All Episodes
Episodes
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
"Iād 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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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?"
Check out the software, apps & training we use in our Bookkeeping...
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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."
Check out the software, apps & training we...
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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."
Check out the...
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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?"
Check out the software, apps & training we use in our Bookkeeping...
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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?Ā 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."
Check out the software, apps & training we use in...
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