Client Relations + Workflow

Client Success Wheel

Our CEO, Shea Keats, presents the new Breakaway Methodology to know the mechanics of client success and how we can ensure they are being applied: Brand, Scalability, and Community.

Client success wheel presentation
Self-assessment survey

  • Editable self assessment survey in our template gallery.

 

Advanced Client Engagement

A round-table discussion featuring a case study and insights from advisor Faith Bygd. Faith has our highest number of positive client feedback surveys to date, and we appreciate her sharing some of her tips! Instead of sharing the deck this week, we compiled highlights from Faith and our discussion in the one pager below.

Client Engagement tips
 

Best Practices for Client Onboarding

Learn about client onboarding from our client community, with tips from Shea and a group discussion with our advisors. There is a special emphasis here on using Keeper to manage client relationships, onboarding, and workflow.

 

Emotional Support + Coaching for Clients

Learn about how we come alongside our clients as a unique partner by defining what coaching is (and isn’t) and the seven questions to ask to be an effective coach for your clients.

 

What’s Most Important to the Client?

Learn concrete strategies to answer a sometimes nebulous question. Michelle outlines important steps to help you tailor your communication style, determine solutions and pinpoint priorities for each unique client concern.

 

End of Week Report

This video discusses ways to provide transformative bookkeeping services to weekly and bi-weekly clients by leaning into the valuable tool of the end of week report.

end of week report slide deck
End of week report example
 

KPIs to Keep Tabs On

“If you can’t measure it, you can’t improve it.” Michelle Lopez unpacks ratios to track as bookkeepers, to aid your client’s understanding of their business’s financial position.

 

Understanding Client Anxiety

This 20 minute session is loaded with great content to help your clients overcome anxiety surrounding their relationship with their finances and bookkeeper/CFO. To do this Michelle goes step-by-step through a weekly reporting email, a simple yet powerful tool to help you address each client's unique needs and concerns.

 

Preparing Your Clients for Summer Schedules

Make sure excellent client communication continues through the summer months and vacation season with these tips on managing client expectations.

 

Holiday Expectations

Our CEO, Shea Keats, gives advisors tips to prepare clients for Holiday Schedules.

 

End of Year Planning

Our CEO, Shea Keats, explains how to plan and prepare your clients for the end of the year.