We interview a real-life QuickBooks Live bookkeeper 🎙 Live at QuickBooks Connect

Claudell was nowhere to be found at QuickBooks Connect 2019, but we discovered a real-life QuickBooks Live bookkeeper - Pam Bingham EA, founder of PB Tax and Accounting Services! We get the lowdown on the QuickBooks Live experience, from a bookkeeper's perspective, and Pam also tells us why she does QuickBooks Live in parallel to running her own growing firm that has both tax and bookkeeping clients.
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Show Notes
  • 00:57 – Claudell is so far beyond MIA, we couldn't even say her name right!  
  • 01:05 – Who needs Claudell, when you have a real LIVE QuickBooks Live bookkeeper to talk with? Meet Pam Bingham! 
  • 01:30 – David's got a gazillion questions!  
  • 02:54 – Pam shares what it's like to be a QuickBooks Live bookkeeper
  • 03:30 – Job-in-a-box - QuickBooks Live provides its bookkeepers with everything they need to start - from equipment to training
  • 04:48 – The main focus of QuickBooks Live bookkeeping is helping clients clean up and prep their books for month-end closes, and tax time
  • 06:35 – While some providers aren't crazy about QuickBooks Live, Pam took this opportunity and ran with it
  • 07:58 – QuickBooks Live can give bookkeepers some stability when their own practices face constant changes
  • 08:38 – Your practice is what you choose to make of it - plain and simple
  • 11:08 – For clients, QuickBooks Live allows them the freedom to focus and work on the top priority, their business
  • 12:28 – Most of the work done for QuickBooks Live is offline. The face-to-face client meeting is typically a small fraction of the entire process
  • 13:25 – Unlike driving for Uber, being a QuickBooks Live bookkeeper is about building and maintaining long-lasting relationships 
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Episode Art Photo Credit: 
  • Will Farnell
    • https://twitter.com/willfarnell
    • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Creators and Guests

David Leary
Host
David Leary
President and Founder, Sombrero Apps Company
We interview a real-life QuickBooks Live bookkeeper 🎙 Live at QuickBooks Connect
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