Posts from 25 February 2025

What are mistakes you’ve seen in client books by beginner bookkeepers/owners who do it themselves?

Common Mistakes in Client Books by Novice Bookkeepers and DIY Business Owners I’ve encountered quite a few[…]

Bad clients?

“`markdown Dealing with Difficult Clients: A Strategy for Success Hello everyone, Matt here with some insights on[…]

As a CPA am I expecting too much from a bookkeeper?

“`markdown As a CPA, Am I Expecting Too Much from a Bookkeeper? I don’t think I am,[…]

How are you using AI in bookkeeping?

“`markdown Exploring AI in Bookkeeping Recently, I utilized ChatGPT to transform a bank statement into a spreadsheet,[…]

Is it worth continuing as a bookkeeper if you won’t touch Tax returns?

Should You Continue as a Bookkeeper Without Handling Tax Returns? I’m in the midst of steering my[…]

What is your bookkeeping or accounting firm tech stack?

Exploring the Tech Stack for Your Bookkeeping or Accounting Firm Introduction What technology tools are you utilizing[…]

Why doesn’t everyone do it?

“`markdown Why Doesn’t Everyone Pursue Entrepreneurship? As a 23-year-old male from the United States—turning 24 in just[…]

CPA bookkeepers: how do you handle “iffy” bookkeeping transactions?

Handling Iffy Bookkeeping Transactions as a CPA Bookkeeper Introduction As a CPA who has recently ventured into[…]

Which underrated bookkeeping tools do you recommend?

“`markdown Recommendations for Lesser-Known Bookkeeping Tools I’m seeking suggestions and hoping readers can share insights on effective[…]

What was your big Aha moment when you were learning bookkeeping?

Discovering That Aha Moment in Bookkeeping Learning Bookkeeping can often feel like navigating an outdated and overly[…]

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