237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips

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In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you.

In this episode you’ll hear:

• How to manage a shared team inbox
• What to do with merchant clearing account balances at year end
• Why building a 100% virtual client base can actually be easier than going local

Resources mentioned in this episode:

• Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7d

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>

For creators:

Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit my website: ambitiousbookkeeper.com
• Subscribe to my Newsletter ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript**
• Buzzsprout**

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.

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