All Episodes
Episodes
From Employee to Entrepreneur
"How did you transition from your 8 to 5 job as an accounting employee to entrepreneurial bookkeeping? Was there a slow transition? Did you just quit?"
Check out the software, apps & training we use in our...
View Episode
Market To Your Specific Specialty!
"I have 7+ years in commercial and medical real estate accounting. I have managed 25+ books at a time and all of my experience is using Yardi Voyager. I have zero experience in QuickBooks Online. I'd like to open my...
View Episode
To Bill Pay or Not To Bill Pay
"What's everybody's parameters on their bill pay process. I'm try to decide what processes will be in my scope and what will be out of scope. I have one client that provides me with everything and another client I...
View Episode
Build Your Knowledge Base with SOP's (Standard Operating Procedures)
"I'm struggling to get my SOP compiled."
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...
View Episode
QuickBooks Fee Strategies
"Do you like to set up client where QuickBooks is billed to you, billed to the clients or Profit Share?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and...
View Episode
Travel Workflow & Laptop Monitors
"What do you use as a portable laptop extra monitor? Debating using an iPad for this."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we...
View Episode
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...
View Episode
Convenience Costs Money!
"Anything that saves you time, cost you money. Can you explain this?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend....
View Episode
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...
View Episode
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....
View Episode
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?"
Check out the...
View Episode
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?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust...
View Episode
