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