Advanced Tactic / Mini-SOP: SOP for Monthly Bookkeeping Review Calls Steps:

Run monthly reports (P&L, Balance Sheet, Cash Flow).
Circle 3 areas: high expenses, missing receipts, cash shortages.
Prepare one tax-saving question and one profit-boosting suggestion.
End the call with a micro-offer: “Want me to handle this for you monthly?”

Template to Copy:“Here’s what I found: [Expense/Issue]. If you’d like, I can build this into your package so it’s always handled. Want me to send the details?”

KPI to Track:

Conversion Rate on Monthly Calls = (new upsells ÷ calls held) → target 25%

Next Action ✅:Print the “Monthly Review Call Checklist” and test it with your next client call. 📝

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