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)
Get access to the Dubsado Decoded Private Podcast Series here>>
Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
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