237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips

237 ⎸ [Q&A] Inbox Management, Tech Stack, and Practice Management Tips

April 22, 2026 · 39 min · Episode 237

About this episode

In this episode, Serena Shoup answers rapid-fire questions about managing a bookkeeping firm, including inbox management and CPA non-compete issues.

some links are affiliate links In this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you. In this episode you’ll hear: How to manage a shared team inboxWhat to do with merchant clearing account balances at year endWhy building a ...

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