One Client, START TO FINISH (part 2: Monthly Tasks) Be a bookkeeper!

Following one bookkeeping client from start to finish. This video is part two, and it's all about the monthly and quarterly tasks you can do for bookkeeping clients. If you've been wanting to start a bookkeeping business, this will give you an idea about what tasks are required on a day to day basis. I also talk about budgeting in QuickBooks Online, and how to work with a bookkeeping client's accountant.
Part one, Onboarding: • One Client, START TO F...
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Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
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▶ More videos you'll like:
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Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
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[@FinePointsBookkeeping]

Here's the link to part one: kzbin.info/www/bejne/sHbdnZR3pKqZnbM

[@happyveganearthlings]

FinePoints Hi, do your clients give you a 1099? Or are you like a service? Thanks! Love your videos

[@FinePointsBookkeeping]

Yes, they (should!) give me a 1099

[@dr_corrupt1014]

thank you baby ❤

[@123ieltswithjames]

Thank you so much, this just solved my anxiety about starting a bookkeeping service and the act of on-boarding, I cant say thank you enough.

[@MichiganFresh]

I'm at the same point lol. I had a game plan and drew up my business plan, set up my name and was just getting ready to file my llc and began panicking. OMG the panic! Watching these videos have helped so much! The Imposter Syndrome video (if you haven't seen it) is an absolute must see!

[@gininest.george2449]

Thank you so much I am just starting a Bookkeeping business and just trying to absorb as much as possible, Thanks again.

[@MichiganFresh]

Watching your videos is giving me so much confidence on setting up my new business. I appreciate you so much!

[@DannyBoyT66]

Appreciate all your content. Was able to start my Quickbooks training because of the information your channel provided.

[@FinePointsBookkeeping]

I'm glad. Nice job!👏

[@purelove2485]

All I can say is thank you, thank you!!!!!

[@melissamoretti9857]

Love the way you spelled it all out here. I'm definitely saving this video for future reference, thank you!

[@SuicideMike5150]

0:38 You had me at "Make a list." 😂 You May know me from the meetings of Excel spreadsheets anonymous.

[@lisarkippen2182]

I love what you share, thank you so very much!🙂

[@FinePointsBookkeeping]

Thanks for watching! ❤️

[@markdelacruz4551]

Finally I found a genuine but 100% FREE insight about Quickbooks Online Bookkeeping! It will help a lot to begin my journey toward Bookkeeping. Actually, I am currently under training on Quickbooks online accountant and about to get the ProAdvisor Certificate hopefullly!!! THANK YOU VERY MUCH FOR YOUR INFO. KEEP ON MAKING FREE VIDEOS FOR US BEGINNERS. (HAHAHA).

[@FinePointsBookkeeping]

Glad you've found some good resources! Happy to help.

[@markdelacruz4551]

@@FinePointsBookkeeping and I pass the ProAdvisor exam with your tips . thanks a lot for your contribution. IOU :D

[@FinePointsBookkeeping]

@@markdelacruz4551 Awesome!! Nice work!

[@markdelacruz4551]

@@FinePointsBookkeeping But I have found a problem in my Profile in Quickbooks online accountant, I could not update my Profile because Quickbooks only recognizes Addresses of US, so I could not fill it out because I am from Philippines. Any suggestion for this? Thank you and I appreciate your time helping me out.

[@frettnot]

what kinds of clients do you service? what kind of businesses do they run and are they sole proprietors? How many employees does your biggest client employ?

[@FinePointsBookkeeping]

Hi! Some examples I've had: lawyer, florist, etsy seller, non profit in the medical field, speech pathologist office, preschool. The biggest client I've had employed 40 people (and they also had an in-house CPA), smallest is a single business owner. My sweet spot would be 3-15.

[@nicoleemb]

I love your video's. Very helpful and you deliver the content in a great way. Thank you!!

[@jilldunsford5732]

Very helpful, as always! Thanks!

[@FinePointsBookkeeping]

So glad this was helpful for you! -Gabe (FinePoints Admin)

[@brynnmatthews1730]

Hi Morgan, you mentioned you get a report from the payroll company and you enter the info. in quickbooks. Just wondering if you have a video on how you would enter that info from the payroll company. Thanks!

[@Countryheart22]

I would LOVE some QB tutorials. It’s been awhile. Thank you!!

[@FinePointsBookkeeping]

Hi Tina! Have you taken the free QBO Accountant training yet? Those will help you work through QB and give you a refresher! Krista (FinePoints Admin)

[@Countryheart22]

@@FinePointsBookkeeping I haven’t. Thank you! I’ll get on and do that. 😊

[@LudVJorge]

Really good this video! A lot of good information and straight to the point!

[@FinePointsBookkeeping]

Thanks so much!

[@ashiomaisu9469]

Hello. Thanks for always providing very useful information.

[@FinePointsBookkeeping]

You're welcome! Thanks for watching. Do you have a bookkeeping business now?

[@ibrandieshay]

You are a rock star! ⭐️ Thanks!

[@FinePointsBookkeeping]

Thanks so much 🤗

[@omarfarid8646]

Do you think bookkeeping will disappear in the future and why

[@lisarkippen2182]

It would be great if you would share your list of things to do. Template checklist or ebook.

[@FinePointsBookkeeping]

Hi Lisa! I will let Morgan know this is something you would find helpful. Thanks for watching! Krista (FinePoints Admin)

[@krystleremington8845]

Your videos are so helpful and as I'm watching and going through my Quickbooks training I'm learning so much! I feel though I am leaning bits and pieces here and there. So for my own clarification I want to provide any example and see if I've got the idea right. 😅 Example: Customer makes a purchase on their debit card. They send me the receipt and I document the expense transaction as "Office Supplies". Now reviewing the bank feeds I'll be able to match this expense transaction to what's posted in the back feeds. Does this sound correct? Thanks!!

[@ninersbaby17]

hi! - wondering how much you bill hourly and where you're located. Thank you!

[@annietherold5921]

Question- With a new client, even though you're charging hourly, do you require a 5 hour deposit up front? If not, what is your experience with actually getting paid after you've done the work on a new client?

[@purelove2485]

Annie Herold , I'm no expert but you don't have to charge hourly you can make more by doing monthly. Let's say you get done quicker, then you will be making less because you get done quicker. It's up to you but I'm in book training school and it's just the way they teach us but I am happy for you💗 I am learning as well 😊

[@Wilfredos_]

ThankYOU for doing the videos, where can I find the contract to give to the client?

[@FinePointsBookkeeping]

Hey! In Morgan's class, Bookkeeper Business Coach - finepoints.newzenler.com/courses/bookkeeper-business-coach, she has a sample client contract available to download ... Morgan does also have a video with more info on client contracts here: kzbin.info/www/bejne/bGaXgGd3e5epiJo Krista (FinePoints Admin)

[@therealdjt6219]

Could you link your checklist? Sounds amazing!

[@FinePointsBookkeeping]

Here you go! finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1

[@dennychow943]

Thanks for your videos, really gaining confidence in doing my own bookkeeping. I graduate with my accounting degree next year and about to take me quickbooks certification. Do you think I can dive feet first and start a llc and start getting clients? Or do you think I should try to get a entry level accounting job first?

[@FinePointsBookkeeping]

Hi Denny, good question. I would save dive in! It's probably a matter of personal preference, but that's what I would do--it seems like you have great schooling and are gaining experience.

[@saritaylor3648]

Would it be ok for you to have an excel template as to what you use hun

[@jeffersonnguyen2774]

Do you also capitalize assets with monthly amortization write-downs for your clients?

[@maritssabarrera3405]

Hi I just found your channel, and have so many questions. Do you ever email or talk to us supporters over there phone for better understanding?

[@winesap2]

Why don't you do any manual payroll in QB? Does it add too much extra work? Do you just recommend the client gets a payroll service if they don't have one?

[@keluchalondono9220]

I’ve heard that if you give someone a financial advice or busses advice and it doesn’t turn out like they want it, they can sue you?

[@wheres_bears1378]

this may be a silly question but how do you get your hands on paper invoices if the client isn't tech savy, do they just post it out to you? what about email invoices etc?

[@therealdjt6219]

Awesome content! When you mentioned processing checks, do you also do received cash or personal receipts from your client?

[@FinePointsBookkeeping]

Yes, that can happen depending on the client (I try to train them away from that).

[@natalias2494]

Hi, how often do you do adjusting entries?

[@jacquier5312]

Do you reccomend having e&o insurance?

[@melanierombal6875]

What is the main difference between what you do and what an accountant does for the same business? And why does the owner need both?

[@mohamedamr8081]

I think what she meant by accountant is the tax preparer or the cpa

[@FinePointsBookkeeping]

👆 Yes, true! I don't prepare taxes, that's the main difference.

[@upspace]

What is the 'ask your accountant' section you are referring to?

[@FinePointsBookkeeping]

It is just one of the expense categories that I use to organize transactions (similar to office supplies or utilities). It comes pre made in QuickBooks, and I use it to drop all of my question items in that I need to ask my client. You could also rename it "questions for owner" or "ask John."

[@queenmojo]

What version of QB are you using?

[@FinePointsBookkeeping]

The accountant version! My clients have a variety of versions

[@bdraughon22]

@finepoints do you charge for those extra services your providing for planning and strategy?

[@FinePointsBookkeeping]

Yes, it should be rolled in as part of the fixed rate. I (like many people) do have a tendency to undercharge, but I'm working on it! :)

[@daphvk7918]

What do you mean input the checks?

[@FinePointsBookkeeping]

When the business owner writes a paper check, I put it into QBO (then, it's ready to "match" when it's cashed by the recipient and comes in through bank feeds). :)

[@daphvk7918]

FinePoints ah I see. I have been learning so much from you. I am so glad! I started my bookkeeping business and haven’t gotten any luck finding a mentor. It’s hard because if I have a question I don’t have anyone to ask😢.

[@coffeeislife147]

Do you have any recommendations for a laptop? I’m looking into getting a refurbished one. And would it be ok to use wifi from a coffee shop, at least until I can afford internet at my home?

[@mohamedamr8081]

I would advice on getting a laptop with a good ram and CPU, the onr I have is 4 gb ram and dual core cpu and it is really really letting me down. If you're tight on money I would go for in-house bookkeeping (stay safe from corona!) so you do it at the client till you can get the funds for a good laptop (you can find plenty of good ones for less than 800 bucks). Goodluck

[@FinePointsBookkeeping]

I'm not a big computer expert, but it sounds like Mohamed's advice is good! I started out using the computer I already had. I do not recommend working from a coffee shop unless you have measures to protect your wifi (like VPN). Maybe you can share a friend's internet?

[@FinePointsBookkeeping]

Good tips, thanks!

[@coffeeislife147]

thank you, I appreciate both your responses 😊 I didn’t know about VPN but I’ll look it up👍🏻

[@barmazor909]

Hi, why don't you do payroll?

[@FinePointsBookkeeping]

Good question. I don't do manual payroll in QB because I find it tedious and the rules change frequently (I've taken a class on it, but don't feel like I have the knowledge to do it confidently). But if my client uses a payroll company, I put it into QBO (there's a certain way to do it).

[@daphvk7918]

FinePoints how do you put it into QuickBooks?

[@youngbharatjustthink]

Hai mam iam a commerce student, I am struggling alot from many years if you give me a chance it helps me alot, if you give me outsourcing work if any chance then it will helpful for my family and me

[@tiffanymay1380]

Do you have an Instagram?