{"version":"1.0.0","segments":[{"startTime":148.649,"endTime":151.10899999999998,"body":"You are listening to the"},{"startTime":148.649,"endTime":151.10899999999998,"body":"Ambitious Bookkeeper Podcast."},{"startTime":151.13899999999998,"endTime":157.499,"body":"I'm Serena Shoup, your host, and in this"},{"startTime":151.13899999999998,"endTime":157.499,"body":"episode I am sharing our March live q and"},{"startTime":157.499,"endTime":161.369,"body":"a where I answered rapid fire questions"},{"startTime":157.499,"endTime":161.369,"body":"about running a bookkeeping firm."},{"startTime":161.80399999999997,"endTime":166.57399999999998,"body":"From setting up a shared help inbox and"},{"startTime":161.80399999999997,"endTime":166.57399999999998,"body":"keeping visibility without micromanaging"},{"startTime":166.874,"endTime":170.98399999999998,"body":"to deciding whether you really need"},{"startTime":166.874,"endTime":170.98399999999998,"body":"tools like missive or Spark versus using"},{"startTime":170.98399999999998,"endTime":174.01399999999998,"body":"Gmail labels and clearer team processes."},{"startTime":174.434,"endTime":179.654,"body":"I share how I handle merchant clearing"},{"startTime":174.434,"endTime":179.654,"body":"account balances at year end, and talked"},{"startTime":179.654,"endTime":184.844,"body":"through navigating A CPA non-compete"},{"startTime":179.654,"endTime":184.844,"body":"by focusing on virtual clients."},{"startTime":185.474,"endTime":189.434,"body":"And I also offered guidance for"},{"startTime":185.474,"endTime":189.434,"body":"simplifying an overwhelming tech stack"},{"startTime":189.434,"endTime":195.85399999999998,"body":"by committing to one core tool and"},{"startTime":189.434,"endTime":195.85399999999998,"body":"organizing SOPs in Notion or Google Drive."},{"startTime":196.184,"endTime":200.414,"body":"I also covered how I would coach an"},{"startTime":196.184,"endTime":200.414,"body":"anxious team member in one-on-ones,"},{"startTime":200.474,"endTime":205.004,"body":"how to approach engagements with a"},{"startTime":200.474,"endTime":205.004,"body":"client's in-house ar AP staff, and"},{"startTime":205.004,"endTime":210.07399999999998,"body":"whether to rebuild prior year activity"},{"startTime":205.004,"endTime":210.07399999999998,"body":"in QBO or start fresh based on the"},{"startTime":210.124,"endTime":211.714,"body":"Tax Preparer's workflow."},{"startTime":212.224,"endTime":216.42399999999998,"body":"I closed out with some updates about the"},{"startTime":212.224,"endTime":216.42399999999998,"body":"Bookkeeping Business Accelerator and some"},{"startTime":216.42399999999998,"endTime":218.284,"body":"new features we've added to the program."},{"startTime":219.394,"endTime":223.01399999999998,"body":"If any of that sounds interesting"},{"startTime":219.394,"endTime":223.01399999999998,"body":"to you keep on listening and."},{"startTime":224.289,"endTime":229.11899999999997,"body":"We do host our live q and as on the last"},{"startTime":224.289,"endTime":229.11899999999997,"body":"Thursday of every month live on YouTube."},{"startTime":229.329,"endTime":234.48899999999998,"body":"So you are welcome to join in and"},{"startTime":229.329,"endTime":234.48899999999998,"body":"answer and ask your questions live."},{"startTime":234.909,"endTime":236.94899999999998,"body":"Alright, let's dive into"},{"startTime":234.909,"endTime":236.94899999999998,"body":"the live q and a. Okay."},{"startTime":244.28199999999998,"endTime":248.12199999999999,"body":"If this is your first q and a say so"},{"startTime":244.28199999999998,"endTime":248.12199999999999,"body":"in the chat, welcome, welcome and,"},{"startTime":248.22199999999998,"endTime":251.522,"body":"welcome to returning Q and AERs."},{"startTime":252.81199999999998,"endTime":259.11199999999997,"body":"These Q and as I hold every month on the"},{"startTime":252.81199999999998,"endTime":259.11199999999997,"body":"last Thursday to answer whatever questions"},{"startTime":259.142,"endTime":265.382,"body":"you may have and, pretty much anything"},{"startTime":259.142,"endTime":265.382,"body":"is on the table, so utilize the chat."},{"startTime":265.912,"endTime":270.62199999999996,"body":"Let me know what you are struggling"},{"startTime":265.912,"endTime":270.62199999999996,"body":"with, what you'd like support on today."},{"startTime":271.072,"endTime":277.012,"body":"And it's kind of just like a rapid fire"},{"startTime":271.072,"endTime":277.012,"body":"q and a. So anything related to running a"},{"startTime":277.012,"endTime":282.94899999999996,"body":"bookkeeping business, dealing with team,"},{"startTime":277.012,"endTime":282.94899999999996,"body":"clients, mindset, everything is fair game."},{"startTime":284.389,"endTime":287.44899999999996,"body":"Um, Vivian says, hi, this is my"},{"startTime":284.389,"endTime":287.44899999999996,"body":"first time new to bookkeeping."},{"startTime":287.44899999999996,"endTime":287.929,"body":"Welcome."},{"startTime":289.729,"endTime":290.509,"body":"And I actually."},{"startTime":291.31399999999996,"endTime":296.984,"body":"Accidentally closed my YouTube"},{"startTime":291.31399999999996,"endTime":296.984,"body":"window instead of just muting it."},{"startTime":296.984,"endTime":299.024,"body":"So I'll try and open that up."},{"startTime":299.581,"endTime":300.361,"body":", That's all right."},{"startTime":300.549,"endTime":304.719,"body":"if you are watching on YouTube and you"},{"startTime":300.549,"endTime":304.719,"body":"have questions, I will come in after"},{"startTime":304.719,"endTime":306.669,"body":"the video it answer your questions."},{"startTime":306.669,"endTime":310.929,"body":"Or maybe while everyone is settling"},{"startTime":306.669,"endTime":310.929,"body":"in on the Zoom and getting ready"},{"startTime":310.929,"endTime":314.019,"body":"to ask their questions in the chat,"},{"startTime":310.929,"endTime":314.019,"body":"I will try to pull up the video."},{"startTime":315.06899999999996,"endTime":315.489,"body":"Let's see."},{"startTime":316.56899999999996,"endTime":318.849,"body":"That way I can manage the chat."},{"startTime":325.05899999999997,"endTime":325.80899999999997,"body":"Let's see."},{"startTime":325.869,"endTime":327.06899999999996,"body":"Okay, there we go."},{"startTime":327.06899999999996,"endTime":328.659,"body":"I think I can see it now."},{"startTime":329.259,"endTime":330.429,"body":"Make sure it stays muted."},{"startTime":330.45899999999995,"endTime":331.239,"body":"Okay, cool."},{"startTime":332.049,"endTime":332.289,"body":"All right."},{"startTime":332.289,"endTime":334.95899999999995,"body":"No one in the chat on YouTube,"},{"startTime":332.289,"endTime":334.95899999999995,"body":"so we're all good there."},{"startTime":337.659,"endTime":339.159,"body":"Get back to my other video."},{"startTime":340.104,"endTime":340.494,"body":"Cool."},{"startTime":340.914,"endTime":341.604,"body":"All right."},{"startTime":341.604,"endTime":343.644,"body":"Shannon says, is Erin going to be on this?"},{"startTime":343.644,"endTime":346.014,"body":"I actually have a question"},{"startTime":343.644,"endTime":346.014,"body":"for her regarding Fathom."},{"startTime":346.044,"endTime":348.264,"body":"No, Erin's not running the live q and as."},{"startTime":348.69399999999996,"endTime":352.234,"body":", I am, but she will be running the"},{"startTime":348.69399999999996,"endTime":352.234,"body":"coworking session later today."},{"startTime":352.234,"endTime":358.654,"body":"If you are in B-B-A-V-I-P, we have"},{"startTime":352.234,"endTime":358.654,"body":"coworking today at 2:00 PM Pacific."},{"startTime":359.12199999999996,"endTime":360.582,"body":"so she will be running that."},{"startTime":360.582,"endTime":363.402,"body":"So you can ask her that question"},{"startTime":360.582,"endTime":363.402,"body":"there if you would like."},{"startTime":363.606,"endTime":366.096,"body":"I'm guessing you're talking"},{"startTime":363.606,"endTime":366.096,"body":"about Fathom reporting, so."},{"startTime":367.131,"endTime":368.541,"body":"Yeah, you can save that for her."},{"startTime":368.571,"endTime":371.871,"body":"Melissa says, hi, I have a question"},{"startTime":368.571,"endTime":371.871,"body":"about the support inbox management."},{"startTime":371.871,"endTime":373.791,"body":"Should I do it sooner rather than later?"},{"startTime":373.791,"endTime":375.081,"body":"Or stick to Gmail?"},{"startTime":375.248,"endTime":376.08799999999997,"body":"go ahead and drop."},{"startTime":376.08799999999997,"endTime":378.45799999999997,"body":"Like more specific question."},{"startTime":378.45799999999997,"endTime":380.34799999999996,"body":"I don't know if you're"},{"startTime":378.45799999999997,"endTime":380.34799999999996,"body":"talking about having like."},{"startTime":380.661,"endTime":383.95399999999995,"body":"central inbox for your"},{"startTime":380.661,"endTime":383.95399999999995,"body":"team and your clients."},{"startTime":384.00699999999995,"endTime":385.057,"body":"that's kind of how we run it."},{"startTime":385.057,"endTime":389.269,"body":"We have a help at inbox, and I"},{"startTime":385.057,"endTime":389.269,"body":"would recommend setting that up"},{"startTime":389.389,"endTime":392.56899999999996,"body":"sooner rather than later to get"},{"startTime":389.389,"endTime":392.56899999999996,"body":"your clients used to emailing that."},{"startTime":392.56899999999996,"endTime":395.20899999999995,"body":"And then when you have client"},{"startTime":392.56899999999996,"endTime":395.20899999999995,"body":"communication, whether it's from"},{"startTime":395.20899999999995,"endTime":399.19899999999996,"body":"you or a team member, everything"},{"startTime":395.20899999999995,"endTime":399.19899999999996,"body":"always comes from the help inbox."},{"startTime":399.19899999999996,"endTime":400.969,"body":"If you're emailing financials or."},{"startTime":401.659,"endTime":403.129,"body":"Communicating with your clients."},{"startTime":403.18899999999996,"endTime":406.72900000000004,"body":"It always comes from that help"},{"startTime":403.18899999999996,"endTime":406.72900000000004,"body":"inbox, and so training them to"},{"startTime":406.72900000000004,"endTime":408.58899999999994,"body":"understand that early on is the best."},{"startTime":409.249,"endTime":410.629,"body":"you can unmute if you want."},{"startTime":410.629,"endTime":412.249,"body":"You're gonna be streamed"},{"startTime":410.629,"endTime":412.249,"body":"to YouTube though."},{"startTime":412.249,"endTime":413.32899999999995,"body":"Just a heads up."},{"startTime":414.85900000000004,"endTime":414.889,"body":"Okay."},{"startTime":414.919,"endTime":415.549,"body":"That's okay."},{"startTime":415.86400000000003,"endTime":416.154,"body":"Okay."},{"startTime":416.154,"endTime":417.11400000000003,"body":"Hi, Serena."},{"startTime":418.46399999999994,"endTime":423.65700000000004,"body":"Have, so I already have the"},{"startTime":418.46399999999994,"endTime":423.65700000000004,"body":"support inbox, we just Gmail."},{"startTime":424.01699999999994,"endTime":424.10699999999997,"body":"Mm-hmm."},{"startTime":424.347,"endTime":428.727,"body":"And currently I have two team"},{"startTime":424.347,"endTime":428.727,"body":"members, but I do wanna add a third"},{"startTime":428.727,"endTime":430.677,"body":"one, so there will be four of us."},{"startTime":430.73699999999997,"endTime":431.15700000000004,"body":"Right."},{"startTime":431.62,"endTime":435.54999999999995,"body":"I think my question is more like,"},{"startTime":431.62,"endTime":435.54999999999995,"body":"do I need something on top of."},{"startTime":436.44999999999993,"endTime":437.65,"body":"Of Gmail, right?"},{"startTime":437.65,"endTime":439.33000000000004,"body":"Like missive, right."},{"startTime":439.47299999999996,"endTime":440.433,"body":"hyper."},{"startTime":440.85299999999995,"endTime":441.39300000000003,"body":"What's the other help scout?"},{"startTime":442.298,"endTime":445.11299999999994,"body":"It's really, yeah, it's really good"},{"startTime":442.298,"endTime":445.11299999999994,"body":"that you already have the help inbox."},{"startTime":445.11299999999994,"endTime":445.203,"body":"Mm-hmm."},{"startTime":445.35299999999995,"endTime":448.62299999999993,"body":"Because that's the majority of"},{"startTime":445.35299999999995,"endTime":448.62299999999993,"body":"the issue is training the clients."},{"startTime":449.043,"endTime":452.943,"body":"If you can find a way to easily"},{"startTime":449.043,"endTime":452.943,"body":"manage it within just Gmail, like"},{"startTime":452.943,"endTime":455.163,"body":"using labels and stuff like that."},{"startTime":455.163,"endTime":460.23299999999995,"body":"For, for us, I have like, even in what"},{"startTime":455.163,"endTime":460.23299999999995,"body":"we use, we can use Gmail labels, so like."},{"startTime":460.62299999999993,"endTime":464.13300000000004,"body":"Whatever stays in the inbox"},{"startTime":460.62299999999993,"endTime":464.13300000000004,"body":"means that it still needs action."},{"startTime":464.163,"endTime":467.73299999999995,"body":"So we'll have different tags"},{"startTime":464.163,"endTime":467.73299999999995,"body":"of like waiting on client or"},{"startTime":467.818,"endTime":469.34799999999996,"body":"assigning it to a team member."},{"startTime":469.34799999999996,"endTime":473.60799999999995,"body":"That's the benefit of using"},{"startTime":469.34799999999996,"endTime":473.60799999999995,"body":"like some other email provider,"},{"startTime":473.60799999999995,"endTime":474.568,"body":"like missive or something."},{"startTime":474.568,"endTime":475.423,"body":"We use something called Spark."},{"startTime":476.438,"endTime":478.328,"body":"Or you can assign emails to a team."},{"startTime":478.59799999999996,"endTime":481.568,"body":"You can also have like little chat"},{"startTime":478.59799999999996,"endTime":481.568,"body":"conversations below the email."},{"startTime":481.568,"endTime":485.01800000000003,"body":"If you find yourself needing something"},{"startTime":481.568,"endTime":485.01800000000003,"body":"like that, you can, but you can also"},{"startTime":485.01800000000003,"endTime":489.428,"body":"accomplish that with just Gmail and like"},{"startTime":485.01800000000003,"endTime":489.428,"body":"copying a link to the email and popping"},{"startTime":489.428,"endTime":494.408,"body":"it in Slack or whatever your communication"},{"startTime":489.428,"endTime":494.408,"body":"is with your team to have conversations"},{"startTime":494.408,"endTime":497.408,"body":"around it instead of forwarding the email"},{"startTime":494.408,"endTime":497.408,"body":"back and forth, if that makes sense."},{"startTime":497.828,"endTime":498.00800000000004,"body":"Yeah."},{"startTime":498.00800000000004,"endTime":502.22,"body":"So, Really, it's up to your preference"},{"startTime":498.00800000000004,"endTime":502.22,"body":"if you wanna pay for another software"},{"startTime":502.46000000000004,"endTime":507.43999999999994,"body":"right now or just utilize Gmail and like"},{"startTime":502.46000000000004,"endTime":507.43999999999994,"body":"color coding and work with the team."},{"startTime":507.43999999999994,"endTime":511.15999999999997,"body":"Like, okay, if it's in the inbox,"},{"startTime":507.43999999999994,"endTime":511.15999999999997,"body":"it means it still needs action."},{"startTime":511.52,"endTime":516.17,"body":"If like we need to assign it to a person,"},{"startTime":511.52,"endTime":516.17,"body":"like, I don't know what your project"},{"startTime":516.17,"endTime":520.46,"body":"management system is, but you can just"},{"startTime":516.17,"endTime":520.46,"body":"do it within that and link to the email."},{"startTime":520.91,"endTime":521.27,"body":"Okay."},{"startTime":522.11,"endTime":527.4499999999999,"body":"I do, I use Asana and we use Slack,"},{"startTime":522.11,"endTime":527.4499999999999,"body":"but I think for me it was more like."},{"startTime":528.515,"endTime":532.379,"body":"Since I'm not doing the day-to-day,"},{"startTime":528.515,"endTime":532.379,"body":"I am delegating all of that."},{"startTime":532.979,"endTime":539.699,"body":"And for me it's just more how can I"},{"startTime":532.979,"endTime":539.699,"body":"still have visibility that everything is"},{"startTime":539.699,"endTime":545.789,"body":"getting accomplished and without asking"},{"startTime":539.699,"endTime":545.789,"body":"them, I want the system to tell me."},{"startTime":545.999,"endTime":549.299,"body":"And I know, I mean, we'll have"},{"startTime":545.999,"endTime":549.299,"body":"meetings and team meetings and all"},{"startTime":549.299,"endTime":552.059,"body":"of that, that, but it's, it's like."},{"startTime":552.404,"endTime":556.754,"body":"Uh, without being called a"},{"startTime":552.404,"endTime":556.754,"body":"micromanager, but I do want to"},{"startTime":556.754,"endTime":558.104,"body":"have a little bit of management."},{"startTime":558.674,"endTime":564.104,"body":"Yeah, that's, that piece is kind of"},{"startTime":558.674,"endTime":564.104,"body":"a little bit tricky because it really"},{"startTime":564.104,"endTime":569.5939999999999,"body":"is built upon trust with your team"},{"startTime":564.104,"endTime":569.5939999999999,"body":"and having a good process in place."},{"startTime":569.5939999999999,"endTime":571.7239999999999,"body":"Like for me, I just know that like."},{"startTime":572.084,"endTime":575.804,"body":"If the inbox is empty, that means"},{"startTime":572.084,"endTime":575.804,"body":"everybody has actioned whatever"},{"startTime":575.804,"endTime":577.454,"body":"they were supposed to in the inbox."},{"startTime":577.454,"endTime":577.484,"body":"Okay."},{"startTime":577.664,"endTime":580.334,"body":"If there's a bunch of stuff in"},{"startTime":577.664,"endTime":580.334,"body":"there, then that's when I'm like,"},{"startTime":580.334,"endTime":581.684,"body":"okay, what's the story with this?"},{"startTime":581.684,"endTime":584.744,"body":"And we'll usually talk about"},{"startTime":581.684,"endTime":584.744,"body":"it on our weekly team meeting."},{"startTime":585.104,"endTime":585.194,"body":"Mm-hmm."},{"startTime":585.434,"endTime":588.314,"body":"Um, but training your"},{"startTime":585.434,"endTime":588.314,"body":"team to like know that."},{"startTime":588.794,"endTime":592.604,"body":"If it's in the inbox, it still needs"},{"startTime":588.794,"endTime":592.604,"body":"action and using tags so that you can"},{"startTime":592.604,"endTime":594.614,"body":"visibly see like, why is it still here?"},{"startTime":594.614,"endTime":594.644,"body":"Okay."},{"startTime":595.0939999999999,"endTime":596.744,"body":"You could accomplish it that way too."},{"startTime":597.194,"endTime":597.4639999999999,"body":"Okay."},{"startTime":597.4639999999999,"endTime":600.014,"body":"Um, without having to ask questions,"},{"startTime":597.4639999999999,"endTime":600.014,"body":"just getting people on the same"},{"startTime":600.014,"endTime":602.684,"body":"page, like, okay, just do me a"},{"startTime":600.014,"endTime":602.684,"body":"favor if it's still in the inbox so"},{"startTime":602.684,"endTime":604.424,"body":"that I don't have to ask you why."},{"startTime":604.484,"endTime":607.2139999999999,"body":"Just make sure you tag it with the"},{"startTime":604.484,"endTime":607.2139999999999,"body":"appropriate, like, we're waiting on"},{"startTime":607.2139999999999,"endTime":611.414,"body":"the client or we're missing whatever"},{"startTime":607.2139999999999,"endTime":611.414,"body":"information you'll have to figure"},{"startTime":611.414,"endTime":613.664,"body":"out what tags work best for you."},{"startTime":613.994,"endTime":614.234,"body":"Right."},{"startTime":614.282,"endTime":616.832,"body":"you can even use tags"},{"startTime":614.282,"endTime":616.832,"body":"to assign it to people."},{"startTime":617.402,"endTime":618.692,"body":"Or labels or whatever."},{"startTime":618.932,"endTime":619.082,"body":"Mm-hmm."},{"startTime":619.862,"endTime":620.312,"body":"Okay."},{"startTime":620.312,"endTime":622.0219999999999,"body":"That, that makes sense."},{"startTime":622.0219999999999,"endTime":626.762,"body":"Since before trying out a new software"},{"startTime":622.0219999999999,"endTime":626.762,"body":"because it does get, yeah, because even a"},{"startTime":626.762,"endTime":631.592,"body":"new software isn't gonna solve the issue"},{"startTime":626.762,"endTime":631.592,"body":"if the team isn't actually doing it."},{"startTime":631.592,"endTime":631.862,"body":"It, right."},{"startTime":631.862,"endTime":632.732,"body":"Yeah, doing it."},{"startTime":633.032,"endTime":633.362,"body":"Okay."},{"startTime":633.452,"endTime":638.107,"body":"And do you assign one person to"},{"startTime":633.452,"endTime":638.107,"body":"like move these emails to the, to."},{"startTime":639.167,"endTime":641.357,"body":"Labels Or do you have everybody?"},{"startTime":641.567,"endTime":646.847,"body":"Everybody's monitoring it because , each"},{"startTime":641.567,"endTime":646.847,"body":"bookkeeper and account manager is, you"},{"startTime":646.847,"endTime":649.367,"body":"know, responsible for a subset of clients."},{"startTime":649.367,"endTime":652.427,"body":"And so it's kind of like"},{"startTime":649.367,"endTime":652.427,"body":"everyone's responsible for"},{"startTime":652.427,"endTime":654.087,"body":"monitoring the inbox to see like."},{"startTime":654.977,"endTime":656.537,"body":"Do they have anything assigned to them?"},{"startTime":656.537,"endTime":660.047,"body":"If someone went in there before them"},{"startTime":656.537,"endTime":660.047,"body":"and assigned to their client to them, or"},{"startTime":660.047,"endTime":663.737,"body":"is, you know, their stuff in there from"},{"startTime":660.047,"endTime":663.737,"body":"their client that they need to action."},{"startTime":664.067,"endTime":664.3969999999999,"body":"Okay."},{"startTime":664.757,"endTime":668.387,"body":"Sounds so, yeah, I kind of have the"},{"startTime":664.757,"endTime":668.387,"body":"expectation that everybody is supposed"},{"startTime":668.387,"endTime":672.707,"body":"to be looking in there and managing"},{"startTime":668.387,"endTime":672.707,"body":"the emails that pertain to them."},{"startTime":673.2919999999999,"endTime":673.572,"body":"Mm-hmm."},{"startTime":673.692,"endTime":674.012,"body":"Mm-hmm."},{"startTime":674.2669999999999,"endTime":677.9269999999999,"body":"And so I even go in there and look"},{"startTime":674.2669999999999,"endTime":677.9269999999999,"body":"at things and I'm like, oh, okay,"},{"startTime":677.9269999999999,"endTime":680.7719999999999,"body":"this one's for me, so I'll answer"},{"startTime":677.9269999999999,"endTime":680.7719999999999,"body":"it or archive it or whatever."},{"startTime":681.812,"endTime":686.4319999999999,"body":"Okay, so did you, because I just went"},{"startTime":681.812,"endTime":686.4319999999999,"body":"from one bookkeeper to bookkeeper"},{"startTime":686.4319999999999,"endTime":688.472,"body":"and accounting lead, right?"},{"startTime":688.477,"endTime":688.737,"body":"Mm-hmm."},{"startTime":688.9169999999999,"endTime":689.137,"body":"So."},{"startTime":690.1519999999999,"endTime":693.7819999999999,"body":"I was having the bookkeeper just moving"},{"startTime":690.1519999999999,"endTime":693.7819999999999,"body":"all those emails to the different"},{"startTime":693.7819999999999,"endTime":696.002,"body":"client folders in the support inbox."},{"startTime":696.4219999999999,"endTime":703.1419999999999,"body":"So did you suggest now I switch, or I"},{"startTime":696.4219999999999,"endTime":703.1419999999999,"body":"should just tell the accountant lead"},{"startTime":703.1419999999999,"endTime":707.072,"body":"to be like, now go ahead and you'll"},{"startTime":703.1419999999999,"endTime":707.072,"body":"be, you're assigned to this client,"},{"startTime":707.102,"endTime":708.7819999999999,"body":"make sure you check this client folder."},{"startTime":708.7819999999999,"endTime":708.842,"body":"Yeah."},{"startTime":709.502,"endTime":711.097,"body":"And keep looking for doing that."},{"startTime":711.697,"endTime":712.4169999999999,"body":"I would honestly."},{"startTime":713.1669999999999,"endTime":717.5169999999999,"body":"Get both of their feedback on what"},{"startTime":713.1669999999999,"endTime":717.5169999999999,"body":"they think would be the best course"},{"startTime":717.5169999999999,"endTime":722.077,"body":"of action and to make sure that things"},{"startTime":717.5169999999999,"endTime":722.077,"body":"don't slip through the cracks because"},{"startTime":722.077,"endTime":723.697,"body":"everybody operates differently."},{"startTime":723.937,"endTime":724.0269999999999,"body":"Mm-hmm."},{"startTime":724.2669999999999,"endTime":728.107,"body":"And I, I'm one of those people that if it"},{"startTime":724.2669999999999,"endTime":728.107,"body":"gets put in a folder, out of sight, out"},{"startTime":728.107,"endTime":730.2969999999999,"body":"of mind, even if that folder has like."},{"startTime":730.967,"endTime":732.137,"body":"Unread emails in there."},{"startTime":732.137,"endTime":734.567,"body":"I'm not gonna go into a sub"},{"startTime":732.137,"endTime":734.567,"body":"folder to look for things."},{"startTime":734.567,"endTime":737.2969999999999,"body":"If it's not in the inbox, I"},{"startTime":734.567,"endTime":737.2969999999999,"body":"assume it's taken care of."},{"startTime":737.4169999999999,"endTime":742.127,"body":"And so if someone else has that mindset"},{"startTime":737.4169999999999,"endTime":742.127,"body":"or operates that way, they're gonna find"},{"startTime":742.127,"endTime":744.077,"body":"that process really difficult to manage."},{"startTime":744.317,"endTime":747.977,"body":"So I would honestly just have talk about"},{"startTime":744.317,"endTime":747.977,"body":"it on your next team meeting and be"},{"startTime":747.977,"endTime":752.0569999999999,"body":"like, what's the best, like I, because"},{"startTime":747.977,"endTime":752.0569999999999,"body":"you want them to adopt the process."},{"startTime":752.0569999999999,"endTime":754.822,"body":"So if the process doesn't work for"},{"startTime":752.0569999999999,"endTime":754.822,"body":"them, you're gonna have a hard time"},{"startTime":754.822,"endTime":756.877,"body":"getting the adoption for it, but mm-hmm."},{"startTime":756.957,"endTime":758.722,"body":"Maybe that process is better for them."},{"startTime":758.937,"endTime":759.357,"body":"Mm-hmm."},{"startTime":759.437,"endTime":759.837,"body":"Mm-hmm."},{"startTime":759.9219999999999,"endTime":764.3919999999999,"body":"But like that, so that's why I say"},{"startTime":759.9219999999999,"endTime":764.3919999999999,"body":"like, get feedback and co-creating"},{"startTime":764.3919999999999,"endTime":767.482,"body":"stuff with your team instead of just"},{"startTime":764.3919999999999,"endTime":767.482,"body":"blanketly deciding how things are"},{"startTime":767.482,"endTime":772.461,"body":"gonna be, is probably better for"},{"startTime":767.482,"endTime":772.461,"body":"adoption of processes, in my opinion."},{"startTime":772.731,"endTime":772.971,"body":"Yep."},{"startTime":773.005,"endTime":773.785,"body":"that makes sense."},{"startTime":773.905,"endTime":774.4749999999999,"body":"So thank you."},{"startTime":774.685,"endTime":774.985,"body":"Yeah."},{"startTime":775.2439999999999,"endTime":777.434,"body":"Alrighty in the chat."},{"startTime":777.434,"endTime":778.1239999999999,"body":"Let's see."},{"startTime":778.304,"endTime":781.6039999999999,"body":"Vivian said I had an online"},{"startTime":778.304,"endTime":781.6039999999999,"body":"business, which I recently closed."},{"startTime":781.6039999999999,"endTime":784.394,"body":"Can I use the same EIN"},{"startTime":781.6039999999999,"endTime":784.394,"body":"number for this business?"},{"startTime":785.207,"endTime":789.0469999999999,"body":"if you closed the business and it's a,"},{"startTime":785.207,"endTime":789.0469999999999,"body":"and it's a totally different industry,"},{"startTime":789.0469999999999,"endTime":794.567,"body":"I would probably make, just get a new"},{"startTime":789.0469999999999,"endTime":794.567,"body":"EIN and set everything up new because."},{"startTime":795.3919999999999,"endTime":800.762,"body":"When you set up that old business, you"},{"startTime":795.3919999999999,"endTime":800.762,"body":"probably chose an N-A-N-A-I-C-S code."},{"startTime":801.362,"endTime":804.9019999999999,"body":"That is completely different than"},{"startTime":801.362,"endTime":804.9019999999999,"body":"what you would use for bookkeeping."},{"startTime":804.992,"endTime":809.2819999999999,"body":"So especially if you went through all the"},{"startTime":804.992,"endTime":809.2819999999999,"body":"steps to actually close that business,"},{"startTime":809.4499999999999,"endTime":810.92,"body":"it might just cause more headache."},{"startTime":811.37,"endTime":815.106,"body":"But, it was a closely related"},{"startTime":811.37,"endTime":815.106,"body":"business and you didn't actually"},{"startTime":815.106,"endTime":816.0659999999999,"body":"go through all the steps to like."},{"startTime":816.621,"endTime":821.841,"body":"Close it with the IRS and everything, then"},{"startTime":816.621,"endTime":821.841,"body":"maybe it makes sense to use the same EIN."},{"startTime":822.0229999999999,"endTime":823.223,"body":"but yeah, I don't know for sure."},{"startTime":825.631,"endTime":826.4409999999999,"body":"let's see."},{"startTime":826.501,"endTime":828.3309999999999,"body":"Rich said there is feedback in the audio."},{"startTime":828.3309999999999,"endTime":830.341,"body":"Hopefully there's not anymore."},{"startTime":830.4159999999999,"endTime":832.486,"body":"let me know if anyone"},{"startTime":830.4159999999999,"endTime":832.486,"body":"else is hearing feedback."},{"startTime":832.486,"endTime":836.2059999999999,"body":"I have headphones on, so there"},{"startTime":832.486,"endTime":836.2059999999999,"body":"shouldn't be feedback on my end."},{"startTime":836.4019999999999,"endTime":837.5889999999999,"body":"but hopefully Okay."},{"startTime":837.5889999999999,"endTime":837.829,"body":"Good."},{"startTime":838.602,"endTime":839.2919999999999,"body":"all right."},{"startTime":840.252,"endTime":841.722,"body":"Marcus says, hi Serena."},{"startTime":841.722,"endTime":844.669,"body":"I passed the zero associate"},{"startTime":841.722,"endTime":844.669,"body":"certification level one."},{"startTime":844.669,"endTime":845.779,"body":"I added you on LinkedIn."},{"startTime":845.809,"endTime":846.4689999999999,"body":"Awesome."},{"startTime":846.5889999999999,"endTime":848.149,"body":"Congratulations for passing that."},{"startTime":848.149,"endTime":849.409,"body":"And thank you for adding me on LinkedIn."},{"startTime":849.439,"endTime":854.509,"body":"I'm not very active over there, so we"},{"startTime":849.439,"endTime":854.509,"body":"do have like stuff that gets posted"},{"startTime":854.509,"endTime":858.529,"body":"on LinkedIn, but I don't actually"},{"startTime":854.509,"endTime":858.529,"body":"really hang out there very often."},{"startTime":858.771,"endTime":859.9409999999999,"body":"on an occasion I do."},{"startTime":860.031,"endTime":863.901,"body":"So if anyone ever sends me a"},{"startTime":860.031,"endTime":863.901,"body":"friend request over there or"},{"startTime":863.901,"endTime":866.151,"body":"a message and I don't get back"},{"startTime":863.901,"endTime":866.151,"body":"to you for weeks, that's why."},{"startTime":869.209,"endTime":870.049,"body":"Awesome."},{"startTime":870.139,"endTime":871.699,"body":"Okay, any other questions?"},{"startTime":871.699,"endTime":876.6189999999999,"body":"I'm here to answer questions for about"},{"startTime":871.699,"endTime":876.6189999999999,"body":"13 more minutes, and then I usually"},{"startTime":876.6189999999999,"endTime":878.809,"body":"close it down at, , a quarter till."},{"startTime":880.0989999999999,"endTime":883.039,"body":"That way people have time to"},{"startTime":880.0989999999999,"endTime":883.039,"body":"move on to their next thing."},{"startTime":886.0989999999999,"endTime":887.809,"body":"Lemme check, check two."},{"startTime":887.809,"endTime":888.319,"body":"I have a question."},{"startTime":888.559,"endTime":889.279,"body":"Yeah, go for it."},{"startTime":889.819,"endTime":890.269,"body":"Hi."},{"startTime":890.274,"endTime":890.3639999999999,"body":"Hi."},{"startTime":890.5369999999999,"endTime":892.7439999999999,"body":"it's a technical one, so a little boring."},{"startTime":892.852,"endTime":893.212,"body":"that's all right."},{"startTime":893.76,"endTime":896.909,"body":"I've got a couple of, or a"},{"startTime":893.76,"endTime":896.909,"body":"client where, you know, they've"},{"startTime":896.909,"endTime":898.679,"body":"got, oh, sorry, that's loud."},{"startTime":898.949,"endTime":900.15,"body":"They've got, like merchant."},{"startTime":901.2049999999999,"endTime":908.1049999999999,"body":"Clearing accounts, and so we're wrapping"},{"startTime":901.2049999999999,"endTime":908.1049999999999,"body":"up 2025 and I'm not like, there's a,"},{"startTime":908.1049999999999,"endTime":911.885,"body":"there's a, there's a delta, so you know,"},{"startTime":908.1049999999999,"endTime":911.885,"body":"I've got the clearing accounts sitting"},{"startTime":911.885,"endTime":917.0519999999999,"body":"on the balance sheet when I go in and,"},{"startTime":911.885,"endTime":917.0519999999999,"body":"update the statements or, you know, use"},{"startTime":917.0519999999999,"endTime":920.723,"body":"the statements to calculate what the"},{"startTime":917.0519999999999,"endTime":920.723,"body":"actual fees are, the refunds, the actual"},{"startTime":920.7529999999999,"endTime":926.3629999999999,"body":"gross income is, there's a balance at"},{"startTime":920.7529999999999,"endTime":926.3629999999999,"body":"the end of the year, which we're is fine."},{"startTime":926.3629999999999,"endTime":929.7529999999999,"body":"We understand that there's a."},{"startTime":926.3629999999999,"endTime":929.7529999999999,"body":"There's some overlap mm-hmm."},{"startTime":929.9929999999999,"endTime":934.447,"body":"Between what actually happens and hits the"},{"startTime":929.9929999999999,"endTime":934.447,"body":"BA and their cash basis, business as well."},{"startTime":934.447,"endTime":934.687,"body":"Right?"},{"startTime":934.687,"endTime":937.7769999999999,"body":"So we're not doing any accrual or"},{"startTime":934.687,"endTime":937.7769999999999,"body":"fancy accounting or anything like that."},{"startTime":938.377,"endTime":943.687,"body":"So my question is, do we just leave the"},{"startTime":938.377,"endTime":943.687,"body":"balance on the balance sheet for the end"},{"startTime":943.687,"endTime":950.347,"body":"of the year, or do we zero it out on the"},{"startTime":943.687,"endTime":950.347,"body":"31st and then add it back on the first?"},{"startTime":951.007,"endTime":954.457,"body":"Or I'm just curious, like"},{"startTime":951.007,"endTime":954.457,"body":"generally speaking process wise,"},{"startTime":954.457,"endTime":957.0369999999999,"body":"how is that typically handled?"},{"startTime":957.0369999999999,"endTime":960.067,"body":"Because I asked my cba, I was the one"},{"startTime":957.0369999999999,"endTime":960.067,"body":"that suggested that process to her."},{"startTime":960.847,"endTime":963.5169999999999,"body":"She was like, oh yeah, that works great"},{"startTime":960.847,"endTime":963.5169999999999,"body":"because we need to figure this out."},{"startTime":963.9169999999999,"endTime":968.569,"body":", And, and, but we don't know what to"},{"startTime":963.9169999999999,"endTime":968.569,"body":"do with the end of year delta for,"},{"startTime":968.6139999999999,"endTime":969.9639999999999,"body":"for some accounts it's perfect."},{"startTime":969.9639999999999,"endTime":971.074,"body":"Like it balance is perfect."},{"startTime":971.194,"endTime":971.4639999999999,"body":"Mm-hmm."},{"startTime":971.704,"endTime":972.154,"body":"Zero."},{"startTime":972.154,"endTime":972.164,"body":"Zero."},{"startTime":972.514,"endTime":976.654,"body":"Um, but for some it's like, yeah,"},{"startTime":972.514,"endTime":976.654,"body":"here's an extra five grand sitting."},{"startTime":977.284,"endTime":977.404,"body":"Yeah."},{"startTime":977.6139999999999,"endTime":979.804,"body":"So it's essentially a deposit in transit."},{"startTime":980.3439999999999,"endTime":980.644,"body":"Yeah."},{"startTime":981.034,"endTime":981.424,"body":"Yeah."},{"startTime":981.424,"endTime":982.894,"body":"I would leave it on the balance sheet."},{"startTime":983.569,"endTime":983.769,"body":"Okay."},{"startTime":983.774,"endTime":985.159,"body":"That's, that's what I do."},{"startTime":985.534,"endTime":988.4739999999999,"body":"because even with cash basis"},{"startTime":985.534,"endTime":988.4739999999999,"body":"clients, there's still stuff that"},{"startTime":988.4739999999999,"endTime":991.834,"body":"goes on the balance sheet, like"},{"startTime":988.4739999999999,"endTime":991.834,"body":"sales tax payable and sometimes"},{"startTime":991.834,"endTime":993.574,"body":"accounts payable and stuff like that."},{"startTime":994.084,"endTime":999.434,"body":"And, , yeah, it's never gonna be"},{"startTime":994.084,"endTime":999.434,"body":"like exact and I would rather it"},{"startTime":999.584,"endTime":1003.2139999999999,"body":"like be visible and you, you can"},{"startTime":999.584,"endTime":1003.2139999999999,"body":"account for what that balance is."},{"startTime":1003.2139999999999,"endTime":1006.9639999999999,"body":"It's not like it's an unknown"},{"startTime":1003.2139999999999,"endTime":1006.9639999999999,"body":"number that needs to be cleaned up."},{"startTime":1007.444,"endTime":1008.009,"body":"We know that."},{"startTime":1008.779,"endTime":1014.6289999999999,"body":"In January that $5,000 is coming into"},{"startTime":1008.779,"endTime":1014.6289999999999,"body":"the bank, um, and will be deposited."},{"startTime":1014.6289999999999,"endTime":1016.189,"body":"So yeah, I would leave."},{"startTime":1016.189,"endTime":1018.919,"body":"And then that's, at that time,"},{"startTime":1016.189,"endTime":1018.919,"body":"that's when it will be captured"},{"startTime":1018.919,"endTime":1021.312,"body":"as income for, cash basis."},{"startTime":1021.312,"endTime":1021.702,"body":"Right?"},{"startTime":1021.732,"endTime":1024.582,"body":"Unless it's already, well, it's,"},{"startTime":1021.732,"endTime":1024.582,"body":"if it's on the balance sheet, it's"},{"startTime":1024.582,"endTime":1026.202,"body":"probably already like accrued."},{"startTime":1026.652,"endTime":1027.972,"body":"So Yeah."},{"startTime":1028.037,"endTime":1030.792,"body":"I mean it really could go"},{"startTime":1028.037,"endTime":1030.792,"body":"either way, but it's like."},{"startTime":1031.542,"endTime":1033.8220000000001,"body":"Maybe immaterial to the grand scheme."},{"startTime":1033.8220000000001,"endTime":1033.912,"body":"Right."},{"startTime":1034.482,"endTime":1036.912,"body":"And that's, I'm just, I'm just"},{"startTime":1034.482,"endTime":1036.912,"body":"like, if we just, if we just pick"},{"startTime":1036.912,"endTime":1038.892,"body":"the, the story and stick with it."},{"startTime":1038.897,"endTime":1039.522,"body":"And stick with it."},{"startTime":1039.522,"endTime":1039.8220000000001,"body":"Yeah."},{"startTime":1040.092,"endTime":1041.022,"body":"Stick with the process."},{"startTime":1041.112,"endTime":1041.202,"body":"Fine."},{"startTime":1041.49,"endTime":1046.5,"body":"yeah, I just, I just wasn't sure"},{"startTime":1041.49,"endTime":1046.5,"body":"generally speaking how, what."},{"startTime":1048.48,"endTime":1050.633,"body":"What the general practices"},{"startTime":1048.48,"endTime":1050.633,"body":"for handling that."},{"startTime":1050.708,"endTime":1051.563,"body":"So thank you."},{"startTime":1051.563,"endTime":1052.0430000000001,"body":"Yeah."},{"startTime":1052.0430000000001,"endTime":1056.603,"body":"I prefer to just keep it in"},{"startTime":1052.0430000000001,"endTime":1056.603,"body":"the balance sheet, but, okay."},{"startTime":1056.933,"endTime":1057.263,"body":"Alright."},{"startTime":1057.353,"endTime":1057.713,"body":"Sounds good."},{"startTime":1057.713,"endTime":1058.073,"body":"Yeah."},{"startTime":1058.613,"endTime":1059.333,"body":"But yeah, you're right."},{"startTime":1059.333,"endTime":1063.023,"body":"Whatever you decide to stick with it"},{"startTime":1059.333,"endTime":1063.023,"body":"and try to do that across all clients"},{"startTime":1063.023,"endTime":1066.113,"body":"so that you don't have to make a"},{"startTime":1063.023,"endTime":1066.113,"body":"judgment call every time at your end."},{"startTime":1066.758,"endTime":1067.048,"body":"Yeah."},{"startTime":1068.633,"endTime":1069.773,"body":"Um, yeah."},{"startTime":1069.953,"endTime":1070.853,"body":"let's see."},{"startTime":1070.853,"endTime":1075.623,"body":"I have another question that came"},{"startTime":1070.853,"endTime":1075.623,"body":"in that says, do you have any advice"},{"startTime":1075.623,"endTime":1079.223,"body":"for a CPA interested in starting her"},{"startTime":1075.623,"endTime":1079.223,"body":"own bookkeeping, not tax business"},{"startTime":1079.223,"endTime":1081.173,"body":"that has a two year non-compete?"},{"startTime":1081.773,"endTime":1083.903,"body":"I'm not sure how well they actually stick."},{"startTime":1083.933,"endTime":1087.593,"body":"Only being able to pursue clients"},{"startTime":1083.933,"endTime":1087.593,"body":"not in my area makes me nervous."},{"startTime":1087.73,"endTime":1088.33,"body":"yeah."},{"startTime":1088.885,"endTime":1093.145,"body":"As far as I know when I've talked"},{"startTime":1088.885,"endTime":1093.145,"body":"to lawyers and other business folks"},{"startTime":1093.2350000000001,"endTime":1097.705,"body":"that when non-competes come up, like"},{"startTime":1093.2350000000001,"endTime":1097.705,"body":"they're very difficult to enforce."},{"startTime":1097.907,"endTime":1102.587,"body":"but depending on if you're like in"},{"startTime":1097.907,"endTime":1102.587,"body":"a small town or a small community."},{"startTime":1102.681,"endTime":1106.581,"body":"even if they're quote unquote difficult"},{"startTime":1102.681,"endTime":1106.581,"body":"to enforce, is that a can of worms?"},{"startTime":1106.581,"endTime":1110.631,"body":"You even want to open up"},{"startTime":1106.581,"endTime":1110.631,"body":"because it's going, that adds"},{"startTime":1110.721,"endTime":1113.301,"body":"un undue stress in my opinion."},{"startTime":1113.301,"endTime":1117.807,"body":"Like there's certain things that I'm"},{"startTime":1113.301,"endTime":1117.807,"body":"just, I'm the type of person that prefers"},{"startTime":1117.807,"endTime":1121.377,"body":"to not have conflict and move on about."},{"startTime":1121.737,"endTime":1126.777,"body":"My day when issues come up, because"},{"startTime":1121.737,"endTime":1126.777,"body":"even if it's not easily enforceable,"},{"startTime":1126.777,"endTime":1129.237,"body":"doesn't mean that someone can't"},{"startTime":1126.777,"endTime":1129.237,"body":"drag you through court still."},{"startTime":1130.917,"endTime":1136.167,"body":"Um, like does, just because you would"},{"startTime":1130.917,"endTime":1136.167,"body":"probably win doesn't mean that they,"},{"startTime":1136.497,"endTime":1141.065,"body":"like, there's still a potential for it"},{"startTime":1136.497,"endTime":1141.065,"body":"to completely disrupt your days and your"},{"startTime":1141.065,"endTime":1142.625,"body":"stress levels and all that kind of stuff."},{"startTime":1142.625,"endTime":1145.227,"body":"So that's something to consider, with."},{"startTime":1146.202,"endTime":1149.772,"body":"Coming from someone that works"},{"startTime":1146.202,"endTime":1149.772,"body":"purely with people, not in my area."},{"startTime":1150.3120000000001,"endTime":1152.892,"body":"It's not that hard to get"},{"startTime":1150.3120000000001,"endTime":1152.892,"body":"clients, not in your area."},{"startTime":1152.892,"endTime":1154.842,"body":"It's almost, to me it's easier."},{"startTime":1156.132,"endTime":1158.052,"body":"So hopefully that helps you."},{"startTime":1158.257,"endTime":1161.6580000000001,"body":"but depending on the type of industry"},{"startTime":1158.257,"endTime":1161.6580000000001,"body":"that you're working with, that can also"},{"startTime":1161.6580000000001,"endTime":1165.858,"body":"dictate how easy or not easy that might"},{"startTime":1161.6580000000001,"endTime":1165.858,"body":"be to work with someone not in your area."},{"startTime":1165.858,"endTime":1168.138,"body":"But all of our clients are across the us."},{"startTime":1168.933,"endTime":1174.093,"body":"Um, I have zero local clients and all"},{"startTime":1168.933,"endTime":1174.093,"body":"of my clients I work with virtually."},{"startTime":1174.093,"endTime":1176.659,"body":"So, that's how I set"},{"startTime":1174.093,"endTime":1176.659,"body":"up from the beginning."},{"startTime":1176.659,"endTime":1182.488,"body":"I've only ever had one or two local"},{"startTime":1176.659,"endTime":1182.488,"body":"clients, over the years and, so hopefully"},{"startTime":1182.488,"endTime":1187.3780000000002,"body":"that gives you a little bit of peace"},{"startTime":1182.488,"endTime":1187.3780000000002,"body":"of mind knowing that it is possible"},{"startTime":1187.3780000000002,"endTime":1191.578,"body":"to find clients virtually and not"},{"startTime":1187.3780000000002,"endTime":1191.578,"body":"have to worry about this non-compete."},{"startTime":1191.758,"endTime":1193.065,"body":"hopefully that."},{"startTime":1193.74,"endTime":1194.8500000000001,"body":"Helps a little bit."},{"startTime":1194.914,"endTime":1198.501,"body":"there are plenty of businesses out there"},{"startTime":1194.914,"endTime":1198.501,"body":"that are willing to work with a virtual"},{"startTime":1198.5310000000002,"endTime":1201.078,"body":"accountant, that wouldn't even bat an eye."},{"startTime":1201.078,"endTime":1204.798,"body":"And the fact that you're a CPA also gives"},{"startTime":1201.078,"endTime":1204.798,"body":"you, you know, a little bit of a leg up"},{"startTime":1204.798,"endTime":1209.688,"body":"and credibility when building that trust"},{"startTime":1204.798,"endTime":1209.688,"body":"with people that are not local to you."},{"startTime":1209.778,"endTime":1211.203,"body":"So, let me know how it goes."},{"startTime":1212.703,"endTime":1215.813,"body":"Stick around, keep following my channel"},{"startTime":1212.703,"endTime":1215.813,"body":"and all that big, all that stuff, , to"},{"startTime":1215.813,"endTime":1217.9730000000002,"body":"get tips for all those things."},{"startTime":1218.0330000000001,"endTime":1218.333,"body":"But."},{"startTime":1218.47,"endTime":1219.163,"body":"hi Wendy."},{"startTime":1219.163,"endTime":1219.853,"body":"Good morning."},{"startTime":1219.853,"endTime":1221.353,"body":"I'm struggling with my tech stack."},{"startTime":1221.353,"endTime":1225.163,"body":"I'm looking at as close to"},{"startTime":1221.353,"endTime":1225.163,"body":"an all-in-one that I can get."},{"startTime":1225.703,"endTime":1229.518,"body":"Eventually I'll build on Clickup,"},{"startTime":1225.703,"endTime":1229.518,"body":"but no time, if I remember right."},{"startTime":1229.518,"endTime":1230.3880000000001,"body":"You were on tax."},{"startTime":1230.3880000000001,"endTime":1232.248,"body":"Do No, I'm not on tax."},{"startTime":1232.248,"endTime":1237.8480000000002,"body":"Do, I'm on Asana and it's very"},{"startTime":1232.248,"endTime":1237.8480000000002,"body":"similar to Clickup, so, Yeah, Clickup"},{"startTime":1237.8480000000002,"endTime":1241.778,"body":"definitely is more of an all-in-one"},{"startTime":1237.8480000000002,"endTime":1241.778,"body":"because you can put documents in there."},{"startTime":1241.778,"endTime":1243.8780000000002,"body":"So like we use Asana and Notion."},{"startTime":1243.968,"endTime":1248.048,"body":"we used to use Google Docs for all"},{"startTime":1243.968,"endTime":1248.048,"body":"of our documents, um, but now we use"},{"startTime":1248.078,"endTime":1249.728,"body":"Notion for pretty much everything."},{"startTime":1249.8110000000001,"endTime":1254.211,"body":"so you can remove the possibility"},{"startTime":1249.8110000000001,"endTime":1254.211,"body":"of having an additional software"},{"startTime":1254.211,"endTime":1256.461,"body":"to store your documents if"},{"startTime":1254.211,"endTime":1256.461,"body":"you're storing them in Clickup."},{"startTime":1256.6000000000001,"endTime":1260.5610000000001,"body":"Yeah, there's a few people in the program"},{"startTime":1256.6000000000001,"endTime":1260.5610000000001,"body":"that use Clickup and really love it."},{"startTime":1260.5610000000001,"endTime":1264.905,"body":"And honestly, I tried it out at"},{"startTime":1260.5610000000001,"endTime":1264.905,"body":"the beginning as well and, I was"},{"startTime":1264.905,"endTime":1267.875,"body":"using like Clickup and Asana and"},{"startTime":1264.905,"endTime":1267.875,"body":"kind of testing them both out."},{"startTime":1268.73,"endTime":1270.98,"body":"For just to see which one I liked."},{"startTime":1270.98,"endTime":1274.73,"body":"And I really did like Clickup, but"},{"startTime":1270.98,"endTime":1274.73,"body":"I had already established several"},{"startTime":1274.73,"endTime":1278.66,"body":"clients' workflows in Asana, and"},{"startTime":1274.73,"endTime":1278.66,"body":"I just ended up drawing a line in"},{"startTime":1278.66,"endTime":1281.99,"body":"the sand and being like, I already"},{"startTime":1278.66,"endTime":1281.99,"body":"have more stuff going on in Asana."},{"startTime":1281.99,"endTime":1282.71,"body":"I know it better."},{"startTime":1282.71,"endTime":1286.25,"body":"I just need to actually pour in a"},{"startTime":1282.71,"endTime":1286.25,"body":"little more energy to really understand"},{"startTime":1286.25,"endTime":1288.102,"body":"how it works and then, go with it."},{"startTime":1288.5520000000001,"endTime":1293.817,"body":"And sometimes that's just what you"},{"startTime":1288.5520000000001,"endTime":1293.817,"body":"have to make a. Decision and be like,"},{"startTime":1293.817,"endTime":1296.757,"body":"I'm just gonna draw a line in the"},{"startTime":1293.817,"endTime":1296.757,"body":"sand and go all in on this one thing."},{"startTime":1296.757,"endTime":1299.3970000000002,"body":"Even if I know it may not"},{"startTime":1296.757,"endTime":1299.3970000000002,"body":"be the perfect solution."},{"startTime":1299.8770000000002,"endTime":1303.1770000000001,"body":"Because it's better to understand the"},{"startTime":1299.8770000000002,"endTime":1303.1770000000001,"body":"ins and outs completely of the one"},{"startTime":1303.1770000000001,"endTime":1307.8700000000001,"body":"program than to waste the energy of like"},{"startTime":1303.1770000000001,"endTime":1307.8700000000001,"body":"dabbling in a bunch of different programs."},{"startTime":1307.93,"endTime":1311.41,"body":"So for you, I would say"},{"startTime":1307.93,"endTime":1311.41,"body":"just go all in on Clickup."},{"startTime":1313.5040000000001,"endTime":1315.5140000000001,"body":"Do I store documents in Notion?"},{"startTime":1315.574,"endTime":1316.144,"body":"No."},{"startTime":1316.144,"endTime":1320.852,"body":"For what I mean by documents in Notion"},{"startTime":1316.144,"endTime":1320.852,"body":"is like SOPs and like things that we"},{"startTime":1320.852,"endTime":1323.642,"body":"type up that used to be a Google doc."},{"startTime":1323.701,"endTime":1327.011,"body":"because you can store things more"},{"startTime":1323.701,"endTime":1327.011,"body":"in a database style and it's easier"},{"startTime":1327.011,"endTime":1330.8100000000002,"body":"to organize and find some things"},{"startTime":1327.011,"endTime":1330.8100000000002,"body":"and we can create like little"},{"startTime":1330.8100000000002,"endTime":1332.28,"body":"dashboard type things in Notion."},{"startTime":1332.28,"endTime":1334.14,"body":"So we have all of our SOPs in Notion."},{"startTime":1334.14,"endTime":1337.655,"body":"We have all of our client,"},{"startTime":1334.14,"endTime":1337.655,"body":"Like background nuances and all"},{"startTime":1337.655,"endTime":1338.9750000000001,"body":"that kind of stuff, and notion."},{"startTime":1338.9750000000001,"endTime":1342.785,"body":"We previously had those"},{"startTime":1338.9750000000001,"endTime":1342.785,"body":"in the overview in Asana."},{"startTime":1342.885,"endTime":1344.325,"body":"so you can do it either way."},{"startTime":1344.3970000000002,"endTime":1348.597,"body":"but as far as like physical, like"},{"startTime":1344.3970000000002,"endTime":1348.597,"body":"PDFs and everything, we still u like"},{"startTime":1348.6270000000002,"endTime":1352.3770000000002,"body":"we still have our file structure in"},{"startTime":1348.6270000000002,"endTime":1352.3770000000002,"body":"Google Drive for each client, and"},{"startTime":1352.3770000000002,"endTime":1354.1470000000002,"body":"that's where things actually get stored."},{"startTime":1354.1470000000002,"endTime":1355.977,"body":"But we can link out to them in notion."},{"startTime":1355.977,"endTime":1358.977,"body":"So like when we bring up our"},{"startTime":1355.977,"endTime":1358.977,"body":"client profile, we have like."},{"startTime":1359.232,"endTime":1364.229,"body":"Our client folder linked there and, other"},{"startTime":1359.232,"endTime":1364.229,"body":"shortcuts to things that we might need."},{"startTime":1366.1190000000001,"endTime":1368.459,"body":"Melissa says, I also use"},{"startTime":1366.1190000000001,"endTime":1368.459,"body":"Asana and Google Docs."},{"startTime":1368.459,"endTime":1373.169,"body":"How do you, like now the Asana Notion"},{"startTime":1368.459,"endTime":1373.169,"body":"Duo, what are you storing in notion?"},{"startTime":1373.169,"endTime":1376.739,"body":"I think I pretty much, I covered that."},{"startTime":1376.8890000000001,"endTime":1381.659,"body":"And then I also use Notion for the"},{"startTime":1376.8890000000001,"endTime":1381.659,"body":"ambitious bookkeeper, so I have."},{"startTime":1382.2140000000002,"endTime":1387.134,"body":"Like lots of databases of like different"},{"startTime":1382.2140000000002,"endTime":1387.134,"body":"like email sequences that we send out"},{"startTime":1387.134,"endTime":1389.2040000000002,"body":"and a lot of marketing stuff in there."},{"startTime":1389.286,"endTime":1394.357,"body":"if I didn't have this brand of the"},{"startTime":1389.286,"endTime":1394.357,"body":"ambitious bookkeeper and all the"},{"startTime":1394.357,"endTime":1398.4070000000002,"body":"marketing stuff that goes with that, I"},{"startTime":1394.357,"endTime":1398.4070000000002,"body":"don't know that I would've necessarily"},{"startTime":1399.1870000000001,"endTime":1402.547,"body":"felt like I needed notion as much."},{"startTime":1402.8000000000002,"endTime":1404.8700000000001,"body":"because there's just not as many like."},{"startTime":1405.575,"endTime":1410.345,"body":"Documents that we type up for"},{"startTime":1405.575,"endTime":1410.345,"body":"the firm other than SOPs, but"},{"startTime":1410.345,"endTime":1411.535,"body":"it is helpful to manage those."},{"startTime":1412.083,"endTime":1414.642,"body":"but you can absolutely achieve"},{"startTime":1412.083,"endTime":1414.642,"body":"the same thing in Google Docs and"},{"startTime":1414.642,"endTime":1415.7520000000002,"body":"not have another subscription."},{"startTime":1417.222,"endTime":1419.652,"body":"It's just not as robust as notion like."},{"startTime":1419.652,"endTime":1423.582,"body":"One of the things that's really helpful"},{"startTime":1419.652,"endTime":1423.582,"body":"with Notion is you can, in the search"},{"startTime":1423.582,"endTime":1428.518,"body":"bar, you can search the text within the"},{"startTime":1423.582,"endTime":1428.518,"body":"documents, and unless they've changed"},{"startTime":1428.518,"endTime":1432.659,"body":"something with Google Docs that wasn't"},{"startTime":1428.518,"endTime":1432.659,"body":"possible before, you would just be"},{"startTime":1432.659,"endTime":1434.3690000000001,"body":"searching the title of the document."},{"startTime":1434.909,"endTime":1437.439,"body":"So that's a feature that's really helpful."},{"startTime":1437.5890000000002,"endTime":1440.439,"body":"There's also like AI built into"},{"startTime":1437.5890000000002,"endTime":1440.439,"body":"notion and stuff like that, but."},{"startTime":1441.125,"endTime":1444.605,"body":"like, I haven't even scratched the"},{"startTime":1441.125,"endTime":1444.605,"body":"surface of my capabilities with notion."},{"startTime":1444.605,"endTime":1447.275,"body":"If you wanna learn notion, go to"},{"startTime":1444.605,"endTime":1447.275,"body":"Alyssa Lang, the workflow queen."},{"startTime":1449.165,"endTime":1452.6750000000002,"body":"Um, Holly says, I recently"},{"startTime":1449.165,"endTime":1452.6750000000002,"body":"hired entry level bookkeeper."},{"startTime":1452.6750000000002,"endTime":1454.2050000000002,"body":"She's a hard worker and reliable."},{"startTime":1454.415,"endTime":1456.4550000000002,"body":"However, I'm struggling"},{"startTime":1454.415,"endTime":1456.4550000000002,"body":"with her personality."},{"startTime":1456.4550000000002,"endTime":1458.525,"body":"Very anxious and gets worked up easily."},{"startTime":1458.825,"endTime":1461.615,"body":"Have you ever experienced this"},{"startTime":1458.825,"endTime":1461.615,"body":"and how do you move forward with"},{"startTime":1461.615,"endTime":1463.355,"body":"a personality issue like this?"},{"startTime":1464.4950000000001,"endTime":1467.345,"body":"This is a tricky one for sure, because."},{"startTime":1467.9750000000001,"endTime":1472.5710000000001,"body":"It's something that over the"},{"startTime":1467.9750000000001,"endTime":1472.5710000000001,"body":"years I've like learned to."},{"startTime":1473.8310000000001,"endTime":1479.2910000000002,"body":"Not just hire for skills, but more so for"},{"startTime":1473.8310000000001,"endTime":1479.2910000000002,"body":"person like personality and cultural fit."},{"startTime":1479.2910000000002,"endTime":1485.261,"body":"Obviously both are important and"},{"startTime":1479.2910000000002,"endTime":1485.261,"body":"also you can still have a good"},{"startTime":1485.7710000000002,"endTime":1490.001,"body":"functioning team with someone with"},{"startTime":1485.7710000000002,"endTime":1490.001,"body":"like a personality difference."},{"startTime":1490.001,"endTime":1492.0410000000002,"body":"Like we all have different personalities."},{"startTime":1492.0410000000002,"endTime":1496.977,"body":"It's just whether or not, as you grow, you"},{"startTime":1492.0410000000002,"endTime":1496.977,"body":"wanna continue to have people that, clash."},{"startTime":1497.217,"endTime":1497.9370000000001,"body":"You know what I mean?"},{"startTime":1497.9370000000001,"endTime":1498.4470000000001,"body":"But that's."},{"startTime":1499.047,"endTime":1502.8870000000002,"body":"Always a situation, whether you're"},{"startTime":1499.047,"endTime":1502.8870000000002,"body":"in corporate or working for yourself,"},{"startTime":1502.8870000000002,"endTime":1506.6370000000002,"body":"there's always gonna be something a"},{"startTime":1502.8870000000002,"endTime":1506.6370000000002,"body":"little bit different to deal with."},{"startTime":1506.7910000000002,"endTime":1514.501,"body":"I would like, depending on how open she is"},{"startTime":1506.7910000000002,"endTime":1514.501,"body":"to coaching, like I would hopefully, like"},{"startTime":1514.741,"endTime":1518.011,"body":"you can build up a rapport with her and,"},{"startTime":1514.741,"endTime":1518.011,"body":"and hopefully you're having one-on-ones."},{"startTime":1518.011,"endTime":1520.997,"body":"I have one-on-ones with all of my"},{"startTime":1518.011,"endTime":1520.997,"body":"team and this is one of the reasons"},{"startTime":1520.997,"endTime":1525.9170000000001,"body":"why we have one-on-one so that we can"},{"startTime":1520.997,"endTime":1525.9170000000001,"body":"address things that aren't the greatest"},{"startTime":1525.9170000000001,"endTime":1527.777,"body":"fit, but not in the team setting."},{"startTime":1527.777,"endTime":1531.047,"body":"So it's like if you are noticing"},{"startTime":1527.777,"endTime":1531.047,"body":"that, like bring it up on your next"},{"startTime":1531.047,"endTime":1535.277,"body":"one-on-one and, and address it and"},{"startTime":1531.047,"endTime":1535.277,"body":"be like, Hey, I noticed that like"},{"startTime":1535.277,"endTime":1539.057,"body":"when this happens you get a little"},{"startTime":1535.277,"endTime":1539.057,"body":"bit like worked up or anxious."},{"startTime":1539.057,"endTime":1540.287,"body":"What can I do to help?"},{"startTime":1540.722,"endTime":1544.54,"body":"Ease that, and, just kind of see how"},{"startTime":1540.722,"endTime":1544.54,"body":"the, where the conversation goes."},{"startTime":1544.54,"endTime":1547.8700000000001,"body":"She may not even recognize it's"},{"startTime":1544.54,"endTime":1547.8700000000001,"body":"happening or she may be highly"},{"startTime":1547.8700000000001,"endTime":1550.78,"body":"aware that it's happening and"},{"startTime":1547.8700000000001,"endTime":1550.78,"body":"want help working through it."},{"startTime":1550.835,"endTime":1554.7350000000001,"body":"and it could be, it could actually be"},{"startTime":1550.835,"endTime":1554.7350000000001,"body":"stuff going on in her personal life."},{"startTime":1554.7350000000001,"endTime":1555.2450000000001,"body":"So."},{"startTime":1555.77,"endTime":1557.78,"body":"I always treat things as like human first."},{"startTime":1557.78,"endTime":1560.9,"body":"Like let's just have a conversation,"},{"startTime":1557.78,"endTime":1560.9,"body":"human to human, like, what's going on?"},{"startTime":1560.9,"endTime":1561.65,"body":"How can I help?"},{"startTime":1561.89,"endTime":1563.45,"body":"How can I help remove roadblocks?"},{"startTime":1563.45,"endTime":1568.284,"body":"Like that's your responsibility as an"},{"startTime":1563.45,"endTime":1568.284,"body":"owner and like supervisor and manager now."},{"startTime":1568.284,"endTime":1568.584,"body":"Right?"},{"startTime":1568.584,"endTime":1571.554,"body":"Like if you have"},{"startTime":1568.584,"endTime":1571.554,"body":"employees, our goal is to."},{"startTime":1572.5140000000001,"endTime":1575.064,"body":"Make it so that like"},{"startTime":1572.5140000000001,"endTime":1575.064,"body":"they can do their job."},{"startTime":1575.544,"endTime":1580.314,"body":"So I always lead with that, like,"},{"startTime":1575.544,"endTime":1580.314,"body":"what can I do to help remove whatever"},{"startTime":1580.314,"endTime":1584.664,"body":"roadblock you're experiencing so"},{"startTime":1580.314,"endTime":1584.664,"body":"that you can more easily do your job?"},{"startTime":1584.7620000000002,"endTime":1587.372,"body":"and sometimes eventually people"},{"startTime":1584.7620000000002,"endTime":1587.372,"body":"weed themselves out if they"},{"startTime":1587.372,"endTime":1588.662,"body":"realize it's not the right fit."},{"startTime":1588.662,"endTime":1592.082,"body":"Like I've had people, like after"},{"startTime":1588.662,"endTime":1592.082,"body":"conversations like that realize"},{"startTime":1592.082,"endTime":1595.2920000000001,"body":"like, this isn't actually the right"},{"startTime":1592.082,"endTime":1595.2920000000001,"body":"type of role for me because this"},{"startTime":1595.2920000000001,"endTime":1597.0620000000001,"body":"makes me really anxious or whatever."},{"startTime":1597.0620000000001,"endTime":1598.7540000000001,"body":"And it could be that there's."},{"startTime":1599.144,"endTime":1602.864,"body":"Like underlying process"},{"startTime":1599.144,"endTime":1602.864,"body":"issues with the client or."},{"startTime":1603.239,"endTime":1608.6390000000001,"body":"Something else going on that definitely"},{"startTime":1603.239,"endTime":1608.6390000000001,"body":"warrants a conversation to just get"},{"startTime":1608.6390000000001,"endTime":1610.919,"body":"curious and find out what it is."},{"startTime":1610.949,"endTime":1614.1670000000001,"body":"It might not necessarily be"},{"startTime":1610.949,"endTime":1614.1670000000001,"body":"a personality issue, but that"},{"startTime":1614.1670000000001,"endTime":1615.547,"body":"just kind of feeds into it."},{"startTime":1615.661,"endTime":1616.741,"body":"so hopefully that helps."},{"startTime":1616.741,"endTime":1622.948,"body":"Holly can only cover so much on a q and a,"},{"startTime":1616.741,"endTime":1622.948,"body":"but definitely like communicate with your"},{"startTime":1622.948,"endTime":1627.747,"body":"team member and find out what, like what's"},{"startTime":1622.948,"endTime":1627.747,"body":"the underlying issue, why things are."},{"startTime":1627.747,"endTime":1629.3300000000002,"body":"Causing her to get worked up."},{"startTime":1630.155,"endTime":1632.2920000000001,"body":"Terry says Canopy Tax is a great portal."},{"startTime":1632.2920000000001,"endTime":1634.842,"body":"Document management, billing,"},{"startTime":1632.2920000000001,"endTime":1634.842,"body":"all in one solution for project"},{"startTime":1634.842,"endTime":1636.5220000000002,"body":"management and document storage."},{"startTime":1636.5520000000001,"endTime":1640.0020000000002,"body":"Yeah, I haven't played around with"},{"startTime":1636.5520000000001,"endTime":1640.0020000000002,"body":"Canopy, so I don't, I can't speak to"},{"startTime":1640.0020000000002,"endTime":1645.162,"body":"that, but it does sound like a good"},{"startTime":1640.0020000000002,"endTime":1645.162,"body":"solution too into, um, my current tech"},{"startTime":1645.162,"endTime":1649.6970000000001,"body":"stack, Wendy, I need to probably do"},{"startTime":1645.162,"endTime":1649.6970000000001,"body":"like a more updated, podcast on this,"},{"startTime":1649.6970000000001,"endTime":1654.527,"body":"but I do have two podcasts, like a part"},{"startTime":1649.6970000000001,"endTime":1654.527,"body":"one and part two from a long time ago."},{"startTime":1654.527,"endTime":1657.761,"body":"But if you just went through the"},{"startTime":1654.527,"endTime":1657.761,"body":"workshops, I talked about the tech stack"},{"startTime":1657.761,"endTime":1661.5710000000001,"body":"and that's pretty much my tech stack"},{"startTime":1657.761,"endTime":1661.5710000000001,"body":"still other than like we've added notion."},{"startTime":1661.843,"endTime":1663.643,"body":"and content snare."},{"startTime":1663.853,"endTime":1667.2730000000001,"body":"Those are the newest additions, but"},{"startTime":1663.853,"endTime":1667.2730000000001,"body":"everything else is pretty much the"},{"startTime":1667.2730000000001,"endTime":1673.566,"body":"same from when I first started, like"},{"startTime":1667.2730000000001,"endTime":1673.566,"body":"Asana, Dubsado, Google Workspace."},{"startTime":1674.1960000000001,"endTime":1676.056,"body":"We use Quo for our phone."},{"startTime":1676.691,"endTime":1680.4080000000001,"body":"One password for password management,"},{"startTime":1676.691,"endTime":1680.4080000000001,"body":"but I go more in depth in the workshops,"},{"startTime":1680.4080000000001,"endTime":1683.198,"body":"which you should have access to,"},{"startTime":1680.4080000000001,"endTime":1683.198,"body":"even if you didn't attend them."},{"startTime":1683.236,"endTime":1687.0140000000001,"body":"just go into your portal and go to Day"},{"startTime":1683.236,"endTime":1687.0140000000001,"body":"number two, we covered the tech stack."},{"startTime":1687.7340000000002,"endTime":1691.2730000000001,"body":"Kelly says, I have a diagnostic"},{"startTime":1687.7340000000002,"endTime":1691.2730000000001,"body":"that I was hired to do for a service"},{"startTime":1691.2730000000001,"endTime":1694.963,"body":"company who has previously only used"},{"startTime":1691.2730000000001,"endTime":1694.963,"body":"their tax preparer to piece together"},{"startTime":1694.963,"endTime":1696.553,"body":"their financials for tax purposes."},{"startTime":1696.553,"endTime":1698.7430000000002,"body":"Yes, we've taken on some"},{"startTime":1696.553,"endTime":1698.7430000000002,"body":"clients like that recently too."},{"startTime":1699.9730000000002,"endTime":1704.683,"body":"They have not filed 2025 yet and plan to"},{"startTime":1699.9730000000002,"endTime":1704.683,"body":"extend, they just got QBO for the cleanup."},{"startTime":1704.683,"endTime":1708.163,"body":"Should I recommend putting all"},{"startTime":1704.683,"endTime":1708.163,"body":"of 2025 activity and QBO since"},{"startTime":1708.163,"endTime":1709.693,"body":"Texas haven't been filed yet?"},{"startTime":1709.8300000000002,"endTime":1713.64,"body":"so it would be a 16 month cleanup if I"},{"startTime":1709.8300000000002,"endTime":1713.64,"body":"did just wanna make sure I'm starting"},{"startTime":1713.64,"endTime":1719.0990000000002,"body":"in the right spot with QBO, well, I"},{"startTime":1713.64,"endTime":1719.0990000000002,"body":"would try to get with their tax preparer"},{"startTime":1719.0990000000002,"endTime":1724.049,"body":"and find out like if they've already"},{"startTime":1719.0990000000002,"endTime":1724.049,"body":"started creating whatever they're"},{"startTime":1724.049,"endTime":1728.9940000000001,"body":"use, like however they're pulling"},{"startTime":1724.049,"endTime":1728.9940000000001,"body":"information into file, the taxes 'cause."},{"startTime":1729.7340000000002,"endTime":1732.854,"body":"If they're already, if they're already"},{"startTime":1729.7340000000002,"endTime":1732.854,"body":"down that path and they wouldn't"},{"startTime":1732.854,"endTime":1737.384,"body":"be using your QBO file anyway, I"},{"startTime":1732.854,"endTime":1737.384,"body":"would just start fresh in 2026."},{"startTime":1737.44,"endTime":1743.586,"body":"if they have been encouraging the client"},{"startTime":1737.44,"endTime":1743.586,"body":"to set up QBO and want and are waiting"},{"startTime":1743.586,"endTime":1746.616,"body":"on that, that's a different story"},{"startTime":1743.586,"endTime":1746.616,"body":"and that's also gonna play into your"},{"startTime":1746.616,"endTime":1749.4360000000001,"body":"timeline on completion and all of that."},{"startTime":1749.4360000000001,"endTime":1754.026,"body":"So I would take that into consideration"},{"startTime":1749.4360000000001,"endTime":1754.026,"body":"and see if you can just either"},{"startTime":1754.086,"endTime":1756.816,"body":"communicate directly with the tax firm or."},{"startTime":1757.326,"endTime":1761.728,"body":"Communicate through the client and"},{"startTime":1757.326,"endTime":1761.728,"body":"get, ask them exactly how to ask the"},{"startTime":1761.728,"endTime":1764.565,"body":"tax preparer what you need, basically."},{"startTime":1764.682,"endTime":1768.642,"body":"that way you're not wasting your"},{"startTime":1764.682,"endTime":1768.642,"body":"time and they're not wasting money"},{"startTime":1768.642,"endTime":1772.482,"body":"setting A-A-Q-B-O file that the"},{"startTime":1768.642,"endTime":1772.482,"body":"tax preparers may not even look at."},{"startTime":1773.382,"endTime":1775.962,"body":"Because if they can get everything"},{"startTime":1773.382,"endTime":1775.962,"body":"they need from bank statements, which"},{"startTime":1775.962,"endTime":1779.5320000000002,"body":"is probably what they've been doing,"},{"startTime":1775.962,"endTime":1779.5320000000002,"body":"and creating their own trial balance."},{"startTime":1780.222,"endTime":1785.421,"body":"Then, yeah, I think it would just be kind"},{"startTime":1780.222,"endTime":1785.421,"body":"of a waste of time unless the client wants"},{"startTime":1785.5410000000002,"endTime":1787.941,"body":"financial comparisons for prior year."},{"startTime":1789.5610000000001,"endTime":1791.451,"body":"The tax repairer is hard"},{"startTime":1789.5610000000001,"endTime":1791.451,"body":"to get in contact with."},{"startTime":1791.511,"endTime":1794.891,"body":"Probably why they moved away"},{"startTime":1791.511,"endTime":1794.891,"body":"from them for, bookkeeping."},{"startTime":1795.305,"endTime":1799.035,"body":"then I would ask the client what their"},{"startTime":1795.305,"endTime":1799.035,"body":"preference is and give them both options"},{"startTime":1799.4550000000002,"endTime":1803.9550000000002,"body":"and just be like, okay, like it would"},{"startTime":1799.4550000000002,"endTime":1803.9550000000002,"body":"save a lot of time and money if we just"},{"startTime":1803.9550000000002,"endTime":1808.701,"body":"start in 2026 and you can use whatever the"},{"startTime":1803.9550000000002,"endTime":1808.701,"body":"tax preparer is gonna do for the taxes."},{"startTime":1808.701,"endTime":1813.681,"body":"Or I can go ahead and recreate 2025"},{"startTime":1808.701,"endTime":1813.681,"body":"and then it would be available for the"},{"startTime":1813.681,"endTime":1818.361,"body":"tax pros to use to do taxes, but it"},{"startTime":1813.681,"endTime":1818.361,"body":"wouldn't be available until X date."},{"startTime":1819.846,"endTime":1823.7450000000001,"body":"To set expectations with like how long"},{"startTime":1819.846,"endTime":1823.7450000000001,"body":"it might take you to recreate that."},{"startTime":1823.775,"endTime":1827.67,"body":"But yeah, this sounds more like a"},{"startTime":1823.775,"endTime":1827.67,"body":"catch up than a cleanup, which are way"},{"startTime":1827.67,"endTime":1832.47,"body":"easier because you get to set up the"},{"startTime":1827.67,"endTime":1832.47,"body":"file and do it clean from the start."},{"startTime":1834.27,"endTime":1834.78,"body":"Yeah."},{"startTime":1836.22,"endTime":1836.67,"body":"Cool."},{"startTime":1837.8290000000002,"endTime":1838.179,"body":"Right."},{"startTime":1838.7240000000002,"endTime":1839.8590000000002,"body":"Any other questions?"},{"startTime":1841.0810000000001,"endTime":1842.911,"body":"If not, that is totally okay."},{"startTime":1843.421,"endTime":1845.4260000000002,"body":"I'll give it a couple minutes"},{"startTime":1843.421,"endTime":1845.4260000000002,"body":"for people to type in their."},{"startTime":1846.451,"endTime":1847.381,"body":"Their cues."},{"startTime":1848.759,"endTime":1851.679,"body":"While that's happening, , I"},{"startTime":1848.759,"endTime":1851.679,"body":"always like to like use the blank"},{"startTime":1851.679,"endTime":1853.3590000000002,"body":"space for like announcements."},{"startTime":1853.419,"endTime":1857.5310000000002,"body":"we just wrapped up a enrollment"},{"startTime":1853.419,"endTime":1857.5310000000002,"body":"and enrollment period for the"},{"startTime":1857.5310000000002,"endTime":1859.871,"body":"Bookkeeping Business Accelerator, VIP."},{"startTime":1859.901,"endTime":1863.441,"body":"So we've welcomed in a bunch"},{"startTime":1859.901,"endTime":1863.441,"body":"of new students to that."},{"startTime":1863.9560000000001,"endTime":1868.846,"body":"If you were on the fence about joining,"},{"startTime":1863.9560000000001,"endTime":1868.846,"body":", BBA for any reason, maybe one of the"},{"startTime":1868.846,"endTime":1872.506,"body":"reasons was that you weren't gonna"},{"startTime":1868.846,"endTime":1872.506,"body":"be able to join the calls, you can"},{"startTime":1872.506,"endTime":1875.326,"body":"actually join self-paced and upgrade."},{"startTime":1875.6560000000002,"endTime":1878.9560000000001,"body":"Next time we open up a cohort or"},{"startTime":1875.6560000000002,"endTime":1878.9560000000001,"body":"just stay self-paced, you still get"},{"startTime":1878.9560000000001,"endTime":1880.816,"body":"access to all the program content."},{"startTime":1881.1760000000002,"endTime":1885.6460000000002,"body":"We load the lessons onto a private"},{"startTime":1881.1760000000002,"endTime":1885.6460000000002,"body":"podcast so you can listen on the go."},{"startTime":1885.6460000000002,"endTime":1887.326,"body":"You can access it from an app."},{"startTime":1887.411,"endTime":1889.361,"body":"we also have added."},{"startTime":1890.631,"endTime":1895.344,"body":"For, AI bots, the most recent one"},{"startTime":1890.631,"endTime":1895.344,"body":"is a pricing and packaging bot."},{"startTime":1895.374,"endTime":1898.284,"body":"It does still require you to do"},{"startTime":1895.374,"endTime":1898.284,"body":"some of the homework from the lesson"},{"startTime":1898.284,"endTime":1903.276,"body":"and add in some numbers to get"},{"startTime":1898.284,"endTime":1903.276,"body":"to your goal, but, Yeah, we have"},{"startTime":1903.276,"endTime":1905.3680000000002,"body":"a pricing and packaging, AI bot."},{"startTime":1905.3980000000001,"endTime":1909.838,"body":"We have a 10 99 assistant bot to help you"},{"startTime":1905.3980000000001,"endTime":1909.838,"body":"when you're filing 10 90 nines, figuring"},{"startTime":1909.838,"endTime":1912.718,"body":"out which one needs a 10 99 and whatnot."},{"startTime":1913.1680000000001,"endTime":1915.3880000000001,"body":"Um, we also have an about page builder."},{"startTime":1915.3880000000001,"endTime":1917.6380000000001,"body":"So when you're building your"},{"startTime":1915.3880000000001,"endTime":1917.6380000000001,"body":"website, I know it's really"},{"startTime":1917.6380000000001,"endTime":1918.748,"body":"hard to talk about yourself."},{"startTime":1918.748,"endTime":1922.738,"body":"So the about page builder pulls"},{"startTime":1918.748,"endTime":1922.738,"body":"the information out of you so that"},{"startTime":1922.738,"endTime":1924.5980000000002,"body":"you, and helps you write that page."},{"startTime":1924.768,"endTime":1929.4180000000001,"body":"and then the other one is,"},{"startTime":1924.768,"endTime":1929.4180000000001,"body":"um, I'm drawing a blank."},{"startTime":1930.498,"endTime":1931.6680000000001,"body":"10 99 assistant."},{"startTime":1931.6680000000001,"endTime":1936.661,"body":"The about page builder, the pricing and"},{"startTime":1931.6680000000001,"endTime":1936.661,"body":"packaging, it will come back to me, read"},{"startTime":1936.661,"endTime":1938.251,"body":"the questions, and then it'll come to me."},{"startTime":1938.251,"endTime":1940.351,"body":"I'm like, what is the other"},{"startTime":1938.251,"endTime":1940.351,"body":"one that I have in there?"},{"startTime":1940.852,"endTime":1944.4270000000001,"body":"Anyone in the chat can chime in, if you"},{"startTime":1940.852,"endTime":1944.4270000000001,"body":"remember what it's, if you've used it."},{"startTime":1944.5420000000001,"endTime":1948.3220000000001,"body":"have you ever taken on clients"},{"startTime":1944.5420000000001,"endTime":1948.3220000000001,"body":"that have an in-house ar AP clerk?"},{"startTime":1948.3220000000001,"endTime":1951.2620000000002,"body":"I have a couple and I'm struggling"},{"startTime":1948.3220000000001,"endTime":1951.2620000000002,"body":"to navigate the process with them."},{"startTime":1951.922,"endTime":1955.642,"body":"Um, yes I have in various situations."},{"startTime":1955.6870000000001,"endTime":1960.164,"body":"one of 'em was more of a medical billing"},{"startTime":1955.6870000000001,"endTime":1960.164,"body":"situation, and so I've worked with"},{"startTime":1960.164,"endTime":1962.5040000000001,"body":"external medical billing companies."},{"startTime":1962.739,"endTime":1965.919,"body":"what exactly are you"},{"startTime":1962.739,"endTime":1965.919,"body":"struggling with on the process?"},{"startTime":1965.919,"endTime":1967.269,"body":"Do you think that they're not."},{"startTime":1967.584,"endTime":1969.354,"body":"Accurate or Yes."},{"startTime":1969.354,"endTime":1970.044,"body":"The niche."},{"startTime":1971.1090000000002,"endTime":1971.7240000000002,"body":"The, yeah."},{"startTime":1971.7240000000002,"endTime":1971.934,"body":"They're,"},{"startTime":1974.0040000000001,"endTime":1978.5040000000001,"body":"um, yeah, they're just not,"},{"startTime":1974.0040000000001,"endTime":1978.5040000000001,"body":"they're not accountants, right."},{"startTime":1978.5040000000001,"endTime":1983.7240000000002,"body":"So they don't really know debits and"},{"startTime":1978.5040000000001,"endTime":1983.7240000000002,"body":"credits and they're, you know, used to"},{"startTime":1983.7240000000002,"endTime":1985.174,"body":"doing things their way without mm-hmm."},{"startTime":1985.529,"endTime":1986.169,"body":"A bookkeeper."},{"startTime":1987.309,"endTime":1990.864,"body":"Uh, and I'm kind of taking more of"},{"startTime":1987.309,"endTime":1990.864,"body":"the controllership role, so I feel"},{"startTime":1990.864,"endTime":1994.884,"body":"like I'm doing more oversight and"},{"startTime":1990.864,"endTime":1994.884,"body":"it's just different from what I."},{"startTime":1995.5890000000002,"endTime":1998.2540000000001,"body":"I'm doing with a lot of my other clients,"},{"startTime":1995.5890000000002,"endTime":1998.2540000000001,"body":"so I'm just wondering if you have any."},{"startTime":1998.9640000000002,"endTime":2003.044,"body":"Tips on, on managing that, you"},{"startTime":1998.9640000000002,"endTime":2003.044,"body":"know, I didn't hire these people."},{"startTime":2003.344,"endTime":2003.614,"body":"Yeah."},{"startTime":2003.614,"endTime":2007.934,"body":"So I'm, I'm, I'm working with the"},{"startTime":2003.614,"endTime":2007.934,"body":"relationship as well as the processes"},{"startTime":2007.934,"endTime":2010.239,"body":"and, trying to keep them out of"},{"startTime":2007.934,"endTime":2010.239,"body":"things that I don't want them in."},{"startTime":2011.049,"endTime":2011.5890000000002,"body":"Yeah."},{"startTime":2011.6490000000001,"endTime":2016.209,"body":"Is there a, is there a way that you can"},{"startTime":2011.6490000000001,"endTime":2016.209,"body":"actually change their permission levels"},{"startTime":2016.209,"endTime":2018.279,"body":"so that they can do certain things?"},{"startTime":2019.688,"endTime":2020.8700000000001,"body":"yeah, that's a question mark."},{"startTime":2020.9,"endTime":2022.52,"body":"I don't know what system you're using."},{"startTime":2022.659,"endTime":2024.669,"body":"if it has the capabilities of that."},{"startTime":2024.776,"endTime":2027.053,"body":"but yeah, it is a tricky one to navigate."},{"startTime":2027.053,"endTime":2030.653,"body":"I navigated that a lot in corporate"},{"startTime":2027.053,"endTime":2030.653,"body":"because we always had an AR department"},{"startTime":2030.683,"endTime":2036.373,"body":"and, like, yeah, they don't, they haven't"},{"startTime":2030.683,"endTime":2036.373,"body":"gone through the same training and a lot"},{"startTime":2036.373,"endTime":2037.933,"body":"of them don't understand the full gl."},{"startTime":2037.933,"endTime":2041.5030000000002,"body":"They just have their"},{"startTime":2037.933,"endTime":2041.5030000000002,"body":"siloed responsibilities of,"},{"startTime":2041.558,"endTime":2043.838,"body":"collections and applying things."},{"startTime":2043.838,"endTime":2048.845,"body":"So it is like a, a, people like"},{"startTime":2043.838,"endTime":2048.845,"body":"building rapport is really important."},{"startTime":2049.028,"endTime":2054.758,"body":"and yeah, I don't know, is there areas"},{"startTime":2049.028,"endTime":2054.758,"body":"of the process that are like broken or"},{"startTime":2055.358,"endTime":2059.918,"body":"things that keep happening that shouldn't"},{"startTime":2055.358,"endTime":2059.918,"body":"if they didn't have that access to do so?"},{"startTime":2060.428,"endTime":2064.808,"body":"Yeah, I think part of it is access, but"},{"startTime":2060.428,"endTime":2064.808,"body":"they're like, one of them's actually"},{"startTime":2064.808,"endTime":2068.738,"body":"called a finance manager and she's"},{"startTime":2064.808,"endTime":2068.738,"body":"running reports for their board, so"},{"startTime":2068.738,"endTime":2072.758,"body":"she's doing a lot more, although she"},{"startTime":2068.738,"endTime":2072.758,"body":"doesn't have an intricate knowledge,"},{"startTime":2072.758,"endTime":2074.795,"body":"she's doing a lot more, than."},{"startTime":2075.245,"endTime":2076.805,"body":"Just an AP clerk."},{"startTime":2076.835,"endTime":2076.895,"body":"Yeah."},{"startTime":2077.055,"endTime":2077.6549999999997,"body":"so it's hard."},{"startTime":2077.715,"endTime":2078.045,"body":"Yeah."},{"startTime":2078.225,"endTime":2082.065,"body":"Taking away access is a good"},{"startTime":2078.225,"endTime":2082.065,"body":"idea if I can get there."},{"startTime":2082.3269999999998,"endTime":2086.293,"body":"and I guess I'm just, I'm working on"},{"startTime":2082.3269999999998,"endTime":2086.293,"body":"just trying to treat it like as if I"},{"startTime":2086.293,"endTime":2089.653,"body":"had an employee, but she's not really"},{"startTime":2086.293,"endTime":2089.653,"body":"an employee, so I'm just trying to"},{"startTime":2089.653,"endTime":2092.233,"body":"do my review on the backend and Yeah."},{"startTime":2092.413,"endTime":2093.253,"body":"Clean things up."},{"startTime":2093.253,"endTime":2095.023,"body":"But it's almost like I have to."},{"startTime":2096.208,"endTime":2098.428,"body":"Treat the engagement differently"},{"startTime":2096.208,"endTime":2098.428,"body":"and charge a little bit"},{"startTime":2098.428,"endTime":2099.8379999999997,"body":"differently too with that."},{"startTime":2099.8379999999997,"endTime":2101.278,"body":"Yeah, absolutely."},{"startTime":2101.278,"endTime":2102.358,"body":"That kind of level."},{"startTime":2102.358,"endTime":2106.782,"body":"'cause you're, kind of teetering the"},{"startTime":2102.358,"endTime":2106.782,"body":"line on like managing their employees."},{"startTime":2107.532,"endTime":2107.622,"body":"Right."},{"startTime":2107.622,"endTime":2110.592,"body":"Which is difficult, especially"},{"startTime":2107.622,"endTime":2110.592,"body":"if like you're constantly like"},{"startTime":2110.652,"endTime":2112.812,"body":"cleaning up mistakes or whatever."},{"startTime":2113.412,"endTime":2116.592,"body":"I would treat it like I would"},{"startTime":2113.412,"endTime":2116.592,"body":"with my own team, if I like find a"},{"startTime":2116.592,"endTime":2120.642,"body":"mistake, I'm gonna coach them on it"},{"startTime":2116.592,"endTime":2120.642,"body":"and be like, Hey, this isn't, yeah."},{"startTime":2121.152,"endTime":2124.002,"body":"Um, let's change the process"},{"startTime":2121.152,"endTime":2124.002,"body":"so this doesn't happen again."},{"startTime":2124.032,"endTime":2128.502,"body":"Or give them the opportunity to come up"},{"startTime":2124.032,"endTime":2128.502,"body":"with an idea to change the process because"},{"startTime":2128.502,"endTime":2129.9719999999998,"body":"then they're gonna be more bought into it."},{"startTime":2131.172,"endTime":2131.502,"body":"Yeah."},{"startTime":2131.922,"endTime":2135.102,"body":"Of like, yeah, this isn't the"},{"startTime":2131.922,"endTime":2135.102,"body":"correct like way to handle this."},{"startTime":2135.236,"endTime":2136.706,"body":"I don't wanna have to"},{"startTime":2135.236,"endTime":2136.706,"body":"keep correcting this."},{"startTime":2136.706,"endTime":2141.296,"body":"So what do you think we should change"},{"startTime":2136.706,"endTime":2141.296,"body":"the process to and give them kind of."},{"startTime":2143.276,"endTime":2148.435,"body":"The, ownership of helping create"},{"startTime":2143.276,"endTime":2148.435,"body":"the process instead of like, I think"},{"startTime":2148.435,"endTime":2151.615,"body":"that goes a long way with people"},{"startTime":2148.435,"endTime":2151.615,"body":"instead of just being like, this"},{"startTime":2151.615,"endTime":2153.505,"body":"is the new process, just go do it."},{"startTime":2153.595,"endTime":2157.255,"body":"Because like I was saying earlier, like"},{"startTime":2153.595,"endTime":2157.255,"body":"some people's brains work differently"},{"startTime":2157.255,"endTime":2160.115,"body":"and that might have been a good process"},{"startTime":2157.255,"endTime":2160.115,"body":"if we were the one in the role, but."},{"startTime":2160.8849999999998,"endTime":2162.955,"body":"We want something that"},{"startTime":2160.8849999999998,"endTime":2162.955,"body":"they're gonna actually do."},{"startTime":2162.955,"endTime":2167.785,"body":"So if they help create it, then they're"},{"startTime":2162.955,"endTime":2167.785,"body":"more likely to follow that new process."},{"startTime":2167.8849999999998,"endTime":2171.995,"body":"and just kind of coaching them through"},{"startTime":2167.8849999999998,"endTime":2171.995,"body":"like, this is the end result we want."},{"startTime":2172.985,"endTime":2174.725,"body":"How do you think we should get there?"},{"startTime":2177.0,"endTime":2177.49,"body":"Good point."},{"startTime":2178.29,"endTime":2178.5299999999997,"body":"Yeah."},{"startTime":2178.58,"endTime":2179.05,"body":"Thank you."},{"startTime":2180.11,"endTime":2180.47,"body":"Yeah."},{"startTime":2181.19,"endTime":2183.98,"body":"Um, Melissa asked, are you"},{"startTime":2181.19,"endTime":2183.98,"body":"using GoCardless for recurring"},{"startTime":2183.98,"endTime":2185.54,"body":"payment processor and Xero?"},{"startTime":2185.57,"endTime":2186.44,"body":"Yes, we are."},{"startTime":2186.44,"endTime":2190.19,"body":"We offer that and we also offer Stripe,"},{"startTime":2186.44,"endTime":2190.19,"body":", so they can pay with a credit card."},{"startTime":2190.22,"endTime":2191.69,"body":"'cause GoCardless doesn't allow."},{"startTime":2192.035,"endTime":2194.35,"body":"Credit cards, or do you stick"},{"startTime":2192.035,"endTime":2194.35,"body":"strictly to other payment"},{"startTime":2194.35,"endTime":2195.7,"body":"processors available in there?"},{"startTime":2195.7,"endTime":2197.11,"body":"I'm moving my invoicing to zero."},{"startTime":2197.11,"endTime":2197.26,"body":"Yeah."},{"startTime":2197.26,"endTime":2201.64,"body":"We offer both because I want people"},{"startTime":2197.26,"endTime":2201.64,"body":"to have the option to pay via a"},{"startTime":2201.64,"endTime":2205.42,"body":"CH and plus the fees are lower"},{"startTime":2201.64,"endTime":2205.42,"body":"for us, so that's preferable."},{"startTime":2205.512,"endTime":2210.279,"body":"and also you can set up, that's the"},{"startTime":2205.512,"endTime":2210.279,"body":"one way that you can actually set up a"},{"startTime":2210.279,"endTime":2215.619,"body":"recurring a CH without having to have"},{"startTime":2210.279,"endTime":2215.619,"body":"them check the box in zero If you."},{"startTime":2216.759,"endTime":2220.149,"body":"Create it all in GoCardless and"},{"startTime":2216.759,"endTime":2220.149,"body":"set up the recurring subscription."},{"startTime":2220.2090000000003,"endTime":2224.139,"body":"You can actually do that manually if"},{"startTime":2220.2090000000003,"endTime":2224.139,"body":"you want to like collect their a CH"},{"startTime":2224.139,"endTime":2227.409,"body":"information and put it in if that's"},{"startTime":2224.139,"endTime":2227.409,"body":"gonna be a requirement for you."},{"startTime":2227.409,"endTime":2227.44,"body":"Um."},{"startTime":2227.462,"endTime":2228.542,"body":"We don't do that."},{"startTime":2228.542,"endTime":2233.702,"body":"But I went through, um, kind of figuring"},{"startTime":2228.542,"endTime":2233.702,"body":"out if that was a possibility for a"},{"startTime":2233.702,"endTime":2237.842,"body":"client of ours for their invoicing"},{"startTime":2233.702,"endTime":2237.842,"body":"because they wanted to be able to"},{"startTime":2237.8720000000003,"endTime":2240.542,"body":"force people into automatic a CH."},{"startTime":2240.812,"endTime":2244.8920000000003,"body":"And so I did some digging and I was like,"},{"startTime":2240.812,"endTime":2244.8920000000003,"body":"oh, we could do this and GoCardless."},{"startTime":2244.8920000000003,"endTime":2247.185,"body":"So, you can also have the client."},{"startTime":2247.815,"endTime":2251.0550000000003,"body":"Input their own a CH"},{"startTime":2247.815,"endTime":2251.0550000000003,"body":"information into GoCardless."},{"startTime":2251.165,"endTime":2254.945,"body":"but if they're, yeah, gonna do"},{"startTime":2251.165,"endTime":2254.945,"body":"that, like we just let them, we"},{"startTime":2254.945,"endTime":2259.226,"body":"just offer autopay on the invoice"},{"startTime":2254.945,"endTime":2259.226,"body":"in zero and, some of our clients"},{"startTime":2259.226,"endTime":2260.756,"body":"opt into it and some of them don't."},{"startTime":2261.146,"endTime":2264.176,"body":"Most of all of our monthly"},{"startTime":2261.146,"endTime":2264.176,"body":"clients pay their bills."},{"startTime":2264.326,"endTime":2266.556,"body":"None of our, , we don't ever"},{"startTime":2264.326,"endTime":2266.556,"body":"have issues with people."},{"startTime":2266.556,"endTime":2271.206,"body":"Not, so hasn't been a problem"},{"startTime":2266.556,"endTime":2271.206,"body":"for us, but depending on."},{"startTime":2271.431,"endTime":2272.091,"body":"your choice."},{"startTime":2272.091,"endTime":2274.4010000000003,"body":"You can, yeah, you can"},{"startTime":2272.091,"endTime":2274.4010000000003,"body":"use Go Carless for that."},{"startTime":2277.491,"endTime":2279.291,"body":"And it does save a lot in processing fees."},{"startTime":2281.481,"endTime":2282.951,"body":"Yes, the Niche Navigator."},{"startTime":2282.951,"endTime":2285.561,"body":"Niche Navigator is the other"},{"startTime":2282.951,"endTime":2285.561,"body":"bot that we have in there."},{"startTime":2285.561,"endTime":2289.521,"body":"It helps talk you through your"},{"startTime":2285.561,"endTime":2289.521,"body":"experience and your interests"},{"startTime":2289.521,"endTime":2291.471,"body":"and come up with a niche."},{"startTime":2291.663,"endTime":2292.803,"body":"That fits."},{"startTime":2292.8630000000003,"endTime":2298.023,"body":"So those are the four new"},{"startTime":2292.8630000000003,"endTime":2298.023,"body":"features we have in BBA."},{"startTime":2298.053,"endTime":2303.223,"body":"I'm also revamping some of the tech vault"},{"startTime":2298.053,"endTime":2303.223,"body":"stuff, as I've changed my tech stack"},{"startTime":2303.253,"endTime":2305.893,"body":"and our processes and things like that."},{"startTime":2305.893,"endTime":2308.893,"body":"And another thing that came up a"},{"startTime":2305.893,"endTime":2308.893,"body":"lot during this enrollment period"},{"startTime":2308.893,"endTime":2312.283,"body":"with BBA was a lot of people thought"},{"startTime":2308.893,"endTime":2312.283,"body":"that it was gonna be zero specific."},{"startTime":2312.283,"endTime":2314.1130000000003,"body":"And so they were afraid of joining."},{"startTime":2314.1130000000003,"endTime":2317.293,"body":"And I need to be more clear about"},{"startTime":2314.1130000000003,"endTime":2317.293,"body":"that, even though I am a zero firm."},{"startTime":2317.8630000000003,"endTime":2321.853,"body":"You don't have to be on Xero to go"},{"startTime":2317.8630000000003,"endTime":2321.853,"body":"through BBA because I demo things"},{"startTime":2321.853,"endTime":2325.123,"body":"in QBO and Xero when it's necessary."},{"startTime":2325.123,"endTime":2329.563,"body":"But the majority of the content is"},{"startTime":2325.123,"endTime":2329.563,"body":"actually around bus, the business side"},{"startTime":2329.563,"endTime":2332.143,"body":"of things, not technical bookkeeping."},{"startTime":2332.683,"endTime":2336.773,"body":"So, it's systems agnostic, if you will."},{"startTime":2341.1530000000002,"endTime":2341.3630000000003,"body":"Yeah."},{"startTime":2342.998,"endTime":2346.7780000000002,"body":"All right, well, I don't see"},{"startTime":2342.998,"endTime":2346.7780000000002,"body":"any more questions coming in."},{"startTime":2346.7780000000002,"endTime":2347.978,"body":"Let me check the YouTube."},{"startTime":2347.978,"endTime":2350.708,"body":"None over there either,"},{"startTime":2347.978,"endTime":2350.708,"body":"so I think we're good."},{"startTime":2350.772,"endTime":2355.362,"body":"yeah, thank you all for joining me"},{"startTime":2350.772,"endTime":2355.362,"body":"on this live q and a for this month."},{"startTime":2355.782,"endTime":2358.482,"body":"As I said before, they happened"},{"startTime":2355.782,"endTime":2358.482,"body":"on the last Thursday of every"},{"startTime":2358.482,"endTime":2363.742,"body":"month, and, . Yeah, I would love"},{"startTime":2358.482,"endTime":2363.742,"body":"to see you in the Facebook group."},{"startTime":2363.742,"endTime":2365.812,"body":"If you feel like joining."},{"startTime":2365.812,"endTime":2367.462,"body":"You can also ask questions in there."},{"startTime":2367.462,"endTime":2373.895,"body":"It's the ambitious bookkeeper, Facebook"},{"startTime":2367.462,"endTime":2373.895,"body":"group and, If you feel called to join"},{"startTime":2373.895,"endTime":2378.785,"body":"BBA self-paced, that is also enrolling"},{"startTime":2373.895,"endTime":2378.785,"body":"with some special bonuses right now."},{"startTime":2378.9030000000002,"endTime":2381.333,"body":"if you are on my email list,"},{"startTime":2378.9030000000002,"endTime":2381.333,"body":"you'll be getting them."},{"startTime":2381.543,"endTime":2386.703,"body":"So keep an eye on those and if you're not,"},{"startTime":2381.543,"endTime":2386.703,"body":"go to ambitious bookkeeper.com/subscribe."},{"startTime":2386.703,"endTime":2391.197,"body":"So you get in on the email list and see"},{"startTime":2386.703,"endTime":2391.197,"body":"all the goodies that we're, sharing."},{"startTime":2392.352,"endTime":2393.102,"body":"Everyone."},{"startTime":2393.132,"endTime":2396.492,"body":"Thank you so much for joining and"},{"startTime":2393.132,"endTime":2396.492,"body":"bringing your awesome questions as"},{"startTime":2396.492,"endTime":2399.2870000000003,"body":"usual, and we will see you next time."},{"startTime":2399.867,"endTime":2400.087,"body":"Bye."}]}