MINI Ep 8 | How to handle client banks that don’t integrate

The Ambitious Bookkeeper Podcast

Контент предоставлен Serena Shoup, CPA, Serena Shoup, and CPA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Serena Shoup, CPA, Serena Shoup, and CPA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

6M ago 5:28

MP3•Главная эпизода

Send us a Text Message.

Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper

In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.
Resources mentioned:

Relay

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:

Podcast Editing: Sabr Media LLC
Descript (affiliate link)
Buzzsprout (affiliate link)

Разделы

1. MINI Ep 8 | How to handle client banks that don’t integrate (00:00:00)

2. Introduction (00:00:00)

172 эпизодов

#Serena Shoup, CPA #CPA #Serena Shoup #Accounting #Online Business #Business #Self-Improvement #Bookkeeping #Careers #Entrepreneur #Podcasting Education