What To Do When Your Clients Ask You To Do More!
Learn what scope creep is, how to identify it and steps to generate more revenue for your bookkeeping firm.
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What to do when your clients ask you to do more!
Clients regularly ask bookkeepers to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability!
During this session, you will learn what scope creep is, how to identify it and steps to generate more revenue for your bookkeeping firm.
More importantly, we’ll discuss strategies to help you with these awkward conversations. Often it's hard for bookkeepers to assert their value. Jennie Moore, a successful bookkeeper herself, will guide you through her approach to building confidence to have productive and fair conversations with your clients to ensure you are fairly compensated for your efforts while ensuring your team and clients are happy!
Meet The Host
Jennie Moore is the Partnerships Manager at Ignition, the world’s first client engagement and commerce platform for professional services businesses. As Partnerships Manager, Moore is responsible for engaging and delivering expert content from Ignition to the accounting profession through professional associations.
With over 20 years of experience in the accounting profession, Moore is passionate about financial technology and helping accounting professionals find efficiencies across their practices. Moore firmly believes with absolute tenacity that everyone has the ability to be their best self. A self-proclaimed problem solver armed with SaaS, Moore pushes mindsets to break through barriers and find a solution.
Prior to her role at Ignition, Moore spent a number of years at tax giant, Intuit, in the Trainer Writer Network where she created the Intuit Mentoring program to help her accounting peers adopt cloud technology. She also founded, and continues to operate, her own practice, Moore Details Inc., to help businesses optimize their accounting systems.
Moore is regarded as a global FinTech expert and accounting influencer, receiving national recognitions from HubDoc, Ignition, Alvara, Wagepoint Hero, and more. She also holds certifications from Xero Advisor and Intuit Quickbooks Online (QBO).
When not working, Moore can be found spending time with her family, skiing and competing as an adult figure skater in Ontario, Canada.