Let’s talk tech — where are you starting from?

Bookkeeping isn’t just numbers — it’s software too. QuickBooks, spreadsheets, client communication tools, the whole stack. And I’ve noticed something in this community:

Some of you are coming in completely new — never opened QuickBooks, not sure what a “chart of accounts” even is, learning the software and the bookkeeping at the same time. That’s a bigger climb, and it’s okay to be there.

Others already know the tech — maybe from a past job, maybe you’ve just poked around QBO on your own — and what you actually need help with is the client side: how to onboard them, what to ask for, how to actually run the relationship.

Both are completely valid starting points. But I want to know where you are, so I can make sure this community is actually helping you where you need it:

Drop a comment:

A) New to bookkeeping AND the software

B) Know the software, new to working with clients

C) New to both, but comfortable with tech in general

D) Somewhere in between — tell me!

No wrong answer. I just want to build this out in a way that actually meets you where you’re at. 💚

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Let’s talk tech — where are you starting from?