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Questions & Answers You’ve Been Dying to Hear About Running a Bookkeeping Firm with Kate Marchbank

57:26
 
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Manage episode 380662172 series 3439732
内容由Alyssa Lang提供。所有播客内容(包括剧集、图形和播客描述)均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward.

In this episode you’ll hear:

  • What forms of communication to use when talking with clients
  • How to make requests from clients for onboarding, clean ups and monthly bookkeeping
  • Why Alyssa doesn’t charge for diagnostic reviews
  • What options are available to charge clients for consulting and the process of it

About our guest:

Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023.

Connect with Kate Marchbank:

Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: support@blixbookkeeping.com Check out Kate’s website: www.BlixBookkeeping.com

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting tech stack

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

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:

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

  continue reading

章节

1. Introduction (00:00:00)

2. Introducing Kate (00:03:18)

3. Slack and Keeping it all Together (00:06:31)

4. Alyssa's Process for Cleanup Onboarding (00:10:57)

5. Cleanup vs Bookkeeping Processes (00:15:05)

6. Content Snare (00:19:50)

7. Hiring and Outsourcing (00:25:59)

8. How to Pay Employees (00:29:10)

9. Diagnostics (00:33:01)

10. Slack Ettiquette (00:36:39)

11. Niching Down (00:39:19)

12. Consultations (00:42:49)

13. Conclusion (00:53:38)

71集单集

Artwork
icon分享
 
Manage episode 380662172 series 3439732
内容由Alyssa Lang提供。所有播客内容(包括剧集、图形和播客描述)均由 Alyssa Lang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward.

In this episode you’ll hear:

  • What forms of communication to use when talking with clients
  • How to make requests from clients for onboarding, clean ups and monthly bookkeeping
  • Why Alyssa doesn’t charge for diagnostic reviews
  • What options are available to charge clients for consulting and the process of it

About our guest:

Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023.

Connect with Kate Marchbank:

Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: support@blixbookkeeping.com Check out Kate’s website: www.BlixBookkeeping.com

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting tech stack

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

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:

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

  continue reading

章节

1. Introduction (00:00:00)

2. Introducing Kate (00:03:18)

3. Slack and Keeping it all Together (00:06:31)

4. Alyssa's Process for Cleanup Onboarding (00:10:57)

5. Cleanup vs Bookkeeping Processes (00:15:05)

6. Content Snare (00:19:50)

7. Hiring and Outsourcing (00:25:59)

8. How to Pay Employees (00:29:10)

9. Diagnostics (00:33:01)

10. Slack Ettiquette (00:36:39)

11. Niching Down (00:39:19)

12. Consultations (00:42:49)

13. Conclusion (00:53:38)

71集单集

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