All Episodes
Episodes
We Are In The Sales Business
"I 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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The Four-Business Dilemma
"QBO question- I have a potential client who uses QBO, has 4 different business, all related, one is an LLC real estate company that one of the other companies pays rent to.
Currently, the client has 4 different QBO...
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Accounting Software Shenanigans
"I am questioning if QuickBooks is the right software to use for my new business, and would love some feedback.
My clientele is creative, service based solopreneurs. No payroll, no inventory. All cash basis.
I will...
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Charging for Chaos: Diagnostic Dilemmas
"I’d love to hear about your diagnostic processes!
Do you charge, and if so how much?
Do you require it for each new client, or just certain circumstances?
How long does it usually take you?
Do you provide the...
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Clients Wanted: Put Yourself Out There
"Looking for advice on how to get my first clients. Any help greatly appreciated."
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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Bookkeeping & Taxes are very different!
"I'm a Bookkeeper and good at it. With many of my new prospects want an A-Z solution their small enough to have a simple Schedule C or S-Corp return wit just them. So they want to avoid having to hire 2 different...
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