Converting virtual bookkeeping prospects into clients can be difficult and clunky from a workflow standpoint. Selling your services can feel uncomfortable unless you’re confident that you have what it takes to serve the client’s true needs. But once you have that nailed, how do you make it easy for them to sign up and get started quickly?
That’s what we cover in this nuts-n-bolts webinar on streamlining your new client sign-up process using SmartVault and DocuSign in tandem. We’ll cover exactly how to…
Identify best practices for automating and streamlining the client screening and acquisition process.
Gabrielle Fontaine, PB, ASBC is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, which is a 100% virtual bookkeeping service firm since 2003. She is also an Accredited Small Business Consultant. Gabrielle founded the popular blog, The Freelance Bookkeeper, in 2008, as a result of numerous requests from fellow bookkeepers who wanted to work totally via the Internet. The Freelance Bookkeeper (TFB) provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. Gabrielle regularly publishes articles, runs live webinars, and online training programs, and is a guest speaker on podcasts and industry conferences in the professional bookkeeping space. She also frequently shares tips and leads bookkeeper discussions on social media. In her work with small business clients and fellow bookkeepers alike, Gabrielle loves tinkering with online apps and business processes to create workflows that increase efficiency, as well as innovate on ways for bookkeepers to add value and market their services online. Gabrielle was nominated as a Top 100 ProAdvisor in 2015 and 2016, as well as for the Rule Breaker Awards. She is also a proud member of the Profit First Professionals family.
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