by Jody Linick | Mar 22, 2016 | Business Development, Business Tips, Management Tips
Here’s a concern of mine: Craigslist ads seeking Office Managers where the small business owner lists ten to fifteen bullet points in the job description, and one bullet point is “Experience with QuickBooks.” Why would you hire an Office Manager to answer the phone,...
by Jody Linick | Nov 9, 2015 | Business Development, Business Tips, Management Tips
When you are interviewing a potential new client, allow yourself the chance to shine. You can do this by doing more listening than talking. Asking your prospect several directed questions kills two birds with one stone: it allows you to learn about their business and...
by Jody Linick | Sep 7, 2015 | Accounting, Business Development, Management Tips
It’s time to do something different in your bookkeeping practice: start using a formal Service Agreement. In my informal polling of bookkeepers, I find many do not use a Service Agreement or Engagement Letter when starting with a new client account. This document is...
