How I review a clients Bookkeeping BEFORE taking them on (with a REAL client)

[@bookeepingpros]

The most thorough review of taking on a new client. The details are awesome.

[@BookkeeperBootcamp]

Thank you 🙏🏽

[@yanyanlabonete1936]

Thank you for sharing, I a freelance Bookkeeper from the Philippines ,so helpful and value on this Video, more power and looking forward to enroll on your course soon

[@Art_Van_Delay]

I just wanna say... I appreciate your videos. I learn a lot from you. I watch other videos, I keep coming back to your channel.

[@BookkeeperBootcamp]

Thanks Patrick! That means so much to me - I really appreciate you! ❤️Cici

[@sheenaoates3217]

This video is so helpful! I'm following along with you and able to go to these different areas in QBO! Priceless! Keep these videos coming please!

[@BookkeeperBootcamp]

Yay! So happy this helped! ❤️Cici

[@KING0420]

Looking good and smart 👌🏾

[@danielkinuthia9635]

This is very helpful.

[@myrnaacube9392]

Hi, I am new here and I think I am lucky finding this video, this is what I am looking for, I am interested learning more about bookkeeping job, since I have a little knowledge long time ago and need to upgrade using high tech. Could you please help me what will be the first step to do as I have no experience yet in virtual

[@rbriscoe1745]

Where can I see or get a copy of the checklist? I don’t see it in the description- thank you!

[@BookkeeperBootcamp]

Hi sorry just added it, but you can get it from my LinkTree site (just scroll down till you see the ✅) ❤️Cici linktr.ee/BookkeeperBootcamp

[@KellyNache]

During your reconciliation review- is it a red flag also that all the reconciliations were done on the same date?

[@BookkeeperBootcamp]

Sometimes yes. I don’t like bulk reconciling like that. It’s hard to tell if they have duplicates. The cleanup tends to be more complex.

[@foramshroff7951]

Hi I need to ask you one thing that in one interview last week the interviewer ask me to do account coding before starting the bookeeping so what does that mean? could you please explain me

[@BookkeeperBootcamp]

Yes, account coding is when you use numerical digits to group & separate accounts on the COA. So for example you would use the number “1” for Assets (10000 = checking acct, 11000 = savings acct, 15000 = Fixed Assets, 15050 = Computer Equipment)…..then use “2” for Liabilities, “3” for Equity…and so on. So eventually when done right, every account on the COA would have a number followed by the account name. That way when you know exactly which account is which and categorizing is much less confusing. Hope this helped! Feel free to email me for more questions ❤️Cici

[@foramshroff7951]

@@BookkeeperBootcamp thankyou so much this will really work for me in near future.