Should we initiate a fresh start or clean-up process for the new client?
When considering whether to start over or initiate a clean-up process for a new client, evaluate several[…]
Which program do you utilize to safely gather documents from clients?
To securely collect documents from clients, professionals in various fields often rely on several software solutions that[…]
How do you feel about this?
The question “What about you?” or “How do you feel about this?” is a common way to[…]
Rephrased Question: ‘What is the rate for trust bookkeeping services?’
Answer: The rate for trust Bookkeeping services can vary widely depending on several factors, including geographic location,[…]
Client’s predicament: What actions would you recommend?
When addressing a client’s dilemma, it is essential to first gather comprehensive information about their specific situation[…]
Is QuickBooks Access Needed Before Determining Pricing?
In order to provide an accurate and tailored pricing structure, having access to QuickBooks can be extremely[…]
Are Venmo payments subject to 1099 reporting?
As of recent changes, payment services like Venmo are subject to IRS reporting requirements similar to other[…]
How do I approach my employer for a salary increase after realizing I was underpaid, and what amount should I request?
Start by evaluating your current market value for similar positions in your industry and location. Use resources[…]
Are there various types of accounting software available?
Yes, there is a wide range of Accounting Software available to cater to different business needs, sizes,[…]
What advice can I offer clients regarding Sales Tax?
When advising clients on Sales Tax, several important considerations and steps can be outlined: Understand the Jurisdictions:[…]