Shows
Tony Katz TodayTony Katz Today Full Show - 04/17/25 (Andrew Langer Guest Hosts)Hour 1 Segment 1 While Tony is away getting ready for his Trump: An American Reset in Three Bourbons show, Andrew Langer fills in! Andrew starts the show by talking about Jasmine Crockett saying Marjorie Taylor Greene reads at a first-grade level. Andrew also talks about Bernie Sanders saying the U.S. is moving towards an oligarchy. Hour 1 Segment 2 Andrew talks about an article from Donna Lu saying dogs are environmental villains. Andrew also talks about how Jerome Powell thinks the tariffs could lead to inflation. Hour 1 Segment 3 Andrew is joined with Ed Henry of Ne...2025-04-171h 48Tony Katz TodayEpisode 3773: Tony Katz Today Hour 1 - 04/17/25 (Andrew Langer Guest Hosts)Hour 1 Segment 1 While Tony is away getting ready for his Trump: An American Reset in Three Bourbons show, Andrew Langer fills in! Andrew starts the show by talking about Jasmine Crockett saying Marjorie Taylor Greene reads at a first-grade level. Andrew also talks about Bernie Sanders saying the U.S. is moving towards an oligarchy. Hour 1 Segment 2 Andrew talks about an article from Donna Lu saying dogs are environmental villains. Andrew also talks about how Jerome Powell thinks the tariffs could lead to inflation. Hour 1 Segment 3 Andrew is joined with Ed Henry of Ne...2025-04-1736 min
The Hall Closet PodcastHow This Podcast Helped Me SurviveTHE KEYHOLE: How Phyllis broke John Hall, turning a former master criminal into a homeless dead guy. If there's really a master criminal at work here, it might just be Phyllis. Finally, we'll tell you the story how this bonkers family saga became a podcast - and what will happen in season two!SHOW NOTESIn season one of The Hall Closet, I wanted to give you an overview of The Halls - a family that seemed compelled to live outside the law. And, I wanted to introduce you to the principle players...2025-03-0443 min
Bookkeepers On FireLedger Life Rocks"What are your thoughts on the QB Ledger option? I was thinking it might be worth trying for couple lasting clients who are still in desktop (my old version as I don't pay for it anymore). For both these clients, I only work on their files 1 or 2x a year.... nothing live, no bill paying etc. Just enter, reconcile, get a report to their CPA’s. So I was thinking QB Ledger might be sufficient for them."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we...2025-03-0204 min
Bookkeepers On FireJust Stealing"My client has her own QB Accountant account and has her own 2 businesses as clients. She wants to move one of those clients to her QB Accountant profile so that it's free and she can rid of one QB subscription. Is it possible to move a client file into the QB Accountant file?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate...2025-02-2604 min
The Hall Closet PodcastHow My Brother Herb Survived John HallTHE KEYHOLE: My brother Herb Haak tells his side of the John Hall story in incredible detail. It's a story about deep corruption in the Philadelphia Police Department and DA's office. SHOW NOTESWe've told the John Hall Story from my perspective. We've told it from a journalistic perspective - thanks to our friend, the journalist Tom Lowenstein. Now we get to tell it from my brother Herb's perspective. And Herb's perspective is particularly insightful because, like our friend Walter Ogrod, Herb was one of John Hall's victims. ...2025-02-251h 12
Bookkeepers On FireHiring Gone Wild"When you first started hiring help for your bookkeeping business, did you go with a contractor or with an employee? Why or why not? If you hired in employee capacity how did you go about providing tools/equipment and training, assuming you are operating out of your home rather than having a business location? Do you tell your clients that other people would be handling their books or was it all behind the scenes for them? How did you ensure that your "helper" did not create bigger messes or use information inappropriately? Did you take out additional insurance coverage...2025-02-1911 min
The Hall Closet PodcastHow I Survived John Hall, Part 2THE KEYHOLE: Without a doubt, the very worst thing criminal mastermind John Hall did to my family was what he did to my brother Herb. He put Herb in prison for 18 months and made him stand trial for a brutal rape and murder he absolutely did not commit. And all because Herb had done the right thing – reporting to the authorities that John and my mom had been leaving our 12 year old youngest sister “home alone” (that’s how the newspapers reported it) in a dangerously cold house for six months. When normal families disagree, they scream and shout at each o...2025-02-1841 min
Bookkeepers On FireMind-Reading Not Included"How do you deal with Uncat or Keeper fail? I put one of my clients on Uncat. It's been a few months and I think he used it just one time and didn't even get through everything on there. It was not too much but, at the same time, he has been bad about communicating with me so transactions did accumulate but I tried to not overwhelm him by putting only a few at a time in the account that feeds to Uncat. I believe, ideally, he would like for me to read his mind and use clairvoyance to...2025-02-1609 min
Bookkeepers On FireCharge for Chatter"If your bookkeeping is a monthly pricing package, do you include a zoom call with that package? If not, how much do you charge for a zoom call?"
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RightTool for QuickBooks Online - Promo Co...2025-02-1209 min
The Hall Closet PodcastHow I Survived John Hall, Part 1:THROUGH THE KEYHOLE: How lifelong criminal John Hall seduced my mom Phyllis into one - and then more - of his phony jailhouse confessions as a way to reduce his own considerable legal exposure. In this episode, an innocent man named WALTER OGROD pays a terrible price for thinking John Hall was his friend.STORY NOTESJohn Hall didn't turn my family into criminals. More like, he was the accelerant that sent us over the edge. In very little time, he'd plunge my family into two of Philadelphia's most notorious unsolved murders!2025-02-1152 min
Bookkeepers On FireClient or Scam?"When a company sends you a QuickBooks connection request do you accept it?"
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RightTool for QuickBooks Online - Promo Code - Donna20
Keeper
Gusto
Royalwise QBO Training by Al...2025-02-0903 min
The Hall Closet PodcastHow I Survived Failing My Younger SisterTHE BLURB: John Hall changed my family in many ways, none of them good. Once John and Phyllis hooked up, the Halls went from being petty criminals to "players". John Hall would plunge our family into two of Philadelphia's most notorious recent murders. But, first, John would change Phyllis from being just a really terrible mom into a flat out criminal one. Or, as the newspapers called her "The Home Alone Mom From Buck's County". SHOW NOTESBefore my brother Herb met John Hall in prison and introduced him to my mom who...2025-02-0453 min
Bookkeepers On FireQBO Ledger Lovers Unite"If you are using QBO Ledger, can you give a list of what type of clients/industry you are using this for successfully? I'd love some input on it!"
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RightTool for QuickBooks Online - Pr...2025-02-0208 min
Bookkeepers On FireChecks & Chaos"Some of the client's payments are through check, which only shows in bank feeds with the check number only. For correct categorization, I have to go to the check statement and see each check and vendor, then categorizes it manually. There are hundreds of checks every month. Is there is any way through which I can automate this, which make this hectic process easy for me."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links...2025-01-2907 min
The Hall Closet PodcastHow I Survived Feeling Like I Didn't BelongTHE BLURB: It was hard enough growing up in a lower tier crime family. But, imagine growing up and feeling the whole time like you didn't "belong" - like somehow you ended up with the wrong family. When I was 40, I learned that I was right - my actual biological dad was a sperm donor and none of the various men my mom and my family's stories told me was my dad. But, I would also learn that the other family to which I did belong - my family of donor conceived siblings - they were and are amazing!2025-01-2836 min
Bookkeepers On FireMy Time Costs, Even For A Glance"How do you ask to see someone’s books for a quote? QBO specifically. Is there an option where I can be given access to look around, and if I’m not chosen to be the company’s Bookkeeper they can revoke the access?"
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Venmo for Donations - If we are...2025-01-2708 min
Bookkeepers On FireProcrastinator’s CPE Plan"Best/cheapest way to keep up with CPE?! I’m behind schedule and need to catch up. "
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RightTool for QuickBooks Online - Promo Code - Donna20
Keeper
Gusto
Royal...2025-01-2204 min
The Hall Closet PodcastHow I Survived My MomSurviving one's mother is a universal experience - if one survives. In this episode, I'll tell you how I survived my mother - Phyllis Hall - a candidate for Worst Mom Ever. The headline would be her six months in prison for abandoning my younger sister. But, my mom did plenty of other awful things to completely earn that title (as you'll hear).SHOW NOTESBeing a mother, I know: parenting is hard work. Not everyone’s good at it. Some people are downright terrible at it. And then there ar...2025-01-2135 min
Bookkeepers On FireOverhead Costs Made Fun-ish"I have a client asking me to help them figure out their overhead costs. How do I approach this? I know what constitutes an overhead cost, but not sure how to present this to them. I use QBO with them."
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Venmo for Donations - If we are helping you p...2025-01-1908 min
Bookkeepers On FireTalk Is Cheap, Strategy Isn’t" I recently listened to the podcast and you were talking about the paid Strategy Call that you both do where you are doing a review of the prospects book while on a Zoom with them. A few questions: 1) Do you do a quick Discovery Call first to see if you even like them and would want to work with them. 2) The point of the Discovery Call is to sell the Strategy Call? 3) Do you provide the price at the end of the Strategy Call while still on zoom with them? 4) Do they usually decide on the spot? Thank you s...2025-01-1529 min
The Hall Closet PodcastWelcome To The Hall ClosetIn this episode, I’ll introduce you to my lower tier family, the Halls! We weren’t the Corleone’s, but back in the 1980’s and 90’s (in and around Philadelphia), we made national headlines! My mom – Phyllis - went from flirting with criminality to actually sleeping with it. She spent 6 months in prison for child endangerment. My stepdad – John Hall – was the Philadelphia PD’s favorite snitch. By the time he was done, he’d insert my family into two of Philly’s biggest unsolved murders. That didn't end well for anyone! Ah, but first, you have to meet the family!...2025-01-1435 min
Bookkeepers On FireTraining Daughters Isn’t Free"One of my clients has a daughter who will be taking over his bookkeeping. I knew it was coming, as that was the goal for her to graduate HS and college. My fear is - she will need to be trained more in-depth. He’s wanting me to lightly show her the ways, but I feel like I should be compensated if she needs to be taught how to do the bookkeeping. Would you charge a flat fee, hourly, or do you think it’s ridiculous that I want to charge a “training” fee? Curious your thoughts."
Check ou...2025-01-1206 min
Bookkeepers On FireStartup Survival Guide"If you're just starting out and trying to minimize costs, would it be a bad thing to just use your personal phone number as the contact number, and your own Google Drive for file storage? I'm not sure how long it will take to get my first customers."
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Venmo...2025-01-0806 min
Bookkeepers On FireBank Feed Fiascos"I have a client on QBO whose bank feed for a cc disconnected a while back and when it was reconnected some transactions duplicated but at the time I didn’t know as some we’re already categorized when the others came back through. Now that I’m reconciling I see multiple that were duplicated. How do I get rid of the duplicates?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us kee...2025-01-0502 min
Bookkeepers On FireAudit Me Maybe"When working hourly as a contractor for a firm for one specific client, is it normal to be required (by the firm) to have the client sign off on a timesheet for the hours worked?"
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2025-01-0105 min
Bookkeepers On FireBank Feed Check Magic"If a client writes all manual checks but still connects to the bank in QBO do you just use the bank feed entries and edit those? Or do you record from the manual checks then match after? The dates on the bank feed are not the check issue date but the cleared date."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate...2024-12-2909 min
Bookkeepers On FireQuickBooks Moving Party"I have an inquiry who is wanting to move from QB Desktop to QB Online. Looking for advice for making this transition. What do you wish you had known the first time you went through this process? I'm looking for the inside scoop!"
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Venmo for Donations - If we a...2024-12-2513 min
Bookkeepers On FireNon Client Questions Pricing Strategy"Do you do an hourly rate for odd jobs? I have a client who wants to retain me for just questions that they may have. I did their clean up and they are good people. However they don’t want to do ongoing and asked what I would charge to just answer questions once in a while. How do you charge for it? "
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us...2024-12-2210 min
Bookkeepers On FireTransitioning to Flat Fee"I’m reviewing my current hourly clients so I can switch them to flat fee. My hesitation is the amount of communication that I include in that fee. I can estimate what to expect, based on what their number of emails/texts/calls to me have been in the past. What do you include in your contract to ensure that you can be paid for emails/phone calls/texts, without looking like you’re nickel and diming? Some of my clients need a lot of hand-holding, which I don’t mind, as long as they pay me for it."
...2024-12-1810 min
Bookkeepers On FireJob Listing Red Flags"I've come across a job listing in my area for a bookkeeper needing to utilize 10-key typing skills for efficient data entry; is this skill vital for achieving success as a bookkeeper? "
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RightTool for Qui...2024-12-1507 min
Bookkeepers On FireCharging For Those Cleanups!"How do you handle situations where you offer a client the monthly bookkeeping fee, they don’t accept but approach later for a clean up which comes at a lesser cost? Perhaps they genuinely couldn’t afford the fee at the time but I don’t want this to become a repeat situation. I’d love to hear your experience or thoughts on this?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us...2024-12-0808 min
Bookkeepers On FireMy Price is One Million Dollars"What would it take for you to take on or give a quote to a client without being able to see their books first?"
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RightTool for QuickBooks Online - Promo Code - Donna20
...2024-12-0407 min
Bookkeepers On FireWhat Makes A Great Bookkeeper?"What are the key skills do you think a GREAT bookkeeper needs? "
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RightTool for QuickBooks Online - Promo Code - Donna20
Keeper
Meow Business Banking with Interest
Gusto...2024-12-0107 min
Bookkeepers On FireI Made A Mistake"I have a client that wants me to clean up five years worth of data. I started the project and finished 2019. Now I have been waiting for the rest of the years. I have emailing and have not heard from him since April and by the way it is the end October, right now. Then he texted me on Friday and wants the stuff over the weekend. What should I do?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating...2024-11-2710 min
Bookkeepers On FireYou Will Be Audited & It Will Be Painful"How do you explain to someone who wants to pay everyone on as a 1099 subcontractor why setting up payroll instead is best?"
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RightTool for QuickBooks Online - Promo Code - Donna20
Keeper2024-11-2410 min
Bookkeepers On FireWe Are In The Sales Business"I am getting very close to signing my first client. I plan to do flat rate billing, not by the hour.
How long do you give them to pay you?
For instance, if someone signs on the 10th of the month, would their first bill be on the 10th of the month to pay up front for services? Then the 30th of month and pro-rated that first month? Or the 10th of the month?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so t...2024-11-2015 min
Bookkeepers On FireTwo CPAs Different Opinions!"Cash or accrual accounting for managing short term (Airbnb) and long term rentals?
I have two CPAs saying something different."
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RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
2024-11-1712 min
Bookkeepers On FireFor This I Charge You That!"Do you hire a professional or create your own engagement letters?"
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RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with Interest
G...2024-10-2310 min
Bookkeepers On FireTricky Referral"Got a referral!
Tricky one though: client needs a P&L for a court case but has no bank statements or proof of expenses.
Not sure how to go about this or if I can help them?"
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RightTool for QuickBooks...2024-10-2003 min
Bookkeepers On FireAnother Diagnostic Dilemma"Follow up Question for Podcast titled:
Charging for Chaos: Diagnostic Dilemmas.
My question is what do you do when a prospect comes to you with no system?
They have no QBO account for you to review.
They have been filing taxes based on spreadsheets or the summary info on the bank statements.
Obviously there is no file to review or mess to fix but how do you effectively give a good quote without being able to see what had been done previously in a QuickBooks file?"
Check...2024-10-1611 min
Bookkeepers On FireThe Good, The Bad, and The Buggy: Real Stories of QBO and POS Integration"Working with a client who uses different POS systems for their various stores. Does QBO "play nice" with POS systems?
Would love to hear stories on the good (and bad). Is the categorization process similar to bank and credit card accounts? Thank you!"
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2024-10-1310 min
Bookkeepers On FirePutting Your Price Out There"I am rebranding and redoing my website. I currently have my rates listed on my website. What are the pros and cons of having them on your website?
I am not sure if I should keep them or not."
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RightTool for QuickBooks...2024-10-0911 min
Bookkeepers On FireThe Four-Business Dilemma"QBO question- I have a potential client who uses QBO, has 4 different business, all related, one is an LLC real estate company that one of the other companies pays rent to.
Currently, the client has 4 different QBO accounts.
What would be the harm to consolidate the 4 QBO accounts into 1 QBO account and use classes to identify and keep the 4 business account expenses separate? "
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate...2024-10-0605 min
Bookkeepers On FireAccounting Software Shenanigans"I am questioning if QuickBooks is the right software to use for my new business, and would love some feedback.
My clientele is creative, service based solopreneurs. No payroll, no inventory. All cash basis.
I will also do bookkeeping for some of their personal expenses to help clean up their spending, etc.
I'm finding QBO to me more complicated than what I need. Quicken is too simple. Ideally,
I will work on software that allows me to track both personal and small business expenses and gives me an accountant-user option, so...2024-10-0205 min
Bookkeepers On FireCharging for Chaos: Diagnostic Dilemmas"I’d love to hear about your diagnostic processes!
Do you charge, and if so how much?
Do you require it for each new client, or just certain circumstances?
How long does it usually take you?
Do you provide the client anything as a value for the service - like a list of issues that need correcting?
Yes, I am familiar with the 5min bookkeeping approach, just looking for various ideas on how to implement it. "
Check out the software, apps & training we use in our Bookkeeping Bu...2024-09-2917 min
Bookkeepers On FireClients Wanted: Put Yourself Out There"Looking for advice on how to get my first clients. Any help greatly appreciated."
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RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with I...2024-09-2509 min
Bookkeepers On FireBookkeeping & Taxes are very different!"I'm a Bookkeeper and good at it. With many of my new prospects want an A-Z solution their small enough to have a simple Schedule C or S-Corp return wit just them. So they want to avoid having to hire 2 different firms. One for Bookkeeping and one for tax. How are bookkeepers handling this?"
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We...2024-09-2228 min
Bookkeepers On FireDon't Oversell Yourself!"If have a client that I am taking on and I will need to remote into their computer. Can you all recommend any good remote programs that you maybe use. I have never had to do this with a client before so I am not sure where to even start."
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2024-09-1506 min
Bookkeepers On FireStop Using Checks!"Seeing the changes in QuickBooks payments is giving me pause and I'm searching for other options. What are your favorite payment processors?"
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RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
2024-09-1122 min
Bookkeepers On FireYou Define Your Parameters!"What's everybody's parameters on their bill pay process. I'm trying to decide exactly what processes will be within my scope and what will be considered out of scope."
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RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks O...2024-09-0808 min
Bookkeepers On FireIt's Not That Hard!"I'm looking for tips on managing a successful virtual bookkeeping business from home. The first thing I would like to know is how do I write a proposal for the work I will do for them and the pay."
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RightTool for QuickBooks Online - P...2024-09-0434 min
Bookkeepers On FireValue Who You Are!"How do you respond when a former client asks for help to resolve some bookkeeping issues that have come up since you stopped working with them?"
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RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll2024-09-0112 min
Bookkeepers On FireOver Thinking Client Engagements"I'm wondering how you all have approached getting your actual legal binding contracts to use with clients. Did you hire an attorney or use a template? I am stuck in this step of start up maybe because I am overthinking."
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RightTool for QuickBooks Online ...2024-08-2814 min
Bookkeepers On FireStepping Over Dollars To Pick Up Pennies!"In this climate of inflation sky rocketing insurance, property taxes and other costs every cent counts. My client is feeling the pain associated with credit card fees now more than ever. I am considering advising my client to include a service charge in the equivalent amount of the credit card fee in the invoice."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We...2024-08-2521 min
Bookkeepers On FireDrawing The Line In The Sand"How in depth do you go for a diagnostic review and what details do you like to look for to let you know if this is going to be a pain client or a good client."
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RightTool for QuickBooks Online - Promo Code - D...2024-08-2126 min
Bookkeepers On FireDebbie & Donna talk QB Live and moreDebbie & Donna talking about what it is like working for Intuit in QuickBooks Live Expert Assisted and more.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
M...2024-08-1828 min
Bookkeepers On FireGo Do Your Thing!"I sent out my summer hours today to my clients, Tuesday - Thursday 9-4. I said that my emails would be responded to during business hours. But my one client that I knew this would be an issue for responded. If I need something urgently will you be available. How would you respond?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate yo...2024-08-1422 min
Bookkeepers On FireYou are Worth it!"How do you handle clients who are slow to pay and need reminding? Two I have to pull teeth to get paid and they are high maintenance clients as well. Should I change policy to do ACH?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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RightTool for QuickBooks Online - Promo Code...2024-08-1113 min
Bookkeepers On FirePoint a finger at someone and three point back at you!"One of my employees started her own firm and took one of our clients. People have no integrity these days. I think I should notify the rest of my clients, right? How do people sleep at night?
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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Venmo for Donations
RightTool for QuickBooks Online - Promo Code...2024-08-0718 min
Bookkeepers On FireTry Chasing Two Rabbits!"I own a small bookkeeping business and use QBO. I'm thinking about learning another system. I am looking at Wave and Zoho Books. Does anyone use any of the systems? If so, Pro and Cons."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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RightTool for QuickBooks Online - Promo Code - Donna202024-08-0406 min
Bookkeepers On FireSometimes You Can Not Fix It!"How long in advance do you tell your clients you will stop giving service?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with I...2024-07-3115 min
Bookkeepers On FireBonus : Raw & Unedited Behind the ScenesRaw & Unedited - Stuff we talk about unfiltered in-between answering questions.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with Interest
G...2024-07-2928 min
Bookkeepers On FireGolden Survivor"Has anyone ever auctioned bookkeeping services as part of a fundraiser?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with Interest
G...2024-07-2806 min
Bookkeepers On FireJust Be You (Forget the Referral Fees)"Just wondering about approaching CPA's for referrals. Do you pay them a referral fee? Have a reciprocal relationship (sending your clients to them if they need an accountant) or do they just agree to send people your way. What about those who offer bookkeeping services themselves? Should I let them know that I am here if they have overflow or clients they want to offload or just leave them alone because I'd be seen as a competitor."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that...2024-07-2520 min
Bookkeepers On FireFrom Employee to Entrepreneur"How did you transition from your 8 to 5 job as an accounting employee to entrepreneurial bookkeeping? Was there a slow transition? Did you just quit?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
B...2024-07-2122 min
Bookkeepers On FireMarket To Your Specific Specialty!"I have 7+ years in commercial and medical real estate accounting. I have managed 25+ books at a time and all of my experience is using Yardi Voyager. I have zero experience in QuickBooks Online. I'd like to open my own bookkeeping experience one day. But I am not sure where to begin or if it is even worth getting my QBO certification."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep...2024-07-1704 min
Bookkeepers On FireTo Bill Pay or Not To Bill Pay"What's everybody's parameters on their bill pay process. I'm try to decide what processes will be in my scope and what will be out of scope. I have one client that provides me with everything and another client I have to pull bills from websites and other resources."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo...2024-07-1508 min
Bookkeepers On FireBuild Your Knowledge Base with SOP's (Standard Operating Procedures)"I'm struggling to get my SOP compiled."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with Interest
Gusto
R...2024-07-1012 min
Bookkeepers On FireQuickBooks Fee Strategies"Do you like to set up client where QuickBooks is billed to you, billed to the clients or Profit Share?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
K...2024-07-0707 min
Bookkeepers On FireTravel Workflow & Laptop Monitors"What do you use as a portable laptop extra monitor? Debating using an iPad for this."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow B...2024-07-0510 min
Bookkeepers On FireHourly to Flat Fee Pricing:Just Do It!"Who said accountants are boring?! I'm gearing up to transition from hourly rates to flat fees with my two largest clients. Could you discuss strategies for effectively communicating this change? I’m particularly interested in specific wording and approaches that might smooth the transition. Keep crushing it out there—I love what you all do!"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We...2024-06-3015 min
Bookkeepers On FireConvenience Costs Money! "Anything that saves you time, cost you money. Can you explain this?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking with Interest
...2024-06-2619 min
Bookkeepers On FireEarn Your Clients! "I'm a bookkeeper looking to add on more clients. I'm wondering if I paid fellow bookkeepers a fee for referrals That turn into clients. Do you think that would be of any interest? If so, how much of a fee would it be worth to you?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations2024-06-2306 min
Bookkeepers On FireWhat You Put Out Is What You Get Back! "I have a prospective client reach out to me for a new business they are starting. They do not want to use QBO. It's a service oriented business and he also has a house he rents out. No employees and will be an LLC. Can some advise on what will be a good alternative to QBO? The main reason is cost and they are hard to deal with."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these a...2024-06-1907 min
Bookkeepers On FireSit Down With Yourself"I'm in a meeting with a potential client which will be my first. I'm not charging hourly and do not want to quote her my rate today. Any suggestions on what to say? Maybe give her a price range?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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Venmo for Donations
RightTool for QuickBooks Online...2024-06-1609 min
Bookkeepers On FireYou Are In Charge!"Do you ever feel like your client is trying to treat you like their catch all admin? Where and how do you draw the line?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
2024-06-1209 min
Bookkeepers On FireI Hate Comingling!"I hate comingling! My new clean up clients wrote checks to themselves and in the memo it says materials/owners pay. I verified and the materials are paying themselves back for job supplies. How should I handle this? Should I go off what they say or should I require receipts?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
2024-06-0930 min
Bookkeepers On FireFind A Buddy"Does having a remote work from home bookkeeping business really work? I'm trying to get all my ducks in a row. It is discouraging though. Any positive thoughts welcome."
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online2024-06-0523 min
Bookkeepers On FireSeparate Accounts for Payroll: Essential or Overkill?"Are you suggesting that business owners have a separate bank account for payroll? If so, why?"
Plus a lot of knowledge bombs around managing money.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
Q...2024-06-0217 min
Bookkeepers On FireStarting A Strong Bookkeeping Business"I want to my own bookkeeping business I have no experience. Where do I start?"
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
Bookkeep
Keeper
Meow Business Banking...2024-05-2910 min
Bookkeepers On FireBonus: Debbie & Donna sharing thoughts behind the scenesGet a the unedited behind the scenes of what we talk about when we are not recording answers to your questions.
We are recording everything so we can create Bonus Episodes when we are just talking between answering your questions.
We have a lot of fun and you never know what we might say.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Fre...2024-05-2756 min
Bookkeepers On FirePayroll Price WarsIn this episode we answer the question:
"What are you all charging for payroll services? Potential client has 55 employees."
Debra & Donna discuss their different approaches to managing payroll for clients in their bookkeeping businesses.
As always they drop in some knowledge bombs too.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
...2024-05-2614 min
Bookkeepers On FirePursue It or Let It Go!"Have you ever used a Debt Collector?"
Hear what Debbie & Donna say about moving through the world of trying to collect old debts.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna20
QuickBooks Online
QuickBooks Online + Payroll
2024-05-2208 min
Bookkeepers On FireSales = Business"Where you two always good at sales and charging high prices? If not, what did you do to improve that skill?"
This question is one of the reasons why we started this podcast.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
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Venmo for Donations
RightTool for QuickBooks Online - Promo Code - Donna202024-05-1916 min
Bookkeepers On FireBeyond Numbers: Connecting With Your Clients"I have a client that keep trying to schedule calls on my calendar regularly and I keep having to cancel the appointments because I just don't have time. I had to disable my calendar all together he also comes to me the CEO instead of scheduling with or asking his very seasoned bookkeeper."
Listen how Debbie & Donna set boundaries with clients and more.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate l...2024-05-1219 min
Bookkeepers On FireTrust Your Gut!"I have a PITA client and I refunded them all their bookkeeping fees for 2023. Can I delete all the work product in QuickBooks before turning over their account?"
Here how Debbie & Donna deal with PITA clients.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Venmo for Donations
RightTool for QuickBooks Online - Promo...2024-05-0515 min
Bookkeepers On FireUnderstand Your Prospects’ Accounting Software Before They Become Clients!"My new client uses QuickBooks Desktop and sent me the accountant file to work on a long term clean up. I mistakenly thought I could use this with accountant online but that doesn't seem to be true.
Does anyone have solutions for doing this affordably? I am working on a limited scope fixed fee hourly bundle before I prepare full estimate so I don't want buy brand now 2023/2024 software if this doesn't pan out."
Listen to what Debbie & Donna have to say about bringing on client who use accounting software you do not use.
2024-04-2813 min
Bookkeepers On FireBonus Episode: Opportunity Comes With ChangeGet a the unedited behind the scenes of what we talk about when we are not recording answers to your questions.
We are recording everything so we can create Bonus Episodes when we are just talking between answering your questions.
We have a lot of fun and you never know what we might say.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Po...2024-04-2829 min
Bookkeepers On FireDifficult Clients: Is It Them or Is It You?“I am dealing with an extremely difficult client that insists he knows accounting more than me and my team and every 5 seconds wants something recategorized.”
Debbie & Donna provide insights on how they handle clients who are constantly getting in the way and really causing you pain.
Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.
We appreciate your support.
Ve...2024-04-2624 min
Golf Party Live PodcastNew Player PerspectiveDonna interviews Lisa Katz and Brittney Boo who are newer golfers. They have been playing golf just under 2 years and tell us about their biggest challenges, why they love the game and advice to other beginners.2024-04-231h 08
Bookkeepers On FireHere We Go!Debbie & Donna tackle this question:
"My first client just reached out to my just started business. He is asking via email my hourly rate without providing any information about the work load. All he said is I am looking for someone to help me get caught up with my books for the past couple of years and help with future monthly reconciliations.
His business is a service based business. What is your suggestion?
Also if I have to stick to an hourly rate, what is a reasonable hourly rate to start with? I...2024-03-2422 min
The Donna Drake ShowNever Stop Doing Your Best Just Because Someone Doesn’t Give You Credit with Wonder Mike and Leland Robinson - #085Donna and Sisi discuss friendship and potential traveling plans!; Donna and Erica discuss Erica's Journey into corporate event planning and how the upcoming Event Planner Expo is the must-attend event of the year!Judy Katz is a book collaborator, ghostwriter, publisher, and marketer. Donna and Judy catch up on current happenings in Judy's career; Donna, Wonder Mike and Leland Robinson Discuss the beginning of the Sugarhill Records and the creation of The Sugarhill Gang by Leland's mother, music legend Sylvia Robinson. ; Glenn Hughes is an English musician, best known for playing bass and performing vocals in the...2023-09-0457 min
Jewish History with Rabbi Dr. Dovid KatzPrinted in the luxurious palace of Gracia Mendes' daughter in Constantinople (1598)Gracia, Joseph Nasi, Donna Reyna, a family of exemplary Sephardic richie-riches2023-09-0437 min
Donna Shannon's Coyote TalesThe Secret Life of Stupid PetsWe got a new cat - Felix D. Katz! Now, don't worry, neither he nor our other cat Georgie is stupid. However, my dad's dog, Barqs, is another story.
2022-05-1642 min
Fashion Crimes PodcastNYFW Wrap Party with Holly and Nolan | EP 58Straight from New York Fashion Week: There is no intro that will do this episode justice: THIS. IS. EPIC. In case you have been living under a rock, Holly and Nolan attended #NYFW last week, and managed to see just about every angle of it - from top designer shows to after parties to the #VMAs and even a #MetGala after party!!! Their asses were dragged all over town - from all the #COVID tests they had to take to all the amazing shows they got into! Here is the list o...2021-09-1743 minFashion Crimes Podcast22: About Time: Fashion and Duration Met Museum ExhibitThe details behind our visit to About Time at The Met Museum is the dish for the week. IT IS THE fashion exhibit that you DON'T want to miss-it sells out as soon as the museum opens which um, unfortunately, we learned the hard way. It explores the symbiotic relationship between fashion and time. As you step into the time warp of the first room you are schooled on the relationship between the evolution of style and how it relates to designs in today's market. The vibe is eerie yet chic, strange yet dark, understated yet educational. The pieces f...2021-01-0822 min
WHERE BRAINS MEET BEAUTYEpisode 118, Amy Shecter, Glamsquad, CEO - The power of a handshake | WHERE BRAINS MEET BEAUTY®For Amy Shecter, CEO of Glamsquad, the handshake is full of meaning. She has observed throughout her career—working with major brands such as Lady Foot Locker, Diesel, Donna Karan, Cole Haan and Tory Burch—how much is revealed in the way someone shakes hands…and how it’s something that boys are raised to know about but girls are not. She observes, “How you shake a hand indicates how you feel about yourself and how you feel about the job.” She believes that when someone has a firm handshake, stands tall and looks you in the eye, they project conf...2019-07-3100 min
Industry Standard w/ Barry Katz191: Gary MillerGARY MILLER is an internationally renowned English music producer, composer, arranger and songwriter. Miller has worked with iconic artists including David Bowie, Sting, Elton John, George Michael, Rod Stewart, Tina Turner, Simply Red, Slash, Fergie, Andrea Bocelli, Lionel Ritchie, Donna Summer, Rick Astley, Kylie Minogue, and many others. Miller created a non-profit "Rock Against Trafficking", which fights to end human trafficking, particularly with children, and will soon release a star-studded album to raise money for the organization.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.2017-03-201h 23
Industry Standard w/ Barry KatzIndustry Standard 44: Donna RosensteinDONNA ROSENSTEIN is one of the most respected casting directors in the country. She started her entertainment career recasting a role on “Threes Company” and went on to work at ABC during its heyday from 1983 to 1999…eventually becoming the head of casting for her final 13 years there. The list of hit shows that she has been involved with featured some of the most successful shows in television history including “Roseanne,” “Home Improvement,” and “NYPD Blue.” Her more recent hit shows includes over 100 episodes of the “Ghost Whisperer,” “Castle,” and “Grimm.” Additionally, her film casting credits include such blockbuster movies as “Rambo,” “Stayin’ Alive,” and “Beve...2014-05-221h 56