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The Importance of Setting Client Expectations

Episode

The Importance of Setting Client Expectations

July 15, 2021 Beginners

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations. This session is packed full of valuable information no matter how far into the journey you may already be.

Speaker

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Jan Breuls-Dorang

JBD Bookkeeping Services

Founder

(647) 850-7256

Jan is a Certified Professional Bookkeeper (CPB) who lives in Toronto, Ontario, Canada with her husband and dog (Bixie) and two cats (Mudd & Lyla). Jan is Advanced Certified in QuickBooks Online and Certified in QuickBooks Desktop Jan is the owner and founder of JBD Bookkeeping Services who has worked in the accounting industry for over 40 years. JBD specializes in Small Businesses and Not-for-Profits.

Show Notes

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations.

This session is packed full of valuable information no matter how far into the journey you may already be.

Video Timeline:

  • Intro:
  • Meet Jan Breules-Dorang:

The Importance of Setting Client Boundaries and Expectations:

Setting Client Boundaries:

  • Respect:
  • Integrity:
  • Time Management:
  • Communication:
  • NO:
  • Consistency:

Setting Client Expectations:

  • Knowledgeable:
  • Respectful:
  • Confidentiality:
  • Accuracy:
  • Value:
  • Communication:
  • Consistency:

Next week: How to Tackle a Growing Backlog of Tasks

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July 15, 2021

parkwayinc
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”

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