
Sign up to save your podcasts
Or
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.
Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup
1Password: 1password.com
Keeper: https://keeper.app/?via=4aaea6
Alicia’s Mobile App class: May 13
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
4.9
4242 ratings
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.
Sponsors
Human at Scale - https://uqb.promo/human
Debits - https://uqb.promo/debits
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: [email protected]
Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup
1Password: 1password.com
Keeper: https://keeper.app/?via=4aaea6
Alicia’s Mobile App class: May 13
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
795 Listeners
1,982 Listeners
743 Listeners
1,312 Listeners
586 Listeners
3,548 Listeners
3,675 Listeners
535 Listeners
337 Listeners
249 Listeners
893 Listeners
5 Listeners
803 Listeners
28 Listeners
28 Listeners