16 min listen
Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
ratings:
Length:
25 minutes
Released:
Jun 25, 2024
Format:
Podcast episode
Description
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 clientsWhat expectations to set in place with your clients on ensuring information gets to you in a timely mannerWhat additional pricing to layer into your services for past due informationWhat to do with the financial statements from the past that need to be fixedResources 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⚙️ Content SnareThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com? Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
Released:
Jun 25, 2024
Format:
Podcast episode
Titles in the series (72)
The Conquering Workflows & Systems Podcast Trailer by Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)