All Episodes
Episodes
Overhead Costs Made Fun-ish
"I have a client asking me to help them figure out their overhead costs. How do I approach this? I know what constitutes an overhead cost, but not sure how to present this to them. I use QBO with them."
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Talk Is Cheap, Strategy Isn’t
"Â I recently listened to the podcast and you were talking about the paid Strategy Call that you both do where you are doing a review of the prospects book while on a Zoom with them. A few questions: 1) Do you do a...
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Training Daughters Isn’t Free
"One of my clients has a daughter who will be taking over his bookkeeping. I knew it was coming, as that was the goal for her to graduate HS and college. My fear is - she will need to be trained more in-depth. He’s...
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Startup Survival Guide
"If you're just starting out and trying to minimize costs, would it be a bad thing to just use your personal phone number as the contact number, and your own Google Drive for file storage? I'm not sure how long it...
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Bank Feed Fiascos
"I have a client on QBO whose bank feed for a cc disconnected a while back and when it was reconnected some transactions duplicated but at the time I didn’t know as some we’re already categorized when the others came...
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Audit Me Maybe
"When working hourly as a contractor for a firm for one specific client, is it normal to be required (by the firm) to have the client sign off on a timesheet for the hours worked?"
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Bank Feed Check Magic
"If a client writes all manual checks but still connects to the bank in QBO do you just use the bank feed entries and edit those? Or do you record from the manual checks then match after? The dates on the bank feed...
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QuickBooks Moving Party
"I have an inquiry who is wanting to move from QB Desktop to QB Online. Looking for advice for making this transition. What do you wish you had known the first time you went through this process? I'm looking for the...
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Non Client Questions Pricing Strategy
"Do you do an hourly rate for odd jobs? I have a client who wants to retain me for just questions that they may have. I did their clean up and they are good people. However they don’t want to do ongoing and asked what...
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Transitioning to Flat Fee
"I’m reviewing my current hourly clients so I can switch them to flat fee. My hesitation is the amount of communication that I include in that fee. I can estimate what to expect, based on what their number of...
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Job Listing Red Flags
"I've come across a job listing in my area for a bookkeeper needing to utilize 10-key typing skills for efficient data entry; is this skill vital for achieving success as a bookkeeper?  "
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Charging For Those Cleanups!
"How do you handle situations where you offer a client the monthly bookkeeping fee, they don’t accept but approach later for a clean up which comes at a lesser cost? Perhaps they genuinely couldn’t afford the fee at...
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