Unofficial QuickBooks Accountants Podcast

The 20 Things Bookkeepers Should Never Do (Wheel of Rants)


Listen Later

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


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (00:27) - Spring Break Road Trip and Intuit Campus Visit
  • (01:54) - Spinning the Wheel of Rants
  • (02:47) - Allowing Clients to Control the Work
  • (04:34) - Giving Legal or Tax Advice
  • (09:24) - Taking Clients Without Required Skills
  • (15:04) - Working for Free and Discounting Invoices
  • (21:17) - Access to Client Bank Accounts
  • (27:14) - Managing Client Communication
  • (31:17) - Importance of Engagement Letters
  • (34:38) - Reviewing and Updating Engagement Letters
  • (37:29) - Vetting Clients Before Engagement
  • (43:20) - Emotional Boundaries with Clients
  • (46:22) - Confidentiality and Professionalism
  • (49:20) - Course Announcements and Wrap-Up
  • 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

    ...more
    View all episodesView all episodes
    Download on the App Store

    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    42 ratings


    More shows like Unofficial QuickBooks Accountants Podcast

    View all
    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    795 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,982 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    743 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,312 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    586 Listeners

    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,548 Listeners

    Ramsey Everyday Millionaires by Ramsey Network

    Ramsey Everyday Millionaires

    3,675 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    535 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    337 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    249 Listeners

    The Long View by Morningstar

    The Long View

    893 Listeners

    QB Power Hour Podcast by Dan DeLong & Matthew Fulton

    QB Power Hour Podcast

    5 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    803 Listeners

    Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

    Earmark Podcast | Earn Free Accounting CPE

    28 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    28 Listeners