Thank you for addressing some of the pain points of working with clients. One topic that I'm curious about is how to work with a client's CPA. I've had only one experience with this. The CPA gave very vague instructions typically and it was all around a stressful experience.
I had the same experience with my client's CPA too. Completely ignores any of my emails. But then I started cc'ing my client to the emails I sent for transparency purposes, so she knows that I'm working on her books. When I include her in my emails her CPA replies in a day or two.
I find that it's best to speak the CPA's language as much as possible and to be confident when talking to clients' CPAs. Ask questions if you don't understand. Also keep in mind that many CPA's don't understand how to use QuickBooks and that's why their instructions can sometimes seem vague.
Hi Veronica, I'm about 98% onboard with starting a bookkeeping business. I really enjoy your videos and insights. What are you thoughts regarding Bookkeeper Launch? It's expensive but I read good reviews. I'm thinking I could use all the help I can get, since I have no experience in bookkeeping (tho' I worked mostly as a tax auditor for several years)......your thoughts?
Bookkeeper Launch has a great reputation. Many of their students are part of my online group in Facebook and they all say good things about it. It provides the training, support, and community that students need. They sometimes run sales, you may want to wait for a sale.
Bookkeeping plan as made by me has the following steps 1- vacate the Taxes 2- make Two Transactions in Capital daily 3- Clear Three outstanding payments Daily
![3 Bookkeeping Business Fails You Gotta Stop! [Starting a Bookkeeping Business & Accounting Firm]](http://i.ytimg.com/vi/xjkOSj8ldR8/mqdefault.jpg)
"No" is a complete sentence! Love this!!!
Glad it was helpful!
Love the way to say NO! :) Thanks Veronica
You're welcome, Ann!
GRATEFUL AND THANKFUL for ALL YOUR LESSONS
I'm so glad they are helping you.
Great message and useful to hear it from someone so successful. Thank you.
You're welcome.
Appreciate your work Veronica. I'm considering this and you've been my source for the most useful information.
Glad it was helpful!
Hi, I'm a Brazilian accountant and I'm looking to start a career as a bookkeeper in the USA. Your contents are very good. Thank you, keep it up.
Thank you so much. Best of luck to you.
Thank you for addressing some of the pain points of working with clients. One topic that I'm curious about is how to work with a client's CPA. I've had only one experience with this. The CPA gave very vague instructions typically and it was all around a stressful experience.
I had the same experience with my client's CPA too. Completely ignores any of my emails. But then I started cc'ing my client to the emails I sent for transparency purposes, so she knows that I'm working on her books. When I include her in my emails her CPA replies in a day or two.
I find that it's best to speak the CPA's language as much as possible and to be confident when talking to clients' CPAs. Ask questions if you don't understand. Also keep in mind that many CPA's don't understand how to use QuickBooks and that's why their instructions can sometimes seem vague.
This is what I needed to hear. Thank you
You're welcome.
Love this!
Glad you like it!
Thanks a lot for your 5 Min bookkeeping tips, you really educate & inspire me!
You're so welcome!
Always so informative and helpful. Thanks, Veronica. ❤️
Glad it was helpful!
You are brilliant!!!!! Love the info!
Thanks so much!
this one help a lot thanks ❤
You're welcome 😊
Hi Veronica, I'm about 98% onboard with starting a bookkeeping business. I really enjoy your videos and insights. What are you thoughts regarding Bookkeeper Launch? It's expensive but I read good reviews. I'm thinking I could use all the help I can get, since I have no experience in bookkeeping (tho' I worked mostly as a tax auditor for several years)......your thoughts?
Bookkeeper Launch has a great reputation. Many of their students are part of my online group in Facebook and they all say good things about it. It provides the training, support, and community that students need. They sometimes run sales, you may want to wait for a sale.
Bookkeeping plan as made by me has the following steps
1- vacate the Taxes
2- make Two Transactions in Capital daily
3- Clear Three outstanding payments Daily
Thanks for sharing. It's always good to have a plan!
That’s me.
We all make mistakes!
Bookkeeping is a 1310 meters Amateur Radio Band
Thanks for commenting.