Tiffani Higgins – Provide Amazing Service To Your New Client

I have a potential client ~ NOW WHAT?

So you have a new potential client ~ NOW WHAT? This course will walk you through having that initial conversation with your potential client, quoting the service and getting them fully on-boarded! You’ll also learn what steps to take to complete any back work AND finalizing the first full month. We even go over tax topics and year-end closing steps.

Enroll here to see what a typical month looks like for a bookkeeper!

Your Instructor: Tiffani Higgins

Hi, I’m Tiffani! I’m a successful CPA and a mother of 5 amazing children! I understand the struggle to balance an adequate income from home and spending time with your kids! Before I started my business, I worked for a CPA firm. I had just passed the CPA exam and my boss raised my annual salary to $45,000. I was working 32 hours outside of tax season, but 60 hours during tax season! Now I work 10 hours a week for nearly the same pay…no long days…no stress…and most importantly I get to spend valuable time with my sweet family. I would love to help you do the same!

What You’ll Learn In Provide Amazing Service To Your New Client?

1. Introduction
2. On-boarding Your First Client
3. Completing The First Month
4. Year-End Closing Steps
5. Module 6 Tax Basics
6. Future Higher Level Services To Offer
7. Need to submit a help ticket

Sale Page: Tiffani Higgins – Provide Amazing Service To Your New Client

When will I receive my course?

You will receive a link to download your course immediately or within 1 to 21 days. It depends on the product you buy, so please read the short description of the product carefully before making a purchase.

How is my course delivered?

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Where can I find my course?

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