If you’ve ever opened a client’s QuickBooks file only to find a mess of uncategorized transactions, undeposited funds, unapplied payments, or miscategorized expenses—you’re not alone. It’s easy to feel overwhelmed.
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!
Are you a bookkeeper looking for affordable and efficient tools to streamline your business operations? In today's digital age, there are numerous free and low-cost apps available that can help you manage your bookkeeping business effectively. Let’s go over the best free and low cost apps for bookkeepers.
In today’s fast-paced digital world, bookkeepers face various challenges when it comes to marketing their services and effectively. Traditional marketing approaches can be time consuming and expensive, leaving bookkeepers searching for other solutions. One marketing solution I use and highly recommend? ChatGPT, an artificial intelligence chatbot. Today, I’ll go over ChatGPT for bookkeepers and how to become a marketing machine in 3 steps.
Why do bookkeeping clients keep challenging you on your prices? Are you doing something wrong? It is not uncommon for clients to challenge the pricing structure. It’s crucial to address these objections effectively and maintain a healthy client relationship. Today, I’m going to discuss 5 reasons why clients keep pushing back on your bookkeeping prices and what you can do about it.
Does the thought of talking to strangers just make you want to hide under your desk? Believe me, I have been there. Don’t worry because I've got your back. Today, I’ll discuss tips to boost your confidence and navigate sales call with ease. So, get ready introverted bookkeepers: how to confidently talk to prospective clients.
Starting with a new bookkeeping client can be an exciting opportunity, but what happens when their books are a mixed mess of personal and business transactions? It becomes crucial to implement effective strategies to untangle the comingling mess and establish proper bookkeeping practices. When that happens to you, here are my tips for taking on a messy comingling cleanup in QuickBooks Online.
It’s not news that QuickBooks is widely used among small business owners. When I started my business, I realized my limited knowledge of QuickBooks put me at a disadvantage. To grow, I needed to understand what was important to my clients. That was QuickBooks. Today, I’ll discuss the valuable resources provided by Intuit that are beneficial whether you’re new to bookkeeping or experienced. Keep reading or watch to learn more about the Free QuickBooks ProAdvisor Certification: how I used it to grow my bookkeeping business.
Are you ready to take your bookkeeping knowledge to the next level? As bookkeepers, our clients come in an assorted variety of legal entities. Legal entities and owner compensation might not sound like the most exciting topic, but trust me, it’s essential knowledge for any bookkeeper looking to grow, gain confidence, or tackle clean-up projects. Understanding your client’s legal entity and how they should be compensated can make a world of difference in your work with US clients. Today I’ll help explain the different tax forms and compensation methods for each type of legal entity, including Sole Proprietorships, LLCs, S Corporations, Partnerships, and C Corporations.So keep reading or click the video below to hear my insights for bookkeepers: what you need to know about legal entities and owner compensation.
Does this sound familiar? You’re starting a bookkeeping business or recently got started as a bookkeeper and you're struggling with self-doubt and lack of confidence. If so, you’re not alone. It’s normal to have fears about the future. I can empathize because I have been there, frozen with fear and scared out of my mind when I first started my virtual bookkeeping business. But don’t worry, there is hope. If you’re looking for some practical advice to overcome your fears and self-doubt as a bookkeeper, keep reading or click on the video linked below where I'll share my top 4 tips with you on how to gain confidence as a bookkeeper.
When it comes to pricing their services, most new bookkeepers start off with charging their clients by the hour. I certainly did that in the early days of my bookkeeping business too. But one of the best things that I did to grow my business was to move away from hourly billing to pricing all services upfront for my clients instead. If you’re still charging clients by the hour, I’d love to share my insights and experience with you from my own pricing journey. Keep reading or watch the video linked below to hear my top 5 reasons why every bookkeeper should stop charging by the hour.
Knocking out a big QuickBooks Online cleanup project requires the right preparation, tools, and strategy. Imagine if a boxer were to walk into the ring unprepared, without a strategy or the tools to take on their opponent - they would most likely lose the fight. Are you facing the challenge of a messy QuickBooks Online cleanup project, and want to triumph? Keep reading to learn about the paid diagnostic review: every bookkeeper's weapon for taking on a big QuickBooks Online cleanup project.
Are you struggling with pricing your bookkeeping services? Pricing is not easy, and in fact, it can evoke a lot of negative emotions, including fear and anxiety. It was certainly one of the areas that I struggled with the most while growing my virtual bookkeeping business. Although it was tough at times, I learned so much through the process. Would you like to skip past the trial and error and get straight to the good part? Keep reading, and I'll share the biggest pricing mistakes that I have made in my bookkeeping business, and the very valuable lessons that I have learned.
Are you taking on a QuickBooks Online cleanup and looking for some helpful tips? After doing hundreds of QuickBooks Online cleanup projects, I have pretty much seen it all by now. I have made my share of mistakes, but I have certainly learned a lot of valuable lessons along the way. Every cleanup has it’s own unique challenges, but there are some key factors to help set you up for success from the start. Keep reading to find out my biggest lessons learned after doing hundreds of QuickBooks Online cleanups, and see how they can help you.
After doing hundreds of of cleanups, I have seen it all. I've seen undeposited funds, uncategorized income, uncategorized expenses, unapplied income and expenses, reconciliation discrepancies, comingling. And the list goes on. Over the course of all these cleanup situations, I have come across some that defy all of our expectations for a “normal” cleanup. Today, I’m sharing my scariest QuickBooks cleanup horror stories.
