All Episodes
Episodes
Bonus : Raw & Unedited Behind the Scenes
Raw & Unedited - Stuff we talk about unfiltered in-between answering questions.
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Golden Survivor
"Has anyone ever auctioned bookkeeping services as part of a fundraiser?"
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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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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?"
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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...
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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...
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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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