#1 service to offer as a new bookkeeper

This is the one service I think you should offer as a beginner bookkeeper. Well, it's actually three things: categorize, reconcile and send reports. This is a part 2 to my video, "Beginner Services" where I described three levels of bookkeeper services, from simple to more complex. In this video I do a deep dive into level one. If you are starting a bookkeeping business, the QuickBooks Online tutorial will be perfect for you.
How I got my first 3 clients (free masterclass): finepoints.biz/clients
How to get clients (Bookkeeper Marketing Coach class): finepoints.biz/marketing
Videos mentioned:
Chart of accounts: • What's the Chart Of Ac...
How to sort bank feeds: • Tips for BANK FEEDS in...
Clean-up: • How to do a "CLEAN-UP"...
Catch-up: • CATCH-UP a new bookkee...
BEGINNER services to offer as a bookkeeper: • BEGINNER services to o...
Are you ready? • AM I READY to be a boo...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
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

[@KristyBeer-rh8dl]

My goodness! Your channel is a gold mine! So grateful to have found you!

[@tiffanyscavetta8097]

You are so detailed with these videos! Even so thoughtful as to zoom in so we can see the statement. Thank you so much for your channel. College isn't a doable option for everybody so WE APPRECIATE YOU!

[@monishamajors]

Yes I would love a video on the balance sheet! Thank you Morgan!

[@margotwhite]

would definitely love a video on balance too :) thanks!

[@summershoots]

Yes! A video on the balance sheet would be so helpful!

[@pushrodgarage8716]

Hey Morgan! Thank you for sharing all your advice! I started my bookkeeping side hustle last June and I have now made the decision to go full time! Your videos have been a great resource during this journey.

[@FinePointsBookkeeping]

That's great to hear! We'd love to hear about your progress along the way. Thanks for watching :) ~Gabe, FP admin

[@sour7lemons]

Your videos are the BEST, thank you!

[@FinePointsBookkeeping]

Glad you are enjoying them! Krista (FinePoints Admin)

[@katieellemusic]

Invaluable information, I am just starting out and so inspired and motivated to do this Almost completed the Coursera QB course online and ready to go:) thanks dear for all your hard work and sharing it with us

[@TEAwithchass]

Thank you so much! You explained this so well

[@FinePointsBookkeeping]

We are glad you found this helpful! Krista (FinePoints Admin)

[@tacoguy7654]

Balance sheet video would be awesome!

[@FinePointsBookkeeping]

Will keep that in mind and let Morgan know :) ~Gabe, FP admin

[@foodiebelin]

Where can we access the sample account for practice? Yes, I’d love a video about how to read the balance sheet to help clients understand who may not.

[@MichelleValdez-gm4ye]

On the reconciliation I always uncheck the entries and go through the bank statement. I find this takes me less time and more accurate because the feeds sometimes are the same if you haven't reconciled for a while to make sure you have the right dates (this is for cleanups that are months behind or someone who did not categorized properly). If you have been doing the books for a while and they are up to date then I would accept doing what you said.

[@FinePointsBookkeeping]

Thanks for sharing your process! Krista (FinePoints Admin)

[@49684]

⭐️⭐️⭐️⭐️⭐️

[@jaq233]

Consider a client who doesn't use QuickBooks or any software. Where do you start doing everything you have said in this video?

[@lifecoach3]

Can you do more videos on the correct way to categorizes income and expenses for print and demand business?

[@FinePointsBookkeeping]

Thank you for the recommendation, I'll let Morgan know you're interested in that :) ~Gabe, FP admin

[@millenialmeranaoummi]

@@FinePointsBookkeeping have you handled a client with construction business who uses qbo? hope you'll make a content next time. by the way, Im a newbie bookkeeper. so am really starting out from scratch. hope you can help me Morgan

[@kelley8223]

Would love to see this as well. I actually have a POD shop (no sales yet) and have a tracking workbook I bought from a POD KZbinr, but would want to put it into QBO.

[@Book-Gnome]

Do they give you a way to generate reports in colored pie chart or graph format?

[@anelawong515]

Hey Morgan! Do you have any videos explaining how to go about the month-end tasks for a bookkeeper's own books?

[@FinePointsBookkeeping]

Here's a video you may like! kzbin.info/www/bejne/e6vMl52taNZqe5Y ~Gabe, FP admin

[@user-ct4lz5ur6t]

Hi would you recommend to used QB online or QB desktop?

[@anneok4451]

I love your channel---- you are a great teacher! Do you think a basic course/class in accounting would help before starting ? I wonder if just jumping in with Quickbooks would be harder if you didn't have a basic understanding of accounting?

[@FinePointsBookkeeping]

Hey! Morgan thinks that if you don't understand basic accounting principles, you could still figure it out as you go, but taking a course definitely helps. Morgan recommends starting with the free QBO ProAdvisor training and certification course if you haven't done so already: kzbin.info/www/bejne/rnzGdKWEarihY6c Krista (FinePoints Admin)

[@barbfox2218]

Update in QB online makes it so that they only upload the past 90 days the remainder needs to be converted and uploaded when this happens none of the transfer are categorized as transfers they are uploaded as an expense along with all the other little issues that seem to pop up.

[@FinePointsBookkeeping]

Thanks for sharing the update! Krista (FinePoints Admin)

[@ranjeshsingh6726]

How would you categorize and reconcile if there are cash transactions?

[@christietudor9640]

How do you track your client work? I have several Clients and can’t decide on the best way to track them. By client, by month, what program?

[@amanp.9481]

Do you maintain books on cash basis or accrual? I'm guessing for most small business clients you would use cash basis. Also do you have to follow GAAP at all for any of your clients?

[@preciousmarielgarcia6602]

Why the Books By Bessie was charged to Office Expense when it should be income because your have received payment for that.

[@arveelover]

Hello! I watched your videos since last year. And you're one of the reasons that inspired me to have a bookkeeping biz. I am currently studying bookkeeping and QBO (Quickbooks Online). My question is, which one should I choose? If I track the tax in Vendor's information, is it T4 or T5018? #Canada based

[@FinePointsBookkeeping]

Hi! Morgan does not do taxes or bookkeeping in Canada, so she does not have the best answer for you. Morgan recommends reaching out to a local accountant to get the most accurate information. Krista (FinePoints Admin)

[@arveelover]

@FinePointsBookkeeping okay thanks

[@servey05]

Are there bookkeeping opportunities that can go full remote out of the country??

[@ginakirkland386]

Morgan, I am curious - when you started your business did you have any pushback - or people not wanting to sign up with you use because you're a small business bookkeeper and they'd never heard of you before?

[@FinePointsBookkeeping]

Morgan started with friends and family (inside her network), so she was able to gain experience from people who trusted her so that she could branch out and snag new clients who didn't know her with the credibility she had gained. ~Gabe, FP admin

[@heathersheaven7933]

OK, I am ready ! where should I start?

[@FinePointsBookkeeping]

Hey! Here is Morgan's free checklist on how to start a bookkeeping business (finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1) Krista (FinePoints Admin)

[@antoniojsavage4104]

How much would you charge for these beginner services? $250 for the package of the 3 or $250 for each service or something that adds up to about $250? Thanks Morgan

[@timefortriplets]

I have that same question.

[@jfury1116]

I very much appreciate these videos. They motivated me to start my own bookkeeping company last month. HOWEVER, after a month of sending hundreds of emails and walking into dozens of businesses, I have not been able to get a single client. The most common responses I get are that bookkeeping is too easy to hire someone else, or they already have their own in-house bookkeeper. Starting to seriously doubt that this is a viable career path…

[@gardenexhibitor9058]

But it's hard to getting bookkeeping tasks for the remote workers. I am from Bangladesh. And Know how to do the basic bookkeeping. But I dind't get clients. USA, UK clients can't rely in me outside marketplace.

[@nilesandsam]

I m also interested in booking remotely. Job posting for remote work always ends up saying that they want someone who is willing to relocate and ability to commute into office. It has been a little discouraging and I am in Canada

[@FinePointsBookkeeping]

You may enjoy this video from Morgan where she shares some tips for getting US clients from overseas: kzbin.info/www/bejne/jHyngq1_qZeDbs0 ~Gabe, FP admin

[@gardenexhibitor9058]

@@FinePointsBookkeeping Thank you so much

[@beachtans]

Why does my quickbooks look completely different than yours?

[@FinePointsBookkeeping]

Morgan uses QuickBooks Online. Are you by chance using QuickBooks Desktop? Krista (FinePoints Admin)

[@Rojalovely]

Hi can you give me an opportunity to work on free or not cost basis under you for hands-on experience. I have knowledge in QBO and Xerox.