Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry. Sponsors Human at Scale - https://uqb.promo/human Debits - https://uqb.promo/debits (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:27) - Spring Break Road Trip and Intuit Campus Visit (01:54) - Spinning the Wheel of Rants (02:47) - Allowing Clients to Control the Work (04:34) - Giving Legal or Tax Advice (09:24) - Taking Clients Without Required Skills (15:04) - Working for Free and Discounting Invoices (21:17) - Access to Client Bank Accounts (27:14) - Managing Client Communication (31:17) - Importance of Engagement Letters (34:38) - Reviewing and Updating Engagement Letters (37:29) - Vetting Clients Before Engagement (43:20) - Emotional Boundaries with Clients (46:22) - Confidentiality and Professionalism (49:20) - Course Announcements and Wrap-Up Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/ YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast Email:
[email protected] Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup 1Password: 1password.com Keeper: https://keeper.app/?via=4aaea6 Alicia’s Mobile App class: May 13 Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding
