What To Do When Your Clients Don’t Get You Everything You Need

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang covers common issues bookkeepers and accountants face when clients don’t get us documentation and information in a timely manner. She’ll be breaking down some tips and tricks on what to do if that’s the case.

In this episode you’ll hear:

• What to do when clients don’t get you the information you need to complete the work
• How to leverage a project management system to assign tasks to move on
• How to communicate with your clients when things are past due
• How to handle back logged work and the logistics

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting Tech Stack

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

פרקים

1. Introduction (00:00:00)

2. The Issue (00:03:00)

3. Understand that the Client is a Fellow Business Owner (00:05:39)

4. The Project Management System (00:06:32)

5. Just Close and Move Forward (00:10:59)

6. How Alyssa's Firm Operates (00:12:53)

7. When they continue to fail to give information (00:16:53)

8. Long Term Communication with late Clients (00:22:30)

9. Recap (00:24:14)