You are getting better and better at making videos man. Much much less pausing between your thoughts and sentences and you are starting to really flow like you are just talking to us while you’re just sitting there… i love watching you grow bud. Truly proud of you and happy for you.
When I onboard clients, they sign a ACH Authorization Form for me to automatically withdraw funds every month on the 1st for the monthly flat rate we agreed upon. Then I set up an automatic sales receipt in QBO. I love this because I don't have to send out any invoices every month & wait for payment and I don't have to pay high credit card processing fees or have to update credit cards when they expire.
I’m starting this month (August 2024) for my first client. Should I be reconciling July month end statements? I’m not sure how that will impact the work I do for August.
Hey Zach, can I have your opinion on something? How do you manage communication with clients who have projects and you have to assign expenses to those projects? I have a landscaping company & a non-profit clients, sometimes they write on the bills the project, other times they don't. As of now, I just send a spreadsheet with the transactions and ask to write the project, but I'm curious if other people do something more efficient. Thanks in advance and keep up the hard work!
It's very hard! There is no good way of doing it. the best way to do it is the way that the client consistently responds to you and gives you the info that you need. That's why I definitely charge more for project/class tracking
Hey Zach, thank you for all that you provide us. You've been tremendously helpful. I finally landed my first client and manage their A/P. What is the easiest way to request a stop payment for a check issued by QBO bill pay?
Hey Zach, I am local to you and worked for a couple of firms in central Pa. I am looking to go out on my own and would love to chat about marketing and sales. Do you do live consulting?
Every cleanup is different, I usually usually try to get them done as quickly as possible. I do everything that I can do on my own, then I send the clients a list of questions questions.
Do you plan to outsource or hire as you grow? Are you almost at capacity? We just switch from spreadsheets to software and added an assistant bookkeeper. Big help but big change.
![Efficiently Onboarding New Bookkeeping Clients [Step-By-Step Guide]](/img/1.gif)
You are getting better and better at making videos man. Much much less pausing between your thoughts and sentences and you are starting to really flow like you are just talking to us while you’re just sitting there… i love watching you grow bud. Truly proud of you and happy for you.
That's very nice, thank you!
When I onboard clients, they sign a ACH Authorization Form for me to automatically withdraw funds every month on the 1st for the monthly flat rate we agreed upon. Then I set up an automatic sales receipt in QBO. I love this because I don't have to send out any invoices every month & wait for payment and I don't have to pay high credit card processing fees or have to update credit cards when they expire.
Smart!
Your videos inspire and challenge me to do a better job as a bookkeeper. Thank you so much
Thanks for watching!
I’m starting this month (August 2024) for my first client. Should I be reconciling July month end statements? I’m not sure how that will impact the work I do for August.
Congrats 🎊
Yes, July should be reconciled.
Hey Zach, can I have your opinion on something? How do you manage communication with clients who have projects and you have to assign expenses to those projects?
I have a landscaping company & a non-profit clients, sometimes they write on the bills the project, other times they don't. As of now, I just send a spreadsheet with the transactions and ask to write the project, but I'm curious if other people do something more efficient. Thanks in advance and keep up the hard work!
It's very hard! There is no good way of doing it. the best way to do it is the way that the client consistently responds to you and gives you the info that you need. That's why I definitely charge more for project/class tracking
Good question
Hey Zach, thank you for all that you provide us. You've been tremendously helpful. I finally landed my first client and manage their A/P. What is the easiest way to request a stop payment for a check issued by QBO bill pay?
I’m not sure, sorry!
Hey Zach, can you show us or provide us a template how the workflow spreadsheet is on excel for your clients?
Yes, a lot of people ask for that! I might put it up for sale on my website
@@BookkeepingExpertawesome , let me know. I will purchase asap
www.harrisburgbookkeeping.com/store/p/bookkeeping-workflow-template
why and when do you have to use a journal entry
That is a loaded question! Journal entries are very important for a wide variety of bookkeeping tasks
Does view only bank access still allow you to handle the cash management services you offer?
No, you will need additional permissions
Hey Zach,
I am local to you and worked for a couple of firms in central Pa. I am looking to go out on my own and would love to chat about marketing and sales. Do you do live consulting?
Yes! www.harrisburgbookkeeping.com/scheduling
I love your videos. Im wondering how do you work with cleanups. How many hours do you work daily or weekly on each cleanup?
Every cleanup is different, I usually usually try to get them done as quickly as possible. I do everything that I can do on my own, then I send the clients a list of questions questions.
Do you include QBO fees in your fixed monthly rate or does the client pay for QBO?
My client always pays for their own QB subscription
Do you plan to outsource or hire as you grow? Are you almost at capacity? We just switch from spreadsheets to software and added an assistant bookkeeper. Big help but big change.
In about 6-12 months I'm sure that I will need to make those decisions. I just really don't want to manage other people right now.
Bro, are you doing bookkeeping for truck drivers or trucking companies? Truck drivers need bookkeeping or not?
Yes, I do bookkeeping for a large variety of business owners and entrepreneurs
How many hours a week do you work? That is A LOT of clients! 🎉
About 50
Sir, I am not able to send more that 5 friend request to business owners even in “members with things in common “ tab :(
I'm sorry! Keep working hard and never give up
Do you hire Non USA candidates for Bookkeeping work?
No
@@BookkeepingExpert How to get Quickbooks clients India
Hey Zach, What editing tool do you use for your IG videos? Do you use the same one for your video captions too? Thanks a lot!
www.submagic.co/?via=zach25