Bookkeeping Client Communication: Google Sheets vs Keeper.app

In this video I explain two effective methods for handling client communication for bookkeepers. This tutorial showcases how we manage client questions and document collection at Gentle Frog using a demo QuickBooks file. Presenting both a Google Sheet and the Keeper.app protal to facilitate secure and collaborative client communication.
What You'll Learn:
1️⃣Google Sheets Method: I demonstrate how to organize questions and responses using Google Sheets, enabling collaborative and real-time updates. This method ensures that only specific clients can access and interact with the document through their Google account.
2️⃣Keeper.app Portal Overview: Alternatively, I show how the Keeper.app portal offers a structured environment where clients can easily answer transaction-specific questions or provide general information. This platform simplifies document management and keeps all communications in one accessible location.
Both methods are designed to provide secure and collaborative solutions to manage inquiries effectively. Whether you are a client looking to understand how your queries will be handled, or a fellow bookkeeper searching for efficient ways to streamline client communication, this video will offer valuable insights into choosing the right method for your needs.
Watch now to learn how these tools can improve your communication process and enhance your financial management or bookkeeping services.
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Timestamps
00:00 - Intro
00:33 - Google Sheet
01:36 - Keeper.app
04:08 - Outro
#bookkeepingbusiness #clientcommunication
This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

[@israelalvarado9720]

Can you please do a video showing how to receive payment in qbo from square and not duplicating income . There’s not a good video out there.

[@GentleFrog]

I'll add this to my video queue.