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10 contributions to Basecamp for Bookkeepers
Networking - Events and Resources
Hi everyone, I want to give everyone a space to share resources they know of or events they are doing. Please do not be salesy. This is not a sales page. But please let us know if you have any great webinars or other events that you are hosting or that you're excited to attend. I'll post a few in the comments below. It'd be great to learn from each other and expand our circles. Thanks!
1 like • 20d
@Pauline L What I learned from my previous mentorship is that I do not only provide bookkeeping to my clients but while reviewing the monthly reports with my clients I provide advisory services. This brings value to the services you are providing for your clients.
0 likes • 47m
Hi all I wanted to share this course on coursera.org. I am looking into free resources to learn more about becoming a Fractional CFO. Gemini recommended to start with Introduction to Financial Accounting offered by Wharton. Do not select try free trial. Find the course that has 4 modules and select to preview the course which gives you free access to the videos. You will not get a certificate at the end of the course unless you upgrade. This course is beneficial for bookkeepers starting out and it includes PDF files for the videos. Hope this helps ☺️
Today's live workshop
Hi all, Just a quick heads up that I have to postpone today's live workshop (month-end close) until next month. I got pretty sick overnight and am definitely not in any shape to hold a conversation yet. :) Thanks for understanding. Have a great Tuesday!
0 likes • 2d
Oh no Kari. I hope you feel better soon.
Networking - Tell us more about what you do!
Hey all, Please share more about what you do, and any cool projects or service offerings that you think would be helpful. Please do not be salesy. This is to be helpful and network with each other. No sales pitches (I will remove anything that gets pushy). Be kind and be helpful. Please feel free to add links to your websites or other resources you own. :) Thanks!
2 likes • Sep 24
I started my virtual bookkeeping business in March of this year. I have a background in medical billing and enjoy working with numbers. I say my niche is helping medical and wellness practices with their bookkeeping needs but I am also open to working with other industries. I am working on adding more to my website https://www.penabookkeeping.net https://www.linkedin.com/in/penabookkeeping
Updates & September Plans!
Hey everyone! 📆 Would love to get your feedback on a few ideas I have for September. 📆 First off, thanks so much for joining in this adventure! I hope this space is useful for you. Below is a video walkthrough of how to navigate the community, as well as some ideas for the next weeks. Please post your comments below! Questions: 1) Do you have any content requests for the classroom? I'm working to build it out. 2) What webinar topics would be useful for you? There are a few really cool collaborations in the works--would love to know if they'd be helpful! 3) What days/times are best for a live webinar? I'll do my best to schedule for as many people as possible. Thank you so much, and Happy Weekend! Kari P.S. Special thanks to @Jalitza Pena and @Veritas Financial for joining today's "TGIF Social Hour"! We had a great chat about working with CPA firms and marketing, as well as just chatting about life. :)
Updates & September Plans!
0 likes • Sep 2
E-Commerce Tech Stacks: How do you seamlessly bridge platforms like Stripe, Shopify or WooCommerce into QuickBooks Online? What automation tools (like A2X or Bookkeep) are worth the investment? I met with someone from Bookkeep so he could provide me with information that I can discuss with my client. I'm not familiar with A2X but if anyone is familiar with it I would appreciate any feedback.
Bookkeeping, but client doesn't have access to books
With the recent release of LedgerTB (https://ledgertb.com/ - free desktop bookkeeping software), I had a thought and I wonder if anyone else does this. I was thinking of starting to offer bookkeeping to clients where they don’t have any access to the books at all. In essence the job I would be doing for them is compiling their financials and giving them reports as they need. Does anyone already do something like this for their clients and how do you find that this works? On one hand I can offer the service for cheaper because they have less access and the client can save money by not having to pay for something like QuickBooks. For a lot of single-person businesses where everything is service-based and they don't tend to send invoices, this could be very helpful. I would love to hear everyone's thoughts.
2 likes • Sep 2
I appreciate the software created by a CPA but I prefer cloud-based for many reasons. I prefer cloud-based because everything is saved in the cloud and I could safely work from anywhere. Also if my laptop crashes I'm lost. Why would I want to charge less for my bookkeeping services when I am providing a value-based service? I understand helping the small business owner save money but I am providing them that service when I manage their books and provide them with their P&L report so they can make better financial decisions for their business.
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Jalitza Pena
2
5 points to level up
@jalitza-pena-7322
I support service providers, small business owners, and growing independent brands who are ready to delegate their bookkeeping.

Active 46m ago
Joined Aug 13, 2026
New York
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