7 SKILLS YOU NEED to be a bookkeeper!
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- Опубликовано: 24 июл 2024
- Skills you need to be a bookkeeper. In this video I go through the top seven skills you need to be a successful bookkeeper and start a bookkeeping business. From "woo," (the ability to convince people of your skills and likability) to grit (the ability to keep going through hardship), this list is a must-have for bookkeepers. Let me know if you have a bookkeeping business and what skills you think are important to get started bookkeeping!
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
What do you think is most important to be a bookkeeper?
What was the name of the calendar software/app you use? Did I hear Sauna?
@@jeffo9147 I believe it's Asana. asana.com/
Attention to details.
I think being organized is definitely high on the importance list to be a bookkeeper
Attention details,organized,visionary,being ready to learn,good with numbers
So compact and very helpful content !!
Thank you these are some great points!
Great videos and very informative.keep up your great motivational inspirational work
Thank you so so much, now I get the grip. Exciting to learn more.. THANK YOY
Cool visuals, great clear audio. I find David Allen materials for Getting Things Done (GTD) super helpful. There is a workflow chart PDF easy to find online, and it is applicable to just about anyone with something to do LOL. GTD is great for organizing, streamlining from your day down to your workspace. ❤
Exellent👍 your channel is my favorit one. I have a 4 years diploma degree in economy but I have't a lot experienc in that field but I'm sticked on it. I think all the time to learn more, to be in industry and to grow upp. Thank you for all your videos.
Love what you are putting out there. I actually just listen to the audio while I work on other projects. Just thought I would share that for you to keep in mind, RUclips premium let’s you do that and I love it.
Love your videos. I am not a bookkeeper, but I do some booking keeping for my fiancé trucking business, apart from been the dispatch manager. My golds are to learn more about bookkeeping noting that I Iove to create templates in excel or google sheets and work with formulas. After viewing some of your videos I have decided this is my starting point to grasp and further my knowledge of bookkeeping and to build my client list. Best Regards
Great info, Cathy & Harry
Amazingly helpful video. I've watched plenty and this one is a concise gem. Thank you.
Great to hear!
You are THE BEST!!
I like how everything was discussed clearly!
Thanks so much!
I really like your channel. You have great content and great stuff for brand new bookkeeping business owners. Thank you for sharing.
I appreciate that!
Great idea with the magnetic tiles, and I love the jump cuts (editing). Plus the content is super! Keep it up!
Thanks so much, I really appreciate it!
I’m so grateful for this! I’m really looking into doing this as a SAHM. Super valuable video ❤️
7 skills:
1. Tech skills: software, docs, etc
2. Be a learner / willingness to learn
3. Woo - be an effective communicator
4. Be detail orientated
5. Order (reliability, dependability, organisational - be able to prioritise)
6. Visionary outlook, what are your goals?
7. Grit. Be tenacious and persevere
Thank you!
Glad this was helpful for you! What a great SAHM job :) -Gabe (FinePoints Admin)
I love to watch your videos and I love how you did this video.
Thanks so much! :)
Your videos help tremendously, Morgan. I am going through the QuickBooks ProAdvisor training. Many of the different pieces make sense and fall into place because I've watched your videos, and you have explained something about it. I would have taken your class in July except I just found myself unemployed and am watching every penny pretty closely. Hopefully next time works better. Meantime please keep the videos coming. They are an amazing help!!!
Are you a bookkeeper now? How’s it going?
I am a career switcher. Worked 22 years as an information systems developer. I would like to pursue being a bookkeeper. Where should I start with my learning that will begin building my credibility as a bookkeeper? Thank you for the terrific videos!
Love your videos. I'm a student and one year away from my Bachelor's Degree in Accounting wanting to jump into Bookkeeping before then.
That is awesome!
You were right! StrengthsQuest, now called CliftonStrengths, is the assessment that talks about Woo.
Thanks!! 🙌
Sounds is excellent. Thanks for getting a microphone
Your speedy speech is obvious to me also as a Bangladesh . It is very informational. I like it.
Thank you
Good knowledge
Thanks for your video. I'm new here, and I hope your recommendations can help me find my dream job as a bookkeeper. Thank you!
Thanks for following along!
Krista (FinePoints Admin)
I am considering pursuing this career book keeper. Am learning all I can about accounting and book keeping. And later on work on a book keeping certificate. But in meantime I am gonna get a day job in either Receptionist or Customer Service Representative and work on bettering my skills. 😁
That sounds like a great plan!
Krista (FinePoints Admin)
@@FinePointsBookkeeping Thank you very much for your kind words 😁
Do you have a video about date entry vs bookkeeper??
As someone who has never even considered a career in bookkeeping, this actually sounds like something I might be really good at. I’m looking for stay at-home options, as my husband and I consider growing our family. This seems like such a great option that would allow me to stay home, bring in a good income, and do something that I could actually enjoy. Thanks for the cheesy metaphor, too. 😉 I love it! Can’t wait to check out your other videos as I consider this exciting new option!
It is definitely okay if an individual inverts number sometimes (for example, as is often seen in dyslexia). Those individuals need to double check their work similar to the big picture thinkers. People who invert numbers sometimes are not necessarily excluded from book-keeping work.
Yes, good point! Thanks!
Thank you for this information, I am 61 years old retired, live in Honduras, Centro América, I have a college degree in management and have experienca as a Manager. Do you think than I can find a job like a bookeeper? I aprreciate your videos.
Woo hahaha the most difficult to me
Yes it's a strength finders
Hi Morgan, just started watching your videos. I think they are awesome. I would like to know the workflow tool you use, mentioned in this video. Couldn't figure it out despite replaying that part.
Thanks
Asauna :)
@@FinePointsBookkeeping thanks :)
Woo Hoo!
😊
I want to learn bookkeeping.I was student of finance and banking.I want to start my career as bookkeeper.can you please suggest me any online course or anything.from starting ,day base work,everything details i want to learn.thanks in advance.
Hi FivePoints, yes woo is one of the strengths listed in StrengthsFinder👍 How do you go about a situation where you’ve communicated that you prefer to be paid for your services in advance but the client continues to pay later...and later over time? Pretty much they are ignoring your communications. What do you do?
not do their work, period. if they care about their things getting done, don't do it and they'll get the picture.
Definitely need the cheese! Visuals help. Penny visuals stick longer. Lol.
haha, thanks! :) Glad you enjoyed.
Hi morgan,do u provide certificate for your course?
Hello Morgan, congrats for your work over here 😉....Simple question: Do US business use to hire bookkeepers around the world or that role should be done only by Americans ? Thanks and keep up the good work 😄
You can definitely work for US business owners from out of the country. It just depends on what the business owner is looking for. -Gabe (FinePoints Admin)
Hi Morgan. Thank you for your videos. They are very useful! I have a question regarding Quickbooks online... I am thinking of starting up as a bookkeeper and I am looking at accounting softwares to get started. Does Quickbooks online let you do accounts for several clients with one licence?
@Stephen Gallagher yes with one account you can have more than one client. Morgan also have a video on QuickBooks Proadvisor.
Yes, you can have many clients under your one account--but with QBO you need to pay for each client (or have the client pay). With desktop, you just buy the program once and can do the books for many clients. Even with that cost difference, I still like QBO better now. :)
@@ItsBookkeeping Thank you for you help with this :)
Hi Morgan, thank you for replying and helping with this. Keep your excellent videos coming :)
@@stephengallagher47 Thanks for watching my videos! 😊
I am a student of Chartered Accountancy (Final Level) from Pakistan. Can I work as virual bookkeeper for clients in America or Europe?
Yes, you should be able to! There aren't specific regulations for bookkeepers, so as long as you can find clients in other countries, you should be good to go. I've heard sites like fiver are helpful.
Would you be willing to make a video on your work flow tools?
Yes, great idea!
👍🏻
Can I be a bookkeeper with only a form four certificate
I had 45 years experience in the job
It might be a silly question, but I am gonna ask anyways. What kind of documents you should request from clients to do their bookkeeping? I know it includes bank stat, invoices, receipts....etc. Is there a list to be checked? Thanks
Good question! I don't have a list made up, but good idea for a future video. I personally try not to get any paper from clients, but get these things electronically. The things you named are correct, along with bills, payroll info, possibly billable hours.
Do these electronically. I am using RapidBooks for invocies, receipts, estimates. Easy to start
Can you work exclusively from home as a bookkeeper?
Yes! :)
Hi! i`m very exited to start my own business as Bookkeeper but i i'm a bit confused about one thing. I hope you can clarify it for me. Imagine a scenario which i had five clients. How i would manager the accounting software for each clients? For exemple, in QuickBooks is possible i have diferente accounts for each single client or i need to ask each client to create a QuickBooks account thus i would access them accounts.
could you help me please???
Good question. Sign up for QuickBooks Online Accountant ... it has your own books for your business, and then there is a dropdown where you can find each of your clients. It's all within your one login. It's free for your business, but you start paying per client you have (or the client can pay for their subscription).
@@FinePointsBookkeeping Thank you Dear! you helped a lot! i love your videos btw
Can I be a bookkeeper if I'm majoring in accounting
Yes! A great way to get started while doing your degree.
I am Sri Lankan.Sri lanka is south Asian country.I have an idea to start virtual bookkeeping business .I am going to offer my services to the USA and canada.Is it realistic goal? Can i get clients becauase i live in foreign country.?
Hey! Morgan published a videos about starting a bookkeeping business from overseas, this may help you out as you figure out how to find work from outside the US (ruclips.net/video/XRK_Ww72BkQ/видео.html).
Krista (FinePoints Admin)
HELLO I WANTED TO THANK YOU VERY MUCH I HAVE A QUESTION I AM AN ACCOUNTANT IN MOROCCO IN NORTH AFRICA I HAVE 12 YEARS OF ACCOUNTING EXPERIENCE HOW CAN I COME TO CANADA AND FIND A JOB IN MY FIELD IN HOW LONG?
THANK YOU
Hi Said! Morgan lives in the US, so she does not have all of the answers you are looking for to work in Canada, but here are a couple of videos Morgan made about working as a bookkeeper overseas: ruclips.net/video/XRK_Ww72BkQ/видео.html, ruclips.net/video/VKDQzIt2P8k/видео.html.
Krista (FinePoints Admin)
Vision? Are you bookkeeper or CFA ?
is there anyway we can be friends in facebook?
This is my business page: facebook.com/finepointsbookkeeping
I love introverts
please dont speak so fast
You talked so fast....
You can adjust the speed in the settings
Would you please try to speak a little slower? excellent material, but as a learner i'm trying to digest what you've just said and miss the point of it as you proceed in your script.
no doubt that you know your craft, just a little slower please. i've tried a couple of times but i can't understand your name or anything else you say with it in your introduction.
admittedly i am probably twice your age ;-))
Thanks for you feedback! I will pass the information along to Morgan.
Krista (FinePoints Admin)
The careless snowman taxonomically delay because decade intraperitonally lock astride a fantastic balance. comfortable, cautious poet
Why do you have to be popping balloons, just do normal things talk about bookkeeping. I was agitated at this shocking loud sound.
😂
Would like to listen but you're so fast slow down...