207 ⎸ [Q&A] Accrual Accounting and Client Management Insights

The Ambitious Bookkeeper Podcast

Send us a text

Hey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.

In this episode you’ll hear:

• Client request systems and processes
• Xero migrations and software recommendations
• Accrual accounting deep dive
• Pricing strategies and business growth

Resources mentioned in this episode:

• Xero: https://xeroamericas.partnerlinks.io/79afz10exu7d
• Jet Convert: https://jetconvert.com/
• Hubdoc: https://www.hubdoc.com/
• Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nu
• Gusto: https://gusto.com:/partners/i/serena591
• TaxJar: https://www.taxjar.com/
• Keeper: https://keeper.app/?via=serena
• Content Snare: https://contentsnare.com/#_r_serena58
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Pricing for Profit: https://www.ambitiousbookkeeper.com/store
• Bookkeeping Biz Workshops: bkworkshops.online
• Ambitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeper
• Alyssa Lang/Workflow Queen: https://www.workflowqueen.com
• Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv
• Bookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/
• Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjF

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
• Connect on Facebook: https://www.facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Pl

Get access to the Dubsado Decoded Private Podcast Series here>>

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Chapters

1. Client Request Software and Process (00:00:00)

2. Mass Emails and Newsletters (00:04:15)

3. What Elevate Teaches for QC Software (00:05:00)

4. Handling Client Migrations (00:06:02)

5. Hubdoc and Multi-Entity Clients (00:09:27)

6. Managing Undeposited Checks (00:11:19)

7. How to Do Meeting Scheduling (00:13:28)

8. Sales Tax and Bookkeeping Business Accelerator (00:15:11)

9. Current Workshops Available (00:16:53)

10. Advice for Beginners (00:21:57)

11. Pricing Strategies and Tools (00:24:16)

12. Accrual-Based Accounting Tips (00:24:51)

13. Can You Really Make Six Figures in a Year? (00:33:58)

14. Bookkeeping for Construction and Contractors (00:36:25)

15. Final Q&A and Closing Remarks (00:38:53)