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Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
Manage episode 425559542 series 3439732
A tartalmat a Alyssa Lang biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Alyssa Lang vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this solo episode, Alyssa Lang covers a question that was submitted by @vautourgroupllc_accounting on our Instagram account. The question they submitted was, “How do you handle the process to later catch up past months books once you do get the information? What are the expectations, additional pricing and do you resend the financial statements?”
In this episode you’ll hear:
- How to evaluate the ways you request information from clients
- What expectations to set in place with your clients on ensuring information gets to you in a timely manner
- What additional pricing to layer into your services for past due information
- What to do with the financial statements from the past that need to be fixed
Resources mentioned in this episode:
⚙️ Keeper
⚙️ Xenett
💻 Breakthrough for Bookkeepers & Accountants
👩🏼⚖️ Linsey Shae Consulting (lawyer I use and recommend) - use code WFQ10 for 10% off services and templates
📄 Bookkeeper Legal Template which provides 4 different services - use code WFQ10 for 10% off
📄 Bookkeeper Bundle Agreement which includes the Referral partnership agreement, Independent Contract Agreement, Website policies, and an NDA - use code WFQ10 for 10% off
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, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)
Fejezetek
1. Introduction (00:00:00)
2. Overview (00:02:33)
3. Evaluating Your Information Request Process (00:05:26)
4. Setting Expectations with Clients (00:10:35)
5. Implementing Additional Pricing (00:14:46)
6. Conclusion (00:19:43)
72 epizódok
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