The Bookkeepers’ Success Summit: It’s all in the planning

With a Mighty Fine Pitch to Follow

To view this content, please fill out the form below.

With your goals set and a plan in place, it’s now time to not only get clients on board, but also your staff.

Tim Hoopmann is the Founder of Spinn Business Solutions and specializes in helping his clients move business processes online using multiple cloud-technology applications to save both time and money. In the second webinar of his three part series (Part 1 and Part 3 available here ), he will discuss the next steps in streamlining and transforming your practice.

Change can be difficult but pitching it to clients doesn’t have to be. This webinar will focus on how you can overcome client objections and what to do when they say no.

Tim will also discuss the opportunity that a more streamlined practice creates for your current staff and to bring on people with new skills.

Finally, Tim will touch on pricing and the different options available to you. Whether you charge for subscriptions separately or you include them in your fees, he will discuss real life examples and best practices for both scenarios.

In this webinar, you will learn how to:

  • Develop a pitch that suits you and your clients
  • Review your current processes and your team
  • Define your pricing