Bookkeeping Q&A (What if I can't reconcile?? +More!)
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- čas přidán 5. 08. 2024
- Bookkeeper questions and answers! Today I'm answering bookkeeping questions from YOU. Some of them include: Who pays for QuickBooks? How to deny services to a client? What if you can't reconcile your bank accounts in QuickBooks? How to get bookkeeping clients? How to do A/R and A/P? When to use the opening balance? What's my favorite certification? How do bookkeeping clients pay me? And more! Thank you so much for sticking with me through the break I took over the holidays. I plan to post each week going forward!
My website: www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: sk293.isrefer.com/go/BLIO/ML82/
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): finepoints.newzenler.com/cour...
🟢How to get clients (Bookkeeper Marketing Coach): finepoints.newzenler.com/cour...
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): finepoints.newzenler.com/fp/b...
➡How I got my first 3 CLIENTS (free masterclass): finepoints.newzenler.com/fp/c...
➡Start a bookkeeping business (free checklist) finepoints.newzenler.com/f/st...
➡LEARN bookkeeping (my favorite training options): finepoints.newzenler.com/f/ce...
➡Where to start bookkeeping (chart): finepoints.newzenler.com/f/de...
➡Tax Biz (free intro class on taxes): sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: www.finepoints.biz/resources
➡ Please SUBSCRIBE! / @finepointsbookkeeping
☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan...
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: www.boomingbookkeeping.com/re...
Nerd Enterprises: www.nerdenterprises.com/a/202...
5 Minute Bookkeeping: courses.5mbacademy.com/?ref=a...
▶My Bookkeeping Tech Tools: www.finepoints.biz/blog/techn...
▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
#bookkeeper #finepoints #bookkeeping
Hi guys! Thanks for sticking with me through my break! I'm planning to upload each week now going forward. I filmed this in December, so missed some of your questions on my previous video--I'll get those next time! You can also leave me a question below for the next Q&A. What are your goals this year?
I'm thinking about earning an online associates degree in accounting. Hope to be an auditor or accountant some day. Hoping to do AR/AP job this year while going to school thats the goal at least. I'm watching your vids, trying to get certified on QB and trying to learn about AR/AP and accounting online before I apply for jobs.
Great plan. Sounds like you'll have a good mix of experience and schooling. Good luck with everything!
This is soooo helpful!
Thank you for answering my questions. You provided a lot of useful information for example, determining compatibility before accepting a client.
I'm glad! Thanks so much for watching and asking questions. :)
Thank you Morgan. Very informative. 😎🤟
Have to retake. I jumped pass the test prep stuff, not sure how I did that. But now feel way prepared to take again ! Keep you posted !
Great! Good luck!
Taking d exam 2morrow...yr vids have been soooooo helpful !
Nice work! How'd it go?
Very helpful! Thank you very much.
Glad it was helpful!
Great videos, really helpful, (from Sydney)
thank you, really informative video!
You're very welcome!
I'm surprised you are able to avoid doing invoicing and AR AP stuff. It sounds like it must be particular to your clients that they don't have any invoicing for their businesses. Love these Q and As because they answer a lot of my own questions.
Been watching a bunch of your videos - they've been very helpful! I just couldn't resist commenting on how bizarre it is to watch a video where someone is explaining what Zoom is XD So interesting looking back at Jan 2020
Hahaha, omg, I know! I feel like I was waaay ahead of the curve. ;)
Hey there! Thank you so much for your videos these are very helpful I want to know that I live in India and the bookkeeping charges here are very low like $10 dollars per hour so how can I get clients from other countries so that I can charge more? Is it possible?
Thanks a lot for your ANSWERS. I may sound demanding but I want to ask if you have any recommendations on where to find an experienced Bookkeepers to work with so that I can learn bookkeeping. And eventually start my bookkeeping business.
I have had a ton of help through facebook groups. One of my faves is "the successful bookkeeper."
@@FinePointsBookkeeping okay thanks. I will search them. And kindly recommend me to them , I would be willing to work even if without pay. thanks again.
Thanks for all of the information. I know all of the videos I have watched mentioned charging 40 an hour or 250 a month etc depending on the client / workload etc.........but all of the jobs working for companies online are offering AT THE MOST 20 bucks an hour. Most of them are 15 an hour. I am wondering how freelancers are getting clients paying decent rates if companies can get people to work for next to nothing. Also I was wondering if every client you have has to buy there own quickbooks or if you can just create a new company file for them on your quickbooks?.
If you were a freelancer/contractor for a company rather than an employee, you would be charging higher (because you have your own business expenses/taxes to think of). If a company hires you as an employee, they can pay what they deem. Does that make sense? Have you watched Morgan's video on what to charge? czcams.com/video/tm-Eo3tke0E/video.html
-Gabe (FinePoints Admin)
Hi, I have intuit I file taxes but I want to move forward and bring my bookkeeping clients into QBO. I sent my apprentice an invite and it won't let her login. It tells me she hasn't accpteded my invite. I saw her accept my invite and try to login then told her there was an account with that email when she logged in it told her to sign up. What am I doing wrong?
Hmm, you may need to talk with the Intuit help line. I haven't seen that exact problem, but I did have a similar issue when my client had her own (old) account and I wanted to invite her to the my new account. I usually use the chat function in QBO and they have been surprisingly helpful.
If you are holding the books for a client and decide to fire them, what's the process to close things off? Do you send them the books you kept for them? If so, how do you do that? I wanna know so I have an idea.
I have done it in QBDT before and you just download the file and give it to them (on a thumb drive, for example). On QBO you can just give them the login and make them an admin. Some bookkeepers are particular about giving up their QB file, but I'm fine just handing it over (assuming I've been paid for all my work). Hope that helps!
@@FinePointsBookkeeping Yeah, that helps!
You mentioned people should make a certain amount before they can "afford" a bookkeeper and you wouldn't take clients that were "too small." What monthly amount would someone need to make before I should take them and what would you charge someone small with no employees and only 1 account and 1 credit card?
Hi! Here is a video where Morgan goes into more detail the differences between a small, medium, and large client. It may help answer some of your questions! czcams.com/video/8A877-pVRKA/video.html
Krista (FinePoints Admin)
I am outside the US and I am currently starting the foundation in ACCA but I am looking Into starting my own bookkeeping Business .... How do you go about getting clients or do you recommend doing a course? I am currently going through the QuickBooks Pro advisor program... I do not have any previous experience other than I worked in Administration before ... So I guess my over all question is what would be your advise for me?
I think ProAdvisor training is a great place to start! If you feel like you need more after that, I'd say the most cost effective way to learn more is to take classes at a local college (or maybe online). Then start sharing with your network that you're looking for clients--I'll link below the video I made on getting clients. You'll rarely feel like you're 100% ready for your first client, so I'd say just go for it and learn as you go. There's so many resources on YT that can answer QB questions. Good luck!!
How to get clients: czcams.com/video/v92DBK9dbLA/video.html
@@FinePointsBookkeeping that you for your reply after I receive the ProAdvisor certificate I will start and I'll let you know how it goes
@@kimberlychandler2966 Yes, please do! :)
it is working in india ? QBO
Is quickbooks online receipt capture an app?
Hey! Yes, there is an app. Here is also a video Morgan made all about the receipt capture function and how to use it: czcams.com/video/R2FQ0peRZ5U/video.html
Krista (FinePoints Admin)
@@FinePointsBookkeeping Thanks Krista.
by the way how r u, i just figured out u stop making videos