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Hey there! Welcome back to another episode of The Ambitious Bookkeeper Podcast. This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and loads more. So grab your favorite drink, get comfy, and let's dive right in. Enjoy!

In this episode you’ll hear:

  • Get the lowdown on stepping into the wild world of e-commerce bookkeeping and why it might not be the best first client without some confidence.
  • Explore what titles like CFO or Controller really mean when offering advisory services and how to choose the one that suits you.
  • Learn some insider tips on handling 1099 issues when vendors are playing hard to get with their W-9s.
  • Dive into a candid conversation about those pesky VC demands and what to do when a client expects full-time employee attention.
  • Discover the best scrappy and budget-friendly platforms to launch digital products without breaking the bank.

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

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Chapters

1. Introduction and Episode Overview (00:00:00)

2. Dealing with E-commerce Clients (00:01:33)

3. CFO vs. Controller Services (00:04:51)

4. Handling 1099s Without W9s (00:07:13)

5. Digital Product Platforms for Startups (00:10:02)

6. Transitioning from Sole Proprietorship to LLC (00:14:36)

7. Managing High-Demand Clients (00:16:47)

236 episodes