📞 Live Call Mastering Your 3-Year Bookkeeping Clean-Up: Tips and Strategies

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Bookkeeping Expert

Bookkeeping Expert

Күн бұрын

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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Пікірлер: 53
@jordanalexander7705
@jordanalexander7705 4 ай бұрын
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
@BookkeepingExpert 4 ай бұрын
Congratulations!
@csoutsource
@csoutsource Жыл бұрын
Another great video. Dropping bombs of epicness!
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
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
@josho7670
@josho7670 Жыл бұрын
Epic video - thanks for sharing Zach
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
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.
@RonaldRyanj
@RonaldRyanj 6 ай бұрын
The value in this video is AMAZING!
@BookkeepingExpert
@BookkeepingExpert 6 ай бұрын
Thank you!
@katiebalvin376
@katiebalvin376 10 ай бұрын
Thank you, Thank you!!! good information
@BookkeepingExpert
@BookkeepingExpert 9 ай бұрын
Welcome!
@Australian_Lady
@Australian_Lady 3 ай бұрын
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
@BookkeepingExpert 3 ай бұрын
That is excellent advice!
@xiomaragonzalez6952
@xiomaragonzalez6952 8 ай бұрын
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
@BookkeepingExpert 8 ай бұрын
You can do it!
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
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
@Mstroup93
@Mstroup93 Жыл бұрын
You never miss, great video as always!
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
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!
@mellymel9892
@mellymel9892 8 ай бұрын
This video helped a lot thanks
@BookkeepingExpert
@BookkeepingExpert 8 ай бұрын
Glad to hear it!
@justapersonalaccount
@justapersonalaccount Жыл бұрын
Solid advice, thanks for sharing!
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
You're welcome!
@AGirlNamedCass
@AGirlNamedCass 2 ай бұрын
thanks for video..moneythumb software will convert pdf bank statements to qbo file that you can import in quickbooks bank feed
@BookkeepingExpert
@BookkeepingExpert 2 ай бұрын
Good to know! Now I use www.docuclipper.com/
@ZeusGod-Oficial
@ZeusGod-Oficial Жыл бұрын
Nice, very informative
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
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
@josephinebadillo8178
@josephinebadillo8178 4 ай бұрын
Thank you very informative.
@BookkeepingExpert
@BookkeepingExpert 4 ай бұрын
Glad it was helpful!
@AT-xy4fz
@AT-xy4fz 4 ай бұрын
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
@BookkeepingExpert 4 ай бұрын
I don't record depreciation, but I will split interest/principal on loan payments.
@andrewcassidy7388
@andrewcassidy7388 Жыл бұрын
Great information! Thank you. When you say $2 per transaction are you referring to an A/R transaction, A/P transaction or both?
@BookkeepingExpert
@BookkeepingExpert Жыл бұрын
Any transaction that flows through the bank accounts and credit card accounts
@dragon6414
@dragon6414 7 ай бұрын
Super helpful
@BookkeepingExpert
@BookkeepingExpert 7 ай бұрын
Glad it helped
@지금건강-k5x
@지금건강-k5x Жыл бұрын
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
@BookkeepingExpert Жыл бұрын
Yes I do!
@XYZOxyz
@XYZOxyz 7 ай бұрын
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
@BookkeepingExpert 7 ай бұрын
I don’t require my clients send me receipts. I just recommend that they keep them for their records
@XYZOxyz
@XYZOxyz 7 ай бұрын
@@BookkeepingExpert Thanks. So how do you determine if say tens of Amazon purchases are for business or personal?
@fredrickjames1247
@fredrickjames1247 Жыл бұрын
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
@BookkeepingExpert Жыл бұрын
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 💥
@susanrodriguez9438
@susanrodriguez9438 11 ай бұрын
G.O.A.T
@BookkeepingExpert
@BookkeepingExpert 11 ай бұрын
Thanks!
@josephstephens9782
@josephstephens9782 3 ай бұрын
I need a cleanup fee methodology calculator?
@BookkeepingExpert
@BookkeepingExpert 3 ай бұрын
Count up all of the transactions and multiply it by three dollars
@nazmahashi1828
@nazmahashi1828 9 ай бұрын
Are you doing course?
@BookkeepingExpert
@BookkeepingExpert 9 ай бұрын
hbg-bookkeeping.mykajabi.com
@nazmahashi1828
@nazmahashi1828 8 ай бұрын
Thank you so much!
@Art_Van_Delay
@Art_Van_Delay Жыл бұрын
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
@BookkeepingExpert Жыл бұрын
Most people message me first, then we schedule a call.
@foundationofthought
@foundationofthought 4 ай бұрын
Poor business owners. It's wild
@BookkeepingExpert
@BookkeepingExpert 4 ай бұрын
Not sure what you mean, but thanks for watching!
@foundationofthought
@foundationofthought 4 ай бұрын
@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.
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