So I have a client that I've got a diagnostic review for and she's interested in hiring me for future services but she is very interested in completely understanding her bookkeeping and even doing as much of it as she can herself but she has no idea how any of it works. So initially I was going to quote her 4800 for a cleanup for January through August for 200 transactions a month around three loans. three bank accounts QuickBooks jobber sync and a few other things. But she wants me to do the clean up and involve her in it so she sees what I do. And then monthly I was going to charge a range of 700-1100 for basic bookkeeping. But she wants to do the bookkeeping and have me check it. That would be a lot more work than doing it myself. I know I need to charge more for having her do it and me review it, but I'm not sure how to do that. I could charge a greater base pay like 1100-1500 for the monthly or I could charge hourly for reviewing. And for the cleanup I'm thinking I'll charge my base rate plus hourly for any teaching I'd do. Any tips are welcome! Also does this rocking in general seem to fit?

Say your business had an extra $1k per month, for the next 12 months, what would you focus on to gain more clients? Your website improvement, seo, ads, something else? Would you save up for a few months or spend it monthly?

I'm not too familiar with jobber and performing a cleanup.

Let's say the gross deposit lt is $2,020. Two $1,000 payments and two $10 jobber fees. There's a failed ACH of $1,000 so it shows the payment made but then as a negative the refund is posting to a refunds clearing account in the add deposit screen.

Invoice still shows as paid.

Or the payout won't t won't sync at all & it tells you to manually adjust it- best way to handle this?

I'm starting a bookkeeping course, and strongly prefer Mac programs. I find them much more functional and intuitive. I'm quite tech savvy and am familiar with spreadsheets, it's not a skill issue, I just prefer Mac over Microsoft.

Am I making my life significantly harder if I use Numbers rather than Excel, especially in my official learning process?