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How to Build a Profitable Bookkeeping Service & Improve Client Retention

HOW TO BUILD A PROFITABLE BOOKKEEPING SERVICE & IMPROVE CLIENT RETENTION

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 16, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Learn how to use technology and marketing tactics to build a profitable, scalable client bookkeeping service. Using our methodology, you will learn how to turn your hourly services into service packages, set up monthly pricing, and efficiently manage and grow your client base.  Learn how to use technology tools and processes to efficiently scale your services to be more profitable, without working harder, while delivering excellent service to ultra-loyal clients. 

Learning Objectives:


  • Identify how to package your bookkeeping services effectively to bring in more clients

  • Recognize what you should offer to retain clients and build a loyal client base

  • Determine how to price your services into monthly packages

  • Identify how to use technology to set up efficient processes to keep your clients happy and reduce your workload

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sabrina Parsons

LivePlan for Strategic Advisors
Chief Executive Officer
[email protected]
(541) 683-6162

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Sabrina Parsons is the CEO of Palo Alto Software. Palo Alto Software has been the global leader in business planning and financial dashboard software for small businesses for the last 20 years. The cloud-based product LivePlan is used in 180 countries. Accountants are quickly adopting it as an easy dashboard solution for keeping their small business clients aware of their business’s financial health. Sabrina Parsons is very well known on the Twittersphere as @MommyCEO. She also blogs for Forbes Women, Huffington Post, and Entrepreneur.com and has been featured on Accounting Today, Intuitive Accountant, and Business Insider. As an entrepreneur and small business owner and expert, she knows first-hand what it takes to launch, grow, and run a business. Her company has seen 108% growth year-over-year - and Sabrina credits this to their “lean planning and management” philosophy - which she’s here today to tell you more about how you can help you and your clients grow faster and more strategically.

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Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

About Our Presenter

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Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.