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Category: Business Ownership

Setting Client Expectations: How to Create a Better Bookkeeping Relationship

Learn how to improve your bookkeeping practice by setting client expectations early to avoid frustration and promote professional relationships.

Year-End Stress Tips for Bookkeepers: How to Survive January Without Burnout

Reduce overwhelm in January with effective Year-End Stress Tips designed specifically for bookkeepers facing 1099 season.

Cash Flow vs. Profit and Loss: Understanding the Key Differences

Learn the difference between cash flow and your profit and loss and why both are crucial for business owners.

Anchor Engagement Letter Software: Dashboard & Settings

An overview of the dashboard and settings of Anchor, the software I use for engagement letters and payment processing.

Independent Contractor vs Employee: What Bookkeepers Need to Know

Find out how to handle client misconceptions about independent contractor vs employee status and manage their expectations.

Bookkeeping Admin Support: How the Right Help Can Boost Your Business

Learn how bookkeeping admin support can streamline your workload, allowing you to focus on client work and growth.

Hiring for Bookkeepers: Who Should You Hire First?

Find out how to navigate hiring for bookkeepers. Weigh the pros and cons of hiring choices to suit your needs.

Managing a Bookkeeping Team: How to Set Expectations and Build a Strong Support System

Learn how to set yourself up for success when expanding your bookkeeping team with effective communication and clear expectations.

Underbidding Bookkeeping Projects: How to Turn Mistakes Into Wins

Learn how underbidding bookkeeping projects can provide opportunities for growth and improvement in your practice.