One Client, START TO FINISH (part 1: On-boarding) Be a bookkeeper!

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Following one bookkeeping client from start to finish. This video is part one of two, and it's all about on-boarding bookkeeping clients. If you've been wanting to start a bookkeeping business, this will give you an idea about what an initial client meeting would entail, along with the first couple months with a new client. There is often some catch-up bookkeeping work when you on-board a client. This video gives my tips and tricks for how best to learn their business and get started as a bookkeeper.
Part two: • One Client, START TO F...
My website: www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: sk293.isrefer.com/go/BLIO/ML82/
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): finepoints.newzenler.com/cour...
🟢How to get clients (Bookkeeper Marketing Coach): finepoints.newzenler.com/cour...
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): finepoints.newzenler.com/fp/b...
➡How I got my first 3 CLIENTS (free masterclass): finepoints.newzenler.com/fp/c...
➡Start a bookkeeping business (free checklist) finepoints.newzenler.com/f/st...
➡LEARN bookkeeping (my favorite training options): finepoints.newzenler.com/f/ce...
➡Where to start bookkeeping (chart): finepoints.newzenler.com/f/de...
➡Tax Biz (free intro class on taxes): sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: www.finepoints.biz/resources
➡ Please SUBSCRIBE! / @finepointsbookkeeping
☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan...
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: www.boomingbookkeeping.com/re...
Nerd Enterprises: www.nerdenterprises.com/a/202...
5 Minute Bookkeeping: courses.5mbacademy.com/?ref=a...
▶My Bookkeeping Tech Tools: www.finepoints.biz/blog/techn...
▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
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"...
#bookkeeper #finepoints #bookkeeping

Опубликовано:

23 июл 2024

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Комментарии : 103

@FinePointsBookkeeping 4 года назад

Thanks so much for watching! If you want in-depth info and action steps on how to START YOUR BUSINESS IN 30 DAYS, check out my course here (available only in April 2020): finepoints.teachable.com/p/bookkeeper-business-coach

@linkingwithnaz1295 4 года назад

Great stuff. There's a lack of this content on RU-vid

@FinePointsBookkeeping 4 года назад

Thanks so much! I really appreciate your comments and support.

@Tonicouture11 5 месяцев назад

Thank you for this. I’m just beginning my research into book keeping business and I feel like I’ll finally get someone interested and then I’ll freeze like ok what’s next? 😂

@DarkCeasar85 3 года назад

So I think I made it to the right channel. I hope you are still putting out content!

@FinePointsBookkeeping 3 года назад

I am!

@suzannafaagau9823 2 года назад

Thanks for these trainings!

@chandarose Год назад

Thank you!! First video I’ve seen with clear understandable explanations of this process.

@JamesTruong 4 года назад

This was really helpful to see the breakdown of the process from your side. Really gives an understanding of how a business owner can help bookkeeper’s do their role much easier and more efficiently. Keep putting up🔥🔥 content!

@ministryformama4111 4 года назад

Great info, looking forward to part 2!

@FinePointsBookkeeping 4 года назад

Thanks for watching! 💗

@dolsiemercado3140 4 года назад

Excellent, can not wait for part two.

@FinePointsBookkeeping 4 года назад

Thanks for watching!!

@jan3195 4 года назад

Another very helpful video, Morgan. Thank you.

@FinePointsBookkeeping 4 года назад

I appreciate the support!!

@WC1Master 4 года назад

Thank you so much for all info! Very informative videos! 😊🙏🏻👍🏼

@FinePointsBookkeeping 4 года назад

I'm glad!

@BibiRobbin 4 года назад

Thank you so much for the work you do! I really appreciate your videos.

@FinePointsBookkeeping 4 года назад

Thanks so much! That means a lot.

@nicoleb6867 2 года назад

Great information! Thanks for taking the time to walk us through your process.

@arvindazad Год назад

How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺

@Mbsde316 4 года назад

Nice video! Great explanations! Thank you.

@FinePointsBookkeeping 4 года назад

Glad it was helpful!

@ppena76 3 года назад

I followed you from CICI videos you both are awesome! thinking of pursuing bookkeeper thank you! alot great info. :)

@FinePointsBookkeeping 3 года назад

Awesome! Thank you!

@marcthomas7565 Месяц назад

You Rock!

@612ksm 2 года назад

Thanks

@jeaninebrouillette2461 3 года назад

Another great video. I would really like to see a video on contracts. Love your content, your videos are very helpful.

@FinePointsBookkeeping 3 года назад

Here's the link! Bookkeeper contract video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-654O4AF2vR8.html

@arvindazad Год назад

How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺

@darrensashahull5425 3 года назад

How do you handle billing for time spent on phone calls, etc to get everything up and running? Is it all billable hours from the time they sign the contract? I have really learned a lot from your videos so far. Many thanks!

@shimasharif1121 10 месяцев назад

Yes to hellosign video

@annaufal3509 8 месяцев назад

Great videos. Do you have video that shows how do you keep track your time in quickbooks?

@ayansajid1 4 года назад

Kindly share websites from where new bookkeepers can get clients and can learn accounting softwares for free.i suggest also make videos on how to use accounting softwares . By the way your videos are awsme full of knowledge based on real experience. Gud luck keep it up!!

@jennifersepulveda1369 4 года назад

Heyy thanks so much 😘

@FinePointsBookkeeping 4 года назад

Thanks for the great idea!! A lot of people have found it helpful. 💗

@ayansajid1 4 года назад

Hi your videos are full of knowledge. I would like to suggest you that make a video regarding websites from where new/fresh bookkeepers can get clients .

@FinePointsBookkeeping 4 года назад

Great suggestion!

@wbspangie 4 года назад

Thank for you this video! Very informative and answered a lot of my questions. I was wondering for a video idea if you can make a video about the most commons issues you face when first on-boarding a client? As far updating messy Chart of Accounts or when personal expenses are mixed up with business expenses. Just want to get an idea if possible. Thank you!

@FinePointsBookkeeping 4 года назад

Oh yeah, great idea. I'll put it on my list!!

@brittaniejones8755 3 года назад

Yes I was wondering about a more detailed video regarding the on-boarding process

@RahmanRezky 4 года назад

Great information! Thanks for all of your Bookkeeping Videos. They are really inspiring. I'm interested to Start the business. The thing is I'm currently living in UAE. Do you think it's possible for me to find prospects from US without meeting them face to face?

@jorge-sw3wh 3 года назад

This is great 👍...I wonder if you can put one on marketing ??

@fitorrnot559 3 года назад

Do you have a video for the HELLOSIGN website?

@Sameh_Elnagy 3 года назад

Hi How to add a client to quickbooks that had a bookkeeper and have last year financial statements? Do i use journal entries for opening balances or there’s a way on QB as opening balances in the chart of account.

@xochitlperea2104 2 года назад

Hi Morgan! This video was super helpful! I was wondering what information you usually ask for when you email your client after that initial call? I'm not sure what documentation I would need aside from their QBO access?

@FinePointsBookkeeping 2 года назад

Here's a video Morgan did on client interviews (in the description is a free download for client questions to ask): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-nE4Mty6MDVE.html -Gabe (FinePoints Admin)

@loric1909 4 года назад

Hello! I'm interested in the signing of contracts video you talked about making. How they sign electronically and how can you make that secure? Also, you mentioned not accepting clients that are too small. How do you determine if they are too small and too big? Thanks!

@FinePointsBookkeeping 3 года назад

Here's the link! Bookkeeper contract video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-654O4AF2vR8.html

@christiangonzalez4182 4 года назад

Hey morgan, do you have the list you ask your potential client on your first interview?

@chriskyger2459 3 года назад

I have the same question

@azul5502 Год назад

Hi Morgan, question on setting up a bookkeeping client into QuickBooks: how do you enter the client's history into your QB system? Is that even relevant?

@racheld4418 Год назад

I’d like to know this too. If you take on a client in the middle of the year, when on boarding what do you do with the first half of the year?

@bananabeets 3 года назад

I'd like to see a video about the contract and how you digitally sign them.

@FinePointsBookkeeping 3 года назад

You got it!

@FinePointsBookkeeping 3 года назад

Here's the link! Bookkeeper contract video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-654O4AF2vR8.html

@saritaylor3648 3 года назад

Would you possibly share the sheet on questions u ask hun

@happyveganearthlings 4 года назад

Hi there! I’m not sure if you are going to talk about this next, but when on boarding a client, are you automatically a contracted employee needing a 1099? Or is there an option for you to just be like a service with no 1099? Thank you!

@FinePointsBookkeeping 4 года назад

Yes, I'm a 1099 contractor. Good question!

@bebe4235 2 года назад

Unless you are a Corporation, yes you need to get a 1099. I'm not 100% sure so please verify with attorney or CPA.

@maritzalara9347 3 года назад

I am having a very hard time building contracts and initial meeting checklists forms. Is there any website or links you can recommend? Thanks.

@FinePointsBookkeeping 3 года назад

Here's the link! Bookkeeper contract video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-654O4AF2vR8.html

@ronhoover5516 3 года назад

Hi Morgan, great job on the videos!! You're inspiring a lot of people to start their bookkeeping businesses on here and that's an admirable thing! Question: how about a video explaining how clients are "offboarded"; i.e. if you decide you don't want to work with an existing client anymore for whatever reason. What's the process of handing the keys to QB back to the client? How does that typically work? Are you 'de-invited' somehow? It's maybe not as popular a concept as that of 'onboarding' a client, but still has to happen pretty typically in a day in the life of a bookkeeper. Maybe I'm making it too complicated but I'd just like to know, and others may as well. Keep up the great job on the videos!

@FinePointsBookkeeping 3 года назад

Great idea, love it! I'll put it on my list of upcoming videos to work on.

@jennm1753 2 года назад

Which video do you go over the questions you ask/address during the interview? Thanks for all the info!

@FinePointsBookkeeping 2 года назад

This video may help: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-QQftYADGovo.html -Gabe (FinePoints Admin)

@jennm1753 2 года назад

@@FinePointsBookkeeping Thank you very much!! I really appreciate all the videos you do for us, they are very informative.

@amberjacobs1895 9 месяцев назад

Is it possible to start out JUST doing one or two things for a company in QBO (like maybe just doing the payroll, or just doing bill pay, or just doing some of kind of data entry)?

@FinePointsBookkeeping 9 месяцев назад

Yes, that is defiantly possible. Check out this video where Morgan talks about the #1 service to offer as a new bookkeeper (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-rgaiu88Q_Fo.htmlsi=oXhb1c0cxNHUdPhd) Krista (FinePoints Admin)

@billycovilla1658 4 месяца назад

Hello. When charging $40 per hr is that everyday ?

@MaqhaweLunga-TruthNet 3 месяца назад

Do you have a video of the whole process in Quickbools of settling up for a legal practice, onboarding clients, attorneys, managing their cases up to the point where the attorney gets their commission

@FinePointsBookkeeping 3 месяца назад

Hey! It doesn't walk through all of those process, but Morgan does have a video on bookkeeping for attorney's that you might be interested in if you haven't seen it already: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-7N3Z7nAFtfI.html Krista (FinePoints Admin)

@MaqhaweLunga-TruthNet 3 месяца назад

@@FinePointsBookkeeping thank you for the response. Let me check out the video you have recommended

@suzannafaagau9823 2 года назад

How do you know what to charge

@pollyanna2645 2 года назад

As you begin building a client base, how do you work the end of the quarter with multiple tax filings without feeling overwhelmed?

@arvindazad Год назад

How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺

@loric1909 4 года назад

If you're not charging hourly but you're charging a flat fee, would you still use the timekeeping function and put your times on client's invoice?

@FinePointsBookkeeping 4 года назад

No, I wouldn't! :)

@arvindazad Год назад

How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺

@amazeyosa 2 года назад

Hi! Is it professional looking if you show a print out of your package offering choices with a prices?

@FinePointsBookkeeping 2 года назад

You can definitely do that if you'd like! It's professional to have some place to sent potential clients to in order to learn about your pricing and packages, though sometimes pricing will depend on what all you do for that specific client or how large that client's business is. -Gabe (FinePoints Admin)

@amazeyosa 2 года назад

@@FinePointsBookkeeping ok. Thank you so much. Its a big help

@lisarkippen2182 10 месяцев назад

It would be great if you had a checklist or eBook on this.

@FinePointsBookkeeping 9 месяцев назад

Ohhh, great idea!

@Tinley-qx3dl 2 года назад

Hi 👋 Just wondering what is too small for a bookkeeper who wants to make 400$ a client? Thank you 😊

@chytealthedeal 2 года назад

If the client has you keeping their books quarterly: When does the quarter start and stop? Do you still make them pay you for their monthly QB subscription if you have included their QB fees into your pricing system? If not, do you just pay their monthly fee and cough it up to your quarterly expected payment?

@FinePointsBookkeeping 2 года назад

many times quarterly can depend on when they need to pay quarterly taxes, so checking their state for that information could be helpful. If Morgan includes the QB fees into the pricing structure, then she pays the monthly fee. This goes under her own business' bookkeeping expenses. -Gabe (FinePoints Admin)

@monicagomez1537 2 года назад

How do you handle a client who has merchant accounts and consistently doesn’t pay the statement ending balance ? I took on a new client who needed all of 2021 reconciled; however he has !6 CREDIT CARD ACCOUNTS! where he pays throughout the month whatever dollar figure he wants. I have been placing the overpayment in prepaid and then removing it the next month; however, he has had all 6 merchant accounts since before 2021 so the prepaid balance does not match the difference in overpayments on the credit card statements. I’m overwhelmed !

@timothyjames737 Год назад

Which version of QuickBooks do you use?

@FinePointsBookkeeping Год назад

Hi Timothy! Morgan uses QuickBooks Online. Krista (FinePoints Admin)

@lovelysantiago3576 4 года назад

Hi Morgan. Do you have a Contract or Proposal template/sample? I'm from the Philippines and wondering to start doing bookkeeping online. Thanks

@FinePointsBookkeeping 4 года назад

Hi! I have one, but I don't typically give it out (not sure of the legal implications). I do share it in my paid class: finepoints.teachable.com/p/bookkeeper-business-coach Or you can google to find one!

@tam5725 3 года назад

@@FinePointsBookkeeping not helpful

@FinePointsBookkeeping 3 года назад

Here's the link! Bookkeeper contract video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-654O4AF2vR8.html

@sandygeronimo626 4 года назад

Thanks for the info. I have been researching bookeeping as a side hustle, and find your videos to be very informative. My question is how you learned bookeeping, did you do a course online or take a class? I am having so much trouble because all i find are courses that cost thousands of dollars and i cannot afford to do. I also haven’t had much luck finding a bookeeping class in community colleges, they usually have classes for accounting degrees but not just for bookeeping. What would you suggest i can do that is not so expensive but that can teach me bookeeping.

@FinePointsBookkeeping 4 года назад

Hi Sandy, thanks for watching my videos! Hopefully you can find some advice here as you're deciding which direction to go. I recommend becoming a QuickBooks ProAdvisor as the first step. It's free, and I have a video about how to sign up for the test (are you in the US?). Then, try to get some experience by doing your own books, or volunteering for a friend's small business. Then, you can gain confidence to take on bigger clients. Free certification: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-H90PyiBJ8Kw.html

@sandygeronimo626 4 года назад

FinePoints thank you, i will do that.

@davidbaldeo1466 3 года назад

Hi Sandy! Are you based in Toronto Canada?

@chriskyger2459 3 года назад

Do you have a new client interview questions list?

@stevemyers2092 5 месяцев назад

i wouldn't do any work for a small business without getting paid upfront. They don't always pay your invoice.

@arvindazad Год назад

Ma'am YOU ARE VERY BEAUTIFUL ❤️. Please answer my question now 🙏 How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺