207 ⎸ [Q&A] Accrual Accounting and Client Management Insights

Send us a text

Hey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.

In this episode you’ll hear:

• Client request systems and processes
• Xero migrations and software recommendations
• Accrual accounting deep dive
• Pricing strategies and business growth

Resources mentioned in this episode:

• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• Jet Convert: https://jetconvert.com/
• Hubdoc: https://www.hubdoc.com/
• Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
• Gusto: https://gusto.com:/partners/i/serena591
• TaxJar: https://www.taxjar.com/
• Keeper: https://keeper.app/?via=serena
• Content Snare: https://contentsnare.com/#_r_serena58
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Pricing for Profit: https://www.ambitiousbookkeeper.com/store
• Bookkeeping Biz Workshops: bkworkshops.online
• Ambitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeper
• Alyssa Lang/Workflow Queen: https://www.workflowqueen.com
• Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
• Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/
• Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjF

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: https://www.ambitiousbookkeeper.com
• Follow the Blog: https://www.ambitiousbookkeeper.com/blog
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
• Connect on Facebook: https://www.facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Get access to the Dubsado Decoded Private Podcast Series here>>