Pick the BEST Bookkeeping Clients

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What are signs of a great bookkeeping client for your business? Often, it is a gut feeling--but what else can you look for when finding bookkeeping clients? Does everything feel hard when working with them? Do they grumble about the pricing? Make sure the client will respect your boundaries and has reasonably good communication.
Videos mentioned:
Jason, "be the best for best client": • 18 RED FLAGS When Your...
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:

10 июн 2024

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Комментарии : 11

@2ozOz 25 дней назад

Been watching for the past 2 months, recently got my QBA pro advisor and already got my Intuit Bookkeeper Certification. Thanks for everything, now I'm trying to get over imposter syndrome and find clients!

@MrsLilLady86 4 дня назад

Great video! I plan to be really picky with selecting clients. I would rather work with a few clients who are a good fit instead of many clients who are not. I will revisit this video when I need to remind myself of what exactly are we trying to build. Thanks!

@richardlebreton6690 25 дней назад

chatting with a possible new client and he started arguing with me over expensing personal cost in the business. "Everybody does it!" was his argument

@yanak7159 25 дней назад

These are on point. I’ve had my share of clients that I had bad feeling about and they did turn out so hard to work with and had to let them go!

@DWerth-hk5ig 25 дней назад

Thank you Morgan. Excellent advice as always.👍

@GeorgeofVA 25 дней назад

Very good video Morgan. I believe that work clothes that double as protective gear can be deducted from the business taxes. I.E. steel toe work boots, demin overalls, hard hats. And in a round about way, we should treat our selection of clients as if we're vetting a personal relationship partner?

@vinsoh8575 25 дней назад

marketing is everything

@NapaRunner 25 дней назад

Thanks for this video. Watched a few of your videos and I'm leaning towards Physical Therapy Business Owners as my niche. Do you have any tips when it comes to bookkeeping for that specific niche? Much appreciated, thank you!

@AvinashSingh-vj3rk 17 дней назад

❤

@corinatorres3495 24 дня назад

love watching your videos! im currently working on getting my quickbooks proadvisor. when i first started i didnt know if i'd go through with it but now that i know i will, how can i change my business name in quickbooks? Could you make a video on that?

@FinePointsBookkeeping 18 дней назад

Hey! I will let Morgan know you would like a video on how to change your business information in QBO. Thanks for watching! Krista (FinePoints Admin)