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Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication

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)

Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/