Read: Yeah, so what I— and what we still do today, again, goes back to looking at who I had in my, in my list. So my client list, and seeing if there was any way that one, we could upsell them, because I would always try to sell to who was already giving me money first, um, in, in, especially in my bookkeeping company, because I'm like, they're low-hanging fruit. They already trust me. They're already giving me money. I don't have to convince them that I'm good. Like, I don't have to go through the dating process. We're married now, you know. And so I would sit there and I would go, are there things that I can offer them that would generate more money for me and take stuff off? So we have a simple thing where we have a bill assessment. It's a $100 $50 a month and we will actually go through and keep track of all of your bills and alert you if something spikes or if something lowers or, you know, if there's, hey, there's this opportunity to lower your energy rates right now. Have you looked at this other company? And it was really easy to do that because we were already doing it. We were already entering this stuff. It would take us no more time to be