MINI Ep 8 | How to handle client banks that don’t integrate
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Description
Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay. Resources mentioned: RelayLearn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard Become a Client: ofcoursebookkeeping.com/contact Visit our website: ambitiousbookkeeper.com Follow the Blog: ambitiousbookkeeper.com/blog Connect on Instagram: instagram.com/ambitiousbookkeeper Connect on LinkedIn: Linkedin.com/in/SerenaShoup Connect on Facebook: Facebook.com/serenashoupcpa Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)
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