What questions should you ask prospective bookkeeping clients

[@shaztec1021]

Very important information my future bookkeeping business. Thanks for sharing your experience

[@VeronicaWasek]

You're welcome. Most important lesson - listen to a prospective client. They'll generally tell you everything you need to know.

[@rickeyhughes7380]

Hello. This is Rickey Hughes again. I have just watched your video on KZbin about what questions to ask prospective clients. I think it was helpful about what you said, and I think I would need more advice on operating my Bookkeeping and Accounting business, even if I have to watch the video again. I look forward to your response, and also look forward to seeing more of your upcoming videos. Thank you, so much, for sharing this one. I look forward to hearing from you again.

[@5MinuteBookkeeping]

You're wecome, Rickey!

[@papguisse]

Hello. Thanks for sharing your experience about handling a prospective client. I'm a few steps from starting a bookkeeping and accounting business and this was one of my biggest challenges.

[@5MinuteBookkeeping]

Hi Yang. I'm glad you found this helpful. Be sure to join my Facebook community - we have lots of new bookkeepers in our group. It's a great place for support and encouragement and a safe place to ask questions. The link is in the video description.

[@danielm.wekesa809]

Thanks, Veronica, for the insightful tips.

[@5MinuteBookkeeping]

You're welcome, Daniel.

[@ahavataxservice3427]

Awesome Info Veronica!

[@user-od8es2ve5g]

Good stuff.

[@5MinuteBookkeeping]

Thanks!

[@yusyaragon8812]

Thank you Veronica, I love your vídeos and I learn too!!

[@5MinuteBookkeeping]

Glad you like them!

[@luxurytaxprep]

Great questions. Thanks for sharing.

[@5MinuteBookkeeping]

You're welcome.

[@cherylzieglercreations]

Thank you so much for all your helpful information.

[@5MinuteBookkeeping]

You're welcome :)

[@orlandosilverwolf4449]

Excellent! Thank you so much for your information and insight

[@5MinuteBookkeeping]

You're welcome, Orlando!

[@janhebenstreit6654]

Thanks for sharing your information. It is very helpful! My experience with bookkeeping for over 20 years has been with QB desktop. I am in the process of setting up a bookkeeping business from home. The last job I had the QB file was so large, I had to save to flash drive and bring to Accountants office for year end Financials and Tax Report. How do you get access to QB information if they have QB desktop version?

[@5MinuteBookkeeping]

I started my business in 2010 and focused on QuickBooks Pro/Premier and Enterprise. I transitioned to QuickBooks Online in order to make it easy to access my clients' books and have been able to build a nationwide business because of working with QBO. I do have 2 or 3 desktop clients and they either have their books hosted using Right Networks or they use QB Enterprise and their IT people set up access via Terminal Services. It is more challenging to work with QB Desktop clients. Some people also use QBox to access their QB Desktop clients' books but only one person can use it at one time.

[@JShaNee]

Thank you so much!

[@5MinuteBookkeeping]

You're welcome!

[@hashimasmatshah2337]

one of the best video i have seen . best one

[@VeronicaWasek]

Thank you very much :)

[@5MinuteBookkeeping]

Thank you!

[@theguybrandon]

Very helpful information thank you

[@5MinuteBookkeeping]

Glad it was helpful!

[@veronicamedrano9092]

Hi Veronica😊I’ve watched several of your videos today and am very impressed with how thorough you are. I’ve gained so much insight from you compared to others I’ve watched so far-awesome job. I had an important questions I’m hoping you have advice for. In your video (as well as other bookkeepers’ videos), it is mentioned to review the clients’ files before you talk price. But what if they do not have any books to review?? I currently have a prospective client who I’ve learned so far has NO books. They have some random lists in Excel and handwritten transactions, but no accounting system. Obviously I would have to get them set up in QB from scratch and the most I can think of is to request the tax returns just to see the income and business deduction (expenses) amounts to get an idea of revenues. They are also very interested in me teaching them how to use QB. How would you approach this in order to get accurate pricing?? Your feedback is greatly appreciated!

[@5MinuteBookkeeping]

That's a great question, Veronica. I came across a similar situation this week. If a client hasn't set up their books, it will take you time to go through everything they have to put their books together. You can either charge for that in advance or make it part of your QBO set up fee (and price it accordingly, of course).

[@rezaadl1597]

thanks so much very helpful

[@5MinuteBookkeeping]

You're welcome!

[@prudentwomen]

Your videos and teachable courses are sooooo helpful. THANK YOU! I really want to buy one of your larger courses. Do you do Black Friday sales???

[@5MinuteBookkeeping]

Yes, I will have a Black Friday sale. I also usually have a promotion every month.

[@prudentwomen]

@@5MinuteBookkeeping I need to get on your mailing list so I don't miss it. I'm hoping I'll be able to save enough by then. THANKS again for so much valuable information and content. You are such a blessing!