*Live Call* How To Do A 3-Year Bookkeeping Clean-Up

Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!
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[@jordanalexander7705]

Got a consult today for a 6 year cleanup. The advice to quote it a year at a time was golden. I was worried about either losing the job because it's too high or getting the job and it being much more work than I thought. Thanks!

[@BookkeepingExpert]

Congratulations!

[@josephinebadillo8178]

Thank you very informative.

[@BookkeepingExpert]

Glad it was helpful!

[@RonaldRyanj]

The value in this video is AMAZING!

[@BookkeepingExpert]

Thank you!

[@BookkeepingExpert]

Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy

[@Australian_Lady]

Cleanup: Chronologically - start 1-year at a time, oldest to newest. Bank statements, credit card statements, loan statements. You can not do anything until statements are in hand. In addition, an estimate is provided after reviewing statements. Glance and loosely quote, or count the transactions and quote. Set a bare minimum of $300 a month. Multiply your transactions by 2 to cover the increase of transactions annually. Charge at least $3 per transaction at the beginning.

[@BookkeepingExpert]

That is excellent advice!

[@csoutsource]

Another great video. Dropping bombs of epicness!

[@BookkeepingExpert]

Thanks! I’m happy you found this helpful. Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy

[@xiomaragonzalez6952]

You’re so amazing! I wanna just like you helping other people to grow their business after doing it myself, watching your videos and knowing a bit of your background gives me confidence that it is possible and I can do this 👍

[@BookkeepingExpert]

You can do it!

[@josho7670]

Epic video - thanks for sharing Zach

[@BookkeepingExpert]

Thank you! I'm glad you enjoyed the video. If you have any more recommendations or topics you'd like to see, feel free to let me know.

[@mellymel9892]

This video helped a lot thanks

[@BookkeepingExpert]

Glad to hear it!

[@Mstroup93]

You never miss, great video as always!

[@BookkeepingExpert]

Thanks! Did you hear? Here is the link where you can check out this awesome marketing strategy guide. It literally tells you exactly what to post and when to post for 30 days on social media & this is exactly how I grew my bookkeeping business to get 45 clients. www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy Use code 50OFF to get a 50% discount!

[@justapersonalaccount]

Solid advice, thanks for sharing!

[@BookkeepingExpert]

You're welcome!

[@katiebalvin376]

Thank you, Thank you!!! good information

[@BookkeepingExpert]

Welcome!

[@UberBYD]

Nice, very informative

[@BookkeepingExpert]

Thanks! I’m happy you found this helpful. Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy

[@AT-xy4fz]

Do you need to do the depreciation /amortization about the asset before you sending the financial report to customer? Or when doing the bookkeeping?

[@BookkeepingExpert]

I don't record depreciation, but I will split interest/principal on loan payments.

[@Art_Van_Delay]

Really good info. Are these people calling you out of the blue? Can we just ask you a lot of questions and you'll answer?

[@BookkeepingExpert]

Most people message me first, then we schedule a call.

[@andrewcassidy7388]

Great information! Thank you. When you say $2 per transaction are you referring to an A/R transaction, A/P transaction or both?

[@BookkeepingExpert]

Any transaction that flows through the bank accounts and credit card accounts

[@dragon6414]

Super helpful

[@BookkeepingExpert]

Glad it helped

[@user-sl9mb5zv5q]

Such a great video! Thank you! Zack, do you have a bookkeeping client in the restaurant business? I want to learn about this industry.

[@BookkeepingExpert]

Yes I do!

[@susanrodriguez9438]

G.O.A.T

[@BookkeepingExpert]

Thanks!

[@fredrickjames1247]

Have you noticed when quoting for a clean-up, when a business is facing an IRS audit, are they more likely to say yes to a little higher price because they need to get squared away with their taxes and time is a critical factor? I'm not saying to use their vulnerable position as a way to gouge the potential client with outrageous prices, I absolutely believe that is ethically wrong. But are clients less likely to haggle the price when they need their books cleaned as soon as possible?

[@BookkeepingExpert]

Yes, absolutely! A client paid me $20,000 back in July to do 2 years of bookkeeping in 1 week because they needed updated financial statements for an insurance audit 💥

[@XYZOxyz]

Do you ask for receipts in this case or do you not bother? Would you maybe use Hubdoc or Receipt Bank to get some receipts (also makes your bookkeeping easier) or do you tell them that they're expected to be able to provide back up if ever needed and you just do financials based on bank statements?

[@BookkeepingExpert]

I don’t require my clients send me receipts. I just recommend that they keep them for their records

[@XYZOxyz]

@@BookkeepingExpert Thanks. So how do you determine if say tens of Amazon purchases are for business or personal?

[@nazmahashi1828]

Are you doing course?

[@BookkeepingExpert]

hbg-bookkeeping.mykajabi.com

[@nazmahashi1828]

Thank you so much!

[@foundationofthought7155]

Poor business owners. It's wild

[@BookkeepingExpert]

Not sure what you mean, but thanks for watching!

[@foundationofthought7155]

@BookkeepingExpert hiring someone that has no idea what they're doing, with the expectation that they know. Bookkeeping experts all around. Glad to help you increase your views.