184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle

Send us Fan Mail

In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you've ever been curious about adding a personal touch to your client advisory, this one's for you!

In this episode you’ll hear:

• what micro reporting is all about
• how the concept of joy and compassion can revolutionize client relationships and business success
• tips on picking the right clients and services to match your business model and achieve your dreamy work-life balance

Resources mentioned in this episode:

• Breakaway Advising
• LiveFlow
• 144 | Breakaway from the old Franchise model with Shea + Michelle

Meet Shea & Michelle

Shea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client.

Connect with Shea & Michelle

💼 LinkedIn

🌐 Become an Advisor

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 Threads: threads.net/@ambitiousbookkeeper
• 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 ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>