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

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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/c...
• Xero: https://xeroamericas.partnerlinks.io/...
• 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:   / ambitiousbookkeeper  
• Connect on Threads: https://www.threads.net/@ambitiousboo...
• Connect on Facebook:   / 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 (http://ambitiousbookkeeper.com/podcast) and leave your review.


Podcast Publishing Tools we use:

• Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media...
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Get access to the Dubsado Decoded Private Podcast Series here＞＞ (https://www.ambitiousbookkeeper.com/d...)