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Episode 34: Bookkeeping Unboxed: Scale, Automate, and Know Your Numbers
IT On Call Professional Podcast
21 minutes
4 days ago
Episode 34: Bookkeeping Unboxed: Scale, Automate, and Know Your Numbers
Ross interviews Michael Rincon of Clarity Counts Bookkeeping about his journey from a communications major into bookkeeping and building a back-office services business. They cover the tools and workflows Michael uses—QuickBooks, GoHighLevel, Zapier, Mailparser—and how he combines bookkeeping with payroll, bill pay, light CFO work, and custom reporting.Michael explains his client-acquisition tactics (Upwork, Facebook, referrals, speaking), the industries he serves (service businesses, insurance, contractors), and his 2026 goal to target larger clients and raise prices. The episode highlights using automation and AI for efficiency and the importance of understanding your business numbers.