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FinePoints
США
Добавлен 11 фев 2019
I'm a small business bookkeeper and my mission is to help business owners GET ORGANIZED! I'm passionate about supporting small businesses & am happy to talk to bookkeepers who want to get started in the field.
Check out my website to connect: www.finepoints.biz
hello@finepoints.biz
Check out my website to connect: www.finepoints.biz
hello@finepoints.biz
Avoid financial FRAUD: checks/balances for small business (a bookkeeper's guide)
Internal financial controls and checks & balances to help your small business avoid fraud. As a bookkeeper, I work with various aspects of my clients' finances. I've seen great financial systems and also ones that have a lot of "holes" (aka, chances for a thief to steal money from the business). Here is an overview of internal controls you can help your client to implement.
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...
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...
Просмотров: 475
Видео
4-step plan for your bookkeeping routine (stay focused!)
Просмотров 1,8 тыс.21 час назад
Here's how I stick to my work-from-home bookkeeping routine. I started my bookkeeping business 10 years ago and have had ups and downs of productivity. I use a block schedule, then have certain weekly and monthly tasks. I also have tips about how to just get started when you're not motivated. My website: www.finepoints.biz/ ☑️My favorite bookkeeper training (affiliate links) 💜Bookkeeper Launch ...
Pick the BEST Bookkeeping Clients
Просмотров 1,6 тыс.14 дней назад
What are signs of a great bookkeeping client for your business? Often, it is a gut feeling but what else can you look for when finding bookkeeping clients? Does everything feel hard when working with them? Do they grumble about the pricing? Make sure the client will respect your boundaries and has reasonably good communication. Videos mentioned: Jason, "be the best for best client": ruclips.net...
Bookkeeper FEARS
Просмотров 3 тыс.14 дней назад
What is your biggest worry when starting a bookkeeping business? I won't know the answer to my client's bookkeeping questions. I won't get any clients. What if someone asks me about my bookkeeping experience, but I have none. How much does it cost to start a bookkeeping business? What do I do next. In this video I answer those questions, and more. Videos mentioned: Hacks to gain experience: ruc...
Start a bookkeeping side hustle to QUIT your 9-5 job!
Просмотров 5 тыс.28 дней назад
How to build a bookkeeping business as a side hustle and quit your 9-5 job. How do you make time for bookkeeping while working full-time? You'll likely need to make some sacrifices starting out. Work at weird times and fit it in whenever you can. How to find the motivation to start a bookkeeping business? Whew, that's a big one. I also talk about when you quit your regular job and the steps to ...
My week as a work-from-home bookkeeper (I got audited!) What does a bookkeeper do?
Просмотров 3,5 тыс.Месяц назад
My week as a work-from-home bookkeeper (I got audited!) What does a bookkeeper do? This is a week in my life (DITL or WITL of a bookkeeper) where I am getting ready for an internal audit. I prepare financial statements, search for receipts, look through paperwork and create a Google Drive with financial reports. Overall the audit went well! Videos mentioned: ruclips.net/video/9sqKEvSCm9A/видео....
MISTAKES I caught in QuickBooks (how to fix a RECONCILE with discrepancy issue in QBO)
Просмотров 1,7 тыс.Месяц назад
How to reconcile in QuickBooks when there is a discrepancy. My first QBO mistake was an item not feeding in on bank feeds, and there was also a duplicate. Another reconciliation issue was that extra items were checked in the reconcile window (with wrong dates). I also had an issue where check images didn't feed in to QuickBooks Online. There were a couple things with Gusto Payroll that I needed...
Bookkeeper Systems (part 2) work smarter, not harder
Просмотров 2,1 тыс.Месяц назад
Bookkeeper systems to work smarter, not harder these will help you run your bookkeeping business. I talk about my calendar system and how I color-code everything. I change my desktop icons so my brain quickly recognizes what I am looking for great for finding bookkeeping client files. I also go over my tech stack that I use (Lastpass, HelloSign, Google workspace, asana, Keeper, etc). My website...
MY LiFE as a work-from-home BOOKKEEPER: is it lonely? Things I like/dislike
Просмотров 2,7 тыс.Месяц назад
Is it lonely being a bookkeeper working from home? Things I like/dislike about owning a bookkeeping business. I love not having a commute, being able to design my workspace and the total flexibility of working from home. I personally am an introvert, so I don't mind being alone. I do have some ideas of how you can network as a bookkeeper and get out to see people if you wish. Videos mentioned: ...
My least-favorite to most-favorite bookkeeping services (ranked!)
Просмотров 3,6 тыс.2 месяца назад
Here are my least-favorite to most-favorite bookkeeping services. I ranked them worst to best, as a bookkeeper with her own business. Find out how I like sending invoices, reconciling, advising bookkeeping clients, bill pay, payroll, depreciation, and more. Let me know which part of bookkeeping you like best. Videos mentioned: How to get clients (Bookkeeper Marketing Coach): finepoints.newzenle...
Find clients WITHOUT social media (for bookkeepers)
Просмотров 3,4 тыс.2 месяца назад
How to find bookkeeping clients without social media. Instagram, Facebook, TikTok and LinkedIn may not be your favorite. The good news is that there are definitely other ways to grow your bookkeeping business. You know (real) people, and they know people too. Start with your direct connections, build your network and attend any in-person events that make sense for your bookkeeping business. The...
Tax prep: 4 things to give your accountant (as a bookkeeper)
Просмотров 1,5 тыс.2 месяца назад
What do you need to give your accountant to prepare taxes? First, your completed QuickBooks file that is reconciled through December. Next bank/credit card statements for all accounts (my tax preparer only needs the Dec statements). Reports from your payroll company about taxes paid and amounts worked for each employee. Also, copies of 1099s issued and received from eligible clients. Plus a few...
my payroll disaster (a bookkeeper with an S-corp salary)
Просмотров 2,2 тыс.2 месяца назад
My payroll disaster as a bookkeeper with an S-corp. Okay, so was changing my business structure from an LLC to an S-corp. With this, I needed to pay myself a salary, so I signed up for payroll. But, the first roadblock was that I needed to create a payroll tax account. The second issue that I had was that I needed a BIN (business identification number). While I was troubleshooting this issue, m...
Bookkeeper INTERVIEW: 5 things to do (land the client!)
Просмотров 2,9 тыс.3 месяца назад
What to do in a bookkeeper interview to get the client to hire you? First, you need to listen to the client's underlying problem and find a way to solve it (or express that you will find one). You can give the client a free valuable takeaway, even if they decide not to hire you. Try to be confident in your bookkeeping fees. Here's my class I mentioned: How to get clients (Bookkeeper Marketing C...
Should you charge $$ to meet with a bookkeeping client?
Просмотров 1,5 тыс.3 месяца назад
Should you charge a bookkeeping client for an initial consult? There are many ways to do this. Currently, I give a new client a free 30-minute meeting to see if we want to work together. But, I know bookkeepers that charge for any consultation or review of the books. Here are some reasons that you should charge to meet with a bookkeeping client the main reason is that it legitimizes your client...
3 steps to start using AI as a bookkeeper
Просмотров 3,5 тыс.3 месяца назад
3 steps to start using AI as a bookkeeper
ADD a SERVICE to your bookkeeping business
Просмотров 3,5 тыс.3 месяца назад
ADD a SERVICE to your bookkeeping business
Client says, "price is too high!" what do you do as a bookkeeper?
Просмотров 3,1 тыс.3 месяца назад
Client says, "price is too high!" what do you do as a bookkeeper?
How I use "Ask My Accountant" to be more productive in QuickBooks Online (for bookkeepers)
Просмотров 2,9 тыс.4 месяца назад
How I use "Ask My Accountant" to be more productive in QuickBooks Online (for bookkeepers)
How to run your bookkeeping business when life gets HARD
Просмотров 1,9 тыс.4 месяца назад
How to run your bookkeeping business when life gets HARD
Debits & Credits and the Accounting Equation (for beginner bookkeepers!)
Просмотров 3,4 тыс.4 месяца назад
Debits & Credits and the Accounting Equation (for beginner bookkeepers!)
Bookkeeper Launch honest REVIEW (is it worth it for bookkeepers?)
Просмотров 8 тыс.4 месяца назад
Bookkeeper Launch honest REVIEW (is it worth it for bookkeepers?)
Bookkeeper "Clean-up" 1st step (for beginners)
Просмотров 5 тыс.5 месяцев назад
Bookkeeper "Clean-up" 1st step (for beginners)
Goals for YOUR bookkeeping business (2024 goal-setting ideas)
Просмотров 2 тыс.5 месяцев назад
Goals for YOUR bookkeeping business (2024 goal-setting ideas)
Create 1099s with me! Bookkeeper motivation (using QuickBooks Online)
Просмотров 2,3 тыс.5 месяцев назад
Create 1099s with me! Bookkeeper motivation (using QuickBooks Online)
Owner's Draw vs. Salary (what's the difference?) Payroll distributions in QuickBooks Online
Просмотров 4,2 тыс.5 месяцев назад
Owner's Draw vs. Salary (what's the difference?) Payroll distributions in QuickBooks Online
Bookkeeper systems to work smarter, not harder
Просмотров 5 тыс.6 месяцев назад
Bookkeeper systems to work smarter, not harder
Going to an AUDIT as a bookkeeper
Просмотров 1,6 тыс.6 месяцев назад
Going to an AUDIT as a bookkeeper
That’s scary specially for beginning bookkeepers.
What tips do you have to avoid fraud?
Nice
We have video editor Can we edit the video for you?
I’m starting my bookkeeping business, I just graduated last May for accounting associates. I’m going to have my first clients, I’m happy but at the same time I’m worried. Wish me luck, your videos help me a lot and inspire me.
Please speak slowly lady! don't hurry!
Should I have a version of Quickbooks on my own computer, and if so, which one? The test questions I got on the website are very "know how to sell Quickbooks" rather than bookkeeping. Does the entire course take only seven or eight hours to go through? I went through the personalized path which it didn't record and there is a lot more in the training. Do I have to register for my courses to be seen?
Hey! Yes, you will want to create a QBO Accountant account for yourself in order to track your training and take the exam. Krista (FinePoints Admin)
Hi! I have done bookkeeping for other companies for many years. I’ve also trained small businesses to use QuickBooks. Now I’ve decided that I just want to do the bookkeeping myself, bc I love the work, but I want to do it freelance so I can work around my family’s schedule. Your videos have been very helpful, as I am working on securing my first client! Thanks!
Great video. Thank you
Hello, for the first week's tasks, are you reconciling and generating reports for the previous month? Is a typical workflow working on the previous month or the current month at the month end? Also, wouldn't payroll be run twice a month so weeks 2 and 4? Thank you!
I’m a stay at home mom looking to contribute to my household, considering bookkeeping as an income source. I can’t thank you enough for all of your content.
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My God their service I terrible..
I am interested in learning more about KPI's. For both my bookkeeping business and as an added value to offer to clients. I'm binge watching you. Thank you for all the great topics.
Hi Morgan, which link is for the youtube video about a "messy dash board" you referred to in your video?
I am from South africa, I have been watching your videos for the past 2 years... you really know your stuff. You have helped me a lot... thank you so much
Thanks for following along! Krista (FinePoints Admin)
You Rock!
What are your thoughts about approaching businesses in person to market your services? For example, businesses that are listed with the Chamber of Commerce.
Hi, where are you located??
Hey! Morgan thinks this is a great idea! You never know who may be needing a bookkeeper! Krista (FinePoints Admin)
Thank you for the share Amazing information
Glad you enjoyed the video! Krista (FinePoints Admin)
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Hey Fine Points , very good video . I can do better editing in your videos which can help you to get more engagement in your videos . Pls lmk what do you think ?
hello, do you give classes of bookkeeping ?
Hi Morgan! Your videos have inspired me to start my own bookkeeping business. I am sceduled to take my Quickbooks ProAdvisors exam on Friday. Wish me luck! Thank you for your awesome content. :)
We are happy to hear you have decided to start a bookkeeping business! Good luck on your ProAdvisor exam, we hope you do well! Krista (FinePoints Admin)
Thank you, where did you get your planner from ?
How on earth does categorizing take 1 hour a month? I work for a company only doing AP and it takes my full 40 hour work week to get it all done, and that's with help from my supervisor
Hey! It all depends on the size of your client and what industry the business is in. But you are correct, a large business with lots of transactions takes much longer then 1 hour per month to categorize. :) Krista (FinePoints Admin)
This video has really helped me. I thought I had to know and like everything about BK. I got my license then I helped with a 7 year clean up which discouraged me. So, I put my business on the side. I hope to pursue it now. Thank you so much!
We are glad this video helped you and gave you the motivation to pursue starting your bookkeeping business again! Let us know if you have any questions along the way! Krista (FinePoints Admin)
hello im currently doing a course about bookkeeping and im in module 3 and the topic is mostly about General Ledger and The Trial Balance can anyone pls explaon it to me lol because i know how its done but for some reason i get myself confused lol i need tips pls lol.
Hi Morgan! I’ve been watching you for some time now and recently I decided to take that step and start offering bookkeeping services to eventually make that my full time income. This week I’m going over some QuickBooks courses to asses what I’ve learned between personal bookkeeping projects & work (I work as an accounting clerk) I was wondering, do you have any videos or suggestions on how you came up with the list of services that you offer to your clients? As well as any tips on pricing? Thank you! 😁
Hey! Here is a video we think you will find helpful in pricing your services: ruclips.net/video/8A877-pVRKA/видео.html Krista (FinePoints Admin)
I have been trying to sign up for this since but it keeps saying “account services unavailable, please try back later”
Hey! We are sorry to hear you are having trouble accessing the QBO ProAdvisor certification. Maybe QBO was having some tech issues when you were trying to sign up. Have you tried again today? Were you able to get in? Krista (FinePoints Admin)
How can I learn your bookkeeping classes from you?
Hey! Morgan currently has 2 courses, Bookkeeper Business Coach and Bookkeeper Marketing Coach. I'll give you more information on both courses below! Bookkeeper Business Coach is a simple and effective way to get your business up and running (apply for LLC, registered with your state, EIN, etc), understand basic QuickBooks functions, market yourself for new clients, and onboard those clients well. It's a step-by-step to getting started as a bookkeeping business owner. finepoints.newzenler.com/courses/bookkeeper-business-coach Bookkeeper Marketing Coach will show you how to create a marketing plan. Morgan provides creative ideas and ways to network with your local community and establish an online presence. She will walk you through onboarding your first few clients and how to stay confident when you are unsure and just starting out. finepoints.biz/marketing Let us know if you have any questions! Krista (FinePoints Admin)
I paid for my LLC "Articles of Organization" with my personal checking account. Instead of having my business pay me back now since I have a business Checking account, how would I categorize that transaction in order for the business to keep ahold of that information for me until it's profitable enough for me to want to draw it back as an expense to the business payable to my personal checking?
Everyone goes through down periods, just no one admits it. Glad you're getting back on track!
I got my larger bookkeeping client through a staffing service looking for a part-time bookkeeper. I would scour all of the part-time bookkeeping jobs to see if they would accept a contract bookkeeper instead. This larger client became my biggest source of income for 7 years. They agreed after I was paid off through the staffing company to hire me as a 1099 contractor. A CPA also gave me their more troublesome clients to help me get started. Don't run out of clients! Always keep more coming in!
Hi do you mentor?
@@HeresMyBit I don't mind helping where I can.
I just passed my QBO ProAdvisor exam, after taking the Fast & Easy course. I don't feel qualified to go out and start procuring business, and I'm conflicted about the next step in my education. My QB experience is on Desktop 8 years ago. I don't think I can pass the Advanced test without some better prep than the Intuit site. Their material is not user-friendly. If you could only pick one or the other (Launch or Fast & Easy Advanced, maybe w/Payroll), which would you do?
ive only made 1600 and formed my llc 3 weeks ago what do i do
Thanks for the video Morgan! I wanted to share that Cone offers a Proposal and Billing Software that's really straightforward which could be helpful to others. It lets you set prices based on multiple factors such as the number of transactions and the frequency of reconciliation etc. It does have bookkeeping templates and is quite affordable at $8 per month.
Thanks for sharing! Krista (FinePoints Admin)
Why an LLC over a sole proprietorship? LLCs can get kinda expensive in some states, what potential financial liabilities could you really incur as a bookkeeper?
love watching your videos! im currently working on getting my quickbooks proadvisor. when i first started i didnt know if i'd go through with it but now that i know i will, how can i change my business name in quickbooks? Could you make a video on that?
Hey! I will let Morgan know you would like a video on how to change your business information in QBO. Thanks for watching! Krista (FinePoints Admin)
Will I be qualified and able to land a regular bookkeeping job after finishing the course ?
Yes, Morgan thinks you will have all the knowledge and resources you need in order to start your bookkeeping business after completing Bookkeeper Launch. They do a great job of starting at the very beginning and walking you through the whole process. Krista (FinePoints Admin)
@@FinePointsBookkeeping I meant if i would be qualified to land a 9-5 bookkeeping job working for a company?
marketing is everything
This website not working in india is this worldwide...?? I'm signed but didn't accpet
Hey! As far as Morgan is aware, QBO should work in India. Morgan recommends changing the country. You'll need to create a new account by choosing the country first in this link: quickbooks.intuit.com/choose-country/. Krista (FinePoints Admin)
These are on point. I’ve had my share of clients that I had bad feeling about and they did turn out so hard to work with and had to let them go!
Very good video Morgan. I believe that work clothes that double as protective gear can be deducted from the business taxes. I.E. steel toe work boots, demin overalls, hard hats. And in a round about way, we should treat our selection of clients as if we're vetting a personal relationship partner?
Thanks a lot very helpful video i am Enrolled Agent and have oney year bookeeping experience and want to start bookeeping business and as i get experience in tax want to add that services too can you guide me or make video about it ?
Thank you Morgan. Excellent advice as always.👍
super helpful, thank you!
chatting with a possible new client and he started arguing with me over expensing personal cost in the business. "Everybody does it!" was his argument
Thanks for this video. Watched a few of your videos and I'm leaning towards Physical Therapy Business Owners as my niche. Do you have any tips when it comes to bookkeeping for that specific niche? Much appreciated, thank you!
Are there bookkeeping opportunities that can go full remote out of the country??
Been watching for the past 2 months, recently got my QBA pro advisor and already got my Intuit Bookkeeper Certification. Thanks for everything, now I'm trying to get over imposter syndrome and find clients!