Weeks #4 and #5 of Becoming a Bookkeeper | Realistic Bookkeeping
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- Опубликовано: 25 июл 2024
- What did I do in my fourth and fifth weeks as a bookkeeper?! This video is all about what tasks I completed in both the fourth and fifth weeks of my journey into becoming a bookkeeper. I share tips for how to balance preparing and taking the QBO Certification, reaching out and forming a relationship with your first client, and marketing strategies. I talk about the anxiety I dealt with in reaching out to potential clients and what my plan is going forward with connecting to potential clients online. I hope these steps help you get one step further in creating your own bookkeeping business!
🔆 Everything Bookkeeping University Waitlist! - bit.ly/3uoiDS8
So many of you have asked if I have a bookkeeping course or if I endorse any courses currently available, and the simple answer is no. HOWEVER, there is a new bookkeeping course coming soon that you can join the waitlist for for free! Everything Bookkeeping University is the perfect place for new and seasoned bookkeepers to learn not only the foundations of starting your bookkeeping business but also teaches accounting principles and provides a bookkeeping community. Click the link above to be notified when the course opens!
//RESOURCES MENTIONED:
QuickBooks ProAdvisor Video - • QuickBooks Certificati...
Business Boutique by Christy Wright - amzn.to/3B6DwEs
*Baby Carrier - amzn.to/3knxuZR
*This baby carrier was handed down to me by a really good friend who had used it with her two children, and now I've used it with my two. It has held up so well, which obviously attests to its quality! It is super comfortable and I feel like my babies were so safe in it!
***FUTURE VIDEO - Easy Income and Expenses Statement Tutorial! - • Small Business EASY Bo...
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Sharing my story as I create my bookkeeping business!
Disclaimer - This video is NOT sponsored by any of the brands mentioned throughout this video. All thoughts mentioned are my own. Some links provided above are affiliate links. They do not cost you anything, but I make a small percentage from the sale. Honesty is key on my channel, thank you for supporting me!
Hey Rachel! OMG! You are a God sent. I love everything about your approach to becoming a bookkeeper. I watched your week 1-5 video experiences and I am hooked. I just finished a 6 week course for QBO, about to take the intermediate level in March 2021. I love how honest, through on the process of becoming a bookkeeper. You have a new subby here! You are an inspiration. Keep up the good work.🙂
I truly appreciate your comment! It's so nice to hear that my videos and perspective are helpful to someone else. I really try to be real about my experience and in the process be a resource for other people going through the same journey! Let me know if you need anything, or if I can shed light on something that might be helpful to you!
I’m really loving your videos!
Hey Rachael! I’m new to bookkeeping myself, so these helpful algorithms on RUclips have you in my suggestions now. :) I’m glad because it’s nice to hear from another newbie getting started. It’s especially interesting to hear the perspective of someone who isn’t getting coached through a course. I agree that Quickbooks is super helpful for establishing a foundation in how to handle transactions and that you can find a ton of free information online on the subject of accounting. I will say that if you’re not part of a bookkeeping community with an experience bookkeeper or CPA who could remind you of the legal ramifications of your business, then you’ll want to be in touch with an attorney to ensure you’re not doing anything that could put you or your business at risk. I’m thinking things like disclaimers in the documents you're presenting to clients and using appropriate language in contracts. I wish you the best in your venture!
I really really appreciate your comment! It's nice to hear from someone else new into the world of bookkeeping! I plan to make sure my business is insured and protected in the next several months once I can gain some new clients to make it cost effective! All the best, Rachael
I absolutely LOVE your videos! I've been a bookkeeper for over 20 years, but I want to branch out on my own now and I'm so nervous about it. Your video really made sense to me and gave me so much encouragement. I'm working on my quickbooks certification now, I've been using quickbooks for 7 years, so I'm hoping the exam won't be too difficult. I did have one question, though, do you pay for each exam? Is there a cost involved in becoming a quickbooks proadvisor?
I’m so happy my videos have made you feel more confident in yourself! No - there’s no cost whatsoever with being certified in QB! Which makes it great to do :)
@@RealisticBookkeeping Wow! Thank you! I've been holding off because I thought it was super expensive, not sure why I had that in my head! Thank you for clearing that up for me. Now, I'm off to watch more of your videos! :)
Random question: By chance, did your husband have his business back in 2020 and 2021 when you was doing his books?
Just wondering, did you do journal entries or adjusting in your husbands bookkeeping? Or do you provide that for your current clients?
His business isn't complicated enough to need that level of accounting, but I do provide that for current clients.
@@RealisticBookkeeping do you mind if I reach out via email? I would love to connect with you!
Hun would you possibly show us a virtual business from first getting their books before putting them in quickbooks onwards
I will definitely put that down for one of my next videos! I think that type of “hands on” tutorial would definitely be something a lot of people could benefit from. Thank you for your input!
@@RealisticBookkeeping that woul be amazing I am a rookie bookkeeper but I'm too scared to get out there cos I've never seen it in real life. That sounds weird I know. When u post I'll let other people know who are in my position. Thx hun
Okay, everyone is always talking about SETTING UP THE BUSINESS aspect of bookkeeping, but no one is actually talking about the actual BOOKKEEPING. The latter is the ONLY thing I'm concerned about, doing what's right for the client and not just myself. Where can I go to learn this?
John, I totally understand your frustration. I felt the same way, which is why I made this channel. In the beginning I was only dealing with the business set-up (because I didn't have any clients yet), but I've made videos more recently about what bookkeeping work actually looks like for me and more are coming! Hope that helps.
Have you talked about creating a funnel to offer your service- I am actually learning how to create a funnel to give that free profit and loss -I send you a message on your email under JameTali - respond to my emails