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

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

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

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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

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.