
150 | [Q&A] Thinking Outside of the Box
About this episode
In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.
In this episode you’ll hear:
- some 1099 tips
- tips for onboarding & training new employees
- LinkedIn content & communication
- how to provide & explain monthly reports to clients
- offering calls/meetings to clients
- working with insurance brokers
Resources mentioned in this episode:
Thanks 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, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Get access to the Dubsado Decoded Private Podcast Series here>>
Get every episode summarized
Each time The Ambitious Bookkeeper Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Ambitious Bookkeeper Podcast

239 ⎸ How to Serve Real Estate Investor Clients & Market Your Bookkeeping Busine...
The Ambitious Bookkeeper Podcast

Announcement: Closing Elevate
The Ambitious Bookkeeper Podcast

238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard
The Ambitious Bookkeeper Podcast

237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips
The Ambitious Bookkeeper Podcast