What Does a Bookkeeper REALLY Do? I'll Show You!

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  • Опубликовано: 21 июл 2024
  • There seems to be a lot of confusion about what exactly bookkeepers do...
    I'm going to walk you through most of the things you'll be doing while working with your bookkeeping clients. You'll see just how easy it is and how QuickBooks really does all the heavy lifting for you.
    If you've been wondering if bookkeeping is for you, join us for a peek into the simple work you could be getting paid to do!
    If you're watching after the live stream ends, feel free to leave your questions in the comments and I'll be sure to reply!
    0:00 Intro
    5:25 What is bookkeeping?
    10:00 Understanding how to practice in QuickBooks
    20:08 What we do - how a clients account is set up
    23:45 What we do - reports (P&L, Balance sheet)
    31:50 What we do - categorizing transactions
    35:47 What we do - automating categorization
    38:38 What we do - matching transactions
    40:15 What we do - checking that the month is accurate
    42:17 What we do - running reports
    43:00 Some other services - Accounts receivable/payable
    45:10 Some other services - Payroll, sales tax, inventory
    49:20 How the bank feeds affect the accounts
    52:15 Q&A
    56:00 How long does it take to learn QuickBooks?
    57:27 How to get a free QBOA account
    58:00 Q&A
    ===
    Ready to learn a skill that will allow you to afford the life you want to live with enough free time to actually enjoy it?
    💰 Join my 5-Day Keyboard Rich Challenge where you'll learn how to do some bookkeeping and exactly how to get paying clients, even if you're brand new to bookkeeping:
    keyboardrichchallenge.com
    📕 Grab a FREE copy of my Wall Street Journal bestselling book: Keyboard Rich: How Anyone Can Earn Six Figures from Home with a Simple Bookkeeping Business:
    keyboardrich.com
    📺 Watch my FREE 40-minute training to get your booming bookkeeping business started today:
    boomingbookkeeping.com

Комментарии • 40

  • @jgpainting8815
    @jgpainting8815 6 месяцев назад +10

    I was a small business owner for years! Bookkeepers are GOLD! Now I’m retired and 66yrs old and didn’t always listen to my bookkeeper and my CPA. So that said I’m kinda bored with retirement so I’m looking into a small business and I’m not a good accountant but I keep coming to this information. I think this might be something I can do and still travel and play Pickleball 😉🤣😉

    • @spenceradams9175
      @spenceradams9175 3 месяца назад

      I sent for the copies, when do I get them ? Please. This is Spencer Adams.

  • @ndgo327
    @ndgo327 15 дней назад +1

    Very informative ! Thank you !

  • @ZoneFinancials
    @ZoneFinancials 3 месяца назад +2

    Extremely helpful thanks

  • @reonwatching
    @reonwatching Год назад +6

    Excellent, thank you so much! Very inspiring, great coaching!

  • @joeseabee6341
    @joeseabee6341 3 месяца назад +2

    Great information

  • @vansub
    @vansub Год назад +3

    Amazing video, thank you for that! 🙏

  • @anthicharalambous2091
    @anthicharalambous2091 6 месяцев назад +2

    You are fantastic, thank you for sharing 🙏😊

  • @wazup80
    @wazup80 Год назад +2

    Great overview! 👏👏👏

  • @roberte.bainesjr.7164
    @roberte.bainesjr.7164 4 месяца назад +2

    Great video

  • @jimreynolds9180
    @jimreynolds9180 Год назад +3

    Awesome stuff Bill!

  • @stevensteinback3597
    @stevensteinback3597 4 месяца назад +1

    totally different from what i am use to . but i can grasp the concepts

  • @jillhomer3879
    @jillhomer3879 Год назад +2

    Great Video!

  • @julissaalvarez4145
    @julissaalvarez4145 6 месяцев назад +1

    Hello, where can I find a link or website for your mentorship program? All I am able to find is the free training link for the upcoming 5 day course. I have read your book and have watched several of your videos but would like to begin looking into that program 😊. TIA

    • @BoomingBookkeepingBusiness
      @BoomingBookkeepingBusiness  6 месяцев назад

      You're welcome to reach us by filling out the contact form on our website: boomingbookkeeper.com

  • @kpwaterfield
    @kpwaterfield Год назад +3

    I'm a Corporate Bookkeeper, but I want to start my own Company and I'm interested in your program. I like the Bank Feed, but have never been able to understand how a remote Bookkeeper could correctly categorize items, since they usually don't have the source documents. Do you ever receive documents from Bill Pay or Receipt apps? Does this work better with certain niches? I can't see how you could do this in Job Costing or Inventory Clients.

    • @BoomingBookkeepingBusiness
      @BoomingBookkeepingBusiness  Год назад +5

      Many of the transactions you encounter will be obvious how to classify. For the rest, you'll get to know your clients and learn where things go. There may still be a very small number of new transactions that you're unsure of in which case you simply ask the client. Regarding the rest of your question, there are apps that integrate with QuickBooks that make those things straightforward.

  • @stevestricker1672
    @stevestricker1672 2 месяца назад +1

    Hi Bill. Where can I find the pricing calculator?

    • @BoomingBookkeepingBusiness
      @BoomingBookkeepingBusiness  2 месяца назад

      That's a proprietary tool that I only make available to my private mentorship program members.

  • @bev5660
    @bev5660 5 месяцев назад +2

    When I go to sign up for QuickBooks for free they’re asking me for my firm and I’m just now learning is this OK is this legal for me to sign up for free?

  • @abdielvital1215
    @abdielvital1215 Год назад

    I can’t Enroll in the course , when I clik on the button it doesn’t match

  • @sahebalipanjwani5214
    @sahebalipanjwani5214 3 месяца назад +1

    Whats different btw bookkeeper and CPA??

  • @tonystevens3890
    @tonystevens3890 Год назад +1

    Just wanted to know if am at the correct place?

    • @BoomingBookkeepingBusiness
      @BoomingBookkeepingBusiness  Год назад

      Check out our main channel page for the weekly live streams: ruclips.net/user/boomingbookkeepingbusiness

  • @lolitalockett5653
    @lolitalockett5653 Год назад +1

    You give the appearance that your students made $100k was solely from just Bookkeeping in reality, their total income came from a combination of services they offered. This is covert mis advertising.

    • @BoomingBookkeepingBusiness
      @BoomingBookkeepingBusiness  Год назад +8

      Where did you get that idea? All I teach is bookkeeping and that's what my students do to earn 6-figure incomes.