02.05.2024 - By Serena Shoup, CPA
Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeperIn this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.Resources mentioned:RelayLearn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bbaBecome a Bookkeeper: https://w...