EP111: Debbie Roberts – How To Speak With Your Legacy Clients

The next growth phase.

It can be scary.

Pure Bookkeeping co-founder and co-author of The E-Myth
Bookkeeper, Debbie Roberts has been there.

Back in her bookkeeping business days, she spent 12 months trying
to manage the transition including preparing her legacy
clients.

Change wasn't easy, but with the help of proven systems,
software, and standard operating procedures, she managed to
effectively communicate with those clients to begin a smooth
evolution of her business.

During this interview, you'll discover...



The steps you need to take to successfully speak with your
legacy clients

Bookkeeping standard operating procedures

Different systems and software for bookkeepers that could
help in their next growth phase




To find out more about Debbie Roberts, visit
https://www.thesuccessfulbookkeeper.com.