How to work with TINY clients as a bookkeeper

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Күн бұрын

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@jseskin3 3 ай бұрын

As a bookkeeper, I always enjoy your videos, so thank you! You actually were one of my inspirations to start my own company :) I agree that there is a need, and many small businesses get overlooked because some bookkeepers won't charge less than maybe $300 per month. I got into this to HELP small businesses, so I never turn someone down. I do not charge full rates for any business making less than $50k a year. My smallest business I only charge $50/mo, I've taught them how to properly categorize and I just go in, review and correct what I need, reconcile their one bank account and produce reports. I usually meet for 30 minutes with him every quarter. I do the same with my other small clients that charge less than $100 a month.

@FinePointsBookkeeping 3 ай бұрын

Love this! Great systems

@youtubesurfer7271 3 ай бұрын

Exactly what I need as a business owner! I love all of these ideas in what I could ask a bookkeeper for. I am currently doing my own books but need professional help every quarter or so and a phone call here and there. Now to find someone.

@FinePointsBookkeeping 3 ай бұрын

Great! Good luck finding the right person!

@chelseay90 3 ай бұрын

@youtubesurfer7271 - If you need help I would love to help or I can help you find someone who could work for you. Let me know. :)

@iamveetherhevelaytor 3 ай бұрын

@youtubesurfer7271 Hello, I don’t know the experience level of the bookkeeper that you’re looking for. I would love to see how I may be able to help you.

@cajunguy6502 3 ай бұрын

I clicked on this video ready to ask #6! I've been thinking about that. Always thorough! Great video again

@FinePointsBookkeeping 3 ай бұрын

Perfect! Thanks! :)

@yanak7159 3 ай бұрын

Great tips and I agree with all of it. Over the last 4 years of having a bookkeeping business, I love to mix and have a few large clients, big portion of medium clients and some annual small clients (small ones I treat almost like a bonus income at the end of the year and not fully relying on them only).

@FinePointsBookkeeping 3 ай бұрын

I am actually the exact same way. I have always had a mix. In the end, having a pleasant, easy-to-work-with client is what I prioritize and who I will keep around.

@bryamgarcia9040 3 ай бұрын

Thanks for the videos it ihelps me so much 😊

@FinePointsBookkeeping 3 ай бұрын

I'm so glad

@BookkeepingHandmaid 3 ай бұрын

Hey, what about Quickbooks ledger for tiny clients? Also love the video!

@patrickdunn2231 3 ай бұрын

Love the videos. just watched 11 of them! i have an important question that has not been addressed. its about work life balance. I get that you can work from anywhere and that is very exciting to me. But what about a Vacation. You cant want to Reconcile books while on vacation on Paris! how do you take time off?

@FinePointsBookkeeping 3 ай бұрын

Hey! Check out this video that Morgan made on how to take time off when you're a self employed bookkeeper: kzbin.info/www/bejne/npi5fYqHmdummM0 Thanks for watching! Krista (FinePoints Admin)

@JordanCummings-m5f 3 ай бұрын

Thanks Morgan! I asked you this exact question via email so I’ll take credit for this great video 😂 jk. Thanks as always for your great content

@FinePointsBookkeeping 3 ай бұрын

Yes! You were literally the inspiration for this video :) This week's video is also from your email... about the bookkeeper workflow and the steps I sent you.

@Orangejui 3 ай бұрын

You mentioned a spreadsheet as an alternative to software. Generally speaking, how important are Excel skills in the field of bookkeeping?

@FinePointsBookkeeping 3 ай бұрын

Hmm, I would say 90% of bookkeepers are "Excel people" (as in, they are the type of people who enjoy Excel). That's an unscientific percentage. :) But, I think you could technically be a bookkeeper with QuickBooks Online never using Excel. But, the two (Excel/bookkeeping) do seem to have a link.