FREE WAYS TO GET YOUR FIRST PAYING CLIENT (bookkeeper or financial coach)

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  • เผยแพร่เมื่อ 15 พ.ย. 2024

ความคิดเห็น • 31

  • @FinancialCoachJess
    @FinancialCoachJess  4 ปีที่แล้ว +5

    Thanks so much for watching! I'd love to know how some of these strategies work out for you! Like I mention in the video, guest starring on podcasts is one of my absolute FAVS for getting in front of other audiences!

  • @audreyd859
    @audreyd859 2 ปีที่แล้ว +1

    It's like you're in my head! At first I was excited about going down this path but after some research, I'm now terrified that I'll mess it up, or I don't know enough. But one thing I am good at.... Is talking to people! I'm due for a hair cut, I might try that out! Thank you for all your info and encouragement!

    • @FinancialCoachJess
      @FinancialCoachJess  2 ปีที่แล้ว +1

      Honestly, talking to people and just getting out of your comfort zone is like 90% of what a new coach does in the beginning! 👍🏻

  • @scapegoat4u
    @scapegoat4u 3 ปีที่แล้ว +1

    Thank you for the inspiration!

  • @FinePointsBookkeeping
    @FinePointsBookkeeping 4 ปีที่แล้ว +1

    Congrats on 1K subs!! 👏👏 You're channel is going to take off! Great tips in this video... that graph of where you've got clients is super interesting.

  • @kevinjones9114
    @kevinjones9114 ปีที่แล้ว +1

    Do you talk about beta clients in another video? If so, can you post a link, please? If not, I'm sure I'll find it eventually. Thanks.

    • @FinancialCoachJess
      @FinancialCoachJess  ปีที่แล้ว

      I don’t have a full video on working with beta clients because there’s soooo much. I go in depth in my program though!

  • @gloriamondragon8101
    @gloriamondragon8101 4 ปีที่แล้ว +1

    Awesome, looking forward to your next video, Jess! Hurray

    • @FinancialCoachJess
      @FinancialCoachJess  4 ปีที่แล้ว

      Thank you, Gloria! We need to catch up! Hope you are doing well!😊

  • @akmclemore
    @akmclemore 4 ปีที่แล้ว +1

    I love this!! Putting your name out there can be just as beneficial as a paid advertisement!

  • @dynastymaitland6083
    @dynastymaitland6083 3 ปีที่แล้ว +1

    So good Jess! I'm loving you!

  • @wellsfinancialcoaching1600
    @wellsfinancialcoaching1600 4 ปีที่แล้ว +2

    Great video, some very valuable information in here. I will definitely start researching some podcast to reach out to.

    • @FinancialCoachJess
      @FinancialCoachJess  4 ปีที่แล้ว

      Yes!!! That’s one of my favorites! You’ll have so much fun!

  • @DreamFirms
    @DreamFirms 4 ปีที่แล้ว +1

    Another great video from your channel! I enjoyed watching it!

  • @ameliaorantes661
    @ameliaorantes661 4 ปีที่แล้ว +1

    Great video! How did the CPAs feel about you not having prior experience? Would you mind sharing a bit about how you explained your training and background to give validation to your skills without being able to reference past job experience in accounting?

    • @FinancialCoachJess
      @FinancialCoachJess  4 ปีที่แล้ว +2

      Great question! I was very transparent and explained what I felt comfortable doing (clean up work primarily and working with solopreneur start ups). This didn't phase the CPAs at all honestly. It worked in my favor because I fell in love with working with start ups AND most accountants DON'T want to work with start ups because there's way more hand holding involved. I don't mind being in the trenches with the client especially when I've had clients that came to me as start ups that now do over 6 figures! 😊 It's very rewarding, but all in all, some accountants might be rude about the lack of experience, but most understood where I was at and saw how it worked in their favor as well!

    • @ameliaorantes661
      @ameliaorantes661 3 ปีที่แล้ว +2

      @@FinancialCoachJess update: I got my first client by 12/29! Thank you for all the support along the way Jess.

    • @FinancialCoachJess
      @FinancialCoachJess  3 ปีที่แล้ว

      YAYYYYYY!!!! Wow that was so FAST!! Congratulations! 🎈💫 I’m so glad you gave me an update! Well done!!👏🏻👏🏻👏🏻👏🏻

  • @bonniesokup2298
    @bonniesokup2298 2 ปีที่แล้ว +1

    Hi Jess, I find your videos extremely helpful! I’ve been wondering about the liabilities part of being a bookkeeper. Does Bookkeeper Launch explain the liabilities and how to avoid them all? Is there an insurance that protects the bookkeeper? Can you please let me know or point me to a video if you already made one on this topic? :)

    • @FinancialCoachJess
      @FinancialCoachJess  2 ปีที่แล้ว +1

      It’s a bit long but 100% worth your time in regards to this question: th-cam.com/video/zKfa-39ajVk/w-d-xo.html at the end I go over what protections I had in place and what I changed immediately in my business as a result. Short answer is yes bookkeeper launch goes over how to protect yourself like never having access to passwords, funds, never write checks for your clients, get Error and Omission insurance, etc. it can seem a bit overwhelming at first but a lot of it is common sense to be honest and having an attorney create your contract 👍🏻 that video will help a lot!

    • @bonniesokup2298
      @bonniesokup2298 2 ปีที่แล้ว

      Thank you!!

    • @FinancialCoachJess
      @FinancialCoachJess  2 ปีที่แล้ว

      @@bonniesokup2298 you’re welcome!

  • @AidaCute16
    @AidaCute16 3 ปีที่แล้ว +1

    Can you do a video about working with beta clients?

    • @FinancialCoachJess
      @FinancialCoachJess  3 ปีที่แล้ว +1

      My free training goes over this! www.financialcoachjess.com/pricingworkshop

  • @d0rk
    @d0rk 3 ปีที่แล้ว

    Is there anyway you can share your contact? I’ll like to get bounce some ideas and add a disclosure/disclaimer.

    • @FinancialCoachJess
      @FinancialCoachJess  3 ปีที่แล้ว

      My lawyer drafted my bookkeeping contract! Highly recommend using a lawyer (it's not that expensive or scary) there's so many small business specific lawyers that do this type of thing every day!