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Client Recurring Payments
Good morning, I'm wondering if anyone can help, I've set up my first client to automatically pay through QBO, and it worked! However it paid a few days early for some reason, and I want to go into the recurring payment and make sure I have it set up right for future payments, and I'm not sure how to get to where I need to be in QBO, I can only find a receipt for the payment that already took place.
What are we working on today.
Today we working on our Level 2 certification. Spoke with my Intuit Representative yesterday. It was actually a great call. He didn't even try to sell me anything. Just went over any concerns I had and let me know his contact and that he is available to answer any questions. Now I have a direct contact if I need any assistance. Getting my socials posted and spending a few minutes engaging. Getting my first 100 emails sent Next Monday. I have to start at the beginning of the week. Really learning how to find cold leads. Not as hard as I thought it would be, and you can use free methods to do it. Takes a bit longer bit doable. So I ma sure that I will be working longer than an hour today but I will be productive. Hope everyone is finding this morning just as productive. Happy Tuesday.
Something BIG is Coming Friday!😃
Over the last few years, my team and I have talked to hundreds of you about starting or growing your bookkeeping business. And here’s what we’ve learned: You’re not asking for more coaching. You’re not asking for more training. You’re asking for clients. We got close with BookkeeperWanted—but at the end of the day, those were still leads you had to work. What you’ve been asking for is simpler: You want paying bookkeeping clients. And you want them now. That’s exactly why I’m hosting a live Zoom webinar this Friday at 1:30PM PST. On this training, I’ll be introducing Bookkeeper in a Box™—the first truly done-for-you bookkeeping business, where: - The systems are built for you - The software is implemented for you - And real, paying bookkeeping clients are delivered to you This isn’t a course. This isn’t theory. It’s a fully built business—handed to you—so you can focus on serving clients instead of chasing them. ⚠️ Important: We are only opening 5 spots following this webinar. Once those are filled, everyone else will be waitlisted. 👉 Save your seat for Friday at 1:30 here: https://us06web.zoom.us/meeting/register/axInCpE5TByWn8oTpmg_ow If you’ve been waiting for a real shortcut to income—this is it. — Melissa
Good Evening!
Had a lot to do today, but i stuck with getting my marketing materials ready for the start of my campaign on Monday. I have a few more names to collect and proof and finish getting my first mass emails going. I should be starting those emails on Monday as well. I like starting in the beginning of the week. I work on my website daily it seems. I always have updates for it, so I only spend 30 minutes or so on it doing edits, then I let it sit for a few days. Optimizing it tomorrow for SEO so it can be found mush more easier now that we are officially launching. I will make an announcement sometime on Monday and let you all know how to find it so you can take a peek if you want. If anyone would like to follow me on my socials let me know here so I can make sure I follow you back. Its always a good thing to support each other. So let's Do This!!
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Upcoming Masterclass this Monday
Hey friends! Let’s be honest—most business owners aren’t bad with money. They’re just stuck under debt that never seems to shrink. Late-night questions like: “Where did the money go?” “Why does this still feel tight?” “Am I even making progress?” Sound familiar? Chances are even if this isn't something YOU are dealing with - YOUR clients are! That’s why I’m excited to invite you to a FREE 60-minute masterclass with our newest Partner, Dr. Howard Polansky—yes, a dentist who figured out how to get his own house payment down to $24.19 🤯 My mind was blown! And yes he's the real deal. Howard teaches a simple, repeatable cash flow system that puts you back in control—instead of reacting to whatever the month throws at you. 📅 Feb 2, 2026🕗 8 PM ET | 5 PM PT (We've also got it on the calendar in Skool for you) 👉 Save your seat here:https://zoom.us/meeting/register/v7c1ihNZRrelgN17rtb-Zg This one is a must if you want clarity, confidence, and breathing room around money. You in? 💛Melissa
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1-Hour Bookkeeper
skool.com/1-hour-bookkeeper
In 2016 I left CORP AMERICA to launch my own bookkeeping practice. I’m sharing ALL the secrets I learned on becoming A PAID PROFESSIONAL BOOKKEEPER!!!
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