Charging for QuickBooks Online cleanup – fixed fee or by the hour?
With QuickBooks Onlnine clean ups, you often don’t know exactly what you’re getting into or exactly how much work will be involved, and these unknowns can make pricing a cleanup pretty complicated. I want to share my insights on the two basic ways of charging for QuickBooks Online cleanup - fixed fee or by the hour, to help you decide a pricing system that works for you.
How to record Shopify sales in QuickBooks Online
I love helping e-commerce sellers tackle some of their biggest bookkeeping questions and challenges with QuickBooks Online. One of the basics that Shopify sellers need to know is how to record Shopify sales in QuickBooks Online. This can be tricky, as there are a lot of moving pieces, and you have to know where to get the information you need to enter into QBO. In this blog post, I’m going to demonstrate how to record your Shopify sales in QuickBooks Online using a manual journal entry method.
How to say ‘No’ when you’re an introvert bookkeeper
Are you an introvert bookkeeper? Me too. I’ve got a special place in my heart for people like you and me because we make great bookkeepers but we may have to face a unique set of challenges (opportunities for growth) when interacting with clients and prospects. One of these growth opportunities, is learning how to say “No” when you’re an introvert bookkeeper. It’s crucial to be able to say "no" to the wrong kinds of clients and projects so you have time and energy for the right ones!
Behind the Scenes – The Virtual Bookkeeper’s Roadmap
Whether you are launching a new virtual bookkeeping business or trying to make your existing business more efficient and scalable, you probably know that it can take years of trial and error to figure out the best way to run a bookkeeping business. You are probably also very aware that all that time is costing you money. Most people would rather skip past that trial and error and follow a proven roadmap, if they can find one. In this blog post I want to give you a behind the scenes look at my course in the 5MB Academy, The Virtual Bookkeeper’s Roadmap, which was designed specifically to show you how to do it right.
How to record Amazon seller fees in QuickBooks Online
If you're an Amazon seller, you already know that there are fees that Amazon deducts from your sales. If you want to track your profitability, you might be wondering how to get those Amazon seller fees recorded correctly into QuickBooks Online. I'd like to show you how to do just that and also show you a tool that I recommend for streamlining the whole process.
How I get paid to diagnose my clients’ QuickBooks problems
A lot of people ask me how I get paid to diagnose my clients’ QuickBooks problems. In recent blog posts and videos, I’ve shown you the Smart Review checklist I use for a quick (free) check up of how messed up a client’s books might be. Once potential problems are discovered during my Smart Review, I will recommend a paid QuickBooks diagnostic review to my client, so we can take a deep dive into the books to find out exactly what needs to be fixed.





