All great tips! Also look into filing sales tax reports. Most states have online training available. It is great service to add and usually does not take a lot of time and is a huge pain point for clients.
Agreed! It really is. Pain point for business owners I service MN based clients and I can request third party access to their e-services account so I can file and pay sales tax on their behalf
Here are some that my company offers: Income Tax Returns Annual Sales Tax Quarterly Sales Tax Payroll Audits/Pre-Audits Loan Packaging Prep Notary Live Scan/Fingerprinting Credit Checks Credit Repair Grant RFP Budgets Forecasting/Modeling Legal Formation
Thank you. This is very useful info. I am taking the ProAdvisor class now. I've done bookkeeping on and off for the last 30 yrs, but never put out my own shingle. Once I'm through and start getting clients I'm considering adding CFP and CFA. My background is mostly in Aviation and Publishing, so I'm hoping to make those industries my specialties.
Hi again, I just saw your master class. I’ve heard the touching thing to do to start a bookkeeping business is making yourself. If this is true dots your close offer step by step process in marketing myself?
Hey! Have you seen Morgan's video on invoicing? ruclips.net/video/PYWvEVrvenM/видео.html I'll also let her know that you would would be interested in learning more about managing invoices specifically. Krista (FinePoints Admin)
Hi Morgan @finepointsbookkeeping I have been following you recently all your videos are so great and motivating. I have a quick question though can we start up a bookkeeper business outside Canada. I am basically from Oman and I want to settle down in Canada. Please reply @Morgan
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What bookkeeping service will you add next?
All great tips! Also look into filing sales tax reports. Most states have online training available. It is great service to add and usually does not take a lot of time and is a huge pain point for clients.
Great tip!
Agreed! It really is. Pain point for business owners I service MN based clients and I can request third party access to their e-services account so I can file and pay sales tax on their behalf
Here are some that my company offers:
Income Tax Returns
Annual Sales Tax
Quarterly Sales Tax
Payroll
Audits/Pre-Audits
Loan Packaging Prep
Notary
Live Scan/Fingerprinting
Credit Checks
Credit Repair
Grant RFP Budgets
Forecasting/Modeling
Legal Formation
Thank you for putting out all of this valuable info! Very much appreciate it!
Thank you. This is very useful info. I am taking the ProAdvisor class now. I've done bookkeeping on and off for the last 30 yrs, but never put out my own shingle. Once I'm through and start getting clients I'm considering adding CFP and CFA. My background is mostly in Aviation and Publishing, so I'm hoping to make those industries my specialties.
Thank you so much ❤❤❤❤
Hi again, I just saw your master class. I’ve heard the touching thing to do to start a bookkeeping business is making yourself. If this is true dots your close offer step by step process in marketing myself?
Can you do a video on managing invoicing for clients??
Hey! Have you seen Morgan's video on invoicing? ruclips.net/video/PYWvEVrvenM/видео.html
I'll also let her know that you would would be interested in learning more about managing invoices specifically.
Krista (FinePoints Admin)
1x(20/29/24)….done thank you
Do you have any new customer intake forms that you use for a new bookkeeper?
Hi Morgan @finepointsbookkeeping I have been following you recently all your videos are so great and motivating. I have a quick question though can we start up a bookkeeper business outside Canada. I am basically from Oman and I want to settle down in Canada.
Please reply @Morgan
Hi Morgan please reply
@finepointsbookekeeping hi Morgan please kindly reply