All Episodes
Episodes
Trust Your Gut!
"I have a PITA client and I refunded them all their bookkeeping fees for 2023. Can I delete all the work product in QuickBooks before turning over their account?"
Here how Debbie & Donna deal with PITA...
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Understand Your Prospects’ Accounting Software Before They Become Clients!
"My new client uses QuickBooks Desktop and sent me the accountant file to work on a long term clean up. I mistakenly thought I could use this with accountant online but that doesn't seem to be true.
Does anyone have...
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Bonus Episode: Opportunity Comes With Change
Get a the unedited behind the scenes of what we talk about when we are not recording answers to your questions.Â
We are recording everything so we can create Bonus Episodes when we are just talking between answering...
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Difficult Clients: Is It Them or Is It You?
“I am dealing with an extremely difficult client that insists he knows accounting more than me and my team and every 5 seconds wants something recategorized.”
Debbie & Donna provide insights on how they handle...
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Here We Go!
Debbie & Donna tackle this question:
"My first client just reached out to my just started business. He is asking via email my hourly rate without providing any information about the work load. All he said is I am...
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