APP HAPPY – New Live Webinar on March 28

If you’ve been trying to figure out which third party apps will work best for you in your bookkeeping business, I’ve got some good news for you! I’m running a brand new online training class this coming Tuesday, March 28 at 2:00 PM EDT (New York) Not sure if you can attend live at that time? […] ...

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Past Due: What to Do When a Client Doesn’t Pay On Time

You never expect clients’ invoices to go past due, but unless you take 100% of your payments up front (most bookkeepers don’t), then sooner or later you will have a slow paying client. What’s the best way to handle the situation, once you find yourself faced with it? Money is Emotional Most bookkeepers perform client […] ...

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Workflow Obstacles: Are Your Clients The Problem?

Earlier this week I was speaking with a fellow bookkeeper about workflow and how to use online tools to make it more efficient. It seems that whenever us bookkeepers get together to talk about improving efficiency and speeding up how serve our clients, one issue usually surfaces. Why is it so hard to get the source information we […] ...

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5 Quick Tips for Optimizing Your Bookkeeping Business

If you’re a freelance bookkeeper, do you feel like your capacity is at its limit and you’re struggling to figure out how you can possibly take on more clients without losing your mind? Optimizing your bookkeeping business is one of the few ways you can serve more clients without hiring staff. But how, exactly?   […] ...

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New Webinar: Next Generation Bookkeeping

This week we have a brand new, future-facing free webinar for you (hey, you said you wanted more free webinars!)… “Next Generation Bookkeeping” How to Simplify the Transition from Compliance to Advisory WHEN: Thursday, July 21 at 2:00 PM EDT (New York) In a different Time Zone? Register here for the free wbinar Join me and my special […] ...

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