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What I would do DIFFERENTLY starting out as a bookkeeper? 

FinePoints
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What I would do DIFFERENTLY starting out as a bookkeeper? These are my mistakes that I made starting out as a bookkeeper and advice on how you can avoid them. I talk about creating your network, being ready to work from home, how to focus your bookkeeping business and charge what you're worth. Let me know if you're a bookkeeper or thinking about starting a bookkeeping business. I'm happy answer any questions you have!
Mentioned in the video:
How to start a bookkeeping business CHECKLIST download: finepoints.newzenler.com/f/st...
How to start bookkeeping video: • Be a Bookkeeper! How t...
Creative childcare ideas: • 10 creative CHILDCARE ...
Work from home playlist: • "BLOCK SCHEDULE" for p...
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

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6 июл 2024

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Комментарии : 64   
@FinePointsBookkeeping
@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
@carajballard4209
@carajballard4209 3 года назад
I love the length of your videos. Very concise & practical. I watch them while I get ready for my day job. Keep it up!
@jaynefranzinoromero1640
@jaynefranzinoromero1640 2 года назад
Thumbs up!!! Best practical advice.
@ev6350
@ev6350 Год назад
This was awesome, great insight thanks for sharing
@Leechamody
@Leechamody Год назад
Very helpful ! Thank you
@ronhill8333
@ronhill8333 Год назад
Great job Morgan I've heard good recommendation about you
@savannanash1449
@savannanash1449 3 года назад
I just started my bookkeeping business! I love your videos. They’re so helpful
@adrienemurphy1110
@adrienemurphy1110 Год назад
Hi Savanna, it's been a year. How's your bookkeeping business going?
@rickeyhughes7380
@rickeyhughes7380 5 лет назад
Hello, Miss Morgan. This is Rickey Hughes. I have just watched your video about starting up a Bookkeeping Business. I believe those are great ideas, you have, about starting up a business in Bookkeeping. I already have a Bookkeeping and Accounting business at home. However, so far, it has not been too successful. I hope to see more of your upcoming videos, hopefully about the right way to operate a Bookkeeping and Accounting business. That is all. Thank you so much. I also look forward to hearing from you.
@FinePointsBookkeeping
@FinePointsBookkeeping 5 лет назад
Thanks Rickey!
@biancavillapando237
@biancavillapando237 3 года назад
Hello Morgan! I am also a stay at home mom,and just starting my freelancing career as a bookkeeper. I happen to watch one of your videos and it's helping me a lot to know more about this career. Hopefully I can get a client soon. I will keep watching your videos.
@heatheramerson6424
@heatheramerson6424 2 года назад
Hello Biana. I am a newly single mom of 3 and wanting to stay home for my kids like I have been the past 6 years. Just wanted to check in and see how it is going for you so I can have some inspiration :)
@Smilebenrod
@Smilebenrod 4 года назад
Excellent!!
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Glad you like it!
@bryanramirez1280
@bryanramirez1280 3 года назад
Another great video Morgan :) Thank you. I have a question, what businesses do you specialize in and why?
@FinePointsBookkeeping
@FinePointsBookkeeping 5 лет назад
Thanks for watching! Have you started a business? What was your biggest mistake starting out?
@christineross7495
@christineross7495 5 лет назад
Thank you very much for this video and checklist. I am in the process of starting mine and trying not to get overwhelmed. This is all new to me, so am learning as I go. Should I get a client(s) before I have everything lined up or wait until all is done?
@FinePointsBookkeeping
@FinePointsBookkeeping 5 лет назад
@@christineross7495 Congrats on getting started! It may take a little bit to build up some clients, so I don't think it hurts to start putting feelers out right away (within a couple months of when you're ready to start). The main thing is learning QB, and you may work a little bit slowly with your first client (until your skills progress), but you'll get faster and faster. Let me know if you have any other questions!
@christineross7495
@christineross7495 5 лет назад
@@FinePointsBookkeeping Thank you Morgan. I am learning QB and will start putting my name out there.
@katiejones9106
@katiejones9106 2 года назад
Morgan, I have a clarifying question. Can you be more specific about what your parameters a medium size business would have? What data do you use to determine if a business is too small or too large for your liking?
@sne8565
@sne8565 4 года назад
I work in the finance industry and am also a licensed esthetician. I want to combine both worlds and provide bookkeeping for spa and salon owners. I've watched some videos of yours and other RU-vid bookkeepers but can't seem to get a good idea of salary. REALISTICALLY, what can I charge for level 1 bookkeeping (I know you charge $250) as a new bookkeeper, and level 2. Thank you so very much for your videos!
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Love it! What a great niche and experience. I'm still figuring out how to teach pricing, but basically I'd estimate the hours it would take you and multiply by the hourly rate you'd like to be earning (plus a little extra for unknowns). Here's what I said in a different video: I classify small clients as approximately 5hr/month, medium as 10hr/month and large as 20hr/month. This isn't a perfect science, but that is a general idea of how I'm thinking of it. I don't know exactly when on-boarding a client where they will be (although I am getting better at determining this the more experience I get)... so, I just charge an hourly rate for the first few months. The client won't know exactly what their bill will be, but that is often the case with service providers (lawyers, accountants, plumbers, etc.). Then, if possible, I do try to offer a fixed rate once I know how much work the client will have.
@journeyssteps
@journeyssteps 4 года назад
Just got a little further into this video. So, I used to own a real estate and financing business for a little over 12 years. Working from home then was perfect because I had a baby, but I seemed to lose connection with the outside world. I was a one woman show majority of my conversation came from negotiations, conference calls, etc. So when I did attempt to hang out, I often did not have much to talk about, besides mothering and my business. Now that I'm a professor, I will have a lot more interaction with people outside of just business, so I don't anticipate running into the same issue.
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Yes, so true! That is one of the drawbacks of working from home (or staying home with kids). Glad you have a good balance now!
@karenparks5606
@karenparks5606 4 года назад
Hi Morgan, First of all really good content. I love all of tour points. I just have a quick question: In your video you said you like medium size business so you can give them “advice”. How can you do that when you don’t have an accounting degree? What if you give a client the wrong advice and you make lose money? And then they sue you? (That is one of the questions I always asked myself and I’m an accountant. I guess that is something that has kept me away of giving advice).
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Hi! Thanks for watching! The type of advice I'm talking about is just general lay-person, business advice. Maybe something like "It seems like you're spending a large percentage of your income on advertising, are you getting a return on that investment?" or "here is a list of your open invoices." You're right, I'm not giving tax advice, but just observations as someone who is intimately aware of where each dollar is going.
@stoneyj1a1
@stoneyj1a1 4 года назад
Great points. Great resources, I need to start my business someday sooner rather than later
@adrienemurphy1110
@adrienemurphy1110 Год назад
Hello, did you start your bookkeeping business? If so, how's it going?
@stoneyj1a1
@stoneyj1a1 Год назад
@@adrienemurphy1110 nah. I crunched the numbers and it doesn't seem to be super profitable. Probably better off with a second job.
@adrienemurphy1110
@adrienemurphy1110 Год назад
@@stoneyj1a1 Ok. Thanks for responding.
@lovethybodyco7635
@lovethybodyco7635 4 года назад
Can you do a video on a beginner friendly bookkeeping using excel And then I need a video using QuickBooks for beginners if it’s not a hassle for you please and thank you, you are very appreciated! 😊🙏🏽👸🏽
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Yes! I have the excel one planned in the next month or so. And, I'll do a video on resources that you can use to learn QB. Thanks for the requests!!
@Mommyshnugs
@Mommyshnugs 4 года назад
I’m currently a stay at home mom but I’ve had data entry jobs before and enjoyed them. I’m looking to start a stay at home business since I have small kiddos but would also like to contribute toward our family financial goals. My biggest concern is honestly noisy kids/crying baby during potential client calls. How were you able to work evenings and weekends and still manage home, kids and clients? I think it’s amazing that you were able to do all of that!
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
I feel you! I really wasn't on the phone a ton with clients--yes, there's an initial phone call or two, but usually I could find a way to squeeze those in. I did a lot of babysitting trades with friends/neighbors (sometimes for bookkeeping). And, many of my clients were flexible about a phone call during non-typical business hours. It didn't really work for me to work while my kids were with me (although some people do). I used nap time, babysitters and when my husband was home--maybe some screen time in a pinch. :) I do have a video on childcare ideas, I'll link it below if that helps. Also, keeping in mind your "why" is helpful when things are busy!
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-S5CmCClCgrc.html
@user-rf5xc5sf6m
@user-rf5xc5sf6m 10 месяцев назад
hi, I want to start my own bookkeeping business, my question is why you don’t do taxes too?
@seph4707
@seph4707 2 года назад
What kind of things would you consider spending more money on early on?
@loric1909
@loric1909 4 года назад
What's a good way to learn about financial planning and budgeting to be able to give advice to your clients?
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Hmm, good question. I would say Bookkeeper Business Launch. But, I can do some research on this and possibly make a video about it in the future.
@MAMFortnite
@MAMFortnite 4 года назад
If I am just starting out with no experience in this specific field, do you think the quickbooks pro cert will be enough to get me started doing books for small businesses?
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
I'd start there, and then pair it with some hands-on experience (volunteer for a friend's business, do your own books, work with another bookkeeper, etc.).
@adrienemurphy1110
@adrienemurphy1110 Год назад
Hello Jenn, it's been a couple of years. How is your bookkeeping business going?
@syedyasir7138
@syedyasir7138 4 года назад
Is excel is mandatory for a bookkeeper, or getting a specialist in Quickbooks will be sufficient to handle every type of client?
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Hmm, good question. I don't think you need to be an Excel expert in order to excel at bookkeeping (see what I did there?). But a basic knowledge of Excel is helpful.
@journeyssteps
@journeyssteps 4 года назад
Hi! I have been watching your videos one at a time. I'll probably have them all watched before long. I currently teach Accounting at two Universities. I have an MBA and a Masters in Accounting. I know for a fact I can do this, but have already started marketing my business. I want to ensure I am on the right path and would really like a little bit of coaching. I thought I heard you mention in one of your videos that you coach. How can I set that up???
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Hi! Sounds like you are well qualified & have great experience. I don't have a program right now for coaching, but it's something I am planning on next year--more to come.
@adrienemurphy1110
@adrienemurphy1110 Год назад
Hello, it's been a couple of years. How's your bookkeeping business going?
@journeyssteps
@journeyssteps Год назад
@@adrienemurphy1110 OMG, hi, yes it has been a long time. I finally got out of my own way and got very serious with the bookkeeping business. I still teach, but I also manage the finances for a few businesses. Over time, I have learned to select those clients that truly love their business and want to see it grow. I’ve had my good and bad moments, but overall, I am enjoying being able to add value to these small and medium businesses. How are things going for you? Do you still like it?
@adrienemurphy1110
@adrienemurphy1110 Год назад
@@journeyssteps It's only been a couple of months since I even started thinking about bookkeeping. I've been watching a lot of videos (Morgan and others), but I'm still in the "is it right for me" stage and looking for the right accounting principles course before jumping into the QBO training and certification. It's been a long time since the accounting course in college! I sincerely hope bookkeeping is right for me so I can start as a side business to my full time job, then grow slow and steady to get more experience, more clients, and eventually make it my full time job. I want to have enough experience before retirement instead of starting then with no experience because I believe it will take some time to get clients at first. Thank you for your response, and I wish you much success!
@RaineBowieArcade
@RaineBowieArcade 4 года назад
I'm really wanting to start!! I've been doing bookkeeping for employers for the last 5 years but I hate having to go to an office to work because my husband has a chronic illness and it's hard to be at work and be needed at home. I have tons of time every evening to do work... What about a business license...I'm having a lot of trouble finding info on if I need one or not?? Thanks!!
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
You can do it! You will probably need a license, it varies a lot depending on your state. I made a video with the details of this, I'll link it below for you!
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
Check websites for your city, state and county to see if any licenses are required. Oregon examples: licenseinfo.oregon.gov/ www.portlandonline.com www.co.multnomah.or.us
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-W089i96rbzI.html my video also has a checklist that you can download with details for starting your business. Let me know if you have questions once you watch it! :)
@RaineBowieArcade
@RaineBowieArcade 4 года назад
@@FinePointsBookkeeping I actually got on the phone this morning and made a couple of calls. I have registered with the state, got my tax ID and I live outside city limits so the city license doesn't apply to my home based business, although I still plan on getting a city license just to be safe because I am so close.
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
@@RaineBowieArcade that's awesome! You're one step closer!
@meganwolfe2185
@meganwolfe2185 4 года назад
Have you set an income minimum for your clients? What is it?
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
I've set a minimum amount that I'll work for: $250 per month. I don't take clients that can't afford that per month. It naturally does somewhat function as an income minimum, but a little different (if they don't make much income, but it's their priority pay for a bookkeeper, then I'm glad to take them on). When I started out my minimum was $100/month. Hope that helps!
@satechmill2675
@satechmill2675 3 года назад
If I use a specific software, does my client have to use that software too?
@karenparks5606
@karenparks5606 4 года назад
Hi Morgan, Do you have a degree in Accounting?
@FinePointsBookkeeping
@FinePointsBookkeeping 4 года назад
I don't--I've taken Quickbooks specific classes and certifications. 😊
@mohammedimran2813
@mohammedimran2813 4 года назад
Hi Morga i am using last 8 years quick books desktop version & from last couple of month i start work on quick book online in qbo lot of limitataions compare to desktop version can you please create vedio regarding qbo for me
@jesusjesusa7595
@jesusjesusa7595 3 года назад
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