All Episodes
Episodes
Over Thinking Client Engagements
"I'm wondering how you all have approached getting your actual legal binding contracts to use with clients. Did you hire an attorney or use a template? I am stuck in this step of start up maybe because I am...
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Stepping Over Dollars To Pick Up Pennies!
"In this climate of inflation sky rocketing insurance, property taxes and other costs every cent counts. My client is feeling the pain associated with credit card fees now more than ever. I am considering advising my...
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Drawing The Line In The Sand
"How in depth do you go for a diagnostic review and what details do you like to look for to let you know if this is going to be a pain client or a good client."
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Debbie & Donna talk QB Live and more
Debbie & Donna talking about what it is like working for Intuit in QuickBooks Live Expert Assisted and more.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the...
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Go Do Your Thing!
"I sent out my summer hours today to my clients, Tuesday - Thursday 9-4. I said that my emails would be responded to during business hours. But my one client that I knew this would be an issue for responded. If I...
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You are Worth it!
"How do you handle clients who are slow to pay and need reminding? Two I have to pull teeth to get paid and they are high maintenance clients as well. Should I change policy to do ACH?"
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Point a finger at someone and three point back at you!
"One of my employees started her own firm and took one of our clients. People have no integrity these days. I think I should notify the rest of my clients, right? How do people sleep at night?
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Try Chasing Two Rabbits!
"I own a small bookkeeping business and use QBO. I'm thinking about learning another system. I am looking at Wave and Zoho Books. Does anyone use any of the systems? If so, Pro and Cons."
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Sometimes You Can Not Fix It!
"How long in advance do you tell your clients you will stop giving service?"
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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Bonus : Raw & Unedited Behind the Scenes
Raw & Unedited - Stuff we talk about unfiltered in-between answering questions.
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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Golden Survivor
"Has anyone ever auctioned bookkeeping services as part of a fundraiser?"
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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Just Be You (Forget the Referral Fees)
"Just wondering about approaching CPA's for referrals. Do you pay them a referral fee? Have a reciprocal relationship (sending your clients to them if they need an accountant) or do they just agree to send people your...
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