Episode 116: What to Watch for Before Saying Yes to Clients

About this episode

The episode discusses the warning signs bookkeepers should look for before accepting new clients.

Not every potential client is a good fit — and knowing the red flags to watch for can save you time, stress, and headaches down the road. In this episode, we break down the warning signs that bookkeepers should pay attention to during the discovery phase. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https:...

People in this episode

Hosts: Sherry Staggs, Megan Davis

Topics covered

• client selection
• red flags
• discovery phase
• bookkeeping
• business coaching

Keywords

• client fit
• red flags
• bookkeeping
• discovery phase
• business coaching

Mentioned in this episode

Organizations: Coaching Businesses for Success, Facebook

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