184 ⎸ Weekly (Micro) Reporting for Clients with Shea & Michelle

Send us a text In this interview episode, we"re diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Röse from Breakaway Advising. If you"ve ever been curious about adding a personal touch to your client advisory, this one"s for you! In this episode you’ll hear:what micro reporting is all abouthow the concept of joy and compassion can revolutionize client relationships and business successtips on picking the right clients and services to match your business model and achieve your dreamy work-life balance Resources mentioned in this episode:Breakaway AdvisingLiveFlow144 | Breakaway from the old Franchise model with Shea + Michelle Meet Shea & Michelle Shea Keats (CEO) and Michelle Röse (COO) are founders of Breakaway Bookkeeping + Advising, a company on a mission to bring joy to accounting for both the accountant and the client. Connect with Shea & Michelle 💼 LinkedIn 🌐 Become an Advisor 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 @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link) Join the next free training at ambitiousbookkeeper.com/training