Related Posts
Hope you are having a Blessed Sunday friends.

Any ways to fake lta
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
Hope you are having a Blessed Sunday friends.

Any ways to fake lta
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Download the Fishbowl app to unlock all discussions on Fishbowl.
Copy and paste embed code on your site

Scan your QR code to download
Fishbowl app on your mobile

Totally feel you! Every client’s setup is its own little puzzle 🧩 I used color-coded folders and weekly check-ins to keep things straight. One client loved daily updates, another preferred silence till month-end. It got way smoother once I got clear on their vibes early on. A good onboarding checklist helps so much!
Conversation Starter
Ahh that sounds amazing! You sound sound so organised :)
Absolutely, it’s quite fun learning the different ways clients like to be contacted and how often etc
I started offering bookkeeping early this year and it’s been a huge learning process for me. I basically have a ton of different templates and spreadsheets for everyone. It gets hard to just remember everything off the top of my head so having those information sheets is helpful to keep it all separate and not forget things.
Conversation Starter
Yeah it can sometimes be a bit overwhelming remembering the different specifics for different clients. I feel like it will just take a bit of time to get used to I guess!