All Episodes
Episodes
Drawing The Line In The Sand
"How in depth do you go for a diagnostic review and what details do you like to look for to let you know if this is going to be a pain client or a good client."
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Debbie & Donna talk QB Live and more
Debbie & Donna talking about what it is like working for Intuit in QuickBooks Live Expert Assisted and more.
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Go Do Your Thing!
"I sent out my summer hours today to my clients, Tuesday - Thursday 9-4. I said that my emails would be responded to during business hours. But my one client that I knew this would be an issue for responded. If I...
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You are Worth it!
"How do you handle clients who are slow to pay and need reminding? Two I have to pull teeth to get paid and they are high maintenance clients as well. Should I change policy to do ACH?"
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Point a finger at someone and three point back at you!
"One of my employees started her own firm and took one of our clients. People have no integrity these days. I think I should notify the rest of my clients, right? How do people sleep at night?
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Try Chasing Two Rabbits!
"I own a small bookkeeping business and use QBO. I'm thinking about learning another system. I am looking at Wave and Zoho Books. Does anyone use any of the systems? If so, Pro and Cons."
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Sometimes You Can Not Fix It!
"How long in advance do you tell your clients you will stop giving service?"
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Bonus : Raw & Unedited Behind the Scenes
Raw & Unedited - Stuff we talk about unfiltered in-between answering questions.
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Golden Survivor
"Has anyone ever auctioned bookkeeping services as part of a fundraiser?"
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Just Be You (Forget the Referral Fees)
"Just wondering about approaching CPA's for referrals. Do you pay them a referral fee? Have a reciprocal relationship (sending your clients to them if they need an accountant) or do they just agree to send people your...
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From Employee to Entreprenuer
"How did you transition from your 8 to 5 job as an accounting employee to entrepreneurial bookkeeping? Was there a slow transition? Did you just quit?"
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Market To Your Specific Specialty!
"I have 7+ years in commercial and medical real estate accounting. I have managed 25+ books at a time and all of my experience is using Yardi Voyager. I have zero experience in QuickBooks Online. I'd like to open my...
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