All Episodes
Episodes
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 Entrepreneur
"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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To Bill Pay or Not To Bill Pay
"What's everybody's parameters on their bill pay process. I'm try to decide what processes will be in my scope and what will be out of scope. I have one client that provides me with everything and another client I...
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Build Your Knowledge Base with SOP's (Standard Operating Procedures)
"I'm struggling to get my SOP compiled."
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QuickBooks Fee Strategies
"Do you like to set up client where QuickBooks is billed to you, billed to the clients or Profit Share?"
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Travel Workflow & Laptop Monitors
"What do you use as a portable laptop extra monitor? Debating using an iPad for this."
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