Renee & Co. Consulting

Renee & Co. Consulting Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Renee & Co. Consulting, Business consultant, Philadelphia, PA.
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Get it out of your head!You get excited to land your dream client then you remember you still must onboard them. Like mo...
12/05/2022

Get it out of your head!

You get excited to land your dream client then you remember you still must onboard them.

Like most bookkeepers and accountants, you are still doing this manually and have it all stored in your head.

So now the thing you should be excited about becomes the thing you dread the most,

because you already have a lot of things on your mind and a long list of other things to complete.

So now something so simple turns into a nightmare and things start to fall through the cracks.

It doesn’t have to be like this, created their software to help you onboard your clients with ease.

One of the best features they have for this is the ability to create workflows.

So get it out of your head and into a workflow, so onboarding new clients can become fun again.




You think the thing you need right now to succeed is more clientsSo, you show up daily and1. Promote your offers2. Start...
11/29/2022

You think the thing you need right now to succeed is more clients

So, you show up daily and

1. Promote your offers
2. Start networking with your dream clients
3. Putting a sense of urgency on your offers

Doing all the right things to bring in more clients.

Sounds familiar? That’s because that’s what most financial professionals feel they need right now but in reality; their business cannot handle more clients right now. Unless they want to deal with the stress all over again.

You need to work on your backend. You should be
1. Creating systems
2. Automating the things that can be automated
3. Investing in the business tools that will help elevate your client onboarding
4. Working with a client experience strategist.

If you don’t work on your back end, it’s just going to get worse, and your dream business is going to turn into your nightmare business.

As a financial professional you spend most of your time showing your ideal clients why waiting until the last minute to get their books in order is bad, but you keep putting off organizing your backend.

It’s time to practice what you preach.

Ready to work on your systems, dm me the words Elevate & Automate so we can figure out if we are a good fit.

Is there gaps in your process?Most of you can not answer the question because you feel like everything is working fine f...
11/21/2022

Is there gaps in your process?

Most of you can not answer the question because you feel like everything is working fine for you.

If it's not broken don't fix it right?

Wrong it may not be broken but it may need improvements.

Tell me in the comments, how often you map out your processes.

I made money in my business!I made money even though I haven't marketed on social media in over two months.Most of us fe...
11/02/2022

I made money in my business!

I made money even though I haven't marketed on social media in over two months.

Most of us feel like we need to show up on social media every day in order to make sales in our business.

I used to think like this too until I learned that creating a stellar client experience for my current clients can also bring in more revenue.

Here's what I did:
I stopped looking at my clients as just dollar signs
I showed them that I care about their needs
I checked in on them during every milestone
By doing these three things above, my past clients turned into brand advocates for me.

This allowed me to still make money while taking a break from social media because my clients were marketing for me.

Remember your clients are human and just want to know they are making the right investment.

Ready to elevate your client experience, dm me the words ELEVATED!

Address

Philadelphia, PA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16107959848

Website

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