212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses

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Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.

In this episode you’ll hear:

• Getting Clients in Niche Markets
• Handling Unresponsive Clients
• Recording Startup Expenses
• Bookkeeping Practice Tests
• Using Airtable, Asana, and Dubsado
• Client Management and Team Structure
• Migrating New Clients to Xero from QBO
• Connecting Credit Unions to Xero
• And More!

Resources mentioned in this episode:

• Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vip
• Bookkeeping Biz Workshops: http://bkworkshops.online/
• One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contact
• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• Dubsado: https://www.dubsado.com/?c=shoupcpa
• Open Phone: https://openph.one/referral/XA0kFFR
• Excel, Asana, Airtable, QBO, Jet Convert

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.

Podcast Publishing Tools we use:

• Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
• Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
• Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Join this cohort of The Bookkeeping Business Accelerator®️>

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August 26th - 5 PM PST