Episode Details

Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard Debra Kilsheimer, who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkeepers with utmost respect and closeness as she helps turn their goals into reality. Debra also talks about achieving millions in revenue even with just a "two-and-a-half" team and how she set prices for her subscriptions while considering the real-life circumstances of her clients.