212 | Q&A How to Get Clients to Respond, Creating Budgets, & Accounting for Startup Expenses

The Ambitious Bookkeeper Podcast

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10d ago 38:35

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Hey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.

In this episode you’ll hear:

Getting Clients in Niche Markets
Handling Unresponsive Clients
Recording Startup Expenses
Bookkeeping Practice Tests
Using Airtable, Asana, and Dubsado
Client Management and Team Structure
Migrating New Clients to Xero from QBO
Connecting Credit Unions to Xero
And More!

Resources mentioned in this episode:

Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vip
Bookkeeping Biz Workshops: http://bkworkshops.online/
One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contact
Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
Dubsado: https://www.dubsado.com/?c=shoupcpa
Open Phone: https://openph.one/referral/XA0kFFR
Excel, Asana, Airtable, QBO, Jet Convert

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
Follow the Blog: https://www.ambitiousbookkeeper.com/blog
Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
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Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

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)

Join this cohort of The Bookkeeping Business Accelerator®️>

Chapters

1. Introduction and Welcome (00:00:00)

2. Q1 - Client Budgeting Tips (00:04:15)

3. Q2 - Getting Clients in Niche Markets (00:05:32)

4. Q3 - Handling Unresponsive Clients (00:07:02)

5. Q4 - Recording Startup Expenses (00:11:52)

6. Q5 - Upwork Client Acquisition Update (00:13:26)

7. Q6 - Bookkeeping Practice Tests and Confidence Building (00:15:15)

8. Q7 - Xero vs QuickBooks (00:18:13)

9. Q8 - Using Airtable, Asana, and Dubsado (00:19:29)

10. Q9 - Just Go For It! (00:23:57)

11. Q10 - Client Management and Team Structure (00:25:04)

12. Q11 - Migrating New Clients to Xero from QBO (00:26:30)

13. Q12 - Connecting Credit Unions to Xero (00:27:33)

14. Q13 - Self Employment Taxes and Single Member LLC's (00:29:16)

15. Q14 (live) - What Service Offering Should I Provide? (00:30:56)

16. Q15 - Choosing a Niche (00:35:41)

17. Q16 - Journal Entries Regarding Tips and POS System (00:36:56)

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