Bookkeepers Invitation
The San Diego Finance Forum invites you to hear potential customers tell you what they need to be a loyal customer.
The challenge for many bookkeepers is their customers don’t understand their finances. Thus they often can’t appreciate what it takes for you to produce accurate information they can use for decision making. Come teach them how to provide more effective information to improve the financial statements you prepare for them.
We’ve invited potential customers, bankers, and CPAs to come talk with you. We are promising them that you will provide straight responses and you will listen. Our promise to you is the opportunity to share some of your frustrations too.
Click here to submit your tough questions. Here are a few we’ve heard …
- Why don’t my customers want to really understand their numbers?
- Why do I know my customers’ CPAs better than they do?
- What other offers you could make that would increase your value?
Over breakfast, Jim Colville will moderate a discussion where you will hear “the Customer”, “the Banker”, and “the CPA” tell you how you can produce a competitive advantage with them and make them easier to work with.
Date: Check back for our next roundtable in Jan/Feb
Time:
Location:
Space is limited. If you’d like to join us, registration is required. To register, click here.
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