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So how do you stay current with your competition? How do you get to know them so well that you can anticipate where they might go next or what they might do next? How can you take steps that allow you to hold and grow your share of the market and win more customers?

How to Negotiate an Awesome Win-Win Situation
In the bookkeeping and accounting marketplace, many of the people who seek your assistance are looking to establish an ongoing business relationship with you.

Onboarding A New Client – The Importance of First Contact
Even with the best intentions, things can go wrong when onboarding a new client.

Get Connected Calgary. My 3 Big Takeaways
Here are my 3 Big Takeaways from the Get Connected Calgary event.

How To Better Manage Challenging Team Members
What happens when one of your team members threatens your whole process by being excessively difficult to deal with?

How to Find the Perfect Client For Your Business
Next to having the skill and ability to create a useful product or service, the most important thing you need to know to make your business a success is who is your ideal client.

How to Fire Clients, Even the Ones You Like
Having been an entrepreneur the greater part of my working life, I’m convinced it is the relationship between client and business that can often provide the most challenges...and rewards.

How to Shift Into a Sales Mindset to Grow Your Business
Often when I speak with bookkeeping and accounting professionals, and the subject moves to growing their businesses, inevitably someone mentions that it would be so much easier for them if they had a “sales personality.”

Art of Persuasion
Much has been written and produced over the years to teach people the fine art of persuasion. If you don’t have time to read them all but you really need to get your clients to invest in your small business services, consider this my version of the short course.

How to solve five big social media challenges
Using social media appears easy because the average 10-year-old is all over it, posting updates on their status, sharing pictures and videos with their friends, and looking for ideas on Snapchat and Instagram.

What to Do When You Screw Up and Your Customer is Unhappy
When you own and operate a small business there are always pressures on you and many days feel like you are walking on that proverbial high wire without a safety net.

We Have To Stop Fooling Ourselves About Marketing
Stop fooling yourself about Marketing. It is essential for building…

Tools For Keeping Your Important Contacts Organized
Bookkeepers normally have a wide range of “regular” clients, but there is nothing regular about how often they interact.

Multitasking is Undermining Your Business
Working as a bookkeeper means moving back and forth between projects from payroll to bank reconciliations to bill paying.

Four Proven Ways to Make Virtual Meetings More Effective
Constraints of time and travel expenses combine in all business to make face-to-face meetings less frequent and virtual get-togethers more popular.

Start Your Year With Purpose
2017 was an amazing year for me, on so many levels. The obvious one is winning the Intuit Global Firm of the Future contest. Never in my wildest dreams would I have expected that my small business in Burlington Ontario would be recognized on a global stage. There are so many days that I still can’t believe that it’s true, and not just some dream that no one was woken me up from yet.

What Can We Learn From Facebook Polls?
I love polls. In fact, I think most of us do. We really…

Seven Ways to Promote your Bookkeeping Business for Free
When I started my first small business, I remember being frustrated…

The Embodied Bookkeeper: Why You Are Not Your Brain
If a happy client heaps praise on you and you remember the…
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Steve Loates2017-10-17 17:10:482019-05-06 14:33:25How To Build Your Best LinkedIn Profile