201 ⎸ [Q&A] Nonprofit Niche, Software, And Standing Out As A New Bookkeeper The Ambitious Bookkeeper podcast

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201 ⎸ [Q&A] Nonprofit Niche, Software, and Standing Out as a New Bookkeeper

4d ago 41:14

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In this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.

In this episode you’ll hear:

How to handle software costs and partnerships with Xero and Gusto
Strategies to differentiate yourself in a crowded bookkeeping market
The real talk on choosing your niche and why you shouldn't let others talk you out of what you love
Game-changing client onboarding tactics that eliminate problem clients from day one

Resources mentioned in this episode:

Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & Hover
Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
BBA VIP upgrade option
Squarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfb
Bookkeeping Biz Workshops (coming August, evenings, 3 days)

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

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

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Join the next free training at ambitiousbookkeeper.com/training

Chapters

1. Intro (00:00:00)

2. Using Xero and Gusto (00:00:41)

3. Tips for New Bookkeepers: Standing Out (00:03:11)

4. Finding Your Bookkeeping Niche (00:05:53)

5. Transitioning to Xero from QuickBooks (00:10:33)

6. Handling Specific Client Transactions (00:13:15)

7. Attracting Established Clients (00:15:01)

8. Differences Between Accounting Softwares (00:17:05)

9. Using Dubsado for Proposals and Engagements (00:19:11)

10. Engagement Letter Adjustments (00:20:40)

11. Podcast Milestone and Announcements (00:21:47)

12. Bookkeeping Biz Workshops Update (00:22:29)

13. BBA VIP Program Explained (00:23:27)

14. Client Onboarding with Hubdoc (00:24:50)

15. Celebrating Success Stories (00:26:56)

16. Understanding DBAs (00:27:20)

17. Handling New Leads and Client Expectations (00:29:52)

18. Client's Company Investment Query (00:38:13)

19. Conclusion and Final Remarks (00:40:21)

212 episodes

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