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#1 service to offer as a new bookkeeper

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FinePoints

FinePoints

Күн бұрын

Пікірлер: 57
@KristyBeer-rh8dl
@KristyBeer-rh8dl 6 ай бұрын
My goodness! Your channel is a gold mine! So grateful to have found you!
@monishamajors
@monishamajors Жыл бұрын
Yes I would love a video on the balance sheet! Thank you Morgan!
@tiffanyscavetta8097
@tiffanyscavetta8097 Жыл бұрын
You are so detailed with these videos! Even so thoughtful as to zoom in so we can see the statement. Thank you so much for your channel. College isn't a doable option for everybody so WE APPRECIATE YOU!
@jfury1116
@jfury1116 2 ай бұрын
I very much appreciate these videos. They motivated me to start my own bookkeeping company last month. HOWEVER, after a month of sending hundreds of emails and walking into dozens of businesses, I have not been able to get a single client. The most common responses I get are that bookkeeping is too easy to hire someone else, or they already have their own in-house bookkeeper. Starting to seriously doubt that this is a viable career path…
@pushrodgarage8716
@pushrodgarage8716 Жыл бұрын
Hey Morgan! Thank you for sharing all your advice! I started my bookkeeping side hustle last June and I have now made the decision to go full time! Your videos have been a great resource during this journey.
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
That's great to hear! We'd love to hear about your progress along the way. Thanks for watching :) ~Gabe, FP admin
@katieellemusic
@katieellemusic 5 ай бұрын
Invaluable information, I am just starting out and so inspired and motivated to do this Almost completed the Coursera QB course online and ready to go:) thanks dear for all your hard work and sharing it with us
@summershoots
@summershoots Жыл бұрын
Yes! A video on the balance sheet would be so helpful!
@margotwhite
@margotwhite Жыл бұрын
would definitely love a video on balance too :) thanks!
@MichelleValdez-gm4ye
@MichelleValdez-gm4ye 4 ай бұрын
On the reconciliation I always uncheck the entries and go through the bank statement. I find this takes me less time and more accurate because the feeds sometimes are the same if you haven't reconciled for a while to make sure you have the right dates (this is for cleanups that are months behind or someone who did not categorized properly). If you have been doing the books for a while and they are up to date then I would accept doing what you said.
@FinePointsBookkeeping
@FinePointsBookkeeping 4 ай бұрын
Thanks for sharing your process! Krista (FinePoints Admin)
@tacoguy7654
@tacoguy7654 Жыл бұрын
Balance sheet video would be awesome!
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Will keep that in mind and let Morgan know :) ~Gabe, FP admin
@sour7lemons
@sour7lemons Жыл бұрын
Your videos are the BEST, thank you!
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Glad you are enjoying them! Krista (FinePoints Admin)
@foodiebelin
@foodiebelin Жыл бұрын
Where can we access the sample account for practice? Yes, I’d love a video about how to read the balance sheet to help clients understand who may not.
@lifecoach3
@lifecoach3 Жыл бұрын
Can you do more videos on the correct way to categorizes income and expenses for print and demand business?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Thank you for the recommendation, I'll let Morgan know you're interested in that :) ~Gabe, FP admin
@millenialmeranaoummi
@millenialmeranaoummi Жыл бұрын
@@FinePointsBookkeeping have you handled a client with construction business who uses qbo? hope you'll make a content next time. by the way, Im a newbie bookkeeper. so am really starting out from scratch. hope you can help me Morgan
@kelley8223
@kelley8223 10 ай бұрын
Would love to see this as well. I actually have a POD shop (no sales yet) and have a tracking workbook I bought from a POD KZbinr, but would want to put it into QBO.
@TEAwithchass
@TEAwithchass Жыл бұрын
Thank you so much! You explained this so well
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
We are glad you found this helpful! Krista (FinePoints Admin)
@barbfox2218
@barbfox2218 8 ай бұрын
Update in QB online makes it so that they only upload the past 90 days the remainder needs to be converted and uploaded when this happens none of the transfer are categorized as transfers they are uploaded as an expense along with all the other little issues that seem to pop up.
@FinePointsBookkeeping
@FinePointsBookkeeping 8 ай бұрын
Thanks for sharing the update! Krista (FinePoints Admin)
@anelawong515
@anelawong515 Жыл бұрын
Hey Morgan! Do you have any videos explaining how to go about the month-end tasks for a bookkeeper's own books?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Here's a video you may like! kzbin.info/www/bejne/e6vMl52taNZqe5Y ~Gabe, FP admin
@anneok4451
@anneok4451 3 ай бұрын
I love your channel---- you are a great teacher! Do you think a basic course/class in accounting would help before starting ? I wonder if just jumping in with Quickbooks would be harder if you didn't have a basic understanding of accounting?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 ай бұрын
Hey! Morgan thinks that if you don't understand basic accounting principles, you could still figure it out as you go, but taking a course definitely helps. Morgan recommends starting with the free QBO ProAdvisor training and certification course if you haven't done so already: kzbin.info/www/bejne/rnzGdKWEarihY6c Krista (FinePoints Admin)
@israelballeza3625
@israelballeza3625 9 күн бұрын
Hello , do you have a video of how to set up with QuickBooks for small business? Im trying to set it up for my business. Thanks in advance
@FinePointsBookkeeping
@FinePointsBookkeeping 6 күн бұрын
Hey! Morgan does not have a video on this, but I let her know it's something you are interested in learning more about! Krista (FinePoints Admin)
@servey05
@servey05 2 ай бұрын
Are there bookkeeping opportunities that can go full remote out of the country??
@scottsilvey2390
@scottsilvey2390 22 күн бұрын
how much do you charge your clients for this exact same service? $500/month? That would be my goal. Great video thank you!
@FinePointsBookkeeping
@FinePointsBookkeeping 21 күн бұрын
Hey! There's a lot that goes into how much you charge (location, experience, size of client, services you provide), but Morgan thinks charging $500/month is definitely possible! Krista (FinePoints Admin)
@heathersheaven7933
@heathersheaven7933 5 ай бұрын
OK, I am ready ! where should I start?
@FinePointsBookkeeping
@FinePointsBookkeeping 5 ай бұрын
Hey! Here is Morgan's free checklist on how to start a bookkeeping business (finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1) Krista (FinePoints Admin)
@amanp.9481
@amanp.9481 6 ай бұрын
Do you maintain books on cash basis or accrual? I'm guessing for most small business clients you would use cash basis. Also do you have to follow GAAP at all for any of your clients?
@ranjeshsingh6726
@ranjeshsingh6726 10 ай бұрын
How would you categorize and reconcile if there are cash transactions?
@arveelover
@arveelover 11 ай бұрын
Hello! I watched your videos since last year. And you're one of the reasons that inspired me to have a bookkeeping biz. I am currently studying bookkeeping and QBO (Quickbooks Online). My question is, which one should I choose? If I track the tax in Vendor's information, is it T4 or T5018? #Canada based
@FinePointsBookkeeping
@FinePointsBookkeeping 11 ай бұрын
Hi! Morgan does not do taxes or bookkeeping in Canada, so she does not have the best answer for you. Morgan recommends reaching out to a local accountant to get the most accurate information. Krista (FinePoints Admin)
@arveelover
@arveelover 11 ай бұрын
@FinePointsBookkeeping okay thanks
@jaq233
@jaq233 Жыл бұрын
Consider a client who doesn't use QuickBooks or any software. Where do you start doing everything you have said in this video?
@Book-Gnome
@Book-Gnome Жыл бұрын
Do they give you a way to generate reports in colored pie chart or graph format?
@christietudor9640
@christietudor9640 Жыл бұрын
How do you track your client work? I have several Clients and can’t decide on the best way to track them. By client, by month, what program?
@antoniojsavage4104
@antoniojsavage4104 Жыл бұрын
How much would you charge for these beginner services? $250 for the package of the 3 or $250 for each service or something that adds up to about $250? Thanks Morgan
@timefortriplets
@timefortriplets 9 ай бұрын
I have that same question.
@preciousmarielgarcia6602
@preciousmarielgarcia6602 Жыл бұрын
Why the Books By Bessie was charged to Office Expense when it should be income because your have received payment for that.
@user-ct4lz5ur6t
@user-ct4lz5ur6t Жыл бұрын
Hi would you recommend to used QB online or QB desktop?
@ginakirkland386
@ginakirkland386 Жыл бұрын
Morgan, I am curious - when you started your business did you have any pushback - or people not wanting to sign up with you use because you're a small business bookkeeper and they'd never heard of you before?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Morgan started with friends and family (inside her network), so she was able to gain experience from people who trusted her so that she could branch out and snag new clients who didn't know her with the credibility she had gained. ~Gabe, FP admin
@49684
@49684 Жыл бұрын
⭐️⭐️⭐️⭐️⭐️
@gardenexhibitor9058
@gardenexhibitor9058 Жыл бұрын
But it's hard to getting bookkeeping tasks for the remote workers. I am from Bangladesh. And Know how to do the basic bookkeeping. But I dind't get clients. USA, UK clients can't rely in me outside marketplace.
@nilesandsam
@nilesandsam Жыл бұрын
I m also interested in booking remotely. Job posting for remote work always ends up saying that they want someone who is willing to relocate and ability to commute into office. It has been a little discouraging and I am in Canada
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
You may enjoy this video from Morgan where she shares some tips for getting US clients from overseas: kzbin.info/www/bejne/jHyngq1_qZeDbs0 ~Gabe, FP admin
@gardenexhibitor9058
@gardenexhibitor9058 Жыл бұрын
@@FinePointsBookkeeping Thank you so much
@beachtans
@beachtans Жыл бұрын
Why does my quickbooks look completely different than yours?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Morgan uses QuickBooks Online. Are you by chance using QuickBooks Desktop? Krista (FinePoints Admin)
@Rojalovely
@Rojalovely 3 ай бұрын
Hi can you give me an opportunity to work on free or not cost basis under you for hands-on experience. I have knowledge in QBO and Xerox.
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