Bookkeepers On Fire

"I'm a Bookkeeper and good at it. With many of my new prospects want an A-Z solution their small enough to have a simple Schedule C or S-Corp return wit just them. So they want to avoid having to hire 2 different firms. One for Bookkeeping and one for tax. How are bookkeepers handling this?"

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"If have a client that I am taking on and I will need to remote into their computer. Can you all recommend any good remote programs that you maybe use. I have never had to do this with a client before so I am not sure where to even start." 

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"Seeing the changes in QuickBooks payments is giving me pause and I'm searching for other options. What are your favorite payment processors?"

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"What's everybody's parameters on their bill pay process. I'm trying to decide exactly what processes will be within my scope and what will be considered out of scope."

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"I'm looking for tips on managing a successful virtual bookkeeping business from home. The first thing I would like to know is how do I write a proposal for the work I will do for them and the pay."

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"How do you respond when a former client asks for help to resolve some bookkeeping issues that have come up since you stopped working with them?"

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"I'm wondering how you all have approached getting your actual legal binding contracts to use with clients. Did you hire an attorney or use a template?  I am stuck in this step of start up maybe because I am overthinking."

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"In this climate of inflation sky rocketing insurance, property taxes and other costs every cent counts. My client is feeling the pain associated with credit card fees now more than ever. I am considering advising my client to include a service charge in the equivalent amount of the credit card fee in the invoice."

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"How in depth do you go for a diagnostic review and what details do you like to look for to let you know if this is going to be a pain client or a good client."

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Debbie & Donna talking about what it is like working for Intuit in QuickBooks Live Expert Assisted and more.

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