253 | Q&A: Xero Fresh Start or QBO Migrate, A2X, Gusto Payroll, and More

In this September live Q&A, we covered a lot of ground. We talked about whether to convert a client from QBO to Xero or start fresh, how to realistically land more clients heading into 2026, and how I handle clients who won't send receipts no matter how many times you ask. We also got into Shopify bookkeeping, paying contractors, what to do when a credit union is making your life miserable, and the moment I know it's time to walk away from a client. Plus, I spill the tea on why creating a course is way less passive than running a bookkeeping firm. In this episode you’ll hear: My process for QBO to Xero conversions How to get more clients without burning yourself out How to keep month-end moving Shopify deposits and bills Contractors on Gusto Credit unions with no bank feeds How to know when a client has outgrown your firm. Resources mentioned in this episode: Elevate: https://www.ambitiousbookkeeper.com/elevate Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bba Confident Compliance Bundle: https://www.ambitiousbookkeeper.com/offers/tgPgMBJ7 Bookkeeping Client Closer mini course: https://www.ambitiousbookkeeper.com/closer 228| Increasing Your Sales with Hunter Rademacher: https://youtu.be/aKQMePlI8UM Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: https://www.ambitiousbookkeeper.com Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Connect on Facebook: https://www.facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use: Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc Descript: https://get.descript.com/u7lubkx09073 (affiliate link) Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)