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

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.

Send us Fan Mail 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 e...

People in this episode

Host: Serena Shoup

Topics covered

• Inbox Management
• Tech Stack
• Practice Management
• Bookkeeping Firm
• Merchant Clearing Account Balances
• CPA Non-Compete

Keywords

• bookkeeping
• inbox management
• tech stack
• practice management
• merchant clearing accounts
• CPA
• non-compete

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