6 BOOKKEEPER MISTAKES!
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- Опубликовано: 9 июл 2024
- Bookkeeper mistakes! Here are some common mistakes that I see new bookkeepers make in their bookkeeping business and in QuickBooks Online. I talk about reconciling, recording transfers correctly, how to use cash, owner's draws, undeposited funds, and more. Let me know if you'd like a more in-depth video about how to fix any of these bookkeeper mistakes. This video is a collaboration with Financial Coach Jess. Go check out her video to see common mistakes she sees in the financial world!
Financial Coach Jess: • BUDGET FAILS (get your...
My website: www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer.com/go/BLFS/ML82/
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☑️Classes taught by me
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☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): finepoints.newzenler.com/fp/b...
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➡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...
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☑️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
0:24 UNDEPOSITED FUNDS
2:17 SKIPPING RECONCILING
3:17 USING CASH INCORRECTLY
4:23 RECORDING TRANSFERS AS INCOME
5:57 MISREPORTING OWNERS DRAWS
6:44 DISORGANIZED DOCUMENTS
Thanks for watching! Don't forget to check out Jess's video on Budget Fails. I'm going to download her free "money chart" to track my mortgage payoff! ruclips.net/video/K294z5MbN8c/видео.html
I've seen undeposited funds trip up SO MANY bookkeepers!!! Great tips and mistakes here! I'm so glad we got to do this collab!
Me too!!
Great video Morgan!
Wait I really love your videos I just started this bookkeeping journey and I love watching you
Thanks so much!!
Love your videos Morgan! I am a life insurance agent but recently got a job as a bookkeeper. I really enjoy learning QBs, so I am now taking the ProAdvisor course! Almost done and can't wait to prospect my first client under my business. I plan to build it so I can leave job and offer life insurance and tax prep as well. God bless you for sharing all your knowledge!
That sounds like a great plan! So glad these videos are adding value for you :) -Gabe (FinePoints Admin)
Always love your videos Morgan!
Thanks so much Danielle!
Learned a lot from this video!
I'm glad!
Great job, I found this video very useful!
Glad to hear it!
My boss insists on using an invoice for checks that we receive for parts we return. I think it adds to our income. How would you do it?
Hi Morgan I love your videos.. can you please do make videos on construction bookkeeping.
Thanks! Ohh, good topic. I actually don't have experience with construction, but I've heard it's quite specific. Have you tried finding a Facebook group on that niche? That should hopefully give you some good resources!
FinePoints i don’t have yet I’ll try find a group thank you
I’ve just recently got sucked into listening to and looking at Mel Power’s kick start program. I’m a SAHM homeschooler who needs more income! I have a side hussle that I do my own “book keeping” for. I think becoming a bookkeeper is something I can do for local businesses from home. Does one NEED to complete a program like Mel’s or SHOULD one do that? I see the free QB’s course and certification, perhaps that’s all I need and watch your videos?! What are your thoughts?
Cool! It is kind of personal preference, I'd say. No, you don't need to complete a course ... I'd recommend take one baby step at a time and see what you think. The free certification is a great place to start & it sounds like you're getting some practical experience. Then, you can decide from there what more training you need. :)
Did you see my video "start here"? And also check out the one on Bookkeeper Launch (that's my fave class).
ruclips.net/video/sGEfflomJDo/видео.html
ruclips.net/video/dUrjJy1ersw/видео.html
Confession: this week i tried to clean up undeposited funds, my client had payments recorded somehow that hadn’t actually happened AND matching deposits in the bank feed. I got a stern talking to. Not sure how he managed that though.
Weird!
Hi Morgan,great video as usual ,how would you recommend a carpenter/similar service providers send details of work they did(Pay,date,description of work ,client etc)to their bookkeeper?Should they email me a list weekly ?Or should we set up a shared spreadsheet?
Thanks 🙂
My style would probably be a shared spreadsheet. :) Depending on how willing they are, you could have the contractor (or an assistant) enter their hours into QBO (maybe from the QBO app on their phone)... there is a function for that, or use a 3rd party app. But a spreadsheet should work well too, especially just starting out!
@@FinePointsBookkeeping Thanks so much 😊
Is there any free QuickBooks like online training I noticed that the course cost $500 I wish they had a payment plan🥴
Yes! Make sure you sign up for the Accountant version, and be a QuickBooks ProAdvisor for free. Here's a video where I explain it: ruclips.net/video/H90PyiBJ8Kw/видео.html
QuickBooks has their own training when you sign up for a free QuickBooks Accountant account
@@FinePointsBookkeeping your
amazing thank you for everything grateful for u and your channel
I watched a video with Bill Von Fumetti, "Booming Bookkeeping Business." He offers a course on starting a bookkeeping business. Do you have any knowledge about this program? Is it worth the money?
This is a course Morgan is looking into right now to be able to give a review about. She hasn't taken it herself yet, but she does recommend Bookkeeper Launch (which she has taken and loves): sk293.isrefer.com/go/BLFAQ/ML82/ -Gabe (FinePoints Admin)
volume is too low :(