Great video Zach 👍 I'm in the middle of onboarding a client right now. In addition to what you said I also like to request the clients most recent tax return so I can match it in their quickbooks as well as any loan / purchase agreements so I can amortize the loan payments.
@BookkeepingExpert5 ай бұрын
Great suggestion!
@ASAP8155 ай бұрын
Great video This is the information I needed to hear
@BookkeepingExpert5 ай бұрын
Glad it was helpful!
@YourBusinessYourNumbers4 ай бұрын
Again, this video provides valuable guidance for those who are starting their own accounting firms!
@BookkeepingExpert3 ай бұрын
I’m happy to help!
@radzwionlaw5 ай бұрын
Some of these systems are directly applicable to a small law firm. Good stuff Zach!
@BookkeepingExpert5 ай бұрын
Thanks!
@meganm14414 ай бұрын
HI Zach! Great video. Do you have a previous video showing your tracker spreadsheets? I would love to see how you have them set up to help you stay organized and efficient.
@BookkeepingExpert4 ай бұрын
I'm not sure, but probably some where! I keep it pretty simple, I just track which clients I work on which days
@sharonhanany33735 ай бұрын
Hi Zach. Love your videos. If you start with social media marketing with DM, FB groups, reaching out to current business owners, is it better to do with the goal of developing niche clients or just be a generalist to start? Meaning if your previous work experience is in healthcare or finance, it may be easier to attract and onboard new clients when you can say you understand their industry? Or be a generalist and think in terms of number of DMs, outbound calls and emails to potential clients? Thanks in advance and keep those YT videos coming.
@BookkeepingExpert5 ай бұрын
I started as a generalist, and I still am
@Getleadsforyourbusiness5 ай бұрын
This is Iris. I keep missing your Live KZbin videos I have subscribed and have notifications on. Do you have a Live every week? Thanks
@BookkeepingExpert5 ай бұрын
I’m taking a break from live videos
@Getleadsforyourbusiness5 ай бұрын
@@BookkeepingExpert thanks for replying and I’ll watch your recorded since I have a lot to catch up on and I appreciate that you always respond’👍😊
@katierau34045 ай бұрын
What would you charge for setting them up in QBO with a new subscription? Would you suggest going back to the beginning of the year so they will have full reports for the year?
@BookkeepingExpert5 ай бұрын
I just ask my clients, when do you want me to start? Then I charge the full monthly fee for each month
@dylanfowler350Ай бұрын
Just curious - why don’t you require autopay for your clients via credit card or ACH?
@BookkeepingExpertАй бұрын
I do now!! 🙂
@dylanfowler350Ай бұрын
@@BookkeepingExpert awesome! I just started my bookkeeping business and this is how I have it set up for my first 3 clients so far. Great content!
@jimmymaravilla874 ай бұрын
Do you use pandadoc because its integrated with QuickBooks?
@BookkeepingExpert4 ай бұрын
No, I don’t integrate anything with QuickBooks
@AccountingByRezaFreedomNyauta5 ай бұрын
Great video
@BookkeepingExpert5 ай бұрын
Thanks!
@vfulcomer15 ай бұрын
Thank you for the video, that is helpful. Do you charge $2-$3 per transaction for big cleanup projects too? For example, if a client has 3,000 transactions for 2023 to do bookkeeping for.
@BookkeepingExpert5 ай бұрын
Yes, exactly
@vfulcomer15 ай бұрын
Thank you!
@stevenwebbjrhistory5 ай бұрын
What legal info do you put in your agreement? And what about using your website for most of your onboarding and payments?
@BookkeepingExpert5 ай бұрын
My agreement has most of the regular legal jargon
@theblondest13 ай бұрын
How do you handle getting the adjusting entries for the Adjusted Trial Balance, do you contact the CPA
@BookkeepingExpert2 ай бұрын
Very few adjustments with almost all of my clients. These are very small, cash basis companies
@JavarisJAskin5 ай бұрын
Not sure if you’ve ever talked about this before but you don’t offer payroll services correct? If not, how do you account for that with doing their bookkeeping assuming they have employees?
@BookkeepingExpert5 ай бұрын
I don't do payroll. I just record payroll wages and payroll taxes on the P&L. I don't track payroll liabilities or accruals
@lekanolabode40893 ай бұрын
How do you charge upfront if you charge per transaction and wouldn't know how many transactions will occur in the new month?
@BookkeepingExpert3 ай бұрын
I charge a fixed monthly rate based on their average monthly transactions
@MrsLilLady865 ай бұрын
Hi Zach, how long on average does it take for the client to get from the consultation to paying that first invoice? Thanks!
@BookkeepingExpert5 ай бұрын
2 days if they are serious about signing up
@comment58845 ай бұрын
In that first year, if you would have charged $3, would you have match your Amazon income?