Questions & Answers You’ve Been Dying to Hear About Running a Bookkeeping Firm with Kate Marchbank

Alyssa Lang interviews Kate Marchbank, the Owner and Founder of Blix Bookkeeping where she supports creatives in managing their books. In this episode Alyssa changes things up a bit and having Kate interview her on the dying questions she has to help Kate move her business forward.

In this episode you’ll hear:

• What forms of communication to use when talking with clients
• How to make requests from clients for onboarding, clean ups and monthly bookkeeping
• Why Alyssa doesn’t charge for diagnostic reviews
• What options are available to charge clients for consulting and the process of it

About our guest:

Kate lives in LA with her husband and 2 kids. She is a bookkeeper by day and an actor by night using her stage name Kate Mines. She actually fell into bookkeeping while working her first job at a law firm, shortly after moving to LA. The bookkeeper, there was retiring and decided to train Kate on her way out. Though she's a creative she has a knack for numbers, as a result, she decided to work with creatives when she started her bookkeeping business in July 2023.

Connect with Kate Marchbank:

Follow Kate on Instagram: www.instagram.com/blixbookkeeping Email Kate: [email protected] Check out Kate’s website: www.BlixBookkeeping.com

Resources mentioned in this episode:

⚙️ Magnetic Bookkeeping & Consulting tech stack

💻 Breakthrough for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com