Pick the BEST Bookkeeping Clients
9:26
Bookkeeper FEARS
12:25
2 ай бұрын
Пікірлер
@user-kz2yw7pu5y
@user-kz2yw7pu5y Сағат бұрын
When/where are you giving these to potential clients?
@israelballeza3625
@israelballeza3625 6 сағат бұрын
Hello , do you have a video of how to set up with QuickBooks for small business? Im trying to set it up for my business. Thanks in advance
@BethAnnesBest
@BethAnnesBest 14 сағат бұрын
I like that last page about questions you may ask on a call. I had created a really simple one of these but you gave me some ideas of things to add.
@fredrickjames1247
@fredrickjames1247 17 сағат бұрын
Wow Morgan, these look amazing! Great job and thank-you for sharing. One question, would these be sent out on a "cold call" style approach to a business email address or should there be some sort of initial contact with the business owner first?
@kathypatterson9906
@kathypatterson9906 22 сағат бұрын
You are so wonderful. I love your channel.
@neils9944
@neils9944 22 сағат бұрын
Excellent! Many thanks Morgan!
@stephanielasher2538
@stephanielasher2538 23 сағат бұрын
Thank you!
@user-vv1xr6th1r
@user-vv1xr6th1r Күн бұрын
Off topic!! which pens are those those in the back? great vid! Thanks for this awesome packet
@gracedufrene3597
@gracedufrene3597 Күн бұрын
I am learning QuickBooks right now. Suggestions on other places/things to keep learning about what to do next. I'm so green but eager to learn more, help
@marcthomas7565
@marcthomas7565 Күн бұрын
You're Awesome!
@niccic6017
@niccic6017 Күн бұрын
This is awesome! I was trying to put together my own in canva about a month ago, just because I thought it would help. I had no idea this is something that was already being done!! 😂 Thanks!!
@comment5884
@comment5884 Күн бұрын
Great, thanks for the quick class.
@vickispannagel1660
@vickispannagel1660 Күн бұрын
This is great. Ty!!
@Beautyqueen-px3hc
@Beautyqueen-px3hc Күн бұрын
I love Abby Ashley, currently going through her program now, and its amazing
@SuccessWithLynn
@SuccessWithLynn Күн бұрын
Thank you for sharing this info. It's beyond helpful
@AvinashSingh-vj3rk
@AvinashSingh-vj3rk Күн бұрын
Nice
@marlenesoler9439
@marlenesoler9439 Күн бұрын
I don't like clean ups. I don't have the level of experience to do.
@ShoaibRahman007
@ShoaibRahman007 2 күн бұрын
Thank you so much ❤❤❤❤
@lockingmailboxinstallers1276
@lockingmailboxinstallers1276 2 күн бұрын
Whenever I convert an estimate I have made to an invoice it always changed the name to the most recent invoice instead of the estimate name... Does anyone know a fix for this?
@CobraABC
@CobraABC 2 күн бұрын
Paychex will map to QB. Just send them a copy of your Chart of Accounts and they’ll map it and generate a GL report with each payroll run.
@amberjacobs1895
@amberjacobs1895 3 күн бұрын
You always make it seem like bookkeeping is something anyone can self learn quickly and I haven't found this to be the case. I've been trying to learn on my own for two years and I feel like I know nothing about getting started. Do you have any suggestion for me? I am a very hands-on and visual learner.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hey! If you feel like you need more support with learning bookkeeping, Morgan recommends the course Bookkeeper Launch. They have an amazing support team and will help you set up your bookkeeping business in order to be successful. Here is a link with more information: finepoints.biz/launch You can also watch a review that Morgan made on the course here: kzbin.info/www/bejne/qHnHoHyBfrmcqKc Krista (FinePoints Admin)
@KhalilFakoua
@KhalilFakoua 3 күн бұрын
That helped a lot especially because you showed us how it works on quickbooks. Appreciate it
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Glad this was helpful! Krista (FinePoints Admin)
@pinchasjm
@pinchasjm 4 күн бұрын
Accounting is way more than bookkeeping
@JettingChen
@JettingChen 4 күн бұрын
6:44
@direid3
@direid3 4 күн бұрын
Thank you for your videos!!!
@direid3
@direid3 4 күн бұрын
Hey! Thinking of doing this! How do you keep up with hours you work for each client? How do you bill? Do people get up set with charges?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hey! Morgan is always very upfront about the cost when taking on a new client. Here is a video where Morgan talks more about how she charges clients: kzbin.info/www/bejne/qp6QdqJpqdCYZqc Krista (FinePoints Admin)
@rolllady
@rolllady 4 күн бұрын
Hi, I am new to this but interested in doing this on the side .. question- can I do this business all online - example I live in this state and my client is in another state ? Or … do I have to meet the client in person every so often ? And .. how do I get those types of clients ? Where do I look on the internet for them ?
@amarjitsingh6334
@amarjitsingh6334 5 күн бұрын
Hey, not able to sign up, can you please send link
@ShoaibRahman007
@ShoaibRahman007 5 күн бұрын
Good ❤❤
@karinMARCUM
@karinMARCUM 5 күн бұрын
I would like to know about your 30 program
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hey! Here are Morgan's courses and more information about each one: Bookkeeper Business Coach is a simple and effective way to get your business up and running (apply for LLC, registered with your state, EIN, etc), understand basic QuickBooks functions, market yourself for new clients, and onboard those clients well. It's a step-by-step to getting started as a bookkeeping business owner. Sign up here: finepoints.newzenler.com/courses/bookkeeper-business-coach Bookkeeper Marketing Coach will show you how to create a marketing plan. Morgan provides creative ideas and ways to network with your local community and establish an online presence. She will walk you through onboarding your first few clients and how to stay confident when you are unsure and just starting out. Sign up here: finepoints.newzenler.com/courses/bookkeeper-marketing-coach Krista (FinePoints Admin)
@superjtrdr
@superjtrdr 5 күн бұрын
"We're sorry, we can't find the page you requested." That's what I get when I sign in. I use QuickBooks for my home building business but would like to get certified. I tried switching to accountant view and I get the same thing.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hi! You will need to make a new account under QBO Accountant. It's a separate account from your QBO account. Krista (FinePoints Admin)
@makeanddohandmade
@makeanddohandmade 6 күн бұрын
When you said you loved having multiple accounts to organize finances and giggled, I was like "soul sister" hahahaha
@AmberleeSanchez-w8x
@AmberleeSanchez-w8x 6 күн бұрын
Hello, I am a small business owner looking to learn how to do my own books using quickbooks do you have any videos where to start with that? thank you!
@ShoaibRahman007
@ShoaibRahman007 7 күн бұрын
hello❤❤❤❤
@stbrown08
@stbrown08 7 күн бұрын
Thank you-great and easy to understand explanation
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Glad it was helpful! Krista (FinePoints Admin)
@arefwahb7771
@arefwahb7771 7 күн бұрын
I know this video is 4 years old. You said you work 10 hours a week, are you still doing the same, and is that enough to have a good income? Thanks
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hey! Morgan still works part time, although some of her work has shifted as she has built her YT channel and created her bookkeeping courses. That being said, Morgan still has her bookkeeping clients and is able to make a good income. Krista (FinePoints Admin)
@HarvestingFaithHomestead
@HarvestingFaithHomestead 7 күн бұрын
I have an aunt who used to work as a corporate accountant and then taught accounting at a local university after she retired from her main career. She taught me bookkeeping 3 years ago and then I got the ProAdvisor certification. I also am not the most organized person or super detail oriented either, and I’ll say that the key is getting your SOPs set up and file organization so that client documents aren’t allllllll over the place. I do everything virtually so it can be a challenge to find things if I don’t keep it organized in an intentional way.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Yes, Morgan loves to have things organized as well! Krista (FinePoints Admin)
@AdelinaHaskin
@AdelinaHaskin 7 күн бұрын
You are do awesome! Thank you for making these videos, they are super helpful! Do you do coaching?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hey! Morgan is happy to hear that you are enjoying her videos. Morgan doesn't do 1:1 coaching, but she has partnered with Bookkeeping and QuickBooks expert Rachel Barnett from Gentle Frog, LLC, who offers 1:1 consultation services in 15-min, 30-min, and 60-min increments. She comes highly recommended from Morgan and others who have worked with her. You can find out more details here, and if you use code MLAW, you’ll save 5% on any services you book: www.gentlefrog.com/services/quickbooks-training/ Krista (FinePoints Admin)
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
❤❤❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Yes❤❤❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Yes❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Very good ❤❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Good ❤❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Yes❤❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Good ❤❤❤
@ShoaibRahman007
@ShoaibRahman007 8 күн бұрын
Hello❤❤❤
@VedicChantingwithMoniqueParker
@VedicChantingwithMoniqueParker 8 күн бұрын
Me too, INFJ!
@jenadams5127
@jenadams5127 8 күн бұрын
Can you turn the caption on??
@ShoaibRahman007
@ShoaibRahman007 9 күн бұрын
Hey❤❤❤
@alethiablanchard
@alethiablanchard 9 күн бұрын
Can I do QuickBooks online from any laptop?
@FinePointsBookkeeping
@FinePointsBookkeeping 9 күн бұрын
Yes!