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Following one bookkeeping client from start to finish. This video is part two, and it's all about the monthly and quarterly tasks you can do for bookkeeping clients. If you've been wanting to start a bookkeeping business, this will give you an idea about what tasks are required on a day to day basis. I also talk about budgeting in QuickBooks Online, and how to work with a bookkeeping client's accountant.
Part one, Onboarding: • One Client, START TO F...
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☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer....
💜Bookkeeper Launch FAQs: sk293.isrefer....
💜Bookkeeper Launch checkout: sk293.isrefer....
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): finepoints.new...
🟢How to get clients (Bookkeeper Marketing Coach): finepoints.new...
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): finepoints.new...
➡How I got my first 3 CLIENTS (free masterclass): finepoints.new...
➡Start a bookkeeping business (free checklist) finepoints.new...
➡LEARN bookkeeping (my favorite training options): finepoints.new...
➡Where to start bookkeeping (chart): finepoints.new...
➡Tax Biz (free intro class on taxes): sk293.isrefer....
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☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): www.fastandeas...
For Advanced (code "finepoints" for discount): www.fastandeas...
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: www.boomingboo...
Nerd Enterprises: www.nerdenterp...
5 Minute Bookkeeping: courses.5mbaca...
▶My Bookkeeping Tech Tools: www.finepoints...
▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
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