All Episodes
Episodes
Build Your Knowledge Base with SOP's (Standard Operating Procedures)
"I'm struggling to get my SOP compiled"
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QuickBooks Fee Strategies
"Do you like to set up client where QuickBooks is billed to you, billed to the clients or Profit Share?"
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Travel Workflow & Laptop Monitors
"What do you use as a portable laptop extra monitor? Debating using an iPad for this. "
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Hourly to Flat Fee Pricing:Just Do It!
"Who said accountants are boring?! I'm gearing up to transition from hourly rates to flat fees with my two largest clients. Could you discuss strategies for effectively communicating this change? I’m particularly...
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Convenience Costs Money!
"Anything that saves you time, cost you money. Can you explain this?"
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Earn Your Clients!
"I'm a bookkeeper looking to add on more clients. I'm wondering if I paid fellow bookkeepers a fee for referrals That turn into clients. Do you think that would be of any interest? If so, how much of a fee would it...
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What You Put Out Is What You Get Back!
"I have a prospective client reach out to me for a new business they are starting. They do not want to use QBO. It's a service oriented business and he also has a house he rents out. No employees and will be an LLC....
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Sit Down With Yourself
"I'm in a meeting with a potential client which will be my first. I'm not charging hourly and do not want to quote her my rate today. Any suggestions on what to say? Maybe give her a price range?"
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You Are In Charge!
"Do you ever feel like your client is trying to treat you like their catch all admin? Where and how do you draw the line?"
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I Hate Comingling!
I hate comingling! My new clean up clients wrote checks to themselves and in the memo it says materials/owners pay. I verified and the materials are paying themselves back for job supplies. How should I handle this?...
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Find A Buddy
"Does having a remote work from home bookkeeping business really work? I'm trying to get all my ducks in a row. It is discouraging though. Any positive thoughts welcome."
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Separate Accounts for Payroll: Essential or Overkill?
"Are you suggesting that business owners have a separate bank account for payroll? If so, why?"
Plus a lot of knowledge bombs around managing money.
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