My WEEKLY and MONTHLY tasks as a bookkeeper (what does a bookkeeper do?)

[@pavneetsingh9161]

There are very few people putting up videos on this profession. You deserve the subscribe button. Thanks 👍

[@FinePointsBookkeeping]

Thanks for following! Krista (FinePoints Admin)

[@ronniewhitmore4167]

I just finished my level 1 pro advisor, about to start the level 2. Its alot to take in. I really dont want to handle inventory so its nice to know that its not a common task as a remote bookkeeper. Thanks

[@rockaslidy88]

Just started a bookkeeping business as well, finished my online training about 2 weeks ago, I’m ready for clients but not exactly sure what I’m doing lol. I know how to do the things, but when it comes to advising clients in month to month reports, I’m not exactly sure what to do. Obviously I know we need to keep profits positive, but there are certain nuances regarding cash flows that I just am not confident in understanding w/o some experience firsthand. Ty so much for this channel, just found it and I look forward to learning more from an experienced professional such as yourself @FinePoints!

[@user-xx2be9fl3u]

I'm a new bookkeeper working for my families business. I always second guess myself and if I'm covering all the basis. This video was so much reassurance that I do know what I'm doing 😅 thank you so much for the video!

[@FinePointsBookkeeping]

Glad it was helpful! Krista (FinePoints Admin)

[@HuongPham-hk9xm]

Love your videos! Very inspiring! 👏

[@FinePointsBookkeeping]

Thank you so much!

[@bluesteelgaming2883]

I am glad I stumbled upon your videos, you make this process so simple. I am still trying to get my first client, but I have learned so much from your material that I am confident that I am ready.

[@FinePointsBookkeeping]

Thanks for your kind words. Love that you're getting started! Let me know if there are any specific videos you'd like to see me make.

[@rockaslidy88]

Just started a bookkeeping business as well, how is business? I’m curious to know how you’re doing at month 10, wishing you the best of luck!!

[@jillbriney2999]

Lots to think about. Thank you!

[@FinePointsBookkeeping]

My pleasure!

[@JamieMcCullough-jb5db]

Good information. I'm just getting started on this new adventure of Bookkeeping . Wish me luck.

[@FinePointsBookkeeping]

Best of luck! Krista (FinePoints Admin)

[@rockaslidy88]

I just started as well, best of luck I know we can do this!!

[@rickeyhughes1784]

Thank you for sharing your most recent video. I believe, what you said in the video could help me out in my Bookkeeping and Accounting practice.

[@FinePointsBookkeeping]

Wonderful!

[@mariacorazonortega31]

Very informative thank you❤

[@FinePointsBookkeeping]

You are so welcome! Thanks for watching and commenting. :)

[@genemontano432]

Can this apply with profit first method

[@FinePointsBookkeeping]

I think so! I haven't studied Profit First in detail, but I think it should work with normal bookkeeping. There may be additional steps to add the get $ where you want it for Profit First, but the basics should be the same. I think there are people certified in that system that you can check with to be sure.

[@adil.abbasi1.0]

Great info

[@FinePointsBookkeeping]

Thanks for watching!

[@taxpromarketer]

What are some tasks particular to January that you do for clients?

[@Noticias-de-Israel-Hamas]

Hi there!. I just got a BA in finance. 3 years ago a was diagnose with kidney failure. I had a good paying job but they let me go due to changes in the industry after Covid. I refuse to collect dissability at my 51 year of age. I finished my degree 4 month ago. I am taking a bookkeepng certification, but is dificult to put knoledge into a real business scenario. Please help me get in the right track. Thanks and God Bless You.

[@mohammadalamgir6096]

How do I pass Intuit exam for book keeping?

[@FinePointsBookkeeping]

Here are two video resources from Morgan that could help you out: - Answers and Test Prep: QuickBooks ProAdvisor Certification (kzbin.info/www/bejne/oKKThqd9h5uMibM) - Guaranteed to Pass ProAdvisor Exam (kzbin.info/www/bejne/fnXTdKiabpeprMk) If you’d like additional help, Morgan partnered with QuickBooks ProAdvisor Margie Remmers-Davis who offers test prep courses: Basic level course ($30 off with coupon code “finepoints”): www.fastandeasyqbo.com/Morgan Krista (FinePoints Admin)

[@Salmanmijaz]

Hi, I have a question. If you find any differences during reconciliation, how you handle that with client ?

[@FinePointsBookkeeping]

The bank statement is used as the "true" data, so I am making QB match that. So, it is up to me as the bookkeeper to find the issue--where QB differs from the bank. This could be a check put in wrong (and not matched by QB), a duplicate transaction, an invoice payment applied to the wrong thing, etc. etc. So, the client will typically never hear from me about differences in the reconciliation--I fix it before I send them reports. Let me know if that makes sense, or if you have other questions!

[@Salmanmijaz]

@@FinePointsBookkeeping crystal clear. Thanks

[@sarahibrahim270]

How do I make a contract with the client?

[@FinePointsBookkeeping]

Hey! Morgan does recommend you create a contract of employment (sometimes called an engagement letter). In her class, Bookkeeper Business Coach, Morgan has this available to download ... She also have a video with some additional info here: kzbin.info/www/bejne/bGaXgGd3e5epiJo Krista (FinePoints Admin)

[@mikaylasalazar9611]

How many clients do you have?