The 20 Things Bookkeepers Should Never Do (Wheel of Rants)
Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.
Resources
Sponsors
Debits - https://uqb.promo/debits
Debits - https://uqb.promo/debits
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:27) - Spring Break Road Trip and Intuit Campus Visit
- (01:54) - Spinning the Wheel of Rants
- (02:47) - Allowing Clients to Control the Work
- (04:34) - Giving Legal or Tax Advice
- (09:24) - Taking Clients Without Required Skills
- (14:51) - Working for Free and Discounting Invoices
- (21:04) - Access to Client Bank Accounts
- (25:44) - Managing Client Communication
- (29:47) - Importance of Engagement Letters
- (33:08) - Reviewing and Updating Engagement Letters
- (35:59) - Vetting Clients Before Engagement
- (41:50) - Emotional Boundaries with Clients
- (44:52) - Confidentiality and Professionalism
- (47:50) - Course Announcements and Wrap-Up
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup
1Password: 1password.com
Keeper: https://keeper.app/?via=4aaea6
Alicia’s Mobile App class: May 13
Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
