Client vs. Bookkeeper: ROLES in QuickBooks
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- Опубликовано: 5 июл 2024
- What tasks in QuickBooks are done by the bookkeeper, and which are the responsibility of your client? In this video, I break down different scenarios about what can be done by bookkeepers vs. clients. Ninety percent of my clients really have NO desire to be in QBO, so I'm the only one in there (which I typically prefer). I talk about bookkeeper workflows with large and small clients...and also how to discourage clients from messing with your QBO file.
Videos mentioned:
Small, medium, large: • CLIENT EXAMPLES: Small...
Which QuickBooks to use? • Using QuickBooks as a ...
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
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☑️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
0:40 MY CLIENT EXPERIENCE
1:38 SMALL CLIENTS
2:46 LARGE CLIENTS
5:29 SET UP WORKFLOWS
7:06 HOW TO KEEP CLIENTS OUT OF QUICKBOOKS
I just passed my QBO test and was just looking on how to apply my knowledge of accounts receivable that I have over 10 years of experience with and hate it. But you just shed some light on how to just us QuickBook knowledge to fix things for them and not worry about AR AP. I truly wanted to get away from so much paperwork. Thanks Morgan!
Congratulations on passing your ProAdvisor certification!
Krista (FinePoints Admin)
OMG....you are the best! You always seem to answer the questions I can never find on google. Thank you!
We are glad Morgan's channel is helping you find the answers you are looking for!
Krista (FinePoints Admin)
Thank you for making this video
So glad you enjoyed it. Let us know if there are any other specific videos you'd like to see next! -Gabe (FinePoints Admin)
Great! 👌🏻
Thanks Morgan - very helpful. I have seen you showing up in my facebook feed advertising for QB, do you work for them as a Bookkeeper Live capacity now?
Hi Mark! I did a video series on their YT channel last summer, and now they use the footage in advertisements, but I don't work for Bookkeeper Live--I'm still just on my own.
Hi Morgan, how should overseas bookkeeper get hired by US clients as a remote bookkeeper?
Love your videos! Do you mentor? And if so what are your rates?
Morgan doesn't do 1:1 mentoring, but she does coaching (answering questions with her students) through her Bookkeeper Business Coach course -Gabe (FinePoints Admin)
Can you use QBO to do bookkeeping for a client that is not subscribed to QBO?
Hey! No, unfortunately, in order to use QBO you need to subscribe.
Krista (FinePoints Admin)
Do you offer tax services to your clients as well? Or do they use a separate CPA?
I’m currently a full time accountant/bookkeeper employed full time. I’d like to start my own company later this year, but I’m trying to decide if it’s worth it to learn taxes and offer that as another service to my clients?
I do not offer tax services, but it's something I've thought about. Here's a video I made about the topic, and I have a couple more coming out soon. Let me know what you decide! ruclips.net/video/49o36dkWLrg/видео.html
@@FinePointsBookkeeping thank you. Love your videos. It’s really giving me the confidence and blueprint to go on my own
Why would a business engage a bookkeeper to make an invoice? I'm imagining a cafe invoicing a client for catering, and emailing the bookkeeper with the info for the bookkeeper to create an invoice - which makes no sense.
So how does this work? Does the cafe owner/manager log into QuickBooks and create the invoice? Why do so many bookkeeping businesses offer invoicing as part of their service packages?
This is a great question, and I added it to Morgan's list of video ideas :) -Gabe (FinePoints Admin)
I’ve been a virtual bookkeeper for a year now and I still haven’t been able to get my second client 😞
What have you tried so far to gain clients? Have you done any networking or worked off referrals? -Gabe (FinePoints Admin)
Do you have any experience with healthcare bookkeeping? medical/dental/extended health?
Morgan works mostly with lawyers, but this could be a great addition to her niches playlist she's been creating. I'll add it to the ideas list -- is that what area you're considering becoming an expert bookkeeper in? :) -Gabe (FinePoints Admin)
@@FinePointsBookkeeping Yes, I have worked in dentistry for over 10 years and usually do whatever bookkeeping is necessary for the offices, learned from whoever was there before me.. and it's not done right at all. But since i have such extensive experience in the field, I thought healthcare would be a great niche for me!
It sounds like it would be a great place for you to focus! -Gabe (FinePoints Admin)
I just wanted you to know... Even though I literally grew up helping my mother with her bookkeeping biz, I didn't learn nearly as much useful stuff from her as I do from you.
So glad Morgan's videos are helping you out! She does work hard to keep the advice friendly and simple :) -Gabe (FinePoints Admin)
Glad to hear it's helpful! :) -Morgan
my book keeper wants to charge me $600 a month. Is that a fair price for a small business?
That's dependent on a number of factors. How many bank accounts there are, how many daily/monthly transactions are expected, if there's any payroll or tax prep they'll be doing, if there's any cleanup they need to take care of, how much you will be entering manually, etc.
It's also determined by how experienced they are and how much value they can bring to your business.
Yes, like Bleh says, it all depends on what types of services the bookkeeper is doing for you, how many accounts you have, how complicated your business transactions are, and their experience as a bookkeeper. If you're not ready for a larger expense like that, it could be worth it to find a newer bookkeeper at a lower rate or keep looking around for another option. -Gabe (FinePoints Admin)