The Ambitious Bookkeeper Podcast podcast

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

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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:


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