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Explore every episode of the podcast Bookkeepers On Fire

Dive into the complete episode list for Bookkeepers On Fire. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Clients Be Ghostin’14 May 202500:11:19

👻 Clients Be Ghostin’? Not Anymore.

On the latest episode of Bookkeepers On Fire, we’re tackling one of the hottest topics in bookkeeping: clients who disappear when it’s time to pay. 🔥

Here’s what we cover:

💳 How to ditch late payments with upfront & recurring billing

🔁 The magic of automated payments through QBO

🧾 Why it’s 100% okay to change your payment terms—even for existing clients

💡 Your business, your rules. Stop chasing money and start setting boundaries.

🎙️ Listen now and let’s turn ghost clients into reliable revenue.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth. Join us here: Bookkeepers On Fire Community   Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent. 🔥Donate with Venmo🔥    🔥Donate with PayPal🔥
#BookkeepersOnFire #ClientPayments #BookkeepingTips #QBO #GetPaid #SmallBusinessFinance #RecurringRevenue

Class Me Crazy11 May 202500:10:13

Are classes in QBO a blessing or a bookkeeping beast? We’re diving in with sass, strategy, and some strong opinions.   Tune in to hear how we really feel about tracking your bar, bus trips, and nonprofits.

✨ Here’s what you’ll learn:

 💡 When to use classes and when to walk away slowly...

 🏠 How one client bought the HOA to get better parking—and how we classed it all out

 📊 The difference between a well-structured class system and utter chaos

🎧 Listen now and laugh your assets off!

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth. Join us here: Bookkeepers On Fire Community   Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent. 🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

#BookkeepersOnFire #ClassMeCrazy #QuickBooksTips #AccountingHumor #QBO #SmallBizAccounting

Priced To Flee07 May 202500:09:34

🔥 Priced to Flee – A Bookkeepers On Fire Breakdown with Debbie & Donna

Are clients handing you boxes of receipts like it’s 1997? Time to rethink your approach (and your price tag)! Here's the scoop:

📦 Set Boundaries – If clients want receipt management, they need to follow your tools, your process, and definitely not text you receipts.
💸 Charge What It’s Worth – Pricing starts at $500/month and up—because your time, tech, and sanity are premium.
🤖 Leverage the Tech – Tools like Keeper, QBO AI, and Dext make it easier, but someone still has to do the work—and it won’t be you for free.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

#BookkeepersOnFire #ReceiptManagement #KnowYourWorth #PricedToFlee #BookkeeperLife #QBOPros #SmallBizSavvy #StopChasingReceipts 

 

 

Knowledge Ain't Cheap04 May 202500:08:20

🔥 Straight Talk from the Top! 🔥

Donna & Debbie of Bookkeepers On Fire are dropping 🔥 wisdom — no fluff, just real talk from two pros who've walked the walk and cashed the checks. 💥🧾

Inside this episode:
 
🐾 Group mentoring = Like herding caffeinated cats

💸 Course creation = Big bucks (if you do it right)

🏰 Pricing advice? Think Disney, not Dollar Tree
🎙️ Learn from their combined experience, expert strategies, and a few battle scars. Ready to level up without burning out? 🔥

🔥 Catch the full episode of Bookkeepers on Fire for more behind-the-scenes stories!

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

Signed, Sealed, Discreet30 Apr 202500:06:44

Ever wonder how bookkeepers handle confidentiality? Debbie & Donna spill the beans—without naming names, of course!


🔐 Trust is Everything
 From NDAs to unspoken rules, keeping client info private is second nature—celebrity client or not! 
🍽️ Kosher Deli Cameo
 Shoutout to one client’s amazing food—shared with permission and a side of respect! 
🚗 Late-Night Vegas Car Purchase?
 Yep, that happened. Sometimes we talk clients off the ledge—and that’s just part of the job! 


🔥 Catch the full episode of Bookkeepers on Fire for more behind-the-scenes stories! 

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

 

Ask or Assume?27 Apr 202500:22:24

🎙️ In this episode we tackle real client conversations, pricing mindset, and how to lead with empathy (and a little sass) during discovery calls. 


💡 “Why did you call me today?” That one question opens the door to real client needs, not surface-level answers.

👂 Let them vent. Sometimes the best thing you can do is listen—discovery calls = free therapy (for them).

🚩 Watch for red flags. Five past bookkeepers? Doesn’t want to pay for QuickBooks? You’ve got your answer. 

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

#BookkeepersOnFire #DiscoveryCallTips #ClientRedFlags #BookkeepingBusiness

 

Mixed-Up Madness Begins23 Apr 202500:15:31

What do you do when your very first client hands you a tangled mess of uncategorized transactions and co-mingled accounts?

Welcome to real-life bookkeeping! On this 🔥 Bookkeepers on Fire episode, Debbie & Donna break it all down with laughter, wisdom, and practical tips for every beginner (and pro!).

Listen in as we answer a question from a bookkeeper who just got their 1st client.

Here’s what you’ll take away:

🔁 Undo & Redo: When in doubt, wipe the slate clean. Re-import, categorize, and let rules do the heavy lifting.

👩‍🏫 Educate, Don’t Eliminate: Most small biz owners mix personal and business—it’s normal. Teach them, don’t ditch them.

 📊 Creative Clarity: Show where the cash is going by creating mini P&Ls under “Other Expenses”—yes, including Disney trips 🎢

✨ Ready to laugh, learn, and light up your bookkeeping world? Tune in now and get the full scoop!

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥


#BookkeepersOnFire #QBO #BookkeepingTips #ClientCleanup #SmallBusinessHelp #ProfitWithPurpose

 

Marketing is Mute20 Apr 202500:16:47

🎧"I’m getting a bit discouraged with my marketing efforts not getting responses. I’m on a tight budget and can’t spend much. I am emailing firms if they need extra outsourced help, posting in groups, asking current clients for any referrals and not much happening. I guess just need words of encouragement. Thanks!"

🔥 Discouraged by Crickets? You’re Not Alone.

On this episode of Bookkeepers on Fire, Debbie and Donna lit up the truth about slow marketing results and how to stay motivated when the inbox is empty and the budget is tight. 🎙️💼

🔹 Mindset Matters – Stop telling yourself you can’t afford to grow. Think abundance, not limitation. 🧠

🔸 Visibility is Currency – Speak at local clubs, write LinkedIn articles, volunteer, or just strike up conversations—every interaction is a potential lead. 📢

🔹 Show Up Everywhere – YouTube, forums, Upwork, and yes—even the tire shop. The more people you meet, the more magic happens. 🪄

 🔸 Referrals Come Later – Clients often come back years later after one helpful moment. Plant seeds now; the harvest will come. 🌾

🔹 Training ≠ “Small” Client – Even one-time training clients add credibility, referrals, and impact. Don’t overlook their value. 💡

🔸 Be Human – Clients remember how you made them feel, not just what you taught. That’s where the real loyalty lies. 🤝

🔥 Stay visible. Stay kind. Stay fiery.
   If you're in this stage too, you're not alone! You're building something amazing, one "no" at a time. 💼🔥

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth. Join us here: Bookkeepers On Fire Community   Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent. 🔥Donate with Venmo🔥    🔥Donate with PayPal🔥
 #BookkeepersOnFire #MarketingStruggles #SmallBusinessGrowth #ClientHunt #QuickBooksPros #KeepGoing

Wait, There's More?16 Apr 202500:14:27

🎧 "What does a cleanup consist of? Categorizing transactions and reconciliation of banks accounts or is there more to it?"

Bookkeepers On Fire - Debra & Donna recorded a quick audio sharing their thoughts, what they have learned so far, and still figuring out.

🔍 Categorizing Transactions – Every dollar needs a label! Accurate categorization = financial clarity.

🏦 Reconciling Accounts – Matching the books to the bank isn’t optional — it's essential.

🧩 Digging Deeper – Unapplied payments, miscategorized expenses, duplicate entries... yep, they’re all part of the puzzle too.
👉 If you’re new to bookkeeping, don’t worry — we all start somewhere. But spoiler alert: categorizing and reconciling is just the beginning!

🎙️ Listen in and let us know what you think.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth. Join us here: Bookkeepers On Fire Community  

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent. 🔥Donate with Venmo🔥    🔥Donate with PayPal🔥  

#BookkeepingLife #CleanupCrew #WaitTheresMore #BookkeeperHumor #SmallBizTips

Client Storage Conundrum13 Apr 202500:13:31

🎙️ Client Storage Conundrum – A common question with a dash of humor!

🎧️This is probably a silly question, but I will ask anyway. I am finally getting more clients and was wondering if I should save each one to their own flash drive, or have one for all of them?

Bookkeepers On Fire - Debra & Donna recorded a quick audio sharing their thoughts, what they have learned so far, and still figuring out.

💾 How cloud storage options stack up against physical drives for client files.

🧠 The mental clutter of juggling too many drives vs. keeping it streamlined.
🤯 Why there's no one-size-fits-all answer—it's about your workflow and peace of mind!

Even "silly" questions can open the door to smarter systems. Keep asking!

🎙️ Listen in and let us know what you think.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community   Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥  

#Bookkeeping #ClientManagement #BusinessTips #Productivity #TechHumor #FlashDriveFiasco

Mentor Magic Wanted09 Apr 202500:13:48

✨ Feeling like throwing in the towel as a solo bookkeeper? You’re not alone — but you are in the right place.

In this episode of Bookkeepers on Fire, Debra and Donna tackle one of the most honest questions we’ve received, and we’re dishing out real talk and support. 🙌

👩‍💻 Here are a few 🔥 takeaways for every discouraged bookkeeper out there:

📺 YouTube is your free mentor – 5 Minute Bookkeeping & Hector Garcia’s channels are goldmines for QBO help (watch from your car, we won’t judge).  

💼 Get paid to learn – Find a job with a firm that uses QBO and grow your skills on their dime 💰

🎧 Conferences change everything – Attending just one event could help you find your people, your mentors, and your motivation (plus, people who get excited about a good bank rec 👀).


🤝 Support groups > solo stress – Being alone in business doesn’t mean you have to feel alone. A strong community can be the difference between burnout and breakthrough.  

💬 Been there? Going through it now? Listen in and Let’s support each other in the comments!

Drop your favorite tip or just a 🙋‍♀️ if you’ve ever questioned your career during a client call. You’re not crazy — just a bookkeeper on fire. 🔥

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community   Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

#BookkeepersOnFire #QBO #BookkeepingCommunity #MentorshipMatters #YouGotThis #QuickBooksOnline

Consultation Time Vampires06 Apr 202500:11:32

Ever had a discovery call turn into a 50-minute TED Talk that had nothing to do with your services? Yeah, same.   In this episode of Bookkeepers On Fire, Debra & Donna explore a real life situation sent in by a listener.

 We're getting real about those consultations that waste your time and energy.
💼 Key Takeaways:

🚫 Not every inquiry is a potential client — and that’s okay. 

⏳ Set boundaries upfront to protect your time (and sanity).

🧛‍♀️ Spot the time vampires early — and politely close the curtain.


🎧 Listen now and reclaim your consultation power!

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth. Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent. 🔥Donate with Venmo🔥    🔥Donate with PayPal🔥


 #BookkeepersOnFire #ClientBoundaries #BookkeepingBusiness #TimeManagement #ConsultationTips

CFOs For Rent02 Apr 202500:14:41

🎧 "Do You Offer Fractional CFO Services? and What Do Those Include?"

Bookkeepers On Fire - Debra & Donna recorded a quick audio sharing their thoughts, what they have learned so far, and still figuring out.


 👉 What does that really include?


 👉 How is it different from bookkeeping or tax work?


 👉 Am I ready for that next level? 

If you’re a bookkeeper, accountant, or business owner who's been curious about CFO services—this one’s for you.

🎙️ Listen in and let us know what you think.

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.  

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent. 🔥Donate with Venmo🔥    🔥Donate with PayPal🔥

#FractionalCFO #BookkeeperToCFO #SmallBusinessFinance #FinanceStrategy #LearningInPublic #CFOsForRent #MoneyTalks

Use At Risk19 Mar 202500:17:13
🔥 Should You Add “No Assurance Provided” to Financial Reports? 🔥

 On this episode of Bookkeepers on Fire, we tackled one of those “wait… should I be doing this?” questions.
Here’s what you need to know:
📄 “For management use only” is out. SSARS 21 says to use “No assurance is provided.”

🧾 If you’re compiling monthly financials, adding that line (on every page) keeps you compliant and crystal clear.

🚫 Never sign a client’s financials for loan purposes — that’s called a comfort letter, and it’s a legal and ethical no-go.
💥 Whether you send monthly packets or let QBO do the talking, make sure you’re covered — and keep a PDF copy for your records.
🎧 Listen in for more fire, facts, and a few sarcastic jabs at tax preparers who just “adjust to make it work.”  

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥
Clocking Client Chaos16 Mar 202500:09:09
🔥 Are you still tracking time like it's 1985?

On the latest episode of Bookkeepers on Fire, Debbie Kilsheimer and Donna Reade say ⛔ to the tyranny of the timesheet. Here's why:
🧠 Time tracking = employee mindset. Owners focus on outcomes, not minutes.

💰 Flat rates > hourly rates. Scope the work, set the price, and adjust when things change.

⚙️ Processes = profit. Invest time upfront in systems, then reap the rewards monthly.
⏳ Stop micromanaging your minutes and start mastering your model.
🎙️ Tune in as Donna and Debbie explain why "tracking time is the dumbest thing"—and how they price, deliver, and adapt without the clock ruling their day.  

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.

🔥Donate with Venmo🔥    🔥Donate with PayPal🔥
Owner’s Draw Drama13 Mar 202500:05:03

"If a client has 2 credit cards that are personal but he says he mainly uses them for business. How do you record the credit card payments when he pays them from a business bank account? I got the receipts from him for all the business expenses on those credit cards and I enter them manually. I then record the credit cards payment as owner’s withdrawal. Is that correct?"

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 - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Ledger Life Rocks02 Mar 202500:04:44

"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 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 - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Just Stealing26 Feb 202500:04:40

"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 your support.

Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Hiring Gone Wild19 Feb 202500:11:11

"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 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 - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Mind-Reading Not Included16 Feb 202500:09:54

"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 see receipts so that his reports are magically done. I am at the point where I am about to cancel my subscription because it is a waste but wanted to see what your thoughts are. Have you had a similar fail experience? Is it just me? I had a feeling it might not work with him so I am not upset or surprised but you recommended using these tools that I figured I could at least try.    "

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 - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Charge for Chatter12 Feb 202500:09:42

"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?"

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 - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Client or Scam?09 Feb 202500:03:15

"When a company sends you a QuickBooks connection request do you accept 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 keep our Podcast Ad Free.

We appreciate your support.

Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
QBO Ledger Lovers Unite02 Feb 202500:08:53

"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!"

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 - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Checks & Chaos29 Jan 202500:07:04

"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. This will help us keep our Podcast Ad Free.

We appreciate your support.

Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
My Time Costs, Even For A Glance27 Jan 202500:08:59

"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 helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Procrastinator’s CPE Plan22 Jan 202500:04:21

"Best/cheapest way to keep up with CPE?! I’m behind schedule and need to catch up. "

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Overhead Costs Made Fun-ish19 Jan 202500:08:41

"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 please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Talk Is Cheap, Strategy Isn’t15 Jan 202500:29:41

" 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 so much I really enjoy the podcast."

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Training Daughters Isn’t Free12 Jan 202500:06:34

"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."

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Startup Survival Guide08 Jan 202500:06:15

"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 for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Bank Feed Fiascos05 Jan 202500:02:42

"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?"

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RightTool for QuickBooks Online - Promo Code - Donna20

Keeper

Meow Business Banking with Interest

Gusto

Royalwise QBO Training by Alicia Katz Pollock

5 Minute Bookkeeping Academy by Veronica Wasek

Nerd Enterprises - Bulletproof Bookkeeping by Seth David

Part Time YouTuber Academy

Please submit your questions: Ask Debbie & Donna

You can email us at: BookkeepersOnFire@gmail.com

Produced by: James Reade

Audit Me Maybe01 Jan 202500:05:49

"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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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Bank Feed Check Magic29 Dec 202400:09:50

"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."

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
QuickBooks Moving Party25 Dec 202400:13:42

"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 are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Non Client Questions Pricing Strategy22 Dec 202400:10:05

"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? "

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Transitioning to Flat Fee18 Dec 202400:10:15

"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."

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Job Listing Red Flags15 Dec 202400:07:18

"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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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Charging For Those Cleanups!08 Dec 202400:08:32

"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?"

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
My Price is One Million Dollars04 Dec 202400:07:37

"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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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
What Makes A Great Bookkeeper?01 Dec 202400:07:46

"What are the key skills do you think a GREAT bookkeeper needs? "

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
I Made A Mistake27 Nov 202400:10:12

"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?"

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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
You Will Be Audited & It Will Be Painful24 Nov 202400:10:04

"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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Venmo for Donations - If we are helping you please consider help us. RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
We Are In The Sales Business20 Nov 202400:15:30

"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?"

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Venmo for Donations RightTool for QuickBooks Online - Promo Code - Donna20 Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Two CPAs Different Opinions!17 Nov 202400:12:23

"Cash or accrual accounting for managing short term (Airbnb) and long term rentals?

I have two CPAs saying something different."

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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 Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
For This I Charge You That!23 Oct 202400:10:19

"Do you hire a professional or create your own engagement letters?"

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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 Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Tricky Referral20 Oct 202400:03:35

"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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Venmo for Donations RightTool for QuickBooks Online - Promo Code - Donna20 QuickBooks Online QuickBooks Online + Payroll Bookkeep Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Another Diagnostic Dilemma16 Oct 202400:11:55

"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?"

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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 Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
The Good, The Bad, and The Buggy: Real Stories of QBO and POS Integration13 Oct 202400:10:20

"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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Venmo for Donations RightTool for QuickBooks Online - Promo Code - Donna20 QuickBooks Online QuickBooks Online + Payroll Bookkeep Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
Putting Your Price Out There09 Oct 202400:11:21

"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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Venmo for Donations RightTool for QuickBooks Online - Promo Code - Donna20 QuickBooks Online QuickBooks Online + Payroll Bookkeep Keeper Meow Business Banking with Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
The Four-Business Dilemma06 Oct 202400:05:39

"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? "

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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 Interest Gusto Royalwise QBO Training by Alicia Katz Pollock 5 Minute Bookkeeping Academy by Veronica Wasek Nerd Enterprises - Bulletproof Bookkeeping by Seth David Part Time YouTuber Academy Please submit your questions: Ask Debbie & Donna You can email us at: BookkeepersOnFire@gmail.com Produced by: James Reade
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