After you set our appointment together there there will be a questionnaire that follows. It will help us prepare for the call. (We look forward to reading them)
Here is a short agenda of what we’ll cover in the conversation:
* Experience & Education
Why did you start your business (what happened to cause you to become an entrepreneur / accountrepreneur)?
* What services do you offer?
* What are your goals for the year
* What are your plans to achieve them
* What are your fears, challenges & opportunities as you see them
I’m happy to also discuss anything else you would like as this is your time to build the premier bookkeeping service.
And of course consider this, which is the most challenging or biggest opportunity you need help addressing in the coming months/year
Marketing & Sales – finding and engaging with more of your ideal clients
Accounting – offering additional (value based) services to increase the average revenue per client
Production – finding & on-boarding qualified staff, streamlining the workflow using standard operating procedures to be more efficient and profitable
We look forward to our discussion.