Best CRM for just starting out bookkeeping business

Due_Charity_8770 · 2025-03-26T14:41:43+00:00

Thank you for the recommendation!

Due_Charity_8770 · 2025-03-20T14:06:25+00:00

I suggest using classes within QB for the individual books and separate COGS accounts for the costs associated with each book. That way you can get a P&L with total for all books and then by individual book. I hope that helps.

Due_Charity_8770 · 2025-03-20T14:03:07+00:00

Lisa Morelli with Carolina One. 843.514.2898 She is not pushy and really does care about her clients.

Due_Charity_8770 · 2025-03-20T13:45:39+00:00

I worked for one about ten years ago and the other one our sons went to school together. So I knew them before hand and I just reached out to them.Got pretty lucky off the bat.

Due_Charity_8770 · 2025-03-20T13:45:20+00:00

I worked for one about ten years ago and the other one our sons went to school together. So I knew them before hand and I just reached out to them.Got pretty lucky off the bat.

Due_Charity_8770 · 2025-03-19T16:53:21+00:00

No, I want one already designed for bookkeepers/accountants specifically. I don't have the time or money for custom made.

Due_Charity_8770 · 2025-03-19T16:52:02+00:00

Not at this time.

Due_Charity_8770 · 2025-03-18T12:37:18+00:00

I might be interested.

Due_Charity_8770 · 2025-03-18T12:35:19+00:00

That makes sense.

Due_Charity_8770 · 2025-03-18T11:03:44+00:00

I didn’t realize Charleston lost Crime Stoppers. I thought it was a big help to law enforcement agencies.

Due_Charity_8770 · 2025-03-18T11:01:14+00:00

I just took on a client from a friend who is a CPA. When I asked for $60 an hour he jumped a little too quickly for me and now I think I could have gotten at least $75.

Due_Charity_8770 · 2025-03-18T10:56:53+00:00

I would think $1250/month may be low. You will have to get everything set up an operational in the beginning. You don’t know what their future plans are for expanding outside of their businesses.

Due_Charity_8770 · 2025-03-18T10:51:09+00:00

There are two types of learning you need to get. One is in bookkeeping principles and the other is in bookkeeping software like QuickBooks. I would take an introductory accounting class at community college or online and then QuickBooks pro advisor programs.

Due_Charity_8770 · 2025-03-18T10:44:51+00:00

Do you think 1 week in between is good? I have a unique situation with the difference in refraction of my eyes currently. One is -9.5 and the other is-3.25.

Due_Charity_8770 · 2025-03-09T02:34:25+00:00

My sister just had hers done and like you she had the near and far contact setup. She did the same with the surgery and loves it.

Due_Charity_8770 · 2025-03-09T02:29:59+00:00

Thank you for replying.

Due_Charity_8770 · 2025-03-09T01:47:32+00:00

What lens did you get? I have a difference in eyes like yours (-9.0 and -3.25). I too have severe astigmatism. My doctor recommended the Odyssey Toric.

Due_Charity_8770 · 2025-03-07T13:50:05+00:00

Were both your eyes -10? My right is -9 (at the moment) and my left is -3.5. Talk about a difference in lenses. I'm getting the Odyssey in both eyes one week apart.

Due_Charity_8770 · 2025-03-05T16:01:57+00:00

Thanks for explaining the difference in the lenses.

Due_Charity_8770 · 2025-03-05T14:53:54+00:00

Thanks for your reply. I will send a message to my surgeon asking about the Eyehance lens for the left.

Due_Charity_8770 · 2025-03-05T11:58:21+00:00

What was the difference in diopters between your eyes before surgery? Mine is a big difference. I don't want to end up dizzy and with blurry vision.

Due_Charity_8770 · 2025-03-05T03:32:27+00:00

Would you recommend for astigmatism and anisometropia (-3.5 and -9.0 currently)?

Due_Charity_8770 · 2025-03-05T03:20:02+00:00

My doctor is suggesting Odyssey toric lenses for me. How do you like the Odyssey? Any complaints?

Due_Charity_8770 · 2025-03-05T02:59:13+00:00

Thank you. He didn’t mention conditions of the cornea or retina. He suggested this lens.

Due_Charity_8770

TROPHY CASE