All Episodes
Episodes
CFOs For Rent
"Â Do you offer fractional CFO services? What do those include?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please...
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Use At Risk
"Do you send out a monthly financial package to clients, are you putting anything at the bottom of the pages like “for management use only”? I was reading on SSARS no 21, section 70 that this wording is no longer...
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Clocking Client Chaos
"How do you track your time spent on each clients books?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please...
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Owner’s Draw Drama
"If a client has 2 credit cards that are personal but he says he mainly uses them for business. How do you record the credit card payments when he pays them from a business bank account? I got the receipts from him...
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Ledger Life Rocks
"What are your thoughts on the QB Ledger option? I was thinking it might be worth trying for couple lasting clients who are still in desktop (my old version as I don't pay for it anymore). For both these clients, I...
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Just Stealing
"My client has her own QB Accountant account and has her own 2 businesses as clients. She wants to move one of those clients to her QB Accountant profile so that it's free and she can rid of one QB subscription. Is it...
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Hiring Gone Wild
"When you first started hiring help for your bookkeeping business, did you go with a contractor or with an employee? Why or why not? If you hired in employee capacity how did you go about providing tools/equipment and...
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Mind-Reading Not Included
"How do you deal with Uncat or Keeper fail? I put one of my clients on Uncat. It's been a few months and I think he used it just one time and didn't even get through everything on there. It was not too much but, at...
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Charge for Chatter
"If your bookkeeping is a monthly pricing package, do you include a zoom call with that package? If not, how much do you charge for a zoom call?"
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Client or Scam?
"When a company sends you a QuickBooks connection request do you accept it?"
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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QBO Ledger Lovers Unite
"If you are using QBO Ledger, can you give a list of what type of clients/industry you are using this for successfully? I'd love some input on it!"
Check out the software, apps & training we use in our Bookkeeping...
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Checks & Chaos
"Some of the client's payments are through check, which only shows in bank feeds with the check number only. For correct categorization, I have to go to the check statement and see each check and vendor, then...
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