Rhonda has been working with XY Planning Network since its inception, first as a subcontractor doing bookkeeping and then as a full-time member of the Bean Team, where she is a Senior Account Specialist. Rhonda handles everything from onboarding new clients and setting up their books to training them on QuickBooks Online (QBO) and, of course, doing their monthly bookkeeping. She loves teaching new RIA owners how to manage their accounts and leverage QBO in their firms to make their lives easier. Rhonda sees a business's books as more than just a way to satisfy state requirements and file taxes; for her, they represent “...the history of your company from the day you made that decision to go into business for yourself to the day you decide to retire from your company.”
3.5 MIN READ When new clients come to us with neglected books, the first thing we do is clean them up. This simply means we find mistakes—often the result of bad bookkeeping...
