How I Handle Bookkeeping Questions: A Q&A Session with Morgan

📚Morgan only takes on clients who can afford a bookkeeper and specialize in QuickBooks.

📝She tries to minimize paperwork and encourages clients to use QuickBooks Online receipt capture.

💲Morgan charges higher rates for her specialization in QuickBooks and years of experience.

💼She sometimes handles accounts payable and accounts receivable for clients, depending on their needs and preferences.

⏰When taking over an existing QuickBooks file, Morgan reviews the reconciliations and starts from where they left off.

What types of clients would Morgan deny service to?

—Morgan would deny service to clients who are too small and cannot afford a bookkeeper or those who do not want to use QuickBooks.

How does Morgan handle the exchange of paperwork with clients?

—Morgan tries to minimize paperwork and advises clients to use QuickBooks Online receipt capture for a more paperless approach.

Does Morgan handle accounts payable and accounts receivable for clients?

—Yes, depending on the client's needs and preferences, Morgan provides accounts payable and accounts receivable services.

What does Morgan do when taking over an existing QuickBooks file?

—When taking over an existing QuickBooks file, Morgan reviews the reconciliations and starts from where they left off.

How does Morgan inform clients about rate increases?

—Morgan gives clients notice in advance and explains the reasons for the rate increase, such as increased expenses or higher levels of experience.

00:00Morgan introduces herself and explains that she will be answering bookkeeping questions in this Q&A session.

00:30Morgan discusses the type of clients she would deny service to, such as those who are too small or do not want to use QuickBooks.

03:15Morgan explains how she handles paperwork by minimizing it and encouraging clients to use QuickBooks Online receipt capture.

06:45Morgan talks about handling accounts payable and accounts receivable for clients, based on their needs and preferences.

09:10Morgan discusses how she sets up new client accounts and handles reconciliations when taking over existing QuickBooks files.

12:30Morgan explains how she informs clients about rate increases, giving them notice in advance and providing reasons for the increase.