The Ambitious Bookkeeper Podcast 230 | [Q&A] AI Tools, Pricing, and Onboarding
From AI tools and scope creep to finding your first clients and onboarding systems, whether you're just dreaming about starting a bookkeeping business or you're a few years in, there's something in here for you.
In this episode you’ll hear:
- How I use AI in my firm
- Pricing, scope creep, and tough money conversations
- Finding your first five clients
- Onboarding process
Resources mentioned in this episode:
- Bookkeeping Biz Workshops: https://www.ambitiousbookkeeper.com/workshops
- Onboarding Templates Freebie: https://www.ambitiousbookkeeper.com/onboarding
- Elevate: https://www.ambitiousbookkeeper.com/elevate
- Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
- Effortless Client Requests: workflowqueen.com
- Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
- Dubsado Decoded: https://kendracourtney.com/dubsado-decoded/
- Akadian QBO: https://fastandeasyqbo.samcart.com/referral/qbo-basic/8Duca0gOuAg8wpjF
- Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/
Affiliate Links
- Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
- QuickBooks Online: https://www.referquickbooks.com/s/Serena4
- Dubsado: https://www.dubsado.com/?c=shoupcpa
- Gusto: https://gusto.com/r/1bjHm
- Content Snare: https://contentsnare.com/#_r_serena58
- Clockify: https://clockify.me/?fpr=qyebl2
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: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
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Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc