Client-Centric Business Plan for Bookkeepers

$30excl. GST


Are you ready to do business in the right order and have a business plan that is relevant to your clients?

At Savvy, we’re all about helping bookkeepers Do Business in the Right Order. And making sure their Business Plan is all about their clients (and not all about them!)

When you do things in the right order, you lay a foundation first, then build. Just like no builder would ever build a house without a plan or a foundation, neither should you. When you start your bookkeeping business in this way, you will eliminate unnecessary work, avoid clients and staff who aren’t a good fit, and save yourself a whole lot of headaches.

Our Client-Centric Business Plan ensures that every business decision you make, not only considers your own ‘big picture’ goals for yourself but also considers your clients making everything you do relevant to them.

By doing so, you can set up your pricing packages, website, marketing approaches, onboarding and hiring in a way that will attract the right people. And scare off the wrong ones!

Grab the Client-Centric Business Plan Template, available for instant download when you purchase.

If you need help filling out this Business Plan, you can join the Business Foundations Program which will walk you through it step by step. The Business Foundations Program is included free with all Bookkeeping Business Memberships.

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