10 Common Bookkeeping Mistakes to Avoid (and How to Fix Them!)
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- Опубликовано: 15 сен 2024
- Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!
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![[4 Step Checklist] How I ACTUALLY Onboard Bookkeeping Clients](/img/1.gif)
Love your content man. Best Bookkeeping channel on RUclips, no doubt
I appreciate that!
Back up, back up and back up!! I learn it the hard way.
Always have back up!
Thank you
Thanks for watching!
Excellent work with pointing out common mistakes. One thing I'd add is the opening balance equity i see when i engage with new clients.
That’s a great point!!
I have a client that mixed personal with business. How would I go about that when categorizing
Hi there! I've been your silent viewer ince I started doing bookkeeping for my client. I've watched this and realized that I do somw of the mistakes 😢 it's my first time doing virtual bookkeeping and I don't want to mess it up.
I do reconciliation now but I see a lot of double transactions, one is under SPLIT account and the other is under A/R account cause it's connected to other app. 😬
Just make sure every transaction is accounted for during the reconciliation!
Great video man. Thank you very much. Is it best practice to hold off on creating rules in QB for a new client until you get a really good understanding of their activity each month?
ruclips.net/video/kcRNRQpqGWM/видео.html
Nice Tan Zach! mans been getting some sun
🌞
Zack, how do you spell your full name? I keep telling people you’re my mentor and I don’t know how to spell your name lol. I name drop you to my prospects 😂
Zach Pasquariello
I am new to bookkeeping and I am helping out a family memeber to record all transaction for the previous year. They have only used QuickBooks to invoice and receive/deposit the payment for the invoices. If add their bank account will QuickBooks duplicate all the deposits for the invoices? Also, do I need to add a starting balance to their bank on the chart of accounts even though it already has a balance due to marking payments received?
ruclips.net/video/kcRNRQpqGWM/видео.html
Hi Zack- do you have experience with non-profit bookkeeping/accounting services? Just wondering.
No, I don’t do non profit bookkeeping
Hi love the content I feel like we think the same:) I do have a question. Do you provide payroll for an s-corp?. Thank you and have a great day!!
ruclips.net/video/kcRNRQpqGWM/видео.html
Can I start a bookkeeping business without a CPA? (not doing payroll and taxes?)
That's exactly what he teaches!
@@martebooks He said that when prospecting clients ask him about payroll and taxes, he tells them that he partners with a CPA that can do that for them.
Yes, absolutely!
@@loganzack3789 He didn't begin having a CPA as partner though. If someone is asking for tax and payroll services, it's not the client for you. Keep at it.
❤
Thanks for watching!