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MINI Ep 8 | How to handle client banks that don’t integrate

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Manage episode 399277287 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper

In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.
Resources mentioned:

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:

  continue reading

Chapters

1. MINI Ep 8 | How to handle client banks that don’t integrate (00:00:00)

2. Introduction (00:00:00)

171 episodes

Artwork
iconShare
 
Manage episode 399277287 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper

In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay.
Resources mentioned:

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:

  continue reading

Chapters

1. MINI Ep 8 | How to handle client banks that don’t integrate (00:00:00)

2. Introduction (00:00:00)

171 episodes

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