The 20 Things Bookkeepers Should Never Do (Wheel of Rants)

05/15/25 • 53 min

Unofficial QuickBooks Accountants Podcast

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.

Sponsors
Human at Scale - https://uqb.promo/humanDebits - 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

(15:04) - Working for Free and Discounting Invoices

(21:17) - Access to Client Bank Accounts

(27:14) - Managing Client Communication

(31:17) - Importance of Engagement Letters

(34:38) - Reviewing and Updating Engagement Letters

(37:29) - Vetting Clients Before Engagement

(43:20) - Emotional Boundaries with Clients

(46:22) - Confidentiality and Professionalism

(49:20) - Course Announcements and Wrap-Up

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

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

Sponsors
Human at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

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

Previous Episode

Recertification Season

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.

(00:06) - QuickBooks ProAdvisor Certification Overview

(01:28) - Benefits of Certification

(02:55) - ProAdvisor Directory and Points System

(05:45) - Recertification Process

(10:57) - Recertification Tests and Tips

(18:36) - Importance of Certification

(19:21) - Credly Badges and ProAdvisor Title

(27:35) - Conclusion and Upcoming Events

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything

If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify

Past episode about Intuit Academy, Nov 2024: https://uqb.show/66

Alicia’s QBO Mobile App class on May 13, 2025:

Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration

Enroll for class recording with CPE: http://royl.ws/QBOMobile

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

Next Episode

May 2025 QuickBooks Online Updates

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.

Sponsors
Human at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(02:29) - Upcoming Webinars and Events

(05:45) - Bill Pay Enhancements

(11:04) - ProConnect Tax Updates

(12:34) - Intuit Enterprise Suite Enhancements

(17:36) - Additional Announcements from Firm of the Future

(22:12) - QuickBooks Checking and Cashflow Tools

(23:20) - Wrap-up and Sign-Off

Resources

LinkedIn Group: https://www.linkedin.com/groups/14630719/

YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

Email: [email protected]

Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/

ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/

Alicia’s QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow