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The Ambitious Bookkeeper Podcast · April 22 · 38 min

237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips

some links are affiliate links In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you. In this episode you’ll hear: How to manage a shared team inbox What to do with merchant clearing account balances at year end Why building a 100% virtual client base can actually be easier than going local Resources mentioned in this episode: Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7d For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit my website: ambitiousbookkeeper.com Subscribe to my Newsletter ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on Threads: threads.net/@ambitiousbookkeeper Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC Descript** Buzzsprout** AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.

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some links are affiliate links

In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you.

In this episode you’ll hear:

  • How to manage a shared team inbox
  • What to do with merchant clearing account balances at year end
  • Why building a 100% virtual client base can actually be easier than going local

Resources mentioned in this episode:

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>

For creators:

Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Podcast Publishing Tools we use:

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.

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