All Episodes
Episodes
Bank Feed Fiascos
"I have a client on QBO whose bank feed for a cc disconnected a while back and when it was reconnected some transactions duplicated but at the time I didn’t know as some we’re already categorized when the others came...
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Audit Me Maybe
"When working hourly as a contractor for a firm for one specific client, is it normal to be required (by the firm) to have the client sign off on a timesheet for the hours worked?"
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Bank Feed Check Magic
"If a client writes all manual checks but still connects to the bank in QBO do you just use the bank feed entries and edit those? Or do you record from the manual checks then match after? The dates on the bank feed...
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QuickBooks Moving Party
"I have an inquiry who is wanting to move from QB Desktop to QB Online. Looking for advice for making this transition. What do you wish you had known the first time you went through this process? I'm looking for the...
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Non Client Questions Pricing Strategy
"Do you do an hourly rate for odd jobs? I have a client who wants to retain me for just questions that they may have. I did their clean up and they are good people. However they don’t want to do ongoing and asked what...
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Transitioning to Flat Fee
"I’m reviewing my current hourly clients so I can switch them to flat fee. My hesitation is the amount of communication that I include in that fee. I can estimate what to expect, based on what their number of...
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Job Listing Red Flags
"I've come across a job listing in my area for a bookkeeper needing to utilize 10-key typing skills for efficient data entry; is this skill vital for achieving success as a bookkeeper?  "
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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?"
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What Makes A Great Bookkeeper?
"What are the key skills do you think a GREAT bookkeeper needs? "
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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?"
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