How to become a BOOKKEEPER?
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- čas přidán 1. 07. 2024
- Links:
American Institute of Professional Bookkeepers
AIPB.org
Free Bookkeeping & Tax Training from Intuit:
academy.intuit.com/programs
Coursera: Intuit Bookkeeping Professional Certificate:
www.coursera.org/professional...
Coursera: Accounting Foundations Graduate Certificate:
www.coursera.org/certificates...
Coursera: Finance/Accounting Specialization:
www.coursera.org/specializati...
Certiport QuickBooks Certified User:
certiport.pearsonvue.com/Cert...
QuickBooks Online ProAdvisor Program
PROADVISOR.INTUIT.COM
My software: RightTool
righttool.app
Timelines:
00:00 Introduction
02:16 EDUCATION
09:46 CERTIFICATIONS
17:25 PERSONALITY
22:44 HOW TO MAKE A LIVING
37:17 ARTIFICIAL INTELLIGENCE
45:53 My Journey: from Bookkeeper to Software Developer - Věda a technologie
Thanks Hector, As always great job! and good education is so important …I am so glad that you are putting these videos together and i honestly admire you so much , i wish i could those kind of videos ......Take care!
:)
Thank you Hector, you are my favorite quickbooks teacher.
:)
you are great sir. I just began listening to you for just a few minutes and you have already given me a lot. I hear what you say very clearly and I love the way you take your time to explain every detail with honesty... I wish I could have you as my mentor. GREAT JOB and stay blessed🙏🙏🙏
You're most welcome
Hector, as usual you gave great info! I'm currently studying for the AIPB certification and wanted to share with your viewers that they are currently charging around $300 for the study books and another approximately $200-250 for the testing. It's not necessary to come up with the entire amount at one time. The books can purchased one at a time or all at once. Cheers!
Edited to add: As of April 2024, AIPB is now offering online classes too, but they are more expensive than just using the workbooks to get certified.
Thanks for the info
Hector, thank you for discussing AI and the potential conversations with clients on pricing. I already have clients asking about how AI will change the way we work together. Looking forward to seeing you at QB Connect!
Likewise.
Genuinely the best video on this topic! Thorough and unbiased. Thank you Hector. Looking forward to watching more of your content.
Glad you like it
Finishing my business administration degree and was looking to become a bookkeeper…you legit persuaded me and you gave real good advice at the end about expanding your viewpoint
Great!
Thank you for the Coursera links
Hopefully they are useful
God bless you more Hector. I have been listening to from the start till end and its really inspiring.
Great
Hi Hector,
Nice channel. I'm Chartered and, has been for over thirty years. You've nailed it when you mentioned "patience". Another one is passion. Both may allow Accounting Students to become successful. The rule of thumb is not to quit in my opinion.
Well said!
I love love love this video !!!! It is a big help to me to know how to work from home. I am a t a career change/ crossroads due to health issues. Thank You!
Great
Hector the Information and resources that you have provided is so great, I really appreciate it. I got a 5 day bookkeeping bootcamp and it is not enough to have me comfortable handling Companies bookkeeping without more training and or a certification. The resources you gave even have free training from intuit! I really appreciate it and with my Marketing skills after 3 months of courses I will have all I need to run a great online Bookkeeping business! I really appreciate you and if you need Marketing let me know!
Great! Best of luck
Hi Hector, I am a retired senior citizen who is looking into doing Part-Time hybrid type bookkeeping to subsidize my social security. I completed one course through LinkedIn and now working on my second course. I appreciate your feedback and will in fact, join up with the AIPD. I am also well versed in Excel and Quicken and believe that the QB won't be too difficult. My current struggle is keeping accounts v. debit v credit organized in my old brain. LOL Thanks for sharing!!
:)
Thanks man, I’m beginning my journey as a bookkeeper soon, I’m like way in the beginning, but I’m hopeful that I can be where you are now. Thanks for the intel!
Great, best of luck
Hey bud I’m gonna apply for a bookeeper position. Do I need a certification or do you think the employer provides the training? Not sure if you know the answer to my questions
This was very thorough. TY
:)
Excellent Hector, thank you for sharing.
You are welcome
I have my BS in another major, but I took accounting 1A and 1B and then took corporate managerial accounting when inwas trying for my MBA. Always loved it and am now going to try for a small bookkeeping business on the side.
Awesome
My recruiter recommended your channel. Thank you for your insight.
You are welcome, Good luck
Hi Hector thanks for sharing your knowledge. I learned a lot. I like the way you discuss things and the way you talk is very understandable. Kudos!
I appreciate that!
Amazing story, thanks for sharing, I am a bookkeeper but still not sure to give the big step!!! Anyway your realistic point of view feed us with ideas and positivism!!! Big hugs from a Colombian in Germany!
Awesome!
Just found your channel. Wonderful information. It sounds like added value would be to learn a bit of general A.I. information or A.I. background. It also sounds like you would need a separate charge for A.I. clean-up/proofing.
AI will becomes transparent and its just another component of the work that will integrate
Great video Hector.
I appreciate your comments on EDUCATION. The fundamentals of accounting can't be stressed enough.
I started off (35 years ago) as a bookkeeper. Went back to school to get my Accounting degree (50 yo.). At the ripe old age of (65+) I got my Enrolled Agent license... so a similar journey.
Difference is you're great at making great CZcams vdeos - I'm hiding in my office. 😃
He he… go make some videos while hiding at your office, you can do both.
I had to chuckle because I'm sort of the same...hiding in my office. I'm trying to break out my shell to start freelancing. I have a degree in Business with some accounting courses but it's not worth my money to go back for an accounting degree. Being an enrolled agent is something I was interested in years ago then I stepped into the role of bookkeeping/Controller for the company I work for. From bookkeeping to tax prep, I find all of it fascinating. Including keeping up with IRS regulations. Is that weird to say? My friends think so, lol.
Thank you Hector! Excelente información.
:)
Hector, great video sir. I’m already a CPA and work for a manufacturing company full time and already earn a good salary. My wife recently quit her job to stay home with our children and I’m looking to start a bookkeeping business on the side just offset some of the lost income. Thanks for the help!
Great, best of luck!
Thank you so much for the video, it's inspiring. I've been a bookkeeper for 9 years, I will open my own bookkeeping services business to be home with my child.
Awesome!
very nice guideline for new bookkeeper
Thanks and welcome
Thanks Hector, I like this video, very interisting.
:)
HI Hector,
Thank you so much for your videos. I have taken several accounting courses in Cursera and in LinkedIn, and one from a well-known college about Into to Business Administration, and I have applied to many jobs, but I keep on getting rejected. I have a home office, and I would like to open my own firm, but I feel like I would like to work with a CPA first so I can really learn everything I need to do. I live in Canada.
Look at QuickBooks Live Bookkeeping, they are hiring, but might be USA only
Great video and thanks for creating!
:)
You are the best ❣️
:)
This is fantastic info ! Thank you so much!
:)
I've been watching your videos since 2019, it's really interesting that you mentioned Real Estate Law because that's what I'm a bookkeeper for! 😊
Wow thats cool!
I have been watching last few days really its interesting.
I resonate with much of what you said in all the categories. This video has been extremely helpful, so thank you for posting it. I am already a member of AIPB and obtaining the CB designation is something I look forward to. I've also recently obtained the QuickBooks Online ProAdvisor Certification. I have been a bookkeeper for a homebuilder for 10 yrs now and I'm very interested in freelancing with a goal of being self-employed, which will bring the most flexibility with time to take care of my elderly parent. I see many benefits of being self-employed but I'm nervous about every aspect of it from marketing/selling to your first client to keeping those clients. I question whether I can really take on various clients so I've decided to specialize in one maybe two industries that I'm most familiar with. Any advice on the best way to market those industries? Cold calling, email blast, or using social media (which I don't have)? Appreciate your time and effort you put into all your videos. I just discovered you a week ago and am now a subscriber.
Making videos/tutorials would be the best way from my perspective. Second would be networking with other pros that serve the same industry (CPAs, Lawyers, Realtors, etc), third would be to do traditional marking like postcards, cold calling, etc.
Thank you, appreciate your feedback!@@HectorGarciaCPA
I took a 3.5 yr course here in canada and am a certified charter bookkeeper. Certified thru our board and government. I am nationally recognized.
I started at 57 yrs of age and just as I graduated covid hit and I could not complete the exam to get my full accountant designation. Now I'm 62 and don't think I will pursue that avenue because I'm so busy with an overload of clients as it is. I don't feel at this age I need to go further. But definitely there are many wonderful programs out there to succeed in this field and as long as we have to file taxes or businesses are running, there is always a need for trained bookkeepers & accountants ...
Thats right
I'm 47 and desperately need a career change...you give me hope!
@anaihilator If I can do it at that age and maintain a full-time job managing a trucking company, anyone can do it. I had taken a bookkeeping course when I was in my early thirties because it was always my dream to be an accountant. But I life always got in the way, married young, raised 3 children on my own. Putting two daughters thru veterinarian medical school, a son thru trades and working a full time, and 2 part-time jobs weren't easy for me than. But then I had back surgery and knew I had to do something else. So I picked up that old dusty dream and went for it. I did the course thru a reconized college. Post covid I'm now 62 yrs old and decided having my creditadation in bookkeeping with full cycle accountanting is more than enough for me that I don't feel taking the final exams for my cpa I at 62 yrs. It is just not necessary for me. I have many clients that I take care year round, managing their financial books and coming tax time it gets pretty hectic for me. It does supplement my measly pension that I can afford to get by. It is a job that as long as people are working or owning companies, we will always be in demand
Excellent information.
Thank you very much
:)
nice to share it 💪
Good! Hope is useful for you
Hi, thank you for this. This is very informative.
Glad you like it?
Thank you !
You are welcome
Hi Hector, I saw your video about Bookkeeper . It's great that you explain how to manage with it.
About AI I'm not sure if the future will be great. AI was done also by brilliants minds of humans. It/s better to used Human Intelligence as 75% and 25% for AI. If it will be vice versa that will be not good for humans!
It's very difficult to speak with a robot who doesn't have emotions and patience. Not all people have a good intelligence and it will be very hard to express simple ideas with a robot.
I want to be a good bookkeeper as a human not a robot.
Time will tell how that will all play out.
Thank you for this video. It was very informative
:)
Great information! Gracias Hector
great!
Este video parace una encyclopedia gracias por la Informacion me gustaria probar tu software en el futuro.
Buenisimo
Hi Hector. In US GAAP, is the partner's drawing a mandatory ledger account? Or can I just put all in one single capital account both the drawings and the addtl investment but of course i will have to present the details in the Statement of Partner's Equity
Single capital account is OK
thank you for sharing your knowledge hector
My pleasure!
Awesome! Thank you!
Glad you liked it
@@HectorGarciaCPA thank you so much may you please send me some videos on how to install sage pastel and how to work on it don't have any experience
@@beautygwichiri1132 never used that
Nice and very informative video. Thanks 👍
Glad it was helpful!
Very solid presentation
Glad you like it
hello hector, your a great teacher. Can i start my own bookkeeping service from home with just a intuit certification and only a 2 year degree?
Yeah
Thanks Hector👍🏻
:)
Thank you for this.
You welcome
Thanks hector. Your great
:)
Hi Hector,
Do you know if there's a difference between the Intuit "Bookkeeping Exam" certificate and the "Certificate Bookkeeping Professional"
Same thing
Great content & Congrats on all of ur success!!! 💯👍🏻
Generally, how quick can a new bookkeeper ramp up to 10 customers? Also, what is the best Quick Books certification program to take?
Thanks man!
Marketing.
QuickBooks ProAdvisor is the best
Thanks Hector
You are welcome
Thank you for sharing
:)
I just got my certificate from my community college in bookkeeping, and I contacted the NACPB (National Association of Certified Public Bookkeepers) on how to get my CPB license. They have classes to take their tests but because I graduated from a college they will forgo those classes so I can do the tests. Now I just need one year of experience after I take the tests before I get my license.
Good luck
Thank you for this
You welcome
Love your content. I’m currently in college to get my electrical engineering degree. But I would not mind also learning/gaining more knowledge from you being under your wing. Are you currently looking for applicants at the moment?
Not hiring
I reconciled my credit card account in QBOL, and the software indicated that I was all set. However, The balance that it showed was more than the amount that was in quickbooks. Also, there were some transactions with no green checkmarks. Is this a problem I need to fix, and if so, how would I fix it?
There is a reconciliation process, it includes deleting duplicates and erroneous transactions manually. You probably skipped that step. Its hard to understand without doing it live, so I recommend to hire an expert to do one with you.
ok, wow , thank you so much, wow u are a inspiration,
:)
Hi, Only the knowledge of QBO is sufficient for living, besides Xero or thers AC software?
There are millions of QBO users
Thanks Hector, for putting these videos and hoping you can recommend where do I apply, I'm resigning as Accounts Payable Team Lead for almost 9yrs., how I wish to get a client soon. Take care & God Bless
Look for local accounting firms.. they are always hiring bookkeepers
Thank you so much for sharing your experience. Could you tell whats difference between aipb and nacpb please? Do I go wrong by choosing any of it.Thank you again!
I like AIPB better as an organization
@@HectorGarciaCPAthank you for fast reply 😊
Thanks 🎉this was awesome
You are welcome
Hi Hector,
I've enjoyed your videos and content for over 3 years. While I can only sometimes watch videos due to time constraints, I check out your content whenever I have specific questions or challenges in my books.
Speaking of challenges, I run a roofing company and have unfortunately had negative experiences with two different bookkeeping service companies. Both times, I discovered significant errors in transaction categorization, which could cost me thousands in additional taxes or penalties. This has pushed me to consider hiring and training an in-house bookkeeper who will also help with office tasks.
While I manage most of my books, I recognize that I have much to learn and likely make mistakes. Instead of spending countless hours on various courses, I hope you can recommend a specific course with actionable guidance or advice that doesn't require hours of basic and general knowledge about bookkeeping. This would be incredibly valuable in guiding my in-house bookkeeper and eliminating costly errors.
Thanks in advance
the proadvisor program proadvisor.intuit.com have her get certified and attend all the webinars they offer
@@HectorGarciaCPA Thank you very much for your reply
Hi Hector, I enjoy listening to your accounting videos. In your lectures, you explain all the content well and make it easy to understand. Do you have a 'Bookkeeping' Certification course for Canadians? I am interested in becoming a certified Bookkeeper and would like to enroll in your course. Please advise, thank you!
I dont
Thank you hector, i cant acceed to training program of intuit (tax and bookkeeping) on there platform!
Is US only, are you inside the US?
@@HectorGarciaCPA i'm in canada
@@mondherfathallah9750 i dont know it works outside of USA
@@HectorGarciaCPA seems like its availeble only in US. Thanks a lot yr the best hector
Good man!
:)
Hello Hector. I was wondering if you know the equivalent of Certified Bookkeeper from American Institute of Professional Bookkeepers in Canada?
I dont
Hey Hector I had a couple questions. What is the best way to contact you? I’m in a position where I feel I should obtain a bookkeeper certificate. I already have an associate degree in accounting. I just recently took over the financial responsibilities for the church that I attend, and I was looking to branch off by having clients in the future. With that being said, I was hoping for your expertise. I assume you teach bookkeeping courses, correct?
I dont teach it
Ok sorry for the bother brother
@@josh1667 no bother
Is there a certification program for QuickBooks Enterprise similar to the QBO ProAdvisor program?
Yes. It costs $1,300 per year and includes the software
@@HectorGarciaCPA Thank you! Good to know! I've been an auditor / accountant / internal controls in the manufacturing industry for 25 years. I'd love to target small / mid-market private manufacturing companies.
@@2SSCHIC yes you need Enterprise for that
@@HectorGarciaCPA @2sschic Thank you for this thread, it's super helpful. I have a similar background, and had similar thoughts/questions. Thank you both!
Hey Hector, do you provide one and training? I am interested
My team does
Hi Hector, what advice can you say about where to get Bookkeeping clients beside Upwork?
CZcams videos
@@HectorGarciaCPA do they approach you by email because of your youtube videos?
Yes
I am a beginner studying Accounting and Finance department. To enhance my skill related to bookkeeping what shall I do?
Get a job
The thing with AI is you have to remember that there are a lot of businesses that are no where near ready to be using AI for accounting. Most companies are not that advanced yet and won't be for another 10 years.
They will be ready faster than what you expect
@@HectorGarciaCPA I'm actually surprised at how slow they are going. Most can't afford to automate AP or AR so they will always need bookkeepers.
Hi Hector, I am from India. I have a bachelor’s degree in commerce which includes accounting and have done my masters in business administration.
Wish to become a bookkeeper for some US or Canada based clients or to start with work for a accounting firm remotely. Where should I start with? Should I need to learn US accounting procedures? I have worked in some of ERPs in India.
Yes you do, learn QuickBooks
I'm a Bookkeeper in training under a CPA. He is training me but has a hard time dumbing things down with the time he has. I am taking the intuit trainings but am finding things difficult understanding the basics because I have NO prior experience. My boss is invested in me and has patience (he's family) but I don't want to leave everything to him and I want to show initiative. I am in charge of categorizing at the moment. Is there somewhere that explains categories (book, site, manual etc)? He was my bookkeeper who was VERY busy plus I wanted to know what he knew about my finances and as he showed me I said I would love to do it as a job, then he offered me a position.
Maybe go to School. Get a certificate in accounting
You look like a Mexican. Where are you? I am Mexican and I saw some remote work options. I am actually an industrial designer, but part of the study plan is to calculate the cost of a design product, factors such as the market, a promotion balance, etc. so that the design can be profitable. I have worked as what would be the equivalent of a bookkeeper for small businesses. But in Mexico there is not much notion of this. I would be interested in doing it remotely.
I am 1/8th Mexican and 7/8th Venezuelan. Live in Miami. Yes many people work remotely.
Brother of la Patria grande.@@HectorGarciaCPA
In recent days, there are many expats coming to Mexico and working remotely, and some fellow Mexicans are doing so. I want to be one of them. Thank you a lot. take care. @@HectorGarciaCPA
Can I do bookkeeping on my business files?
Don’t understand the question
Hy hector,
How can we enter Bulk entry Transaction for Sales which have more than one item in invoices & we want to maintain Inventory as well.
This is really problem to me..
Could you please give a help by comment or by video for common to all..?
Please pay your kindly attention..! 😢🎉❤
www.transactionpro.com/importer-for-desktop/
can someone suggest me a good program to learn bookkeeping ?
In USA, within the FREE ProAdvisor Program, there is bookkeeping training.
How much time time to qualify as CPA? what qualification is needed to admit CPA course
I have another video for that
i like the better audio.
:)
Hola Hector
Vivo en Canada y trabajo en Bookkeeping; me gustaris tomar cursos para reforzar mi conocimiento y actualizarme, de profesión estudie business. Ahora trabajo por mi cuenta. Me indicas por favor los links de Tus cursos p QB. Muchas gracias
Ahora casi todo lo que tengo esta gratis en CZcams
@@HectorGarciaCPA me recomiendas Coursera
Intuit Academy Bookkeeping Professional Certificate
academy intuit link
Not Working
Make a fresh Video
How to Navigate on intuit Site
Are you outside US? A lot of these are US-only
I'm Yolanda R Hopkins. I'm interested in the bookkeeping business administration and management
I'm located in Atlanta Georgia
:)
Ok
I am interested.
Great
Hi Hector,i'm a certified pro advisor,i reside in Nigeria. How can i kickstart my career working for client
Find your first client
How much would it cost for a 3 month internship in your firm. Thank you so much Hector.
@@KnownbyGod-Praise are you in Miami?
@@HectorGarciaCPA I am currently in Nigeria, what could be the possibility for a remote internship?
Thank you, Hector
I'm so passionate about bookkeeping and would be grateful for the opportunity for a remote internship and guidance. Thank you Hector.
pls help me sir hector
Ok
..I just want to get a job 😞
Great
a CPA gaslightring Bookkers! - 🤣🤣🤣
It what sense?
Ummm sorry but the fact there is no book keepers certification is false ! I’m Canada we have a legal Bookkeeping certification.. pls . Mention what country you speak about .
All my videos are within the context of USA
Hello I would like to learn how to prepare an 1120S tax return. Is that something you would consider teaching me?
I don’t teach tax preparation yet.
@@HectorGarciaCPA ok thank you for your quick response
Cpa Hector, I watch your video for the first time, I liked it and it is very informative and valuable. Hence I subscribed your channel immdiately to show my support to you and your channel. I hope it is all fine to ask, Is there anyway I can contact you directly like an email, so I can personally convey a message to you mr. Hector? Your reply would be greatly appreciated. Thank you so much, and God bless.
I read all these messages! Thanks
@@HectorGarciaCPAwhat is the difference between going to college for bookkeeping and quick books or aipb certification
I am a beginner studying Accounting and Finance department. To enhance my skill related to bookkeeping what shall I do?
Gain experience by working
I have great experience, I'm looking for like minded to team up with we build a dream