Delighting Your Small Business Clients with Technology

Tapping Technology


Presented by: Tanis Young, CFP, CPB

Sponsored by:


You don’t become a bookkeeper unless you care about the experience of your small business customers.  In 2018, the best bookkeepers’ customers never have to enter receipts or invoices, and yet up to date information is found in their bookkeeping software.  They don’t chase down a client for payment – but get paid on time. Their employees don’t clock in and out – and yet timesheets are always accurate. They issue invoices from their phone on the job site – or poolside!


Join Tanis to find out how you can make your clients think you are a wizard.  She’ll discuss how to put together these kinds of experiences using Apps and other technology, and how to position your offerings to prospects and clients alike.

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