The Ambitious Bookkeeper Podcast

03 ⎸ Uplevel Your Client Onboarding

Serena Shoup, CPA Episode 3

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 13:54

Send a text

In this solo episode, I talk about two absolute game changers when it comes to your onboarding process.


Read the Full Blog: 

https://www.ambitiousbookkeeper.com/blog/up-level-your-on-boarding-game

Sign up for Dubsado Decoded

Get on the waitlist for The Bookkeeping Business Accelerator 

Thanks for listening. 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 of Facebook: Facebook.com/serenashoupcpa



Join the Bookkeeping Biz Workshops | Mar 9-11 | Daily @ 3 PM Pacific >>

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.