<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1774460/open_sms">Send us a text</a>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:<ul><li>Getting Clients in Niche Markets</li><li>Handling Unresponsive Clients</li><li>Recording Startup Expenses</li><li>Bookkeeping Practice Tests</li><li>Using Airtable, Asana, and Dubsado</li><li>Client Management and Team Structure</li><li>Migrating New Clients to Xero from QBO</li><li>Connecting Credit Unions to Xero</li><li>And More!</li></ul>Resources mentioned in this episode:<ul><li>Bookkeeping Business Accelerator: <a href='https://www.ambitiousbookkeeper.com/vip'>https://www.ambitiousbookkeeper.com/vip</a></li><li>Bookkeeping Biz Workshops: <a href='http://bkworkshops.online/'>http://bkworkshops.online/</a></li><li>One-on-one mentoring sessions: <a href='https://www.ambitiousbookkeeper.com/contact'>https://www.ambitiousbookkeeper.com/contact</a></li><li>Xero: <a href='https://xeroamericas.partnerlinks.io/79afz10exu7d'>https://xeroamericas.partnerlinks.io/79afz10exu7d</a></li><li>Dubsado: <a href='https://www.dubsado.com/?c=shoupcpa'>https://www.dubsado.com/?c=shoupcpa</a></li><li>Open Phone: <a href='https://openph.one/referral/XA0kFFR'>https://openph.one/referral/XA0kFFR</a></li><li>Excel, Asana, Airtable, QBO, Jet Convert</li></ul>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 @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:<ul><li>Visit our website: <a href='https://www.ambitiousbookkeeper.com'>https://www.ambitiousbookkeeper.com</a></li><li>Follow the Blog: <a href='https://www.ambitiousbookkeeper.com/blog'>https://www.ambitiousbookkeeper.com/blog</a></li><li>Connect on Instagram: <a href='https://www.instagram.com/ambitiousbookkeeper'>https://www.instagram.com/ambitiousbookkeeper</a></li><li>Connect on Threads: <a href='https://www.threads.net/@ambitiousbookkeeper'>https://www.threads.net/@ambitiousbookkeeper</a></li><li>Connect on Facebook: <a href='https://www.facebook.com/serenashoupcpa'>https://www.facebook.com/serenashoupcpa</a></li></ul>Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to <a href='http://ambitiousbookkeeper.com/podcast'>ambitiousbookkeeper.com/podcast</a> and leave your review.Podcast Publishing Tools we use:<ul><li>Editing → Sabr Media LLC: <a href='https://www.iangilliam.com/sabr-media-llc'>https://www.iangilliam.com/sabr-media-llc</a></li><li>Descript: <a href='https://get.descript.com/u7lubkx09073'>https://get.descript.com/u7lubkx09073</a> (affiliate link)</li><li>Buzzsprout: <a href='https://www.buzzsprout.com/?referrer_id=1753696'>https://www.buzzsprout.com/?referrer_id=1753696</a> (affiliate link)</li></ul><a href="https://www.ambitiousbookkeeper.com/bkworkshops">Join the Bookkeeping Biz Workshops for just $37 HERE></a> Grab the Spotify Playlists here: <a href="https://ambitiousbookkeeper.com/spotify">ambitiousbookkeeper.com/spotify</a>

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

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