Client Filtering with Jennifer Moore

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Show Summary

This week we discuss the power of client filtering. Jennifer Moore walks us through her step-by-step methodology to find your best clients and to make sure you’re not doing business with bad clients. We also discover why brooms being thrown at people sometimes can spark a business that grows explosively. This week’s Psychology of the Sale tip talks about how to leverage ego to make an ally of your customers, and the GMAP-NOW task is all about the vetting document and the importance of using one. Welcome to Episode 45 of Grow My Accounting Practice!

Our Guest 

A shoot from the hip bookkeeping ninja. On a mission to help accounting professionals adapt to the cloud with her boot-camp style mentoring. Now in her 10th year of business Jennie Moore found that her knowledge in evolving her practice had to be shared. Today she is a content writer and mentor in the Intuit Mentoring Program. Along with running an ever growing practice known as Moore DetailsBookkeeping while raising their kids with her supportive husband in Ontario, Canada. Jennie’s passion to help has provided her with opportunities to speak at such as events like the annual conference for the Institute of Professional Bookkeepers of Canada and the prestigious Intuit Thrive Conference.

Show Links

Website: Twitter @mooredetails Facebook LinkedIN

Corporate Partners

Receipt-Bank – Software and service to make the gathering, storage & processing of bills, receipts and invoices as easy and as cost effective as possible for businesses. Nextiva – VOIP phone providers for small businesses. Fundera – Single source online funding for entrepreneurs. Also offers an adviser program for CPAs, bookkeepers and business coaches. TSheets – The #1 customer rated time tracking solution! Fundbox –  the simplest and fastest way to fix your cash flow by advancing payments for your outstanding invoices.

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