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Natural Self-Leadership
439 members • $9/month
1-Hour Bookkeeper
344 members • Free
7 contributions to 1-Hour Bookkeeper
3d •
Quick Shout out to Sheila Watterson & Megan Charette
@Sheila Watterson @Megan Charette These ladies are amazing! Way to get it DONE!
0 likes • 2d
Thank you Melissa! 🥳
3d •
Congratulations Megan 🎉🎊
@Megan Charette has done AMAZING reconciling the first month with her first client!! WAY TO GO MEGAN!!! 👏🏼👏🏼👏🏼👏🏼 Do not forget that I'm available M,W, F 10am- 12Pm Pacific Time for office hours! If you need help with a clients books or just someone to look at what you are doing I'm here to help! Just follow the google meet link on the Calendar!
1 like • 3d
Thanks Jaqui, I appreciate your help and encouragement so much!
11d •
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.
17d •
Questions about the List
Today I'm working on my list of leads and my offer, etc, and have some questions about the 5 clients in 7 days thing... If we're starting everyone at $99/mo, when and how do you ever raise your rate if you need to? And do you charge a setup or onboarding fee? Also if anyone has suggestions of faster ways to send the texts/emails, like in batches, that would be helpful, I'm not super tech savvy with that kind of thing. Same for finding leads. Thanks, hope all you bookkeepers are having a great week!
22d •
FIRST CLIENT!
I JUST GOT MY 1ST SIGNED CONTRACT!!!!!!!! EEEEEK!!!! Ummm, what do I do now?! 😆 He's already set up in QBO and I've asked for access. I have his payment info but I don't know where to put it in QBO and how to charge him, can someone point me in the right direction please? I'm panicking and not sure what else I'm forgetting. 🥳🥳🥳
0 likes • 22d
@Melissa Broughton Thanks for the suggestion, I will join office hours. I'm going to put a pin in this until tomorrow, calm down and celebrate my win! It doesn't have to be figured out tonight. 😃 Thank you, glad I'm not alone in this!
0 likes • 19d
@Melissa Broughton Ok, I was able to get this last part done this morning, thank you for those instructions! Now I'm back to your video above and setting up the recurring payment but I'm not sure if I should proceed before figuring out the other part...(and I am planning on attending office hours on Thurs.) What I'm struggling with now is: When I log into QBO, it asks me what Company I want, mine or this client. Once I'm into one or the other, I can't find a way to switch between them without logging out and back in. Is it possible he gave me the wrong type of access to his account or is it supposed to be set up this way?
1-7 of 7
@megan-charette-2390
I've been familiar with Bookkeeping principals for 25 years and am now learning to do bookkeeping professionally.
Active 19h ago
Joined Sep 4, 2025
Knoxville
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