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Hi! I'm glad you found the video helpful. Be on the lookout for future videos and resources, we're busy preparing new content and updating resources for you.

@yonoricerda9870 thank you for letting me know what the actual saying is. Cliches and these types of sayings are not my strong suit but I love them! They get the point across. I'll put this on a post it note because I'm sure this will not be the last time I refer to the saying :), happy to hear you got the point of it though, yes, specialize.

Hi @margaretbolden7898 so happy to hear you got value out of the video. I will be updating the templates very soon as well, whatever you purchase, you'll be notified in the future of any new updates. Be sure to email me at info@thebookkeepingshop.com with your website so that I can take a look at it when you're done. :)

So happy to hear you found it helpful @vilmareynoso7343. Did you pick up my resource to Nurture Your Network? www.thebookkeepingshop.com/resources It's a Free Guide to NURTURE YOUR NETWORK to find your first or next bookkeeping client.

@vilmareynoso7343 you did one of the best strategies I recommend when finding your first bookkeeping client...you converted your last employer into your first paying client, well done! Happy to help in any way.

I love hearing you found the information I shared helpful. How is it going with your business?

Hi, yes, we are switching everything over to a new platform. The youtube descriptions will be updated by next week with the new links. I will circle back to post them here as well.

Hi @fatemahumayra2750 we updated the links, Check out the resources page and let me know if you need any specific template you could not find. I'd love to hear from you. www.thebookkeepingshop.com/resources www.thebookkeepingshop.com/nurture-your-network www.thebookkeepingshop.com/10-steps www.thebookkeepingshop.com/bundle

@@TheBookkeepingShop Thank you, I got The resources page.

Hi @rosemsmith7255 So happy you found my channel. Please be sure to check out our free resources to support you in your journey. www.thebookkeepingshop.com/resources

Hi @Cyberbizbuddy, I hear ya! Sometimes I'm in the zone and can't recall what I just said, English is my second language and I don't always pronounce certain words correctly, but I appreciate you watching, and paying attention, that's awesome and I'm glad you liked the instructions 🙂

​@TheBookkeepingShop For English, being your second language is a surprise to me because I've spoken English all my life, and you are better at it than I am! You are a beautiful young lady and have demonstrated your intelligence within the videos you have produced. Thank you for all you're teaching us with what you've learned over time. I'll do my best to watch any new videos you put out.😊

Hi @LeighAnnCarlton we were revamping the website and where we host our resources. I apologize for the delay. I'll attach the link to the nurture your network and other resources you may find helpful. Here you go www.thebookkeepingshop.com/nurture-your-network www.thebookkeepingshop.com/10-steps I hope you find these helpful

Let me know if there is anything I can help you with. Did you check out the One Page Website Template I offer in the Kickstart bundle? www.thebookkeepingshop.com/bundle

@laeiiily How is it going with creating your service offer and finding that first client? Did you grab my free resource www.thebookkeepingshop.com/nurture-your-network In this resource I share SIX email templates designed to help you reach out confidently, reconnect authentically, and reignite valuable connections. I'm cheering you on!

Hi! We finished revamping the website with the links. Thank you for your message, I am happy to share the links with you to grab what you need. www.thebookkeepingshop.com/10-steps www.thebookkeepingshop.com/nurture-your-network www.thebookkeepingshop.com/bundle Enjoy and check back soon, we're creating more resources and videos to publish soon.

Hi Samantha, we are in the process of revamping the website and the resources. The links will be updated by mid July pointing to the right links. I’ll be sure to let you know when it’s live.

Hi we hope your journey is going well. We finished revamping the website with the links. Thank you for your message, I am happy to share the links with you to grab what you need. www.thebookkeepingshop.com/10-steps www.thebookkeepingshop.com/nurture-your-network

Hello, thank you for watching We’ll be back this fall with more content, a refreshed website and resources 👍

Hi! Thank you for letting me know you found it helpful. I had technical issues filming it and was considering refilming it

Welcome! Will be back in the fall with new content and a refreshed website and active links to the refreshed resources as well. Be on the lookout for that in the fall.

Thank you for letting me know you found it helpful. Is there a topic that you would like to see a video on?

Exactly.

Thank you!

Facts!

Happy to help, let me know how it's going and if you have any questions about Loom or creating templates 🙂

Thank you @nataliemesbah1639 Loom remains one of my top 3 applications I use every single day! Have you been using Loom in your business or job?

Hi @byahenikoy8751 thank you for the kind words, I appreciate it. Have you grabbed any of my resources? How is your business going?

Hi @yamiletdelgado-m4m to answer your question: yes, the Intuit Academy is different. Intuit Academy" is a platform that provides different training courses, including basic bookkeeping. However, these courses may not help you get a full QuickBooks Online (QBO) certification. On the other hand, "QBO training & certification" is a specific program aimed at teaching you how to use QuickBooks Online and testing your skills. Completing this program will earn you a certification as a QuickBooks ProAdvisor. I hope this is helpful. Have you grabbed any of my resources to help you in your bookkeeping business journey? www.thebookkeepingshop.com/resources

The more targetted the language of your services (industry specific), the better the odds. The ad should run longer than one week, it should get renewed and as often as you can, share the link or include it in your email signature or social media if you have any. The number can vary for example year end or around tax time businesses are more likely to be open and see your ad.

Never work for free, your time is precious. Price yourself low if you want to, $15 an hour or something, but don't work for free. Doing this screams desperation to the client, which is often a big turn off. You're worth more than free.

Hi @mursaleenkhan5555 I agree with @PretendCoding, never work for free. In the US we have paid internships which often can convert to a permanent paid position.

Yes, the QuickBooks Online certification training is free! If you have access to QuickBooks Online Accountant, you can take the certification courses without any cost. This includes both the training materials and the certification exam Intuit provides a range of training options, from live webinars to self-paced courses, making it easy for you to fit learning into your schedule【10†source】. For more details and to get started, you can visit the [Intuit QuickBooks ProAdvisor page] (quickbooks.intuit.com/learn-support/en-us/help-article/accountant-certification/sign-proadvisor-quickbooks-certification-courses/L18zzgR5K_US_en_US) quickbooks.intuit.com/accountants/products-solutions/accounting/online-growth/?cid=ppc_G_e_US_.QBOA_US_GGL_Brand_Top_Search_Desktop_WP._quickbooks%20accountant_txt&agid=58700008275015363&infinity=ict2~net~gaw~ar~648323442374~kw~quickbooks%20accountant~mt~e~cmp~QBOA_US_GGL_Brand_Top_Search_Desktop_WP~ag~QBOA+-+Core&gad_source=1&gclid=Cj0KCQjwmt24BhDPARIsAJFYKk2I2vMC_sKzs9gFt8KGsf0H1ncvL6dGvAwjqsGCtjP2197c4xN0s3EaAvwwEALw_wcB&gclsrc=aw.ds

@HANDMAIDEN I agree, there are not to many videos or resources on hosting discovery calls for bookkeeping or accounting clients, but I hope this as helpful. I may create more in the future.

Hi @rickeyhughes1784 I'm glad you found my video content helpful. I have a few questions for you. Have you selected the industry or type of business you would like to provide your bookkeeping services to? What method of outreach have you tried to get clients? and how often are you working to get leads to convert to clients? I have several free TH-cam videos in my channel of ways to get your first or next bookkeeping client you may want to check out, as well as a resource with 1000 bookkeeping niches bookkeepers can choose from and the reasons you should consider niching/focusing on a specifc industry. www.veronicasagastume.com/1000niches

Hi @annetejackson3550 I'm so happy to hear your focus! Zeroing in on who you want to serve, helps you to focus on the services you offer, the way you'll deliver your service, the language you'll use to attract that group/industry and so much more. Feel free to check out my other free resources www.veronicasagastume.com/bio or available templates www.veronicasagastume.com/shop

Hi @cori8457 I'm sorry about that, try this link, scroll down and click on the resource you're interested in: www.veronicasagastume.com/bio

You can absolutely start to offer services while studying. I would recommend you start by offering some vary basic and simple services you will feel comfortable and confident in offering. You can start small offering some basic services and build up as you get more experience, skills and knowledge

Hi @rww4624 I personally host my website on Square space...my bookkeeping and accounting business name is Fortified Accounting. However, when I started, I had a one page website I used as a sort of bill board to send folks to for the main general information. I get all of my domains from Go Daddy. However, If you're looking for a budget-friendly one-page website you could design within an hour, I have a template you may be interested in checking out. you can use a subdomain or your own domain in Canva, the training inside the product template walks you through the set up. www.veronicasagastume.com/shop/p/bookkeeping-one-page-website-template I hope this helps.

Hi @kimmiel6825 I can totally understand the uncertainty that comes with not finding a paying client right away. I will encourage you to find 2-3 different ways you work to generate leads and make it your priority to build that muscle memory and feel confident while gaining the skill of direct outreach until you get that first client. Everything feels harder at first, but it gets easier the more you do it. If you choose a method to find clients and you don't like it, try another way until you find the one you can grow and master.

Thank you @deedee799 I'm so glad you liked this idea of a year-end offer.

Hi @calicowest, congratulations on your First Client, that's amazing!. I will paste the 'draft' wording in a follow up comment below. - You are the 'consultant/contractor' you set the payment terms [you can make it so that it is pay the invoice upon receipt: due immediately with a few days of grace period] - Traditionally, we send a monthly invoice for services rendered the previous month because we are not on payroll getting paid every two weeks or on the 15th and the last day of the month. Also, most clients don't like to cut two checks for paying a bill/invoice for a contractor. Does this mean you'll be sending them two invoices? - The only time I've built it into our contract to invoice a client twice a month and get paid twice a month is when we knew the invoice would be so high that it would help the client to get an invoice for $5,000 twice a month and have the opportunity to pay each at seperate times which helped with his cashflow. question for you: - how much will you be invoicing them hat you need to have them pay twice a month? - is this to help you with your cashflow or your client? You can set the expectation in your scope of service/agreement so they know they will get two invoices per month, and what your payment terms are (how soon to get paid). There may be pushback because you as the bookkeeper will also be helping the client to pay bills (your bills have now gone from one a moth to two a month).

@calicowest here is a sample draft of wording to communicate billing: if sent via email Subject: Improved Invoicing for Your Convenience Dear [Client's Name], I hope this message finds you well. I wanted to discuss our billing process that could make managing your finances even easier. We invoice bi-monthly with invoices sent on the 15th and the last day of each month. Here's why it's beneficial: - Easier Budgeting: Smaller, more frequent invoices make it simpler to budget and track expenses. - Improved Cashflow: You'll have a clearer view of expenses, helping with cash flow management. - Convenience: Invoices will still be "due upon receipt," giving you flexibility in payment. This change will enhance transparency and help you stay in control of your finances. If you have any questions or concerns, please feel free to reach out. Thank you for choosing us as your bookkeeping partner. We look forward to your feedback. Best regards,

@@TheBookkeepingShop thank you very much, much appreciated

@@TheBookkeepingShop Thank you. It new to me that bookkeeping is now outsourced, I left accounting back in 1997, and I have been doing other financial services business. I embarked on a long time friend sho is a contractors and he needed help with preparing for taxes. I jumped in and was able to help him with any prior years of accounting transactions.

I think I want to specialize in contractors and help with bookkeeping for those with inventory counts.

I will reply to your questions shortly, when I’m back in my office in a few days. It’s a great question and I think others would have the same question so I may actually do a video on it.

I live in California as well. Great questions about charging. In the video I mention an Intake Questionnaire which is typically something you would send your prospect in order to determine how big of a project it is. How many months, how many bank accounts, etc. and then you as the professional, need to assess how much time you may need in order to complete the project in a specific amount of time. You can then take that time, add some buffer for unexpected things that come up (because they always come up) and multiply those hours by a rate that would make you a profit and be worth your while to then give a fixed rate for the project. You can also add a clause that scopes out the project and stipulates if the volume or project is larger than originally scoped out, you may need to discuss and adjust or charge an additional rate. I have an intake questionnaire form already if you want to check that out. www.veronicasagastume.com/shop/p/questionnaire The flow would be: 1) Discovery Call (learn about what they need 2) send intake questionnaire to then 3) prepare a service agreement with the scope of work and fee www.veronicasagastume.com/shop/p/contract I hope this helps.

Hi James, the example I give is in the video. Creating an offer where you are solving a problem that a small business owner has especially in the fourth quarter of the year when they have all of a sudden realized they are way behind in keeping up with their books is a type of irresistible offer. You as a Bookkeeper, a Creating and Offer that is specific to the small business owner to solve the problem in a timely manner.

You can name to sell for a couple of different things whether it’s A) Year-End Bookkeeping B) Fourth-quarter catch up Bookkeeping C) Year End Catch Up your bookkeeping D) The All caught up bookkeeping offer

James, Here are a few more examples of naming this type of offer: 1. Year-End Bookkeeping Boost 2. Bookkeeping Bailout Bonanza 3. Yearly Books Booster 4. Year-End Books Breakthrough I hope this helps.

Yes, absolutely! I already do this as 1:1 consulting with the clients or for them. This is a great revenue stream.

Hi, thank you for reaching out, I'm glad you found the video useful. Many of the links to resources I mention are in the description of the video however here's the link to my website resource page: www.veronicasagastume.com/resources www.veronicasagastume.com/bio if you want to check out other resources: 1000 Niches for Bookkeepers: www.veronicasagastume.com/1000niches Other Bookkeeping Digital Products you may find useful: www.veronicasagastume.com/shop

Thank you, I'm happy you found my channel and finding my content helpful. What other topics would you want to see on this channel?

@nzabeen, where are you located? You may want to try to work for a remote bookkeeping firm that allows you to work from anywhere while getting experience...look for bigger firms that would have a training and allow new bookkeepers to join their team. It may require you to reach out to them and inquire about a position if you still want to work for a firm where you can get experience from for a while to gain experience.

@@TheBookkeepingShop I get inspiration from you. I live in Hamilton city, Ontario province,Canada. This area is dead for accounting I believe. That's why I am facing same consequence again n again. Would you be able to tell me a few accounting firms that provide training and big enough to accomodate large number of employees? also remote working facility? To gain more experience or skill, I am enrolled in a bookkeeping certification course now 8 months long. So at least I have the skill. In Past, I had an accounting diploma that only covered generalised accounting knowledge but no hands on accounting skill and software skills, no skill for filing taxes and othet items.

@@TheBookkeepingShop most of thoese bookkeeping jobs that I had bad experience was from either one person owner or family owned small bookkeeping businesses. Not big accounting firms. I barely know any of those firms.

Hi @nzabeen, finding clients is a challenge many new bookkeepers or bookkeeping business owners face. I do believe that your first bookkeeping client is usually in your network (contacts). Have you put a communication together to let people in your circle know of what you're doing, what you offer, the type of client you're looking for? Start with focusing on getting warm leads (your network) and work on communicating with them to focus on getting one client in the next 30 days. Have you grabbed my resource (free) 'Nurture Your Network'? it gives you a guideline and email scripts you can customize to reach out.

@@TheBookkeepingShop i will do that. Thanks a lot! The reason I decided to become self employee is the dirty politics of accounting employers now a days. Iam in Canada, Ontario province, Hamilton city. They hire me, watch me a few days and realise I am new, still not super fast or need guidance/training and thenthey fire me. It has happened 4 times with me so far. These employers do not want to teach the on spot job training now a days because after I learn theskill, definitely I might walk away an. become self employed and be a competetor for them right? It has also happenes with some new bookkeepers in our community that I knowso far. And I am also stubborn. i want to be succesful here in this field. and i took vow i will become self employed, become a competitor for these nasty business people. more new self employed bookkeepers should emerge to solve this ugly situation. to be more knowledgeable, right now i m back to college to do an 8 month bookkeeping certification to learn the quickbooks in detail. in past, i only had an accounting dioloma, that didn't cover the hands on experience in bookkeeping. soecialy the different types of filings.

Glad you liked the advice.