All Episodes
Episodes
The Good, The Bad, and The Buggy: Real Stories of QBO and POS Integration
"Working with a client who uses different POS systems for their various stores. Does QBO "play nice" with POS systems?
Would love to hear stories on the good (and bad). Is the categorization process similar to bank...
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Putting Your Price Out There
"I am rebranding and redoing my website. I currently have my rates listed on my website. What are the pros and cons of having them on your website?
I am not sure if I should keep them or not."
Check out the software,...
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The Four-Business Dilemma
"QBO question- I have a potential client who uses QBO, has 4 different business, all related, one is an LLC real estate company that one of the other companies pays rent to.
Currently, the client has 4 different QBO...
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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
"I’d 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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