Ready to Stop Scope Creep? The Workflows and Apps to Free Work
If you’ve ever felt frustrated because clients keep asking for “just one more thing” without paying extra, you’re not alone. Every bookkeeper eventually faces the same problem — scope creep — and it can cost you thousands of dollars and countless hours. I’ve been there myself. When I started my bookkeeping business, I wanted to help everyone. I undercharged, overdelivered, and worked far too many unpaid hours. Over time, I realized that working for free wasn’t helping my clients — it was burning me out and keeping me stuck. Here’s how to stop scope creep, protect your time, and build the confident, profitable bookkeeping business you deserve.
QBO AI Bank Feeds Review: Why I switched back
If you’ve recently logged into QuickBooks Online (QBO) and thought, “Wait… everything looks different,” you’re not imagining it. Intuit has rolled out a brand-new update: AI-powered bank feeds. According to QuickBooks, this feature is supposed to save time and make bookkeeping easier. But how useful are the QBO AI bank feeds really? And are they worth switching to? I decided to test it myself. In this article I’ll share what’s new, the problems I discovered, and whether it’s worth making the switch... or sticking with the classic QuickBooks bank feeds.
Pricing Lessons for Bookkeepers: From Panic to Profit
Let’s be honest—pricing is one of the most anxiety-inducing topics for bookkeepers. I’ve been there. The thought of quoting a price would send me into a spiral of overthinking, stress, and avoidance. If you've ever delayed sending a proposal because you were too nervous to give a price, you're not alone. I used to spend hours creating detailed pricing spreadsheets, adding more variables in a desperate attempt to find the "perfect formula" for pricing my services. Spoiler alert: I never used those spreadsheets. Instead, I learned some valuable lessons that helped me move from pricing panic to profit.
QBO & Apps: Diagnosing and avoiding integration nightmares
Have you ever opened a client’s QBO file after being assured everything was “up to date” only to find 5,000 uncategorized transactions, duplicated income, and an undeposited funds balance that makes your eye twitch? You’re not alone. App integrations promise to automate bookkeeping, but in practice, they often create more work. The cleanup becomes your responsibility—which is why it's so important to understand QBO and apps, and how to diagnose and avoid integration nightmares.
QBO Cleanup: The diagnostic skills every bookkeeper should know
If you’ve ever opened a client’s QuickBooks file only to
Paid Diagnostic Reviews: Unlocking Profitable QBO Cleanups
Discover how a paid diagnostic review can transform chaotic QuickBooks Online cleanups into profitable ventures. Learn the steps to assess clients' books, set clear expectations, and ensure fair compensation for your expertise. Unlock your potential with a structured approach today!