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97 and Up Episode 84 – Potpourri

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  • kalyana

    Good and timely convo! The discussion starting at 6 min is exactly what I’m working on for my clients- sharing information that each finds relevant and interesting. For example, I was super excited to finally have some good PayPal reporting so we could get solid numbers into QBO and have some touch points for further analysis and the client could care less honestly. He wants to focus on what helps him grow his business in the way HE looks at his business. So I am considering ways to present the info he wants, not the bookkeeping/accounting areas he does not relate to or frankly care about. Break even analysis and cashflow projections are likely going to be more interesting and useful for him as he looks into whether he can afford to hire someone on a support level, consider other e-commerce channels such as Amazon, etc.