5 MISTAKES new bookkeepers make
HTML-код
- Опубликовано: 25 июл 2024
- Mistakes that new bookkeepers make when they have just started taking on bookkeeping clients. I talk about everything from scope creep to charging too little. I know it can be hard when you've first started your bookkeeping business -- you may not have the confidence to charge your worth or stand up to clients. But, hopefully you can be aware of these common mistakes and know how to avoid them.
How I got my first 3 clients (free masterclass): finepoints.biz/clients
How to get clients (Bookkeeper Marketing Coach class): finepoints.biz/marketing
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 Introduction
0:04 Scope Creep
1:07 Charging Too Little
2:44 Not Taking Charge
3:40 Accepting Any Client
4:51 Work Life Balance
Thank you Morgan for all your videos!!! So helpful 💞
Thank you for this I’m brand new I appreciate it
Would love to see a video about invoicing!
Hey! I will let Morgan know this is something you would like a video on. Thanks for watching!
Krista (FinePoints Admin)
Thank you for your videos!! I have a question, do you recommend an specific client noche so it’s not too complex as a beginner bookkeeper?
Thank you for sharing your most recent video. As I have started out in my Bookkeeping and Accounting business, I think I was charging a client too little. That was before I have gotten a clearer understanding of how much bookkeepers and accountants charge clients. For one thing, I don't want to charge clients too much either for the work I do. I just would like to make it reasonable as I could. Hopefully, I will do so with your help and encouragement about this. I would like to do my Bookkeeping and Accounting business the right way; and, any such encouragement I get from you will be more than appreciated. Thank you again so much. I look forward to your response.
Hi! Thanks for sharing! Morgan enjoys hearing how her videos are helping other bookkeepers.
Krista (FinePoints Admin)
You're welcome.
I can not afford bookkeeper launch but I am currently working in Finance at a bank for two years. I am thinking of starting a small side business with 2-3 clients… Do you think I can succeed with just the QuickBooks certifications, offering small services to begin with? Thank you, great content!
Hi, one thing I was wondering, is where do you source the "admins" that you use to reply to comments on your channel? Are they just virtual assistants or local hires? Sourcing for their services and rates you pay for it? Thanks!
Hi David! Morgan found her "admins" through networking for her business and people in her local community. They are considered virtual assistants, but they are people she has worked with and asked to join her team.
Krista (FinePoints Admin)
What are your favorite clients/industries?
Can someone train me
Hi! At this time, Morgan is not offering 1:1 coaching, but it’s something she’s looking at for the future. It’s helpful for us to know that it’s something you’re wanting!
Krista (FinePoints Admin)