199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning

Send us a text This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges. In this episode you’ll hear: Learn how to confidently set your prices for bookkeeping setups and avoid undercharging Discover effective ways to present financial statements that truly benefit your clients Find out how to balance multiple professional identities on LinkedIn Get strategies for taking a break from your bookkeeping business without losing clients Resources mentioned in this episode: Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0 The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba Elevate program: https://www.ambitiousbookkeeper.com/elevate Email subscription: https://www.ambitiousbookkeeper.com/subscribe Payment processors: Stripe, PayPal, GoCardless, Pluto Workflow Queen (Alyssa Lang): https://www.workflowqueen.com Accounting software: Xero, QuickBooks, Wave Payroll: Gusto Client management: Dubsado Spotify playlists for The Ambitious Bookkeeper Podcast 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 @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow the Blog: https://www.ambitiousbookkeeper.com/blog Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link) Get access to the Dubsado Decoded Private Podcast Series here>>