What other questions do you have about contracts for bookkeepers?
@Katie-zy2uy2 ай бұрын
Thanks for the video Morgan! I wanted to share that Cone offers a Proposal and Billing Software that's really straightforward which could be helpful to others. It lets you set prices based on multiple factors such as the number of transactions and the frequency of reconciliation etc. It does have bookkeeping templates and is quite affordable at $8 per month.
@FinePointsBookkeeping2 ай бұрын
Thanks for sharing! Krista (FinePoints Admin)
@bernaalagao42223 жыл бұрын
timing of this video is perfect 😊 thank you!
@FinePointsBookkeeping3 жыл бұрын
You're so welcome!
@creativelye3 жыл бұрын
It is! Very on time for me.
@abigailpereira32303 жыл бұрын
Thanks for this video, I'm just starting out with my book keeper business and was so worried that a contract would be a very challenging thing to do. But video helped tremendously. I now have more confidence to create one myself.
@blacksagemanagement51552 жыл бұрын
Nice 👌🏿
@normaechavarria45893 жыл бұрын
I really like your teaching! You are very helpful and knowledgeable! Very organized!
@FinePointsBookkeeping3 жыл бұрын
Thank you so much!
@Chooseyourariventure6 ай бұрын
I am very new to this so I am no expert, but in terms of the bookkeeper owning the QBO file, here is what the Internet said: "Retention of Client’s Records. A licensee (accountant or bookkeeper), after demand by or on behalf of a client, for books, records or other data, whether in written or machine sensible form (electronic format used on a computer), that are the client’s records shall not retain such records. Unpaid fees do not constitute justification for retention of client records. Although, in general the accountant’s working papers are the property of the licensee, if such working papers include records which would ordinarily constitute part of the client’s books and records and are not otherwise available to the client, then the information on those working papers must be treated the same as if it were part of the client’s books and records."
@prosperaccountancyandbooke77362 жыл бұрын
You were talking a kind of insurance. What type of insurance is good for bookkeeping business. Please try answer this question for me. Thank you for your excellent presentation.
@caramartinez98532 жыл бұрын
I have been told errors and omissions and cyber security policies are good to have with bookkeeping businesses :)
@bohemianasylum Жыл бұрын
Rocket Lawyer is really good. There is a monthly fee, but if you cancel you often get a reduced monthly amount. I pay $1 right now. If you use it a bunch you will get the higher monthly fee. But they are good at refunding too. I used it for a business contract, my living trust, poa's etc.
@FinePointsBookkeeping Жыл бұрын
Thanks for sharing this resource and your experience with them! Krista (FinePoints Admin)
@user-dp1zo1no5z11 ай бұрын
Good afternoon! Thanks for the video. I signed up on Hellosign, but didnt find the same page when I signed up. Wasn't able either to find templates. Do we need to pay monthly to have a contract template or a legal letter? Thank you!
@Katie-zy2uy2 ай бұрын
Check out Cone - proposal and engagement letter software. They have a contract template too.
@lifewithamberb3 жыл бұрын
Do you have a recommendation for e&o?
@21earlthepearl3 жыл бұрын
When is the best time to present the client with a contract if you are starting out doing hourly for a few months, and then plan to offer them a monthly set-rate package after you get familiar with their books? Would you do an initial contract, and then sign another one to include the new set rate after that trial period?
@FinePointsBookkeeping3 жыл бұрын
Good question, yes, that's how I would do it!
@AerielFerguson2 жыл бұрын
Hey Morgan....idk if you wouldve fixed it by now but I wanted to point out that in ur agreement you skipped #12. There's no #12. Seen at 8:18.
@d0rk3 жыл бұрын
What/which is this QB Accountant version that you keep on mentioning that’s free? All of the packages I see costs money.
@roberte.bainesjr.71642 ай бұрын
Google QBO accountant
@nleposk1 Жыл бұрын
Does Bookkeeper launch allow you to use their templates right away or do you have to complete the training first? I have to submit a bid
@roberte.bainesjr.71642 ай бұрын
You can get BL's sample right after you purchase the program.
@rosieleonetti11642 жыл бұрын
How do I know what to charge (fees)
@FinePointsBookkeeping2 жыл бұрын
You may enjoy this video: kzbin.info/www/bejne/qp6QdqJpqdCYZqc -Gabe (FinePoints Admin)