What’s a reasonable frequency for a bookkeeper to be reconciling?
How Often Should Your Bookkeeper Reconcile Your Accounts? Hello everyone, I’m seeking some advice on what is[…]
Have you ever underquoted your monthly bookkeeping fee?
“`markdown Have You Ever Underestimated Your Monthly Bookkeeping Fees? Last week, I welcomed a new client and[…]
How would a CPA find you?
“`markdown Strategies for a CPA to Build Connections with Bookkeepers Introduction Hello everyone, As a Certified Public[…]
Do You Charge For Discovery/Onboarding Work?
“`markdown Do You Charge for Discovery/Onboarding Work? In my recent experience, my policy on charging for discovery[…]
What did you learn the hard way?
Lessons Learned the Hard Way Reflecting on my journey, I’ve fine-tuned my client contracts. Yet, the memory[…]
Small Business Owners: What caused you to switch from keeping your own books to hiring someone?
Transitioning from DIY Bookkeeping to Hiring a Professional: Insights for Small Business Owners Hello everyone! I’m new[…]
What do I tell a potential client when I don’t have a lot of experience?
How to Approach a Potential Client with Limited Bookkeeping Experience Introduction I am eager to share that[…]
How much and how long on Quickbooks Online cleanup?
QuickBooks Online Cleanup: Estimating Time and Cost A Challenging First Client Experience I recently began working with[…]
What’s your month-end close process?
Exploring Month-End Close Processes for Bookkeepers Hello, fellow bookkeepers! Could you share insights into how you handle[…]
How to hire a bookkeeper successfully?
How to Successfully Hire a Bookkeeper I’m considering hiring a bookkeeper through Upwork. What are the key[…]