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, Xero Ask, Xero HQ Reporting, Jet Convert, Hubdoc, Google Sheets, Kajabi, Gusto, TaxJar, Keeper, Content Snare
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Pricing for Profit: ambitiousbookkeeper.com/store
• Bookkeeping Biz Workshops
• Ambitious Bookkeeper Facebook Group
• Alyssa Lang: https://www.workflowqueen.com
• Katie Farrow's Bookkeeper Launch
• Acadian

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. 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)

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)