Discovery Call (15 mins) For You To Ask Questions
Strategy Call (50 mins) In-depth Review
Need Other Help?

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.

 

Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.

We appreciate your support.

Venmo for Donations

RightTool for QuickBooks Online - Promo Code - Donna20

QuickBooks Online

QuickBooks Online + Payroll

Bookkeep

Keeper

Meow Business Banking with Interest

Gusto

Royalwise QBO Training by Alicia Katz Pollock

5 Minute Bookkeeping Academy by Veronica Wasek

Nerd Enterprises - Bulletproof Bookkeeping by Seth David

Part Time YouTuber Academy

Please submit your questions: Ask Debbie & Donna

You can email us at: [email protected]

Produced by: James Reade