The Ambitious Bookkeeper Podcast podcast

253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More

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In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more clients heading into 2026, and how I handle clients who won't send receipts no matter how many times you ask.

We also got into Shopify bookkeeping, paying contractors, what to do when a credit union is making your life miserable, and the moment I know it's time to walk away from a client. Plus, I spill the tea on why creating a course is way less passive than running a bookkeeping firm.

In this episode you’ll hear:

  • My process for QBO to Xero conversions
  • How to get more clients without burning yourself out
  • How to keep month-end moving
  • Shopify deposits and bills
  • Contractors on Gusto
  • Credit unions with no bank feeds
  • How to know when a client has outgrown your firm.

Resources mentioned in this episode:

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