In this episode of Gentle Frog's Bookkeeping Lily Pad, Rachel Barnett talks about a bookkeeping dilemma: handling a client who messes up their financial records during the course of a cleanup, making it harder for the bookkeeper to finish the project because they’ve just created a bunch of extra work. Rachel gives an example where this happened (to someone else) and discusses possible ways to address this and other scope creep issues. 
 
Gentle Frog’s diagnostic review and clean up course: <a href='https://courses.gentlefrog.com/offers/AvrZAG8u/checkout'>https://courses.gentlefrog.com/offers/AvrZAG8u/checkout</a>
97 & Up — affiliate link & welcome offer: <a href='https://www.nerdenterprises.com/a/2147546802/DyoHDAZY'>https://www.nerdenterprises.com/a/2147546802/DyoHDAZY</a>
How we work and what to expect: <a href='https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf'>https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf</a>
My recent video on Rewind backup software: <a href='https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1'>https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1</a> (there are other videos on my YouTube channel)
My Facebook group: <a href='https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad'>https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad</a>
Wanna chat? Let’s grab Zoom coffee: <a href='https://gentlefrog.com/meeting'>https://gentlefrog.com/meeting</a>

In this episode of Gentle Frog's Bookkeeping Lily Pad, Rachel Barnett talks about a bookkeeping dilemma: handling a client who messes up their financial records during the course of a cleanup, making it harder for the bookkeeper to finish the project because they’ve just created a bunch of extra work. Rachel gives an example where this happened (to someone else) and discusses possible ways to address this and other scope creep issues. Gentle Frog’s diagnostic review and clean up course: https://courses.gentlefrog.com/offers/AvrZAG8u/checkout 97 & Up — affiliate link & welcome offer: https://www.nerdenterprises.com/a/2147546802/DyoHDAZY How we work and what to expect: https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf My recent video on Rewind backup software: https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1 (there are other videos on my YouTube channel) My Facebook group: https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad Wanna chat? Let’s grab Zoom coffee: https://gentlefrog.com/meeting

In this episode of Gentle Frog's Bookkeeping Lily Pad, Rachel Barnett talks about a bookkeeping dilemma: handling a client who messes up their financial records during the course of a cleanup, making it harder for the bookkeeper to finish the project because they’ve just created a bunch of extra work. Rachel gives an example where this happened (to someone else) and discusses possible ways to address this and other scope creep issues.&nbsp;
&nbsp;
Gentle Frog’s diagnostic review and clean up course: <a href="https://courses.gentlefrog.com/offers/AvrZAG8u/checkout" rel="noopener noreferrer">https://courses.gentlefrog.com/offers/AvrZAG8u/checkout</a>
97 &amp; Up — affiliate link &amp; welcome offer: <a href="https://www.nerdenterprises.com/a/2147546802/DyoHDAZY" rel="noopener noreferrer">https://www.nerdenterprises.com/a/2147546802/DyoHDAZY</a>
How we work and what to expect: <a href="https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf" rel="noopener noreferrer">https://www.gentlefrog.com/wp-content/uploads/2023/10/2023-Gentle-Frog-Welcome-and-What-to-Expect.pdf</a>
My recent video on Rewind backup software: <a href="https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1" rel="noopener noreferrer">https://youtu.be/OjUpwlDaoHk?si=wcIu3NnNoG6XE_n1</a> (there are other videos on my YouTube channel)
My Facebook group: <a href="https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad" rel="noopener noreferrer">https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad</a>
Wanna chat? Let’s grab Zoom coffee: <a href="https://gentlefrog.com/meeting" rel="noopener noreferrer">https://gentlefrog.com/meeting</a>

Episode Twenty Seven - Navigating Client-Caused Complications in Bookkeeping Projects

Welcome to Gentle Frog’s Bookkeeping Lily Pad, your cozy corner of the podcasting world where numbers tell a story and bookkeeping blossoms into an adventure! Dive in with Rachel Barnett, seasoned bookkeeper, and successful entrepreneur, as she leaps from one topic to another, guiding you through the riveting ecosystem of bookkeeping businesses.

Having journeyed through the challenges of building, growing, and eventually selling her own bookkeeping firm, Rachel brings a wealth of experience and heartfelt advice to aspiring and established bookkeeping professionals. With a passion that extends beyond ledgers and spreadsheets, she’s here to offer a supportive platform for industry insights, practical strategies, and the shared experiences that breathe life into the bookkeeping community.

Each episode, roughly 20 minutes, is a concise, content-rich package designed to fit into your busy schedule. Rachel welcomes a variety of guest speakers, from thriving bookkeeping business owners to other industry experts, ensuring a well-rounded perspective on all aspects of the profession. They’re not just talking debits and credits; they’re celebrating the entrepreneurial spirit, discussing client relations, marketing strategies, balancing work-life dynamics, embracing technology, and so much more.

But it’s not all serious business; amidst the valuable insights are sprinkles of light-hearted moments, personal anecdotes, and the camaraderie that makes the bookkeeping community genuinely unique. It’s a balance sheet for the soul that underscores the human side of numbers.

So, are you ready to hop onto a lily pad of learning and laughter? Subscribe to Gentle Frog’s Bookkeeping Lily Pad, and join Rachel Barnett on a transformative journey across the tranquil waters of bookkeeping business mastery. It’s time to make some un’frog’ettable memories in the world of finance!

Business

Entrepreneurship

Welcome to Gentle Frog’s Bookkeeping Lily Pad, your cozy corner of the podcasting world where numbers tell a story and bookkeeping blossoms into an adventure! Dive in with Rachel Barnett, seasoned bookkeeper, and successful entrepreneur, as she leaps from one topic to another, guiding you through the riveting ecosystem of bookkeeping businesses. Having journeyed through the challenges of building, growing, and eventually selling her own bookkeeping firm, Rachel brings a wealth of experience and heartfelt advice to aspiring and established bookkeeping professionals. With a passion that extends beyond ledgers and spreadsheets, she’s here to offer a supportive platform for industry insights, practical strategies, and the shared experiences that breathe life into the bookkeeping community. Each episode, roughly 20 minutes, is a concise, content-rich package designed to fit into your busy schedule. Rachel welcomes a variety of guest speakers, from thriving bookkeeping business owners to other industry experts, ensuring a well-rounded perspective on all aspects of the profession. They’re not just talking debits and credits; they’re celebrating the entrepreneurial spirit, discussing client relations, marketing strategies, balancing work-life dynamics, embracing technology, and so much more. But it’s not all serious business; amidst the valuable insights are sprinkles of light-hearted moments, personal anecdotes, and the camaraderie that makes the bookkeeping community genuinely unique. It’s a balance sheet for the soul that underscores the human side of numbers. So, are you ready to hop onto a lily pad of learning and laughter? Subscribe to Gentle Frog’s Bookkeeping Lily Pad, and join Rachel Barnett on a transformative journey across the tranquil waters of bookkeeping business mastery. It’s time to make some un’frog’ettable memories in the world of finance!

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Episode Twenty Seven - Navigating Client-Caused Complications in Bookkeeping Projects

Episode Twenty Seven - Navigating Client-Caused Complications in Bookkeeping Projects

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