🔥 In this episode of Bookkeepers on Fire with Donna & Debbie tackle overhead costs challenge with clients.

Got a client asking about overhead costs? We’re breaking it down like a boss — no boring spreadsheets, just real talk and smart strategy.

💡 Overhead, but Make It Fun-ish – Fixed costs, annual bills, and how to serve it up without a QBO meltdown

📊 Google Sheets to the Rescue – When it comes to presentations, simple is spicy and Excel is your bestie

🍽️ Don’t Cut the Staff – Your servers are the secret sauce (and yes, smaller plates do work!)

💬 Listen in for real talk, real tools, and real-deal ways to make overhead not-so-overwhelming.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.  

Join us here: Bookkeepers On Fire Community  

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

#BookkeepersOnFire #OverheadMadeEasy #QBOTips #SmallBizFinance #BookkeeperLife #DonnaAndDebbie #SpicyAccounting #OverheadMatters

🎧 On Bookkeepers on Fire, Debbie and Donna take you behind the scenes of their client onboarding process — from first impressions to full-blown financial strategy. 💼💬💸

🔥 Here’s how they turn Zoom calls into bankable business:

💡 Discovery Call = First Date: $50 gets you a face-to-face to see if it’s a vibe. If you won’t turn your camera on... reschedule.

📊 Strategy Call = Deep Dive: For $495, they walk through your QBO file with you, guiding every click, assessing the chaos, and pricing on the spot.

💬 Client Comms that Spark: Slack, Keeper, Categorize Me — and a human touch. From proposal to kickoff, they stay connected and keep it personal.

👏 Whether you're a bookkeeper looking to upgrade your process or a client wondering what really goes down on those strategy calls… this one’s 🔥.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.  

Join us here: Bookkeepers On Fire Community  

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥  

#BookkeepersOnFire #ClientOnboarding #BookkeepingBusiness #QBO #StrategyCall #DiscoveryCall #KnowYourWorth #AccountingLife #SmallBusinessSupport #ClientExperience #PricingStrategy

"One of my clients has a daughter who will be taking over his bookkeeping. I knew it was coming, as that was the goal for her to graduate HS and college. My fear is - she will need to be trained more in-depth. He’s wanting me to lightly show her the ways, but I feel like I should be compensated if she needs to be taught how to do the bookkeeping. Would you charge a flat fee, hourly, or do you think it’s ridiculous that I want to charge a “training” fee? Curious your thoughts."

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"If you're just starting out and trying to minimize costs, would it be a bad thing to just use your personal phone number as the contact number, and your own Google Drive for file storage? I'm not sure how long it will take to get my first customers."

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"I have a client on QBO whose bank feed for a cc disconnected a while back and when it was reconnected some transactions duplicated but at the time I didn’t know as some we’re already categorized when the others came back through. Now that I’m reconciling I see multiple that were duplicated. How do I get rid of the duplicates?"

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RightTool for QuickBooks Online - Promo Code - Donna20

Keeper

Meow Business Banking with Interest

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Royalwise QBO Training by Alicia Katz Pollock

5 Minute Bookkeeping Academy by Veronica Wasek

Nerd Enterprises - Bulletproof Bookkeeping by Seth David

Part Time YouTuber Academy

Please submit your questions: Ask Debbie & Donna

You can email us at: [email protected]

Produced by: James Reade

"When working hourly as a contractor for a firm for one specific client, is it normal to be required (by the firm) to have the client sign off on a timesheet for the hours worked?"

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"If a client writes all manual checks but still connects to the bank in QBO do you just use the bank feed entries and edit those? Or do you record from the manual checks then match after? The dates on the bank feed are not the check issue date but the cleared date."

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"I have an inquiry who is wanting to move from QB Desktop to QB Online. Looking for advice for making this transition. What do you wish you had known the first time you went through this process? I'm looking for the inside scoop!"

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"Do you do an hourly rate for odd jobs? I have a client who wants to retain me for just questions that they may have. I did their clean up and they are good people. However they don’t want to do ongoing and asked what I would charge to just answer questions once in a while. How do you charge for it? "

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"I’m reviewing my current hourly clients so I can switch them to flat fee. My hesitation is the amount of communication that I include in that fee. I can estimate what to expect, based on what their number of emails/texts/calls to me have been in the past. What do you include in your contract to ensure that you can be paid for emails/phone calls/texts, without looking like you’re nickel and diming? Some of my clients need a lot of hand-holding, which I don’t mind, as long as they pay me for it."

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