BEGINNER services to offer as a bookkeeper (level 1, 2 and 3 ideas)

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FinePoints

FinePoints

Күн бұрын

Пікірлер: 164
@jellyrcw12
@jellyrcw12 Ай бұрын
I'm a CPA and this is pretty solid advice
@fredrickjames1247
@fredrickjames1247 2 жыл бұрын
Brilliant video!! The Tiered Level approach for deciding which services to offer and at what stages makes a world of difference! I myself was getting overwhelmed thinking I need to offer all of these services straight out of the gate. That in turn had me spending more time on getting training on each one and less focus on just actually doing bookkeeping. I also like how you made it clear that we don't have to offer everything under the sun. Go with what we enjoy and can specialize in. As we grow, we can decide if we want to level up per say and take on more roles. And in turn, can increase our service value and what we charge for bookkeeping.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Love this! You're so right!
@sweetie2298
@sweetie2298 Жыл бұрын
Hello , what training did you do to help you ?
@Limaxulu1
@Limaxulu1 10 ай бұрын
Thank you for your videos. You must have a phd in teaching or something besides all of your expertise in bookkeeping and accounting. I’m just starting in the field of bookkeeping and didn’t know I had a passion for this until now. Your videos have been great help!
@livelaughlove1259
@livelaughlove1259 2 жыл бұрын
Thank you so much for this video! You just helped me to get over my anxiety.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Whoo hoo! I'm glad it helped. :)
@divtk
@divtk 8 ай бұрын
Thank you Morgan. I have just training myself in bookkeeping to start my own bookkeeping business soon and these videos really help.
@tanksdead7884
@tanksdead7884 19 күн бұрын
Curious after 7 months how your bookkeeping journey is coming.
@alizaesty2347
@alizaesty2347 2 жыл бұрын
Love this. This helps my impostor syndrome. I have experience in accounting from employers and this is a reminder that I am doing what I'm supposed to be doing for my business
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad you enjoyed this video! Krista (FinePoints Assistant)
@josephdennyy3104
@josephdennyy3104 3 ай бұрын
Would like to see more of these types of videos where small business owners can get educated on how to understand financials and use them to improve their business
@FinePointsBookkeeping
@FinePointsBookkeeping 3 ай бұрын
I will let Morgan know this is something you are interested in learning more about! Krista (FinePoints Admin)
@JeromeGSherman
@JeromeGSherman Жыл бұрын
Wow a treasure trove of information, glad i stumbled onto your channel
@76Morab
@76Morab 2 жыл бұрын
You posted this at the perfect time. I finished my QBO ProAdvisor certification using your link to Fast and Easy QBO, and have enrolled in Booming Bookeeping. However, I have been unsure what exactly I can be offering as a beginning accountant, and don't want to set myself and my clients up for failure. Thank you for all your videos and recommendations!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Yay! No problem!
@andyndanaemcburney122
@andyndanaemcburney122 Ай бұрын
I appreciate this because it lays out what tasks a bookkeeper might be expected to do. That's information I have been struggling to find.
@philip-markosrah2454
@philip-markosrah2454 2 жыл бұрын
I’m a CA level 2 student and I’ve owned multiple non accounting related businesses but now I want to gear to accounting related business to make use of what I’m learning. That’s why I’m here😇
@la_privatechef4530
@la_privatechef4530 2 жыл бұрын
I'm starting I'm glad I found you 💛 💕 🙏
@Bri214G
@Bri214G 2 жыл бұрын
This is exactly what I needed to come across today. Thank you 🙏🏼
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad it was helpful! Krista (FinePoints Assistant)
@adriennesarcoxie7243
@adriennesarcoxie7243 2 жыл бұрын
Girl! This video helped me so very much! I love the detailed information you give and your willingness to help. Much love!
@nomadinthemaking
@nomadinthemaking 11 ай бұрын
I’ve completed my AAT Advanced bookkeeping and can’t get a job so looking into other things I can do!
@allthingschocolate
@allthingschocolate 9 ай бұрын
Virtual Bookkeeping for yourself seems to be the thing right now you can work for yourself
@KING0420
@KING0420 10 ай бұрын
Thank you ma’am. Very clear and concise information. I’ve been in accounting for years and wanted to take ownership of my work with a bookkeeping business.This video gave me a great outline for my journey. Thank you
@Ismail-FIRE
@Ismail-FIRE 3 ай бұрын
Hey, I'm on this same path as yourself. Will be starting a bookeepijg business soon. Just wondering if you've started yet and if you have any tips
@karolinem.6270
@karolinem.6270 9 ай бұрын
Thank you for this video. I'm currently taking a bookkeeping course and was wondering about what my career path will be afterwards, so I found this information to be very helpful. The course I'm taking is a 12 week accelerated course and that doesn't cover payroll, but they give the option to take it separately, so I may hold off taking that for now.
@leiterservices
@leiterservices 2 жыл бұрын
The QBO Advanced certification also has a module on inventory and how to make inventory adjustments. Hector Garcia has great videos on inventory too
@tiffanyrobinson4719
@tiffanyrobinson4719 2 жыл бұрын
This was really helpful because it is overwhelming. Thank you!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
I'm glad it helped!
@tawannadavis0455
@tawannadavis0455 5 ай бұрын
I can't wait to apply this to my business as I'm a beginner bookkeeper. I do have some experience with running certain documents and hands on experience. I just want to transition to this completely
@livscreativeescapes6523
@livscreativeescapes6523 2 жыл бұрын
I would love marketing tips! I know what I'm doing on QB but need help finding clients
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Good to know, I'll work on that. Here's an older video that you may find helpful: kzbin.info/www/bejne/rGqVdXWBbsmVgqM
@isabellebarsoum6135
@isabellebarsoum6135 5 ай бұрын
Your videos have been a lifesaver! Thank you so much for all that you do. :)
@qaranbileproduction147
@qaranbileproduction147 2 жыл бұрын
Thank you. You really covered the topic pretty much well.
@anthonykristimorris5918
@anthonykristimorris5918 Жыл бұрын
fantastic explanation, Plus simple and easy to follow now on to the next video
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hope you enjoyed the next video as well! Krista (FinePoints Admin)
@kathypatterson9906
@kathypatterson9906 2 жыл бұрын
thanks for clarifying what level tasks are best for newbies
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad you found this helpful! Krista (FinePoints Admin)
@codythoresen483
@codythoresen483 10 ай бұрын
Thank you so much. I have been battling with myself over what to offer as services with just starting out.
@FinePointsBookkeeping
@FinePointsBookkeeping 10 ай бұрын
Glad this was helpful! Krista (FinePoints Admin)
@ieshaholmes7603
@ieshaholmes7603 2 жыл бұрын
Thank you so much for this! This was actually one of the harder things for me to decide: what services to offer as a new business. 😩 I go back and forth between thinking I’m not offering enough to offering too much. People keep telling me to add tax preparation but I absolutely DO NOT want to do taxes or manual payroll. Tax accounting was my worst class in school. I hated it! 🥴😂 Thanks again. You really helped give me clarity on this. 🙏🏾
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Yeah, that's part of the joy of this business--you can design it however you want, and take whichever clients you want! :)
@SwiftEntrySolutions
@SwiftEntrySolutions 9 ай бұрын
Thank you so very much. I really enjoy all the information that you put into your videos and how-to's
@sab3rryTxn
@sab3rryTxn 2 жыл бұрын
Thank you Morgan! I love your videos! They are so helpful!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You are so welcome!
@lunamorris2091
@lunamorris2091 9 ай бұрын
I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!
@imperialbookkeeping5989
@imperialbookkeeping5989 2 жыл бұрын
Your videos are always helpful. Keep up the good work 👏.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad you are finding the information useful! Krista (FinePoints Assistant)
@AidaCute16
@AidaCute16 2 жыл бұрын
Can you make a video on how to create an invoicing workflow in QBO?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Sure! Good idea. I'll put it on my list.
@tiarahyche488
@tiarahyche488 2 жыл бұрын
This video came right on time! Thank you😊
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
So glad! Thanks for watching.
@sweetie2298
@sweetie2298 Жыл бұрын
Good afternoon, I have completed my level 3 bookkeeping and also AAT level 3 accounting diploma. Someone has approached me in regards to them starting up a business and wants someone to do accounts for them. I havent said yes yet as I feel as if i don't hace muxh experience ( I've got 3 months work experience with a training provider who I did my course with and 6 months admin experience) I am doubting myself. I am also getting certified on the accointing software, QB , Xero and sage 50.
@diegojohn1956
@diegojohn1956 2 жыл бұрын
❤ thank you 🙏🏾! You’re the best!!! Do you offer mentorship programs for new bookkeepers? You offer so much value on your channel.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks!! I have one class at the moment that helps you set up your business (license, LLC, website, etc). There is a question section where I answer questions. It doesn't teach bookkeeping though, so not such what your needs are. Here's the link: finepoints.newzenler.com/courses/bookkeeper-business-coach
@leiterservices
@leiterservices 2 жыл бұрын
Wow! According to this I’m a level 2+ bookkeeper!!😅. Totally with you on the manual payroll! Invoices and inventory can also go hand in hand. Would that be a level 3 invoice service?
@lifetips8338
@lifetips8338 2 жыл бұрын
Such a helpful video, thank you!! How would you deal with payroll in level 1? Does it just come through the bank feed and you categorize it as payroll?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Typically you need to correctly "map" the different payroll items. In QBO you connect to the payroll website and it will walk you through the process (it can be tricky). But, you only need to do it once, and then it will feed each month... it comes through bank feeds and you see the green "match." This could be a whole video, so hopefully that's a somewhat helpful short version. :)
@ArifHossainShaon
@ArifHossainShaon 8 ай бұрын
Nice explanation. Many many thanks to you.
@valmac1234
@valmac1234 2 жыл бұрын
This perfect! Thank you so much!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You're so welcome!
@Conversation_Guy
@Conversation_Guy 2 жыл бұрын
awe man amazing video!! I thought about this topic but I did not have the words for it. You definitely put it in a much better way. I was not sure which amount of services to offer. I did like the idea of matching acct balances from a bnk statement to what a company had in QBO, but I wasnt sure on some things in reference to that. Reconciliation sounded like something that would be fun for me. But, then I found out about other types of reconciliation. Smh an entire balance sheet can be reconciled
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks for responding and letting us know how this helped you with your bookkeeping business! Krista (FinePoints Assistant)
@Conversation_Guy
@Conversation_Guy 2 жыл бұрын
@@FinePointsBookkeeping Yup Yup
@Southernheathen13
@Southernheathen13 Жыл бұрын
The manual payroll on quickbooks really isn’t difficult at all. Quickbooks does the majority of the work for you.
@Sol-by8jd
@Sol-by8jd 2 жыл бұрын
Thank you for sharing it has eased me 😊 What are your thoughts on offering setting up onboarding client? If I have no experience but basics
@israelalvarado9720
@israelalvarado9720 2 жыл бұрын
Thanks , this helps , just need to know how much would the charges be for each level?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks for watching! That questions is a bit more complicated, I have 2 videos that talk more about it here: Small/medium/large clients: kzbin.info/www/bejne/bnKbaGpjpbuFgaM How much to charge: kzbin.info/www/bejne/qp6QdqJpqdCYZqc
@eiengel8563
@eiengel8563 2 жыл бұрын
@@FinePointsBookkeeping Morgan I want to tell you about my frustration I am a Mexican accountant with 12 years of experience but I want to work remotely so following your videos I started looking for options to help tax preparer in the USA but they are paying me very little well that I feel only 250 dollars for him bookkeeping for a year with account statements of 4 sheets per month, I want to continue because I want to have the confidence to do it alone but sometimes I get very discouraged I should look for clients but the price that the tax preparer charges me is far from what you comment on your video, she says it's because she charges clients very little so I need to gain experience and now I don't have a job but can you suggest me something I already have my QBOnline certification, she doesn't have a payroll, and well she already has more companies than give me but at 250 dollars a year I feel like I don't know what you recommend well I just connect the program is not mine and well it tells me it's because apart from that you have to pay taxes there I don't want to criticize car I just want to generate more income thanks Morgan for your advice
@jordo613
@jordo613 2 жыл бұрын
Great video Morgan!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks so much for watching!
@rapparrafi7446
@rapparrafi7446 2 жыл бұрын
Thank you so much mam,it's really awesome. Continue makeing this type vedio Oneday you get lost of subscribers I think
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks so much!
@Latoya_Elaine
@Latoya_Elaine Жыл бұрын
Hello, love the idea of this, i plan to start my biz in the new year but ive been feeling nervous about it , i think the idea of starting out this way is great! But how do you market yourself if you only offer level 1 skills? What would be the best way to market to potential clients?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hey! Check out Morgan's new course, Bookkeeper Marketing Course (finepoints.biz/marketing). In this course Morgan goes in depth on how to market in order to hire our first couple clients! Krista (FinePoints Admin)
@kimifinsterrrrr
@kimifinsterrrrr Жыл бұрын
same. I’d like to do bookkeeping for small businesses online or in my area. 😩 desperately wishing I had someone to figure all this out with. Are you interested in working together on this?
@Faizasmith-pj4dz
@Faizasmith-pj4dz Жыл бұрын
​@@kimifinsterrrrrHi are you still looking for someone?
@Eric-qh7is
@Eric-qh7is 4 ай бұрын
Are you a cpa? I just passed my exams, going to get a masters while working full time in accounting for a private equity firm. I’m very inspired by starting a small firm and seeing where it goes and I’m wondering how much my credentials will interest clients as I pursue getting my first client. It doesn’t seem like many business care too much but care more about price and what you offer
@FinePointsBookkeeping
@FinePointsBookkeeping 4 ай бұрын
Hey! Morgan is not a CPA and although the credential is helpful when owning your own bookkeeping business, it's not required. And you are correct, most clients care more about what you offer and what your price is. Krista (FinePoints Admin)
@hillbillyd4642
@hillbillyd4642 Жыл бұрын
Awesome videos! Where would the best place to get quick book certified? And is there any other courses that help with a book keeping resume?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hi! The best place to get QuickBooks certified is directly through QuickBooks with their free ProAdvisor certification. Here is a video that Morgan made that will give you more details on where you can find it: kzbin.info/www/bejne/rnzGdKWEarihY6c. You can also check out Morgan's Bookkeeper Courses and Certification chart (finepoints.newzenler.com/f/certification-chart-freebie) to find more courses that she recommends for beginner bookkeepers. Krista (FinePoints Admin)
@paulmeek2153
@paulmeek2153 2 жыл бұрын
Hi Morgan, couple questions: 1: Do you take the cash or accrual basis with your clients? 2: Do you make closing and adjusting entries at the end of each month? Thanks!
@loladventureske4931
@loladventureske4931 Жыл бұрын
Hello @paulmeek to answer question 1, Actual accounting is the better option. It accounts for the transactions in the books whether money has arrived or not hence your books will be up to date at any point.
@tiarahyche488
@tiarahyche488 2 жыл бұрын
Also, when do you know that you need to do a Clean-up for your client? Is it about when they last reconciled their accounts? Do you do a clean up for every new client?
@m.gutierr7520
@m.gutierr7520 2 жыл бұрын
As I know we should reconcile for every new client to check their books are good, when we reconcile we find out if we need to clean up, cause duplicates for example will show up if the ending balance doesn’t match😊
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi! I have two videos coming out on this next month. But, yes... if the books are behind (not reconciled in a while) or messy (mistakes) you'll need to fix those things before working on the current month. Not every client will need cleanup--if you are taking over from a good bookkeeper, you shouldn't need to worry about it.
@tiarahyche488
@tiarahyche488 2 жыл бұрын
@@m.gutierr7520 Thank you! 😊
@tiarahyche488
@tiarahyche488 2 жыл бұрын
@@FinePointsBookkeeping Thank you and looking forward to those two videos! Really appreciate you and your videos 😊
@tiarahyche488
@tiarahyche488 2 жыл бұрын
@@FinePointsBookkeeping Also, I have a potential client that has never handled his bookkeeping. So if I took him on as a client would I have to reconcile all the way back from when he first started his business or is there a limit to how far we should go back?
@jroberson7804able
@jroberson7804able 2 жыл бұрын
Hi, love your channel! As far as clean-up, how would you go about suggesting to the client, to not fix the last six months and start a new qbo subscription in order to start fresh? Also what would be the pay difference between level 1 and level 2 task, if we started at a $250 rate and add A/P and/or A/R would we charge an extra $100 for each service or so? How does this relate to rate according to your pricing per client size video, please?
@Shailesh920
@Shailesh920 2 жыл бұрын
Hi
@andrewcassidy7388
@andrewcassidy7388 2 жыл бұрын
Great video! Thank you. This is really helpful for someone entering the business. When you do payroll for your client through a vendor like ADP do you contract with the payroll company or does your client? Thank you
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
My client does. :)
@LauraLyon-nt1oi
@LauraLyon-nt1oi 7 ай бұрын
super helpful, thank you!
@sylviabainey7145
@sylviabainey7145 6 ай бұрын
This is a very good video to watch before you get into the bookkeeping business.
@nezamsohel467
@nezamsohel467 2 жыл бұрын
thaks for your unique ideas
@aprilwilson888
@aprilwilson888 2 жыл бұрын
Can you please do a video on cleanup in qbo? I'm at that section in the Bookkeeper Launch program and I am lost.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi! I will let Morgan know clean up in QBO is a topic people are interested in learning more about! Thank you for reaching out! Krista (FinePoints Assistant)
@tscpr555
@tscpr555 2 жыл бұрын
Thank you for your amazing tips! I am currently working as an office manager and bookkeeper for a small family owned business. This has given me great hands on experience, however I want to start a business as a freelance bookkeeper on the side. I have a family member that reached out to me requesting my bookkeeping services, she is a psychologists and will soon start her own private practice and she is setting up her LLC and business bank account, however I've never worked with this industry. Would you have any words or thoughts of wisdom that you could share with me, I am going through this imposter syndrome phase and I am trying to research if there are any specific complicated transactions that I can learn before committing to working with her.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi Tammy! Check out this video Morgan made on freelance bookkeeping: kzbin.info/www/bejne/rGqVdXWBbsmVgqM! Also, Morgan would recommend joining a facebook group to ask specific questions when you need help on more complicated transactions. Usually people are super kind and helpful. Morgan likes "the successful bookkeeper" and she has more options for facebook groups in this video: kzbin.info/www/bejne/nmOXq3aLmaapp9k
@lilf.7295
@lilf.7295 2 жыл бұрын
Hi! I am a new bookkeeper and have been following along with your videos. They are so helpful! Thank you! I have just earned my certification and would like to ramp up my business. But I have *zero* physical experience. I plan to start implementing your suggestions in this video and offering some tier one services. I'm also on the hunt for a temporary internship. Do you know of any online bookkeeping companies that offer remote internships?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi Lil! Congratulations on earning your ProAdvisor certification! I'm also happy to hear you are finding Morgan's videos helpful. Unfortunately, Morgan does not know of any bookkeeping companies offering remote internships at this time, but here is a video you might find helpful on finding your first client: kzbin.info/www/bejne/b3vGnJ1-f7d4fKM Krista (FinePoints Assistant)
@KFMServices
@KFMServices Жыл бұрын
Love your videos! I do have a question. Do you use Excel or Quick Books? If you use Quickbooks, does the client pay for the membership or do you pay as a bookkeeper?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hi Gilna! Morgan uses QBO and you can do it either way. You can have the client pay for QBO directly or you can pay for it and add it into your cost of services. Krista (FinePoints Admin)
@begenuine4679
@begenuine4679 2 жыл бұрын
Thank You for this video
@alexamarrero5840
@alexamarrero5840 2 жыл бұрын
Love your videos Morgan! So helpful. I am curious how involved you are in your clients taxes? Do you pay their estimated taxes? Help them determine the amount? Or you push that off to their tax accountant?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi Alexa! Morgan is not involved in preparing her client taxes. In the following video Morgan answers a couple of tax questions regarding tax prep that you might find useful! kzbin.info/www/bejne/fWHTZoqod5JgeZI Thank you for reaching out! Krista (FinePoints Assistant)
@OnikaCoxon
@OnikaCoxon 27 күн бұрын
So do you setup a new quickbooks account for each one of your clients? Or does quickbooks have a bookkeeper special login?
@FinePointsBookkeeping
@FinePointsBookkeeping 27 күн бұрын
Yes, each client will need their own separate QBO account. As a bookkeeper you can sign up for a free QBO Accountant account and link all of your clients books to this account. This helps you stay organized and access all of your client's accounts in one place. Krista (FinePoints Admin)
@sommeralexander3107
@sommeralexander3107 5 ай бұрын
Question for you: is the recommendation that you start with the tasks in tier 1 and then add tier 2 tasks as you get better to tier 1 or offer tier 2 only and drop the tier 1 tasks?
@FinePointsBookkeeping
@FinePointsBookkeeping 5 ай бұрын
Hi, thanks for watching! The recommendation is that you start with tier 1 and then add on as you learn. Lorian, FinePoints admin
@ushakale4523
@ushakale4523 10 ай бұрын
Very nice information Mam
@FinePointsBookkeeping
@FinePointsBookkeeping 10 ай бұрын
Thanks for watching! Krista (FinePoints Admin)
@barbarakhisa4515
@barbarakhisa4515 2 жыл бұрын
Thank you.
@AlanPalmerin-u9v
@AlanPalmerin-u9v 6 ай бұрын
Hi ! I really enjoy your videos and I’m a student trying to get into bookkeeping before college and I’m attempting to get internships, but I had no idea that people freelance as a bookkeeper, do you think it’s reasonable to make up to 6 figures or more as a bookkeeper? Because I always thought bookkeeping was more like a baby accountant, but now I see it as more than just an entry level job. Would you say that bookkeeping is more than just an entry level position?
@FinePointsBookkeeping
@FinePointsBookkeeping 6 ай бұрын
Hey! Morgan thinks that bookkeeping is definitely more than an entry level position and owning your own bookkeeping business is a great career path. Check out this video where Morgan talks about how a bookkeeper can make $100k in a year: kzbin.info/www/bejne/ppaze2CNdq2pjKM Krista (FinePoints Admin)
@user-rq1qg6bc9d
@user-rq1qg6bc9d Жыл бұрын
Great vid! How much do you charge for each level?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hey! Check out this video Morgan made with more information on small, medium, and large bookkeeping clients (kzbin.info/www/bejne/bnKbaGpjpbuFgaM) Krista (FinePoints Admin)
@monkizaki1440
@monkizaki1440 Жыл бұрын
I have one dumb question: How am I going to categorize transactions if I still haven’t reconciled bank statements. You were mentioning that we first have to categorize transactions, but how am I gonna do this if I don’t have a bank statement where I can look at everything that the company sells or pays? I’m still struggling to understand the step by step, or the order of bookkeeping responsibilities. I am not entirely sure where do I need to start exactly. I keep hearing the same terminology on KZbin, but I still haven’t found a video that explains in detail, the step-by-step of the bookkeeping service.
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hi Monkizaki! Check out Morgan's video, 1 client start to finish (part 1): kzbin.info/www/bejne/sHbdnZR3pKqZnbM and 1 client start to finish (part 2): kzbin.info/www/bejne/fKaldqdmeLB8qpY. I think they will help you understand the order of how you work with your clients. Krista (FinePoints Admin)
@monkizaki1440
@monkizaki1440 Жыл бұрын
@@FinePointsBookkeeping thank you so much! I will be taking note using those two videos. Thank you, really!!!
@natashaolivares6576
@natashaolivares6576 8 ай бұрын
Hi there. I have a question. Been doing this type of stuff for the companies I have been employed full time. How do they get their bills to you. Construction industry in south florida, there is a lot of suppliers and material accounts that send invoices daily via email or mail. How does the business get these to you?
@FinePointsBookkeeping
@FinePointsBookkeeping 8 ай бұрын
Hey! There are a couple of different ways that you can get this information from your client. 1) They can give you access to the accounts you need 2) There are ways to send confidential information online. Here is a video where Morgan talks more about this: kzbin.info/www/bejne/mITEqpyBmd5_pK8 Krista (FinePoints Admin)
@stephenfiore9960
@stephenfiore9960 3 ай бұрын
1x(10/29/24)…done thank you excellent
@L.11.11.
@L.11.11. Жыл бұрын
Thank you
@malcolmlagares8245
@malcolmlagares8245 10 ай бұрын
Good video. Thank you. : )
@erlaw1028
@erlaw1028 2 жыл бұрын
Then would it be best to only start with service businesses? Would a t-shirt company or gift store be too difficult to bookkeep for since they track inventory?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You can learn/figure out anything. :) It's more personal preference. I do think service businesses are easy to start out with (see this video kzbin.info/www/bejne/b3vGnJ1-f7d4fKM)
@MirzaAbdullah-m5w
@MirzaAbdullah-m5w 3 ай бұрын
Can you guide me in a practical training as a bookkeeper.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 ай бұрын
To learn bookkeeping, Morgan recommends the course Bookkeeper Launch. You can check it out here: sk293.isrefer.com/go/BLFAQ/ML82/ Krista (FinePoints Admin)
@prasenjitpurkayastha8586
@prasenjitpurkayastha8586 5 ай бұрын
thanks
@martinli4951
@martinli4951 2 жыл бұрын
For level 1 services, does the bookkeeper need to enter the transactions into quickbooks or does the business owner need to do that (there could be 1,000's of transactions)? If the owner wants the bookkeper to enter the transactions, how will the owner communicate this to the bookkeeper (excel? other method?)
@Mohamed-nd5zy
@Mohamed-nd5zy 5 ай бұрын
I am Sudanese accountant. I looking forward to begin bookkeeping services online can you help me with good advices
@eiengel8563
@eiengel8563 2 жыл бұрын
Morgan I want to tell you about my frustration I am a Mexican accountant with 12 years of experience but I want to work remotely so following your videos I started looking for options to help tax preparer in the USA but they are paying me very little well that I feel only 250 dollars for him bookkeeping for a year with account statements of 4 sheets per month, I want to continue because I want to have the confidence to do it alone but sometimes I get very discouraged I should look for clients but the price that the tax preparer charges me is far from what you comment on your video, she says it's because she charges clients very little so I need to gain experience and now I don't have a job but can you suggest me something I already have my QBOnline certification, she doesn't have a payroll, and well she already has more companies than give me but at 250 dollars a year I feel like I don't know what you recommend well I just connect the program is not mine and well it tells me it's because apart from that you have to pay taxes there I don't want to criticize car I just want to generate more income thanks Morgan for your advice
@lekeshahill2477
@lekeshahill2477 2 жыл бұрын
Can you do a video on how to price jobs?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Sure, I can make more and newer videos on that. I know it's hard! These two videos may help you: Small/medium/large clients: kzbin.info/www/bejne/bnKbaGpjpbuFgaM How much to charge: kzbin.info/www/bejne/qp6QdqJpqdCYZqc
@tiffanyrobinson4719
@tiffanyrobinson4719 2 жыл бұрын
How would you suggest charging at these levels?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Good question, that depends a lot on the size of the client. Pricing is challenging, starting out, a good ballpark is how many hours it takes you (times the hourly rate you want, like $50/hour). These videos may help: Small/medium/large clients: kzbin.info/www/bejne/bnKbaGpjpbuFgaM How much to charge: kzbin.info/www/bejne/qp6QdqJpqdCYZqc
@tiffanyrobinson4719
@tiffanyrobinson4719 2 жыл бұрын
@@FinePointsBookkeeping Alright I'll check these out as well. Thanks❤
@PaulElmont-fd1xc
@PaulElmont-fd1xc Жыл бұрын
What do you think about bookkeepers that specialize in crypto?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hey! Thanks for the question. Morgan does not have any experience with crypto, therefore, she doesn't have an opinion on it. Krista (FinePoints Admin)
@PaulElmont-fd1xc
@PaulElmont-fd1xc Жыл бұрын
@FinePointsBookkeeping Thank you! I really like this channel and I appreciate all of the valuable information you share.
@agbonogarabi4965
@agbonogarabi4965 3 күн бұрын
Hello pls how can I get jobs as a bookkeeper?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 күн бұрын
Hey! Here are a couple of YT videos Morgan made on how to find clients: kzbin.info/www/bejne/rGqVdXWBbsmVgqM, kzbin.info/www/bejne/b3vGnJ1-f7d4fKM, kzbin.info/www/bejne/lZLWgIKEj6p_lac Krista (FinePoints Admin)
@agbonogarabi4965
@agbonogarabi4965 2 күн бұрын
@ thank you
@johndoucette-e6l
@johndoucette-e6l 12 күн бұрын
Can I get help no experience
@kcumm1
@kcumm1 2 жыл бұрын
Is it difficult to find clients when offering level one services. Who does the rest of the tasks?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi Kirsty, Sorry I'm not able to help more, but I would recommend utilizing Facebook groups. They have been awesome for Morgan to get specific questions answered by kind & helpful bookkeepers. She likes "The successful bookkeeper" but there are lots of options on FB! Here's a video she made about how to get your questions answered: kzbin.info/www/bejne/hZ-VfIqwfL1psNk Krista (FinePoints Assistant)
@jlerlenbusch
@jlerlenbusch Жыл бұрын
Can you clean ip my books. I need someone. Please let me know. I have a few years to be done
@jahanzebkhan351
@jahanzebkhan351 Ай бұрын
😍🤩💥💫🎁🎉🎉🎉🎉🎉🥉
@athomewithsareeta
@athomewithsareeta Жыл бұрын
💎🩷💎🩵💎🩷🙏🏾💕🙏🏾💕
@livelaughlove1259
@livelaughlove1259 2 жыл бұрын
Thank you so much for this video! You just helped me to get over my anxiety.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
I'm so glad! :)
@mackekat
@mackekat 2 жыл бұрын
Me too!!
@Khaliqdadamin-lg4xd
@Khaliqdadamin-lg4xd 10 ай бұрын
thank you
@IsraelAlvarado-q1h
@IsraelAlvarado-q1h 9 ай бұрын
What do you say the pay rate is for level 1, 2, and three?
@FinePointsBookkeeping
@FinePointsBookkeeping 9 ай бұрын
Hey! Here is a video Morgan made that goes more in depth on the different levels of services and how much to charge for each one: kzbin.info/www/bejne/bnKbaGpjpbuFgaM Krista (FinePoints Admin)
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