How to START a BOOKKEEPING business in 2021: ultimate guide! Step-by-step & free checklist download

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FinePoints

FinePoints

Күн бұрын

Пікірлер: 280
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
So glad you're thinking about bookkeeping! Let me know what's holding you up and what questions you have! Checklist: Start a bookkeeping business mailchi.mp/3d0a57b32db1/checklist-start-a-bookkeeping-business Bookkeeper Business Coach: finepoints.teachable.com/p/bookkeeper-business-coach
@kabaray33
@kabaray33 3 жыл бұрын
P the l
@beautifulworldofhenna2874
@beautifulworldofhenna2874 3 жыл бұрын
Hi there Does your course provide certificate?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
@@beautifulworldofhenna2874 Hey, good question. I don't have a certification available. I've been asked that before, so it's something I can look in to for the future!
@curlyhairedlass4382
@curlyhairedlass4382 3 жыл бұрын
Hi Morgan! As a bookkeeper are you limited to clients in the state you set up your LLC in, or are you able to gain clients nationwide?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
@@curlyhairedlass4382 Good question, you can work nationwide!
@rodyurkiw2078
@rodyurkiw2078 3 жыл бұрын
I am Officially launching my accounting bookkeeping business tomorrow and I am certified with quickbooks online too
@VRClasses
@VRClasses 3 жыл бұрын
I wanna join in with you please give me some work I'm from India I can work for as low as $100 per month. Thank you
@entertainmentkidunya5137
@entertainmentkidunya5137 3 жыл бұрын
Dear how to certified with quick book online ?
@thalyalakwatsera5714
@thalyalakwatsera5714 3 жыл бұрын
Can I join your firm?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
@Entertainment ... Here's a vid about getting certified with QBO kzbin.info/www/bejne/rnzGdKWEarihY6c
@philip-markosrah2454
@philip-markosrah2454 2 жыл бұрын
How is it going?
@frankayala3950
@frankayala3950 3 жыл бұрын
Been bookkeeping for 27-28 years for property management company, it’s time to start my own… should’ve done it a long time ago.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Yay!
@LollyCz450
@LollyCz450 Ай бұрын
I just finished the 5 day challenge with Bill von Fumetti on Friday. He does a very good with the basic training. He has his master class but I didn’t elect to sign up. I saw Victoria a couple of days ago and now I found you. I just binge watched 4 of your videos and I love how you explain things. I’m subscribed now! Thank you for sharing this information to us newbies! 😊❤
@FinePointsBookkeeping
@FinePointsBookkeeping Ай бұрын
We are glad you are enjoying Morgan's YT channel. Thank you for subscribing! Krista (FinePoints Admin)
@EdSweeden
@EdSweeden 3 күн бұрын
I too, just finished Bill von Fumetti's 5-day challenge and got a lot out of it. Though now as I think back and see his FB ads for the five-day challenge starting every Monday, his main source of income is that five-day challenge and the mentorship program. I too, was unable to join that mentorship and find that with Finepointz and a few others, we can make this happen. I do have my first client and looking to actively seek new clients by the first of the year.
@ophennsalamina8447
@ophennsalamina8447 Жыл бұрын
Bookkeeping business has made a lot of billionaire in the world highly recommended channel it's excellent thanks for sharing this great opportunity.
@alkindi7775
@alkindi7775 Ай бұрын
I've been doing bookkeeping for 3 years now, yet u explained every step of launching it professionally, and u were informative; I'm amazed at the password and the customer's info security technique. Thank you so much you just got a new subscriber!
@rosemariesoriao150
@rosemariesoriao150 3 жыл бұрын
Hello Ms. Morgan...from Philippines here...i'm a bookkeeper for more than 11 yrs..handling small businesses to cooperative from our province but i'm doing it manually...this video of yours give me an eager to start all over again on bookkeeping..i'm not really good on computer actually so ur videos will help me a lot..thank you so much. Keep on uploading...GOODLUCK and God bless.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Great! I'm so glad!
@phoenixsmith5375
@phoenixsmith5375 3 жыл бұрын
This was way more detailed and informational than I could have hoped for. I am just starting out and this was very easy to follow and I feel confident about the steps you went over. You absolutely have a new subscriber in me. I loved this video and looking forward to learning more from your videos and hopefully taking your class soon as well. Thank you for this!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
So glad it was helpful! :)
@michelleantonio4083
@michelleantonio4083 2 ай бұрын
Thank you for putting up this channel, great help for someone who wants to make it happen.
@dominiqueclay5374
@dominiqueclay5374 3 жыл бұрын
I just started a bookkeeping business. This is so helpful
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Whoo hoo, congrats!
@rdm_officials
@rdm_officials 3 ай бұрын
Update??? How is ur business running. Plz let us know
@mthomas1160
@mthomas1160 3 жыл бұрын
I'm graduating with a bookkeeping certificate this summer. I'm looking forward to taking your course too.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
That's great!! Let me know if you need anything.
@seastratt137
@seastratt137 3 ай бұрын
Thank you for this great information! This is the first video I found on my bookkeeping journey, and I'm excited to binge your channel!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 ай бұрын
Hey! We're glad you found Morgan's YT channel. Hit the follow button and you will get a new bookkeeping video from Morgan every week! Krista (FinePoints Admin)
@gearheart3721
@gearheart3721 2 жыл бұрын
I graduate soon with a major in accounting and business administration. This video has motivated me to start my own bookkeeping business. My plan is to start getting the required and recommended certifications for my area while I work for a bookkeeping business. Once I build up clientele I will transition to doing it full time.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
That sounds like a great plan! So glad the video inspired you to get started :) -Gabe (FinePoints Admin)
@MrDensity11
@MrDensity11 Жыл бұрын
How is it going and tips?
@patq1574
@patq1574 3 жыл бұрын
Super thankful for all the free content you make available in your KZbin channel :) I'm starting out my bookkeeping business too with 1 small client. Maybe I'll come back to this comment in a year and realize that I've grown to more :P
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Yay, love it! How's it going now?
@kajyoung7475
@kajyoung7475 Жыл бұрын
How’s it going? Please share! 😅
@narmayachhantyal643
@narmayachhantyal643 3 жыл бұрын
Great information Morgan. Thank you. I’m from Melbourne and just starting my bookkeeping service. At the moment I only have 1 client. Hope I will get more in future.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
That is awesome! Congrats on getting started. Have you watching my video on getting clients? Check it out if helpful: kzbin.info/www/bejne/rGqVdXWBbsmVgqM
@sundayfunday2760
@sundayfunday2760 3 жыл бұрын
I m based in Melbourne too, can you help me in starting bookkeeping?
@pupdgc
@pupdgc 7 ай бұрын
This is the second video of yours that I've watched in a row - great, great advice!
@FinePointsBookkeeping
@FinePointsBookkeeping 7 ай бұрын
Glad you are enjoying Morgan's videos! Krista (FinePoints Admin)
@virginiabraun4795
@virginiabraun4795 3 жыл бұрын
I've been waiting for your course to open back up - yay!!!!! I'm registered and so excited to get started!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Yay, so excited!!
@RatRaceSmash
@RatRaceSmash 3 ай бұрын
thank you so much for sharing. You were so thorough . Answered all my questions.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 ай бұрын
Glad it was helpful! Krista (FinePoints Admin)
@carolynmurphy9521
@carolynmurphy9521 Жыл бұрын
I'm planning a bookkeeping & medical billing business in the niche of mental health.
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hi Carloyn! That's great! Have you seen Morgan's video on medical bookkeeping? (kzbin.info/www/bejne/aaGmpoCYbth-iZY) Krista (FinePoints Admin)
@philipjoseph1144
@philipjoseph1144 2 ай бұрын
Your videos are wonderful and informative. Thanks! By education I am an accountant, but for the last 20 years worked in IT. I am now retired and started the process of starting a bookkeeping company. I also got certified as QBO ProAdvisor. How do you manage QBO subscriptions for new clients? Also, if a client is not interested in using QBO but is willing to download transactions as a data dump and ask you to process it in QBO, how do you do that? Do you refuse to take up such work?
@michelleantonio4083
@michelleantonio4083 2 ай бұрын
following
@FinePointsBookkeeping
@FinePointsBookkeeping 2 ай бұрын
Hey! You can manage all of your clients QBO subscriptions in QBO Accountant. You have 2 options for new clients. 1) the client can pay QBO directly for their subscription and give you access or 2) you can pay for the subscription and add the fee into what you charge your client each month. In most cases, as the bookkeeper, you can upload transactions easily in QBO using a bank or credit card statement. Morgan recommends having your clients accounts linked to QBO so that the client does not need to provide statements each month. Morgan does not work with clients who do not use QBO. Krista (FinePoints Admin)
@kgoromatjila1807
@kgoromatjila1807 6 ай бұрын
You have covered a lot and and I find all I order thanks for the KZbin video
@Violetjade74
@Violetjade74 2 жыл бұрын
Thank you, so much for everything you do. i appreciate you!!!
@Hasani_VCS
@Hasani_VCS 8 ай бұрын
subbed to your channel after watching this, your videos are awesome. thank you so much!
@FinePointsBookkeeping
@FinePointsBookkeeping 8 ай бұрын
Thanks for following! Krista (FinePoints Admin)
@DreamFirms
@DreamFirms 3 жыл бұрын
This would help a lot of people who wants to start a bookkeeping business!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Thanks for watching!
@NoteABullAnesthesia
@NoteABullAnesthesia 5 ай бұрын
You are a solid "Tuber"... Thanks for the info, and congrats on the business.
@oldschoolsteve5116
@oldschoolsteve5116 8 ай бұрын
Tons of info! Thanks!
@carolynmurphy9521
@carolynmurphy9521 Жыл бұрын
Thanks for the wonderful video! So much information!
@BlackGirlInACity
@BlackGirlInACity 2 жыл бұрын
This video is very informative! Thank you for sharing.
@mayelinezapatamorel4213
@mayelinezapatamorel4213 Жыл бұрын
Thank you so much!!!
@catmom2luna415
@catmom2luna415 3 жыл бұрын
Hi Morgan! I've been watching your videos & I am really considering starting bookkeeping as a side hustle. Your videos have been really helpful. I am definitely going to sign up for your course!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
That's great! Let me know if you need anything or have questions!
@mukhtarhajji7265
@mukhtarhajji7265 3 жыл бұрын
Imagining the empowering of the global just for motivation.
@lycanlegion920
@lycanlegion920 8 ай бұрын
Thank You FP! I was excited to see this is still available as I'm just starting out. Just out of curiosity, has anything been updated or change since this was originally 3yrs ago? I just want to make sure in case you made a new process. Thank you so much😃
@FinePointsBookkeeping
@FinePointsBookkeeping 8 ай бұрын
Hey! Nothing has been updated. These are the same steps that Morgan recommends today to start a bookkeeping business! Krista (FinePoints Admin)
@jenniegrafe1736
@jenniegrafe1736 3 жыл бұрын
Hi, thank you so much for this video, I took intro to business and business 201 at my community College currently in business 202 I wanted to fully understand bookkeeping before starting my own business from home. I was very nervous about legality issues and what not and I have no clue where to even begin I live in the state of California so your video was very helpful for tips on how to get started thank you.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
That's great! Let me know of any videos that would be helpful for me to make.
@nanynany253
@nanynany253 2 жыл бұрын
Thank you so much for such a great guidance
@shianagarg3191
@shianagarg3191 2 жыл бұрын
Thanks for the information. I am currently working at accounting firm as an accountant in New York. Can I do both? My full time job and your job.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Oh for sure, you can definitely take on a few bookkeeping clients on the side of a full-time job if you want to create some additional cash flow :) -Gabe (FinePoints Admin)
@monicagomez1537
@monicagomez1537 2 жыл бұрын
Amazing video. Very organized and informative. Thank you!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad it was helpful!!
@Katice634
@Katice634 3 жыл бұрын
Already helpful within the first few minutes.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
I'm glad!
@Teresa_Jewell
@Teresa_Jewell 2 жыл бұрын
Great video and informational. Looking forward to viewing more . Thanks
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
So glad this was helpful for you :) -Gabe (FinePoints Admin)
@t.h.nguyen5193
@t.h.nguyen5193 3 жыл бұрын
Did you know that your blouse really accentuates your the color of your blue eyes? Thanks for the information.
@normaechavarria4589
@normaechavarria4589 3 жыл бұрын
Thank you! This was awesome information. Trying to get the correct software
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Glad it was helpful!
@davak9918
@davak9918 2 жыл бұрын
Very informative..thank you
@luciecadena9622
@luciecadena9622 3 жыл бұрын
Great information. I am currently obtaining my Bookkeeping license.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Whoo hoo! What program are you taking?
@lishab84
@lishab84 Жыл бұрын
Wow this was great 😊
@wendykgosi149
@wendykgosi149 2 жыл бұрын
i need real life case studies to practice on the accounting software, any recommendations? people learn best through case studies
@jairo1197
@jairo1197 2 жыл бұрын
Thinking about starting a bookkeeping business as side hustle! I was wondering, do I need any type of degree to do it! Thanks! Great video by the way!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You don't need a degree! Morgan does suggest getting your QBO ProAdvisor certification to help give you the basics and promote your business! Krista (FinePoints Assistant)
@suviunelma
@suviunelma 3 жыл бұрын
Thank you SO MUCH GIRL! this has given me the clarified idea on how to get my amounting business set up and i really appreciate the step by step knowledge and advice and inout dark! all the best with your future videos and business progressions love xoxo! :)
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad it was helpful! :)
@alkindi7775
@alkindi7775 Ай бұрын
I travel a lot, so I was wondering if there is a way I could do bookkeeping virtually. And what's the best way to do it??
@FinePointsBookkeeping
@FinePointsBookkeeping Ай бұрын
Hey! Yes, working virtually is one of the things Morgan loves about starting your own bookkeeping business. Here's a video Morgan made on her favorite virtual bookkeeping tools: kzbin.info/www/bejne/f6nVd2SweZarosk Krista (FinePoints Admin)
@unnie1379
@unnie1379 Жыл бұрын
to do bookkeeping biz, which one should I purchase? Quickbooks Online vs. Quickbooks desktop?
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hey! Morgan recommends getting QuickBooks Online. Krista (FinePoints Admin)
@frankayala3950
@frankayala3950 3 жыл бұрын
Thank you
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Welcome!
@ihavenohair1975
@ihavenohair1975 3 жыл бұрын
Love your videos, thank you!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
I'm so glad! Let me know if there are more videos you'd like to see. :)
@rapparrafi7446
@rapparrafi7446 2 жыл бұрын
Great job mam,this information helps me lots of things carry on
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Glad to hear that
@rapparrafi7446
@rapparrafi7446 2 жыл бұрын
@@FinePointsBookkeeping Love from Bangladesh ❤️ 💕 💖
@faisalsiraj2190
@faisalsiraj2190 Жыл бұрын
Hello. Can you help me to start a bookkeeping business in Dallas.
@Foshizzlemynizzle93
@Foshizzlemynizzle93 3 жыл бұрын
Extremely helpful video, you have a new subscriber!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Awesome, thank you!
@douglashowell6948
@douglashowell6948 2 жыл бұрын
Great information! I just subscribed to your channel.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks for the sub!
@musicman7391
@musicman7391 2 жыл бұрын
will this apply in Canada? it sounds more in the USA
@rumpelvierthefortkage8426
@rumpelvierthefortkage8426 2 ай бұрын
Could you run the business strictly off the phone?
@jpuckett7667
@jpuckett7667 3 жыл бұрын
Awesome video
@jpuckett7667
@jpuckett7667 3 жыл бұрын
I am a subscriber now
@ameliabarbado9887
@ameliabarbado9887 2 жыл бұрын
Hi, I am a newbie bookkeeper. I am not from the U.S and I am doing a bookkeeping for U.S clients. I encounter different bank statements from different banks and I honestly have a hard time understanding or interpreting transactions from different U.S Bank statements. Can I request a tutorial that discusses some transactions we usually encounter in Banks statements? Thank you!
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Great question, I'll add it to the list of video ideas for Morgan -Gabe (FinePoints Admin)
@reasonforhopewithin
@reasonforhopewithin 9 ай бұрын
what quickbooks online accountant version do you do? There are tiers simple start, essentials, plus and advanced. Also there is pro adviser, direct and revenue share
@FinePointsBookkeeping
@FinePointsBookkeeping 9 ай бұрын
Hey! Which version you choose will depends on the clients bookkeeping needs. Krista (FinePoints Admin)
@colefambrough210
@colefambrough210 2 жыл бұрын
Hi! Super helpful video! I was wondering if I would still need to set up the LLC and business bank account even if this is just a side hustle? Is that pointed more towards full time bookkeeping businesses?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You can be a sole proprietor (depending on where you live) without setting up an LLC (using your name for your business). Morgan promotes an LLC because it gives you that added legal protection to protect any personal assets in the case of a legal dispute. -Gabe (FinePoints Admin)
@Kjoyful419
@Kjoyful419 Жыл бұрын
@FinePoints couldn't you file a DBA and use your SSN with DBA on W9 ?
@marlapicasso9284
@marlapicasso9284 6 ай бұрын
I’m curious, what kind of certification or education and experience did you go to be a bookkeeper. I’m looking into certifications and program grants for actual quickbooks certifications.
@FinePointsBookkeeping
@FinePointsBookkeeping 6 ай бұрын
Hey! You don't actually need any certifications or training to become a bookkeeper (Morgan didn't have any when she started). But yes, having some experience and knowledge does help with your credibility and ability to get clients. Morgan recommends starting with the free QuickBooks ProAdvisor training and certification. Here is a video where Morgan explains more about it: kzbin.info/www/bejne/h2OQanyGbd9gl6c Krista (FinePoints Admin)
@nessxx4123
@nessxx4123 Жыл бұрын
Hello, I have a quick question and Google always tells me different. I have a Bachelor’s in Business Administration with this degree will I need a CPB or AIPB certification for my licenses? Most of the stuff Ive been seeing “practice exam” have been over majority of the stuff I learned in college. Thank you for your in put. I’m trying to start my own bookkeeping business soon. 😊 Also, wanted to add I live in Ohio
@FinePointsBookkeeping
@FinePointsBookkeeping Жыл бұрын
Hi! In order to start your bookkeeping business you will not need any certifications, however, they can be helpful to market yourself to get clients. Morgan did not go the Business Administration route in order to become a bookkeeper, so she is not certain which certification you may want to get. Krista (FinePoints Admin)
@shahlamonir2407
@shahlamonir2407 2 жыл бұрын
Thank you so much for the interesting and useful short video explaining everything in less than 16 minutes. I really appreciate your time. 👍
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You're very welcome!
@rubiojavier
@rubiojavier 3 жыл бұрын
Hi there, I sell online on Australia and I've a gst number but I need a bookkeping. Do you rocommend any? Thanks
@kenziewright1669
@kenziewright1669 3 жыл бұрын
Hi! Great video. KZbin is telling me that you Big Small Medium Clients video is private. Help please! :)
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Oh man, this is uploaded, but coming out tomorrow. Check back then! I'll change it in the description--thanks for the heads up. :)
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
It's live now! :) kzbin.info/www/bejne/bnKbaGpjpbuFgaM
@Super4ofus
@Super4ofus 3 жыл бұрын
Enjoyed your video. Thank you for sharing! Are you still doing drawings for your class? If so, how do I sign up? Thanks again.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks for watching. I'm not now, but it's something I'll think about for the future!
@lsuarez0202
@lsuarez0202 3 жыл бұрын
Hi Morgan, my goal is to open a business where I can do taxes and bookkeeping? How would I chose a name , or how would that work? Any suggestions?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
That's great! You can pretty much choose whatever you want as a name. :) Including your name is a great option, or something descriptive about what you're doing "Suaraz Bookkeeping" or something would be the most obvious. Think about something that is easy to understand, spell, pronounce... you could also check available domain names if you know you want to make a website. Once you decide you, register and LLC with your state. Let me know what you decide!
@coachcarenfern
@coachcarenfern 3 жыл бұрын
I like Lenny's Tax and bookkeeping services.
@612angel
@612angel 2 жыл бұрын
Skyler white vibes
@isabelangamau1272
@isabelangamau1272 3 жыл бұрын
Hi... Love your videos... It makes me want to be a bookkeeper.. please help me
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
What are your questions?
@taytheegemini2986
@taytheegemini2986 3 жыл бұрын
Hey! Awesome video as always :) The $250 v $1000 client video is showing private
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Thanks! It just came out today: kzbin.info/www/bejne/bnKbaGpjpbuFgaM
@bradalan7188
@bradalan7188 2 жыл бұрын
Keep up the good work....
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Thanks! :)
@NouramasriEA
@NouramasriEA 3 жыл бұрын
Thank you so much for your videos I am always waiting to listen to the information you share! I know how to establish a business but I need a reliable engagement agreement templets. Is there a way to get one without taking a class?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Hmmm, I don't know of one offhand that is free. You could do some google digging, try legal zoom, etc. I would imagine that someone out there has shared an example for contractors that you could tweak. Let me know if you find any good resources & I can share also!
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Here's the link! Bookkeeper contract: kzbin.info/www/bejne/bGaXgGd3e5epiJo
@theafilms233
@theafilms233 2 жыл бұрын
Hey Morgan, are you providing and add-on services above bookkeeping? (Forecasting/budgets, FP&A?) And is an Engagement Letter necessary for just basic bookkeeping services?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Morgan is not providing any other services at this time. Thank you! Krista (FinePoints Assistant)
@lisazavala4773
@lisazavala4773 3 жыл бұрын
Just started my bookkeeping business. How do i obtain my clients desktop QB when i have QB online. Do i buy desktop as well? Its my first client. Thx
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Yes, you'll need to buy QB desktop. Does your client already have it? If so, you may be able to remote in to their server (and you wouldn't need to purchase).
@elialapo
@elialapo 3 жыл бұрын
Hello! Thank you so much for this video. I really want to follow this but I am in Canada and I have not been able to find any content here for becoming a bookkeeper. Do you know if the rules are pretty much the same?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
I do see a lot of crossover and collaboration with bookkeepers in both countries. You could look for a FB group with bookkeepers in Canada specifically?
@iamblyfe7196
@iamblyfe7196 3 жыл бұрын
Thanks for the information! I'm not able to access the 'Big, Medium and Small' clients live. It says private. Is there another way to access the video?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Oh yeah, it comes out tomorrow! Sorry for the confusion.
@iamblyfe7196
@iamblyfe7196 3 жыл бұрын
No worries!! Thanks for the clarification
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
It's live now! :) kzbin.info/www/bejne/bnKbaGpjpbuFgaM
@johnforcamerica
@johnforcamerica 3 жыл бұрын
I want to marry this lady... great bookkeeping tips!
@brielleshepard
@brielleshepard 2 жыл бұрын
$40/hr seems super high for someone just starting out. Is that actually standard? Do people ever balk at that rate?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
It all depends on your experience and knowledge. Some do start lower (even working for free for a client or two in the beginning), but work their way up to $40/hour as they gain clients and experience. -Gabe (FinePoints Admin)
@jj5610
@jj5610 3 жыл бұрын
Thank you for this video! I am in sophomore in college and am looking into becoming a virtual assistant to give me more freedom during school but still allow me to afford tuition. I am not majoring in anything related to finances, nor do I have any experience bookkeeping or in accounting. Do you think this will deter clients from doing business with me, even if I get a QB certification, if I cannot list any related work experience on my website? Do you think they will ask about it? I noticed you included your notable past work experience on your website.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
I love this! I want my daughter to do the same thing when she is older (she's only 9 now, ha)... it's such a good way to make good money. I do think you can get clients--it will take some trust-building and good networking. Maybe you could find an accountant to partner with and do some work for them (then you get experience and also likely that they will recommend clients to you). Here's a video that may help if you haven't watched it yet: kzbin.info/www/bejne/rGqVdXWBbsmVgqM
@nodeasea4024
@nodeasea4024 2 жыл бұрын
Any can give me training in quickbooks in practice.
@lisazavala4773
@lisazavala4773 3 жыл бұрын
Hi 👋 I'm starting my own bookkeeping business as well. I have quickbooks online. I have a client/friend who uses 2021 Pro QBdesktop. How do i obtain her books to be able to work on them at home? Do I purchase QB desktop as well? When they send me the QB file by email. Thanks 😊
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
There are a few options: you can buy it and share files (need to make a backup and send back and forth), you can remote in to their server, or you can just keep the QB file and send them reports. You can't use qbo and qbdt simultaneously (but you can convert their DT to online). I have a video about it: kzbin.info/www/bejne/d4WucnVsZt16iNU
@cgutierrezsoria
@cgutierrezsoria 2 жыл бұрын
Can you work as a bookkeeper in the evenings or does bookkeeping require you to work during the day?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
If you own your own bookkeeping business, you can work the hours you'd like! It's mostly remote and very little in-person or over-the-phone interaction with your clients. Those meetings would need to be scheduled when works for both of you. -Gabe (FinePoints Admin)
@Samone8428
@Samone8428 3 жыл бұрын
Which plan do you recommend for a new business? Essentials, plus, or advanced?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Do you want to be a bookkeeper? (Or do you have a different business?) If you're a bookkeeper, definitely get QuickBooks Online Accountant. Here's a vid with more info: kzbin.info/www/bejne/rnzGdKWEarihY6c
@gloriadeere9058
@gloriadeere9058 2 жыл бұрын
Hi, so what would you say is the total amount of money needed to start?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Hi Gloria! The great news is that you need very little investment to start a bookkeeping business, so if it's something that interests you, it could be a great way to bring in some income either on the side as you work toward a new job or to build as a career for yourself. Here's a video Morgan did about the startup costs for bookkeepers: kzbin.info/www/bejne/g3eWcqCri9WfgqM Krista (FinePoints Assistant)
@wifeybaby4001
@wifeybaby4001 2 жыл бұрын
I am doing a course through Coursera (Intuit Bookkeeping Professional Certificate ) would this be perfect to get my own business going after completing just this course?
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
That's a great start! Let me know how you like it--I haven't done it yet, but it's on my list. Here's my video on "Am I ready to start bookkeeping?" kzbin.info/www/bejne/pIjWanxmjNx6ldE Also check out "hacks to gain experience"... you may want some hands on experience in addition to the certificate.
@anagonzalez-uf1ud
@anagonzalez-uf1ud 2 жыл бұрын
For those who open their bookkeeping business, can you report your experience? How is your business doing and can you offer advice? I used to to the bookkeeping for a business I own with my ex and now I’m looking to start my own business and bookkeeping has been in my mind for a while. Just a little scare to venture out. Any advice will be greatly appreciated
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You may enjoy this video Morgan did about what she would do differently if just starting: kzbin.info/www/bejne/h2nImqicjLipadU -Gabe (FinePoints Admin)
@richardlebreton6690
@richardlebreton6690 3 жыл бұрын
accountant (not cpa) with 15+ years experience starting out as a freelance bookkeeper. what are your thoughts of QB starting their own bookkeeping service.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Nice! I want to research that a bit more and do a video on it. I've actually heard that some bookkeepers enjoy working for them, but others are worried/skeptical. What do you think?
@richardlebreton6690
@richardlebreton6690 3 жыл бұрын
@@FinePointsBookkeeping I'm a bit mixed. I studied up and earned certification because I want to freelance and be free of "working for a boss". My concern rises from what I was seeing while researching local Bk'rs rates. I was seeing QB quoting that Bk'rs shouldn't charge more that $650/month; and that was for the "top tier" (the $$$+) clients. My fear is that they're going to price out us new freelancers that are just starting to build client list. Rumor is that they've done this before with their Turbo Tax product.
@jilldunsford5732
@jilldunsford5732 2 жыл бұрын
HI Morgan, have you ever heard of the National Association of Certified Bookkeepers?? What are your thoughts??
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Yes, it's one of Morgan's recommendations on her classes and certifications chart: finepoints.newzenler.com/f/certification-chart-freebie -Gabe (FinePoints Admin)
@eqbalkan
@eqbalkan 2 жыл бұрын
Hi I am in a qualified ACCA and want to register Accounting, Book keeping firm in UK. Kindly guide me steps the requirements.
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
You will want to check with your country's registration guidelines for all the rules and requirements. -Gabe (FinePoints Admin)
@EileenJOfficial
@EileenJOfficial 3 жыл бұрын
Bookkeeper launch is way to much for my budget right now, even the monthly plans are costly. Can I start bookkeeping with out it?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Definitely!! It's just one option. (My class is $150 if it seems like a good fit). I made a video with a few more options here: kzbin.info/www/bejne/ombHn4Wdf8qgaNE Hope that helps!
@ShaesKitchen
@ShaesKitchen 3 жыл бұрын
@@FinePointsBookkeeping which class is this?
@rudrakshsachdeva6204
@rudrakshsachdeva6204 3 жыл бұрын
Can an 18 year old start bookkeeping business and would you recommend it?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Yes, definitely! It's great side hustle for current students too.
@UKamaleshR
@UKamaleshR 3 жыл бұрын
I am studying B.com 2nd year I have accounting knowledge Can I start a bookkeeping business? I have to generate income from any sources
@FinePointsBookkeeping
@FinePointsBookkeeping 2 жыл бұрын
Yes, for sure!
@highvibe22
@highvibe22 10 ай бұрын
I want to start bookkeeping business and i don't have money to pay for programs...
@MrKickass1239
@MrKickass1239 4 ай бұрын
No need programs qbo accountant is free for you
@marinamorales39
@marinamorales39 11 күн бұрын
My outlook would not open your checklist stating that it has a virus. 😢
@FinePointsBookkeeping
@FinePointsBookkeeping 10 күн бұрын
Sorry you are having issues with receiving the resource. If you can email her, we will send you the checklist directly. Krista (FinePoints Admin)
@aryahbenisrael4542
@aryahbenisrael4542 Ай бұрын
Do you need a high school diploma to become a bookkeeper?
@FinePointsBookkeeping
@FinePointsBookkeeping Ай бұрын
Not necessarily, but Morgan thinks having some training in bookkeeping and accounting principals is helpful. Krista (FinePoints Admin)
@leviking8544
@leviking8544 3 жыл бұрын
I will be graduating with my bachelors degree in accounting. Can I do this without bookkeeping work experience considering my educational background?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Yeah, I'd say so if you feel like you know enough to serve clients. Start small and learn as you go.
@uaaali1886
@uaaali1886 3 жыл бұрын
How’s it going for you? I’m still at university, but I’m thinking about my steps after I graduate.
@trishhand9162
@trishhand9162 3 жыл бұрын
Hi Morgan- I am in Salem Or 👋 I have registered as Bookkeeping by Hand, my name is Trish Hand 😉. I would love to meet up with you and the other gal from Oregon sometime.
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
Cool! Love your name! :) I've been wanting to do some kind of meet up--I think I got an email from you with your info?
@trishhand9162
@trishhand9162 3 жыл бұрын
@@FinePointsBookkeeping yes that was me! I look forward to the meet up
@youmarc11
@youmarc11 7 ай бұрын
Do you charge customers sales tax?
@FinePointsBookkeeping
@FinePointsBookkeeping 7 ай бұрын
Hey! Morgan lives in OR where there is no sales tax, but you will need to take this into consideration if you live in a different state. Krista (FinePoints Admin)
@hannahharlacher8461
@hannahharlacher8461 3 жыл бұрын
Do you have a business bank account you would recommend?
@FinePointsBookkeeping
@FinePointsBookkeeping 3 жыл бұрын
I tend to like Chase because they let you input more than a year of old transactions into QBO. But, I think there are a lot of good options out there.
@vinniej.
@vinniej. 2 жыл бұрын
Thanks for the video. I was the 5000th like and hopefully we can get the give away :)
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