Bookkeeper training: which order to do it?
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- Опубликовано: 25 июл 2024
- There are so many bookkeeper trainings and things you need to do to set up your bookkeeping business--so, what is first and which order should you do everything? In this video I answer FAQs about the order of bookkeeper training. Should you set up your business or take Bookkeeper Launch or my class or get certified or become a CPA? Watch the video to get my thoughts.
Things mentioned:
Chart: where to start bookkeeping? finepoints.newzenler.com/f/de...
How to start a bookkeeping business: • Be a Bookkeeper! How t...
Learn bookkeeping: • 8 ways to LEARN BOOKKE...
Bookkeeper Business Coach: my class, how to start your business in 30 days: finepoints.newzenler.com/cour...
FREE bookkeeper certification: • FAST and FREE certific...
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
0:00 Short answer
1:30 Three things to think about as you choose your bookkeeping path
3:37 Should I get certified or create my business first?
4:56 Should I become a QBO ProAdvisor before my National Bookkeeping Certification?
6:00 Should I set up my biz or take Bookkeeper Launch first?
6:59 Should I get a 4-year degree? College courses?
8:25 Should I take Bookkeeper Business Coach (Morgan's class) or Bookkeeper Launch first?
9:36 Should I become a CPA first?
I absolutely love your content! Thanks for all the helpful info, you make it so much less scary
Thank you so much for sharing your enthusiasm and knowledge.. I’m in the middle of Bookkeeper Launch and loving it! Thanks again Morgan for the little golden nuggets that you hand out. Blessings 😃
I am glad I took the plunge and enrolled in BK Launch - thank you for the video on that program. Definitely looking forward to your fall video on the new QB certification
Definitely interested in the QB Bookkeeping Certification - would love to see a video
I am currently in my Jr. year of college and I am going to be pursuing my CPA licensure once I finish school. That being said, I am still going to start my bookkeeping business because this is what I want to do. I also currently working in accounting as pretty much the head of AP so I am looking forward to seeing what I can do as a bookkeeper.
Thanks for all the valuable information and yes I'm very interested in a video about intuit's new bookkeeping certification 👍
You got it!
I'm 89% through my QBO certification training. I didn't realize BKL included QBO certification.
Hey Morgan, thank you for all of the video you put out! Do you have any books that you recommend that have helped you understand the day-to-day bookkeeping activities? I have heard you mention the Launch course, but are there any other useful and applicable resources that you have used that contribute to your knowledge of subject? Thanks!
Hmm, very good question. I'll do some research and hopefully make a video or Q&A about this.
This video was perfect thanks so much, just wanted to ask if your course is specifically tailored to starting a business in the US? as I am based in the UK
I learned what I know about bookkeeping through my first job, a small business. I learned to do AP, AR, and payroll for them, their way. Now I want to work for a larger company in either AP or AR department or become a full charge bookkeeper…but I still feel like I don’t know enough about bookkeeping. I don’t have experience in closing or trial balance, and Chart of Accounts. So I went back to get my AS in accounting, but I still don’t feel confident in those areas I mentioned and in entries related to Equity accounts. Would an additional bookkeeping class help? Should I look for more entry level related jobs to gain more experience?
Thanks for the great videos Morgan! You mentioned if you could do it again, you would not be so cheap. What did you mean? What would you have invested in early on?
In hindsight, I would have invested in a program like Bookkeeper Launch. When I started, I was very focused on spending the smallest amount of money possible, but in some ways it made things harder (like, I kind of DIYed my education and spent a lot of time researching things on my own--which was time consuming, but free).
Hi Morgan!
I saw in one of your videos that you were taking the BKL program. Roughly about how long does the program take to complete?
You mentioned a National Bookkeeping Certification. Where would I look into getting that?
AT THIS POINT WHEN IT COME TO SINGING A SOLOIST I WILL DIVE IN SINCE I HAD SANG IN THE CHOIR AND GROUPS. I DO NEED MY SOUND CHECK. WHEN IS COME TO WORKING IN BOOKKEEPING IT WOULD HAVE TO BE A SYSTEMATIC PLAN IN PLACE. IF YOU ASK ME THAT QUESTION 8 YEARS AGO, IT WOULD BE A DIFFERENT ANSWER.
Good Information
Thanks for watching!
👋👋👋🤙🤙 1st like from me
Whoo hoo!! :)
Morgan- It sounds like you feel Bookkeeping Launch is a good investment. The one thing I’m confused about is, does that program contain actual QuickBooks training?
Bookkeeper Launch is VERY thorough and starts at the beginning to teach you all about bookkeeping, debits/credits, accounting rules, etc. They give you a QBO subscription to practice on & hands-on experience. -Gabe (FinePoints Admin)
Give us something real..
What would you like to see?