Embarrassing bookkeeper confessions (yikes!)
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- Опубликовано: 4 авг 2021
- These are my bookkeeper confessions and mistakes from years of owning my own bookkeeping business. From spending a LONG time on a problem, to getting called out on my mistakes, to taking on clients I knew weren't a good fit--these are all of my embarrassing stories. Let me know in the comments if you have any bookkeeper confessions.
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How to become a bookkeeper (with chart): • How to become a BOOKKE...
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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"...
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Let me know of any bookkeeping mistakes you've made!
I love when influencers show that they are human too and that they can learn from there mistakes :) Thanks for sharing this!
Absolutely!!
Thank you for your honesty. I am both terrified and excited beyond words to start this journey. The unknowns can tend to paralyze me, but this is a great reminder to me that we’re all human, mistakes will happen, and it’s ok as long as we learn from them!:) You have no idea how you’ve helped me with your videos. Thank you!!!
You are amazing. I feel the same way!!! Nice to know I am not alone. Thank you for your videos!
Thanks for your openness.
I am becoming a real fan of your videos! This honest "confession" video really added to your trustworthiness. Keep up the good work 😊
Thank you for sharing. Those are my favorites too :) -Gabe (FinePoints Admin)
This video was so helpful. Thank you so much for being transparent. It makes me feel like the problems I encounter are not unusual and we all can do it. Thank you SO much.
Glad it was helpful! -Krista (FinePoints Assistant)
Thank you for this Morgan . I love the transparency, it’s very inspiring for us new bookkeepers . In every business we’re bond to make mistakes but what’s important is learning from them .
Yes, so true! Thanks for watching.
This is a great video - thanks
Thank you for this video, makes me feel better ❤️
I appreciate this video and needed to hear it Thank you for being candid
Hi Aliza! I'm glad you enjoyed this video!
Krista (FinePoints Admin)
Thank you so much Morgan for doing this. I am such perfectionist, and to hear that ALL people DO mistakes and its OK to do mistakes made me fell at peace with myself. I love your channel, keep it up girl!
Thanks! I'm so glad it was helpful :)
You still inspire me to become a bookkeeper! Nobody is perfect and sometimes in life there is ups and downs so it is completely understandable. God bless morgan!
Thanks so much! :)
Morgan,
I really appreciate your humility. Now I feel a little better about my insecurities starting my bookkeeping business.
Thanks so much for watching :)
You’re awesome! Everyone makes errors but are usually too afraid to admit it. It doesn’t matter how much experience you have either. Thank you.
So true!
This video made me so much better abs like I’m not alone. I started my business about five months ago and still have Imposter Syndrome. Thanks so much for sharing your tough moments! Love your channel!
I really enjoy these videos, thank you so much for putting out this excellent content. I listen while working myself :)
Great to hear! Thanks for your kind words.
Thank you for the video. It was definitely a tough transition from desktop to QBO. I won't lie, I wanted to scream when you said you used to not reconcile 🤭 Appreciate your openness!
Agree! Haha, thanks for watching! :)
Glad to hear about the undeposited funds! I have the same issue with a new client and I’ve been avoiding it because I don’t know where to start. He has hundreds of them from way back so thank you!
Sure! Just know that you'll get a wide variety of opinions on this issue. :) Many people will recommend going through each and matching--in the end use your best judgement!
I'm dealing with these kind of issues too. I'm working at a new company that has several booking issues and I'm having a hard time figuring out where and how to start.
I only work in desktop, I want to get a client online so I can learn. Also passing back up files can get messy
I use both desktop and qbo. I hate qbo. Many times I can enter things faster. I do not find it as user friendly
You are not the only one. I have also made such mistakes in my Bookkeeping and Accounting practice as well. I have made such mistakes on my very first Accounting job, and I have also done the same thing with working for my very first client. Both times, I have felt so unworthy to do any more Bookkeeping and Accounting for my former boss and my former client. I have felt so bad, I even thought about giving up Bookkeeping and Accounting. I just felt like I wasn't ready for it. What kept my interest going is helping out someone else, as a Bookkeeping and Accounting intern. That was my position, although it was voluntary work (a nonpaying position), until I was hired as a Billing Clerk/Accounting Clerk/Bookkeeper. During that time, I was offered a business opportunity as a freelance bookkeeper. Sometime later, I was also offered an opportunity in having my own Bookkeeping and Accounting business, and I have been doing this business ever since. Right now, I have two clients in my business, and I hope to do well with it.
I am hoping the best for you, as well, in your Bookkeeping and Accounting practice. May you do well it! That is all.
Thanks so much for sharing your experience (& commiserating, ha). Sounds like you've had an interesting career path!
@@FinePointsBookkeeping You're welcome.
I had a super cringy, embarrassing moment recently 🙈🙈🙈 I might make a full video about it, but basically, I sent out letters to CPAs in the area months ago and never heard back from any until recently. Someone called me out of the blue, and I never prepared what to say if any potential clients called me on the phone. It ended up being a really long, miserable phone call with a lot of “ums,” and after getting nowhere, I finally made up a stupid excuse as to why it wouldn’t work out and ended the phone call. ☠️
Oh man! I can totally see how that would happen, especially if it was awhile after you contacted them. It's so good that you're putting yourself out there, though--hopefully a good learning experience. 😆
@@FinePointsBookkeeping definitely a learning experience! 😅 That situation probably wouldn’t have been a good fit anyway, so now I know I need to have scripts written down!
Let me know how you delete undeposited account please. I cannot find information about it.
Thanks for good work u r doing
But it would be great if you had uploaded a video series to teach us how to do actual bookkeeping.
Yes, totally! If you want in-depth training on bookkeeping, it's usually best to sign up for a course or certification (check out my vid with options: ruclips.net/video/l5dnRgJem2o/видео.html ). If you're just trying to figure out what a bookkeeper does, I try to show that as much as possible in my 'day in the life' videos, as well as the short QB tutorials I have like "chart of accounts" and "bank feeds." Hope that helps!
What??