All great tips! Also look into filing sales tax reports. Most states have online training available. It is great service to add and usually does not take a lot of time and is a huge pain point for clients.
@FinePointsBookkeeping10 ай бұрын
Great tip!
@adamramroop409910 ай бұрын
Agreed! It really is. Pain point for business owners I service MN based clients and I can request third party access to their e-services account so I can file and pay sales tax on their behalf
@ShoaibRahman0075 ай бұрын
Thank you so much ❤❤❤❤
@amandacurtiss875910 ай бұрын
Thank you for putting out all of this valuable info! Very much appreciate it!
@RoaringSpaceQueen10 ай бұрын
Thank you. This is very useful info. I am taking the ProAdvisor class now. I've done bookkeeping on and off for the last 30 yrs, but never put out my own shingle. Once I'm through and start getting clients I'm considering adding CFP and CFA. My background is mostly in Aviation and Publishing, so I'm hoping to make those industries my specialties.
@jenninemorel769310 ай бұрын
Here are some that my company offers: Income Tax Returns Annual Sales Tax Quarterly Sales Tax Payroll Audits/Pre-Audits Loan Packaging Prep Notary Live Scan/Fingerprinting Credit Checks Credit Repair Grant RFP Budgets Forecasting/Modeling Legal Formation
@jesilynpeterson72573 ай бұрын
Can you do a video on managing invoicing for clients??
@FinePointsBookkeeping3 ай бұрын
Hey! Have you seen Morgan's video on invoicing? kzbin.info/www/bejne/hoq6p3iMp9uYpK8 I'll also let her know that you would would be interested in learning more about managing invoices specifically. Krista (FinePoints Admin)
@billycovilla165810 ай бұрын
Hi again, I just saw your master class. I’ve heard the touching thing to do to start a bookkeeping business is making yourself. If this is true dots your close offer step by step process in marketing myself?
@stephenfiore99602 ай бұрын
1x(20/29/24)….done thank you
@TaraTrainor-bc7pw10 ай бұрын
Do you have any new customer intake forms that you use for a new bookkeeper?
@hemamalni242810 ай бұрын
Hi Morgan @finepointsbookkeeping I have been following you recently all your videos are so great and motivating. I have a quick question though can we start up a bookkeeper business outside Canada. I am basically from Oman and I want to settle down in Canada. Please reply @Morgan
@hemamalni242810 ай бұрын
Hi Morgan please reply
@hemamalni242810 ай бұрын
@finepointsbookekeeping hi Morgan please kindly reply