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Understand Your Prospects’ Accounting Software Before They Become Clients!

"My new client uses QuickBooks Desktop and sent me the accountant file to work on a long term clean up. I mistakenly thought I could use this with accountant online but that doesn't seem to be true.

Does anyone have solutions for doing this affordably? I am working on a limited scope fixed fee hourly bundle before I prepare full estimate so I don't want buy brand now 2023/2024 software if this doesn't pan out."

Listen to what Debbie & Donna have to say about bringing on client who use accounting software you do not use.

 

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Produced by: James Reade