The Ambitious Bookkeeper Podcast

246 | Q&A - Transitioning to Advisory, Xero Integrations Disengaging with Clients, and More

Serena Shoup, CPA Episode 246

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0:00 | 36:56

We're back from summer break with a live Q&A with SO much good stuff in this one. This was one of those episodes where the questions kept getting better and better, and I got to go deep on the things that trip us all up: running an advisory firm, getting your pricing right, Xero integrations, closing out clients the right way, and knowing when to make your first hire. If you've ever felt awkward quoting a higher fee or weren't sure how to structure your revenue side when a client's processor data lives inside their CRM, this one's for you. And if advisory is even a tiny blip on your radar, I've got a free audio series you're going to want to grab before it disappears.

In this episode you’ll hear:

  • Connecting Stripe and PayPal inside Xero
  • Is $350 too much for basic bookkeeping?
  • The right way to disengage with clients
  • When to make your first hire
  • How to support a team that's feeling overwhelmed

Resources mentioned in this episode:

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