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.

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!

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. 🥳🥳🥳

I have a potential client who has 4 years of retroactive bookkeeping for me to do he has to get it done for a lawsuit. It's a lot of money so I don't want to let this go. But he has been telling me he'll be ready for me to start in two weeks...since September. He has not yet signed my contract even though I sent it to him months ago. I'm not sure how to proceed. Any suggestions how to follow-up with him at this point?

Hello! I'm in week 1 and I'm trying to name my business, and I'm curious what names some of you came up with for yours. I had already ordered business cards and set up my business bank acct just using my name ("Megan Charette Bookkeeping") but I don't want my name out there like that, so I think coming up with a different name at this point makes sense while it's not a huge deal to change. I think I can just use the business cards I have and then change them when I order again...? Does that make sense? I want to focus, eventually, on supporting minority owned businesses. One idea I had was Better Together Bookkeeping. What do you all think? Do you have any other suggestions? I'm also leaning toward incorporating "Gem" but "Gem Bookkeeping" already exists. Thanks for your feedback!