Friday Apr 19, 2024

Episode Thirty One - Identifying What Role to Fill First in Your Bookkeeping Business

As your business expands, you might find yourself at a crossroads, needing to bring on additional support. The first step? Figuring out which role to fill. It's important to identify exactly what you need and what will benefit you the most (not what’s trendy or popular). When Rachel embarked on her Gentle Frog journey, she didn't seek another bookkeeper. Instead, her initial hire was her former CRM manager (Nena) who was responsible for tracking incoming leads and nudging—sometimes pushing—her to follow up. This role was all about tying up loose ends. Spoiler: Rachel's need for someone to organize her loose ends hasn't changed in the past five years, this is why you hear about Jess so frequently!


Nena - my former “boss”, CRM manager, and right hand: If you are looking for someone to forcefully nudge you along, reach out to her and ask if she’s accepting clients.

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