In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more clients heading into 2026, and how I handle clients who won't send receipts no matter how many times you ask.

We also got into Shopify bookkeeping, paying contractors, what to do when a credit union is making your life miserable, and the moment I know it's time to walk away from a client. Plus, I spill the tea on why creating a course is way less passive than running a bookkeeping firm.

In this episode you’ll hear:

• My process for QBO to Xero conversions
• How to get more clients without burning yourself out
• How to keep month-end moving
• Shopify deposits and bills
• Contractors on Gusto
• Credit unions with no bank feeds
• How to know when a client has outgrown your firm.

Resources mentioned in this episode:

• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba
• Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7
• Bookkeeping Client Closer mini course: https://www.ambitiousbookkeeper.com/closer
• 228| Increasing Your Sales with Hunter Rademacher: https://youtu.be/aKQMePlI8UM

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

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

• Visit our website: https://www.ambitiousbookkeeper.com
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