I greatly appreciate you Zach with your videos I was able to help my mom get a client for $700 a month. She gave me my first clients when I first started as a bookkeeper so it feels great to give back in return. Appreciate you bro!
@BookkeepingExpert6 ай бұрын
That is awesome!
@vergelsoonmanipol1034 ай бұрын
I am a CPA by profession in the Philippines but was not extensively exposed to accounting industry since I jumped in most of my 7years experience in the academe. Your contents is very inspiring and I hope you can help me out explore bookkeeping/quickBooks. God bless!
@tiitus.crawford40255 ай бұрын
I've been watching your videos for a while and I recently got my LLC and EIN and now I'm on track to starting my own bookkeeping business.
@BookkeepingExpert5 ай бұрын
Congratulations!!
@alexisflores57305 сағат бұрын
Appreciate your videos!!🙏
@philipjoseph11442 күн бұрын
This is all such wonderful info. I am a retired senior with a Master’s degree in Accounting. Worked for 20 years in Banking Finance and then for another 20 years in IT. I would like to start a Bookkeeping business to use a major part of the income for charitable work. How do I get Certified as a QuickbooksPro Advisor. Any pointers in this regard is most welcome. Thank you for your informative videos. Really appreciate them. God Bless!!
@BookkeepingExpertКүн бұрын
Keep up the good work and never give up! 💥
@kathypatterson99062 ай бұрын
Love your videos and am following your advice. Many thanks!
@BookkeepingExpert2 ай бұрын
Glad it was helpful 😁
@apima856 ай бұрын
I love your videos Zach packed with great information and straight to the point, I appreciate you 🙏🏼
@BookkeepingExpert6 ай бұрын
You're welcome!
@user-pw7bo3lq1h6 ай бұрын
Thank you, Zach. As always you help calm my stress and remind me it can be easier. Been stalling out because of fear but going to work on my mindset and keep things simple
@BookkeepingExpert6 ай бұрын
Keep things simple!!
@alexisflores57305 сағат бұрын
Do you use pandadoc to send the invoice or QB online?
@reneebellotte853617 күн бұрын
Do you do the steps of Diagnostic Review and Clean-Up projects first?
@BookkeepingExpert12 күн бұрын
Sometimes I do that
@MJavedVA5 ай бұрын
Experience is the biggest hurdle in my way and I don’t lie about it while being interviewed. Hope, someone will give less importance to experience someday.
@BookkeepingExpert5 ай бұрын
You will get your 1st client soon, and then it won't matter. Never give up!
@MJavedVA5 ай бұрын
@@BookkeepingExpert Hoping the same
@_Deidre_Esteron_3 ай бұрын
Thank you for this! I have been hesitating out of fear that I don’t know it all. I have gotten my Advanced QBO ProAdvisor and have been trying to learn all that I can about bookkeeping. Everyone says that you learn on the job, so I guess I just need to get out there and go 😅. Do you recommend learning payroll, I see that a lot of companies ask for bookkeepers to do payroll.
@BookkeepingExpert3 ай бұрын
I do not do payroll
@sheilam140Ай бұрын
Hi Zach. I've learned the basics and more, I've gotten the QBO Pro-Advisor certification, and set up my social media accounts(and started posting regularly). I'm considering applying for a part-time bookkeeping position now per your video. I've been working as a registered nurse for the past 26 years, so what would my resume look like? Any suggestions on how to put together a resume for this new career? Thanks in advance.
@BookkeepingExpertАй бұрын
That’s a good question! Unfortunately, a bit too involved to answer here, sorry!
@richardjoseph9982Ай бұрын
Hey Zach, how do you have customers pay you? Is there a better route vs the other?
@BookkeepingExpertАй бұрын
I answered your question in my recent video! kzbin.info/www/bejne/g3KspaVsfKpmpbc
@dhuratadobbins3001Ай бұрын
Where does one learn the bookkeeping part with hands on examples?
@BookkeepingExpertАй бұрын
hbg-bookkeeping.mykajabi.com
@bellam65456 ай бұрын
Great information! Thank you! Question, do you enter transactions one by one from statements or do you populate from bank applications electronically?
@BookkeepingExpert6 ай бұрын
I use the bank feed to automatically import transactions
@svitlanarusanova70335 ай бұрын
@@BookkeepingExpert is your client sending you csv format file or they give you view access to their bank account or they send you PDF statements and you upload it to QBO. What subscription of QBO are you using?
@josephbornman84625 ай бұрын
Hey Zach, I really appreciate your work What’s a simple approach to work history when you’re just starting out? I don’t lie, but it feels awkward being totally honest and say I don’t have years of experience Thank you
@BookkeepingExpert5 ай бұрын
Always be honest, but you don't need to unnecessarily disclose any information :)
@tony.9735 ай бұрын
Hi zach, your videos are good insights. I did form my business and got an ein. I decided to start a bookkeeping business since i have an accounting degree. However, i am finding it difficult to find clients. Any recommendations you can send my way?
@BookkeepingExpert5 ай бұрын
kzbin.info/www/bejne/bpWsqJWYqrSNfa8
@KN-eh2fh4 ай бұрын
How do you work on your clients books. they grant you access to their books and you just log in and work on their books as they bookkeeper? Sorry for the dump questions😁
@BookkeepingExpert4 ай бұрын
Yup! I use QuickBooks Online, so I have access to everything.
@titoo18522 ай бұрын
I have a client that has not had bookkeeping done before on their 5 year old business. How do I go about this? Thanks Zach
@BookkeepingExpert2 ай бұрын
Ask them if they want you to do the past 5 years or just 2023 & 2024
@sewingseeds.4 ай бұрын
Need your advice!! My first client is my mother-in-law and I have a problem. She has asked me if I could book her travel cost as a business travel expense so she can come and visit me and her grandkids. We live out of state. I'm not her employee, I'm a remote bookkeeper contractor. There is no business related reason why she can claim that tax deduction, it's simply not true. I know most of us beginner bookkeepers will most likely reach out to family first and friends for new clients. Is there any advice you can give people when dealing with family member clients trying to make us do unethical bookkeeping? Thank you for all you do!
@jakeadams57414 ай бұрын
CA CPA here - That's a really good question - I recommend to bookkeepers that work with me to book it however the client asks you to - If you say "no" you are starting down the path of providing tax advice, which is not a good thing - let your client discuss the tax deductions they want to take with their tax preparer - as long as you book it the way they asked you to, you can't run into trouble - this is the same way all the software companies get around it. "Yes, you went to McDonald's, and based on 1. the way other people have categorized this 2. AI 3. XYZ, this is Meals" - but it's up to the taxpayer and preparer to determine the legitimacy of the tax deduction
@jakeadams57414 ай бұрын
In direct regard to your question "unethical bookkeeping" you will need to decide where you draw the line: when to not take on a new client or when to disengage. You will want to have a good engagement letter that outlines your responsibilities, what you do and don't do, and when and how you disengage from a client
@sewingseeds.4 ай бұрын
@@jakeadams5741 Got it! I will make sure to inform all my clients upfront that I don’t give tax advice. Keep it simple like you say. Thank you so much. 😊
@sewingseeds.4 ай бұрын
@@jakeadams5741 Excellent advice! God bless you and your family 🙏🏼
@BookkeepingExpert4 ай бұрын
The client is ultimately responsible for everything that happens in their business. They are the ones who sign their tax return. If a client asks me to do something, I will do it (within reason). I might do inform them of the IRS guidelines, but there is so much gray area, I would not go out of my way to disagree with a client. Now, if they are committing egregious fraud and breaking laws, that's obviously a different scenario.
@piyushbhardwaj37183 ай бұрын
Hello Zach! I am based out of India & would like to start my own accounting firm for catering US clients. I plan on to start with bookkeeping services first & then move to other services. Would it to extremely difficult for me to onboard clients virtually? And also is it even a sustainable business plan to start an accounting firm from outside US and succeed? Really looking forward to your reply Sir!
@BookkeepingExpert3 ай бұрын
I'm not sure! My business is in the US so I don't have any experience with that
@KeepingMoneyJazzy5 ай бұрын
I am going to be starting a client in trucking business. The client is an owner operator that works with a company for loads etc. Where would I start in regards to how to categorize income because they have deductions that comes out prior to receiving income. Just starting out and want to make sure I am doing it correctly.
@BookkeepingExpert5 ай бұрын
Ask for the load statements that tell you all of the income/expenses breakdown
@saboryciudad3 ай бұрын
Hello Zack i really like your videos. What website do you recommend for QuickBook Proadvisor ? Thanks
@BookkeepingExpert3 ай бұрын
Quickbooks offers free training
@sewingseeds.6 ай бұрын
So you ask for a whole year paid up front? Does your paid training cover S-corps?
@BookkeepingExpert6 ай бұрын
Yes, whole year paid up front.
@eeyy89906 ай бұрын
I have 2 days off every week. I studied accounting and worked as budget clerk before. Can I work in your business as trainee?
@BookkeepingExpert6 ай бұрын
I'm not currently accepting trainees, sorry!
@julie-deibert3 ай бұрын
Hi. Ive been working with my sister who is a bookkeeper as her assistant. Im catorizing and reconciling her clients and have doing this for about 2 months. My questions is I want to get some clients but only want to catorize and reconciling only. I am also going through the ProAdvisor training. Would it be a good idea to try to get my own clients or just wait.
@BookkeepingExpert3 ай бұрын
I think you should try to get your own. Just clearly communicate your plan with your sister!
@shangaviarun61034 ай бұрын
Can I get a bookkeeper job from any of the company if I do certification in bookkeeping or I should keep my own business.
@BookkeepingExpert4 ай бұрын
I would keep my own business
@hariomcharanpr46765 ай бұрын
Hello brother, I want to buy your course but I don’t know whether I can start the bookkeeping business in USA from India. Is it possible to do this business from India or does it require a work visa?
@BookkeepingExpert5 ай бұрын
I’m not sure! I’ve never run a bookkeeping business in India
@chytealthedeal3 ай бұрын
Do you do AR/AP for Clients?
@BookkeepingExpert3 ай бұрын
Yes
@user-xw1kw2um6j6 ай бұрын
Zach, do you collect client documents like bank statements and everything else through regular google email? Is there anything a client could send that would need to have secure encryption etc to protect it? I wanted to just have them send statements and onboarding docs to my google suite business email.Thank you!!
@tanjalaschumacher55806 ай бұрын
I would like to know this as well.
@BookkeepingExpert6 ай бұрын
I receive email to my business email, zach@harrisburgbookkeeping.com it's not encrypted.
@user-xw1kw2um6j6 ай бұрын
Thank you for your time and letting me know@@BookkeepingExpert
@sonamagarwal33633 ай бұрын
Hi Can you tell me secret to onboard my first client. I have 4 years of Bookkeeper experience.
@BookkeepingExpert3 ай бұрын
There is no secret 😁 You gotta do a lot of marketing and sales!
@sonamagarwal33633 ай бұрын
@@BookkeepingExpert Can you tell me sources of getting client please.
@alessandromoreira79186 ай бұрын
Do you still have a trucking company? If so, how is your trucking business doing in 2024?
@BookkeepingExpert6 ай бұрын
Nope! I sold everything in 2022
@juanpaulovargas37565 ай бұрын
how do you handle 56 clients?
@BookkeepingExpert5 ай бұрын
I work very hard
@Maricela.Gricel3 ай бұрын
👍🏼❤
@BookkeepingExpert3 ай бұрын
😁
@rajkumarmanna47265 ай бұрын
Please link me live delicast
@BookkeepingExpert5 ай бұрын
kzbin.infoPlwRGXk_ayY
@jigglybandito95055 ай бұрын
4 months and going a lot of maybes but still no clients.
@BookkeepingExpert5 ай бұрын
Never give up!!
@RehanAfzal-cp1fm5 ай бұрын
It's not possible. You must made some mistake at some point how you do work in 4 months?
@ameensalous24096 ай бұрын
I’m a cpa and it isn’t as simple as you make it seem 😂 come on man 🤦🏻♂️