All Episodes
Episodes
Hiring Gone Wild
"When you first started hiring help for your bookkeeping business, did you go with a contractor or with an employee? Why or why not? If you hired in employee capacity how did you go about providing tools/equipment and...
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Mind-Reading Not Included
"How do you deal with Uncat or Keeper fail? I put one of my clients on Uncat. It's been a few months and I think he used it just one time and didn't even get through everything on there. It was not too much but, at...
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Charge for Chatter
"If your bookkeeping is a monthly pricing package, do you include a zoom call with that package? If not, how much do you charge for a zoom call?"
Check out the software, apps & training we use in our Bookkeeping...
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Client or Scam?
"When a company sends you a QuickBooks connection request do you accept it?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can...
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QBO Ledger Lovers Unite
"If you are using QBO Ledger, can you give a list of what type of clients/industry you are using this for successfully? I'd love some input on it!"
Check out the software, apps & training we use in our Bookkeeping...
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Checks & Chaos
"Some of the client's payments are through check, which only shows in bank feeds with the check number only. For correct categorization, I have to go to the check statement and see each check and vendor, then...
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My Time Costs, Even For A Glance
"How do you ask to see someone’s books for a quote? QBO specifically. Is there an option where I can be given access to look around, and if I’m not chosen to be the company’s Bookkeeper they can revoke the...
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Procrastinator’s CPE Plan
"Best/cheapest way to keep up with CPE?! I’m behind schedule and need to catch up. "
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we...
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Overhead Costs Made Fun-ish
"I have a client asking me to help them figure out their overhead costs. How do I approach this? I know what constitutes an overhead cost, but not sure how to present this to them. I use QBO with them."
Check out the...
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Talk Is Cheap, Strategy Isn’t
"Â I recently listened to the podcast and you were talking about the paid Strategy Call that you both do where you are doing a review of the prospects book while on a Zoom with them. A few questions: 1) Do you do a...
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Training Daughters Isn’t Free
"One of my clients has a daughter who will be taking over his bookkeeping. I knew it was coming, as that was the goal for her to graduate HS and college. My fear is - she will need to be trained more in-depth. He’s...
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Startup Survival Guide
"If you're just starting out and trying to minimize costs, would it be a bad thing to just use your personal phone number as the contact number, and your own Google Drive for file storage? I'm not sure how long it...
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