The Strategic Bookkeeper - EP66 - The Conversion Process

Grow your bookkeeping practice like never before 📈

Join Jeannie in this week’s episode as she answers insightful email questions from Sally, a member of TSB Starter Membership, around strategic client conversion.

Get ready to discover the impact of a Needs Analysis and File Health Check in helping you understand and meet your PC’s needs from the get go, positioning yourself as an industry expert, and elevating your perceived value — allowing you to effectively convert any PC into a loyal, raving fan without price as a priority.