All Episodes
Episodes
Charging For Those Cleanups!
"How do you handle situations where you offer a client the monthly bookkeeping fee, they don’t accept but approach later for a clean up which comes at a lesser cost? Perhaps they genuinely couldn’t afford the fee at...
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My Price is One Million Dollars
"What would it take for you to take on or give a quote to a client without being able to see their books first?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the...
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What Makes A Great Bookkeeper?
"What are the key skills do you think a GREAT bookkeeper needs? "
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please...
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I Made A Mistake
"I have a client that wants me to clean up five years worth of data. I started the project and finished 2019. Now I have been waiting for the rest of the years. I have emailing and have not heard from him since April...
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You Will Be Audited & It Will Be Painful
"How do you explain to someone who wants to pay everyone on as a 1099 subcontractor why setting up payroll instead is best?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily,...
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We Are In The Sales Business
"IÂ am getting very close to signing my first client. I plan to do flat rate billing, not by the hour.
How long do you give them to pay you?
For instance, if someone signs on the 10th of the month, would their first...
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Two CPAs Different Opinions!
"Cash or accrual accounting for managing short term (Airbnb) and long term rentals?
I have two CPAs saying something different."
Check out the software, apps & training we use in our Bookkeeping Businesses daily,...
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For This I Charge You That!
"Do you hire a professional or create your own engagement letters?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend....
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Tricky Referral
"Got a referral!
Tricky one though: client needs a P&L for a court case but has no bank statements or proof of expenses.
Not sure how to go about this or if I can help them?"
Check out the software, apps &...
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Another Diagnostic Dilemma
"Follow up Question for Podcast titled:
Charging for Chaos: Diagnostic Dilemmas.
My question is what do you do when a prospect comes to you with no system?
They have no QBO account for you to review.
They have...
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The Good, The Bad, and The Buggy: Real Stories of QBO and POS Integration
"Working with a client who uses different POS systems for their various stores. Does QBO "play nice" with POS systems?
Would love to hear stories on the good (and bad). Is the categorization process similar to bank...
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Putting Your Price Out There
"I am rebranding and redoing my website. I currently have my rates listed on my website. What are the pros and cons of having them on your website?
I am not sure if I should keep them or not."
Check out the software,...
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