EP63: Rachel Fisch - Take Control Of Your Bookkeeping Client Relationships

Over 30,000 bookkeepers.

According to the Canadian Revenue Agency, that's how many there
are in the Great White North.

You can only imagine what the number is in the United
States.

But, here's the thing, many bookkeepers across North America
haven't taken leadership with their client relationships.

Many choose to “fit in” by adapting to the software and workflows
their customers currently have as opposed to letting the clients
know how they want the working relationship to operate.

According to Rachel Fisch, Accountants Group Leader at Sage
Canada, the reason is bookkeepers are at odds with saying NO.
They're kind people and problem solvers. They usually don't like
conflict.

But today, it's important to remember one thing.

YOU have the choice to select the clients, software and workflows
you want to work with.

Hopefully, this episode will help you realize that.

During this interview, you'll learn...



How to help your clients see you as a valuable partner in
their business success

How to identify when you have a terrific or horrible client

How to attract amazing customers through the use of a
powerful spreadsheet exercise




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