This is for my bookkeepers in the room. I just opened a new bank account with Bluevine and so far I am enjoying its simplicity and basic features.
I'm not a bookkeeper but I do basic tasks for some of my clients. And every time - without fail - each client needed better system for both invoicing, payment and banking.
While learning my new bank account platform I stumbled upon its referral program.
Bluevine pays Bookkeepers & Accountants and their clients. They have a whole directory.
Module 17 shows you how to position this resource naturally without being salesy and points to other institutions that have these programs just for bookkeepers like you. I want to hear from our bookkeepers - do you use these types of programs?