With QuickBooks® Online Accountant (QBOA), everything you need to be more efficient, and work with your clients and your staff, is in one place . In QBOA, the Work tab is ideal for practice and project management.
I thought it would be a great to show the two methods of doing this. Using zero dollar transactions to attach bank and credit card statements in QuickBooks Online.
It seemed like our clients were always demanding—no expecting—us to drop everything to attend to their current issue right that minute. It left us frustrated and was one of the catalysts for revamping the way we run my Kildal Services.
In part2 of what to do when clients don’t value services, Stacy Kildal discusses how to find better clients.