199 | [Q&A] Handling Clients, Cash Vs Accrual, Inventory, And Solo Bookkeeper Vacation Planning The Ambitious Bookkeeper podcast

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199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning

1d ago 37:11

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This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.

In this episode you’ll hear:

Learn how to confidently set your prices for bookkeeping setups and avoid undercharging
Discover effective ways to present financial statements that truly benefit your clients
Find out how to balance multiple professional identities on LinkedIn
Get strategies for taking a break from your bookkeeping business without losing clients

Resources mentioned in this episode:

Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0
The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
Elevate program: https://www.ambitiousbookkeeper.com/elevate
Email subscription: https://www.ambitiousbookkeeper.com/subscribe
Payment processors: Stripe, PayPal, GoCardless, Pluto
Workflow Queen (Alyssa Lang): https://www.workflowqueen.com
Accounting software: Xero, QuickBooks, Wave
Payroll: Gusto
Client management: Dubsado
Spotify playlists for The Ambitious Bookkeeper Podcast

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: https://www.ambitiousbookkeeper.com
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Podcast Publishing Tools we use:

Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

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Join the next free training at ambitiousbookkeeper.com/training

Chapters

1. Introduction (00:00:00)

2. Q1 - Handling First Clients (00:01:33)

3. Q2 - Cash vs Accrual (00:11:41)

4. Q3 - Payment Processors (00:13:49)

5. Q4 - Handling Inventory (00:14:57)

6. Q5 - Workshop Suggestion: Payroll Management (00:17:45)

7. Q6 - Onboarding and Data Security (00:19:33)

8. Q7 - Transition from Side Hustle (00:21:26)

9. Q8 - Deliverables (00:25:08)

10. Q9 - Monthly vs Annual Fees (00:27:45)

11. Q10 - Planning for a Vacation as a Solo Bookkeeper (00:32:00)

12. Conclusion (00:34:49)

210 episodes

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