All Episodes
Episodes
Don't Oversell Yourself!
"If have a client that I am taking on and I will need to remote into their computer. Can you all recommend any good remote programs that you maybe use. I have never had to do this with a client before so I am not sure...
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Stop Using Checks!
"Seeing the changes in QuickBooks payments is giving me pause and I'm searching for other options. What are your favorite payment processors?"
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You Define Your Parameters!
"What's everybody's parameters on their bill pay process. I'm trying to decide exactly what processes will be within my scope and what will be considered out of scope."
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It's Not That Hard!
"I'm looking for tips on managing a successful virtual bookkeeping business from home. The first thing I would like to know is how do I write a proposal for the work I will do for them and the pay."
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Value Who You Are!
"How do you respond when a former client asks for help to resolve some bookkeeping issues that have come up since you stopped working with them?"
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Over Thinking Client Engagements
"I'm wondering how you all have approached getting your actual legal binding contracts to use with clients. Did you hire an attorney or use a template? I am stuck in this step of start up maybe because I am...
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Stepping Over Dollars To Pick Up Pennies!
"In this climate of inflation sky rocketing insurance, property taxes and other costs every cent counts. My client is feeling the pain associated with credit card fees now more than ever. I am considering advising my...
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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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