This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!

In this episode you’ll hear:

• managing client emails
• streamlining client communication
• utilizing central client care inbox for team visibility
• prioritizing discussions with clients
• using tools like Hubdoc or Dext

Resources mentioned in this episode:

• Hubdoc
• Dext
• OpenPhone (affiliate link)
• Voxer

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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and reports.

In this episode you’ll hear:

• some 1099 tips
• tips for onboarding & training new employees
• LinkedIn content & communication
• how to provide & explain monthly reports to clients
• offering calls/meetings to clients
• working with insurance brokers

Resources mentioned in this episode:

• The Bookkeeping Business Accelerator®
• Elevate

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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>

Join the next free training at ambitiousbookkeeper.com/training

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore the importance of social media, current trends, and practical tips for success.

In this episode you’ll hear:

• importance of personalizing social media content
• utilizing content calendars for social media
• strategies for visibility & engagement
• social media trends & current strategies
• complementing social media with blogs & newsletters
• overcoming barriers & insecurities about social media

Resources mentioned in this episode:

• Profit First
  • Become a Profit First Professional
  • Read the book by Mike Michalowicz
• Social Champ - social media manager & scheduler
• Manychat - to automatically send links to audience
• Officially Social - Get 25% off the first month by using the code: FIRST25

Meet Alison
Alison Lukin has been working as a freelance writer for over 18 years with clients ranging from marketing firms to yoga teachers. She loves the personality and fast pace of social networking. It’s the perfect marriage of business marketing and creative writing that is essential for the modern freelance writer. Working with musicians, charities, educators, and other various businesses, she’s learned to maximize this mode of communication for her clients. Managing social media since 2014, she made her business “official” in September 2019 with the formation of Officially Social.

Connect with Alison
📱 IG: @therealofficiallysocial
🌐 Website: officiallysocial.com

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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join James Wedmore's FREE training: The Rise of the Digital CEO HERE>

Join the next free training at ambitiousbookkeeper.com/training