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The Art of Creating Client Boundaries - The "How We Will Work Together" Document

Dealing with clients that push boundaries can be challenging. Oftentimes as Solo Virtual Bookkeeping business owners we get caught up in getting a new client but fail to set expectations up front.

I made that mistake for many years. I let clients push my boundaries, sanity and treat me unprofessionally. After time what I realized was that I was the problem. I was allowing myself to be treated unprofessionally by not communicating clear boundaries and expectations.

In this workshop I will go over the most important document in my Solo Virtual Bookkeeping Business, the “How We Will Work Together” document that is reviewed in depth before a prospect even becomes a client.

Apr 14, 2023 10:00 AM in Pacific Time (US and Canada)