Peace…from jury duty I got my first real potential client. She wants me to take over her books from her current bookkeeper. I’m about to begin the 18 Pt QBO Inspection and deliver my findings by Monday so we can talk how to fix and price moving forward. I’m excited. What should I be mindful of. I didn’t know where to post this message.

I JUST GOT MY 1ST SIGNED CONTRACT!!!!!!!! EEEEEK!!!! Ummm, what do I do now?! 😆 He's already set up in QBO and I've asked for access. I have his payment info but I don't know where to put it in QBO and how to charge him, can someone point me in the right direction please? I'm panicking and not sure what else I'm forgetting. 🥳🥳🥳

I'm finally done with week 6 completing a couple different marketing methods. I used JustDeliverIt for the first time last week but still no bites, only about 150 of the list of 850 numbers were able to go through 😮‍💨. I also sent out a few hundred emails this week, especially to the phone numbers that didn't get through.

My first client (of 1 month) just closed his business today and just told me, he has already closed his QBO account as well so it sounds like he doesn't want me to close his books out. Per our contract I would still charge him for February since he just told me today, which would go out on the 1st (Sunday). It's only $100 and I know legally I can charge him, but I don't know if I should just cut my losses and let him off the hook for Feb to be kind since he had to close his business. Anyone have any thoughts on how to proceed? @Melissa Broughton

@Megan Charette has done AMAZING reconciling the first month with her first client!! WAY TO GO MEGAN!!! 👏🏼👏🏼👏🏼👏🏼 Do not forget that I'm available M,W, F 10am- 12Pm Pacific Time for office hours! If you need help with a clients books or just someone to look at what you are doing I'm here to help! Just follow the google meet link on the Calendar!