With absolutely nothing to do with running an accounting firm (because it’s nice to remind ourselves that we’re more than our work), here’s what I’m reading, watching, and playing.

If you read last week’s email, you know that we’re in the middle of playing “Is it AI?”, where you guess if I used AI to write my refreshed website copy.

Exciting stuff…I’ve been working with Fathom (forecasting software) on a thing. This month, we’re teaming up to do a live webinar walking through how I use Fathom to forecast my clients through this confusing economic situation.

NOT sponsored content…just what I do in real life.

Most importantly…congrats to all who made it through this week’s deadline!! You’re almost there!!

I love this!! When we get busy, we forget about all the “going concerns” for each client and the impact it can have on our revenue.  Thank you for sharing this. We are in the process of acquiring another firm and this sheet will help so much with all the new clients we will inherit.

I work with service providers like you do and I am thinking that having a standard chart of accounts would be beneficial.

Last week when I was at the Intuit Connect conference in Vegas, I put myself on a mission...

There were a number a good questions I received after last week’s Onboarding SOP email. Here’s a couple…

Staying on the topic of email from last week, here’s a question from a fellow subscriber…Curious, at some point, would you be willing to share about the email filtering system you have in place?

"I have to remind my client to upload statements every month! Why can't they just remember??"

You're the first to see my new ebook! 🤩

Question from a fellow subscriber…

…for your lowest tier bookkeeping clients... are they happy with just receiving reports at month end? One response I've heard lately from potential clients is that they don't receive enough communication from their current bookkeeper, and that is a big reason as to why they are looking at switching to a new bookkeeper…