My least-favorite to most-favorite bookkeeping services (ranked!)
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- เผยแพร่เมื่อ 23 ส.ค. 2024
- 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.new...
Services playlist* • SERVICES as a bookkeeper
Organizing the chart of accounts* • What's the Chart Of Ac...
Invoicing* • How to create an INVOI...
Bill pay* • Pay Bills in QBO (acco...
Payroll* • Should you do PAYROLL ...
Recording “meals”* • Meals & Travel TAX Ded...
Onboarding clients* • One Client, START TO F...
Finding new clients* • 20 ways to get bookkee...
Managing receipts* • Receipt Capture in QBO...
Big Clean-ups* • How to do a "CLEAN-UP"...
My website: www.finepoints...
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer....
💜Bookkeeper Launch FAQs: sk293.isrefer....
💜Bookkeeper Launch checkout: sk293.isrefer....
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): finepoints.new...
🟢How to get clients (Bookkeeper Marketing Coach): finepoints.new...
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): finepoints.new...
➡How I got my first 3 CLIENTS (free masterclass): finepoints.new...
➡Start a bookkeeping business (free checklist) finepoints.new...
➡LEARN bookkeeping (my favorite training options): finepoints.new...
➡Where to start bookkeeping (chart): finepoints.new...
➡Tax Biz (free intro class on taxes): sk293.isrefer....
➡More freebies on my website: www.finepoints...
➡ Please SUBSCRIBE! / @finepointsbookkeeping
☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): www.fastandeas...
For Advanced (code "finepoints" for discount): www.fastandeas...
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: www.boomingboo...
Nerd Enterprises: www.nerdenterp...
5 Minute Bookkeeping: courses.5mbaca...
▶My Bookkeeping Tech Tools: www.finepoints...
▶ 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
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What's your least favorite bookkeeping task?
And, I did end up getting the links for all the videos mentioned:
Services playlist* th-cam.com/play/PLCG_jzVy0dAOEoOuiH0BytkCu8mMe0ua8.html
Invoicing* th-cam.com/video/PYWvEVrvenM/w-d-xo.html
Bill pay* th-cam.com/video/WmbBYXLbWPQ/w-d-xo.html
Payroll* th-cam.com/video/bTPNXZtdTi4/w-d-xo.html
Recording “meals”* th-cam.com/video/bWGUTQ3826o/w-d-xo.html
Onboarding clients* th-cam.com/video/zEzlaAoEfgQ/w-d-xo.html
Finding new clients* th-cam.com/video/RrrKUYuMSA4/w-d-xo.html
Managing receipts* th-cam.com/video/R2FQ0peRZ5U/w-d-xo.html
Big Clean-ups* th-cam.com/video/moRR3fc61XE/w-d-xo.html
❤
I’m almost done with my certificate in bookkeeping at my community college (three weeks left) and I work at H&R Block, started as a tax associate (level 1 of 6) and I actually enjoyed doing taxes and found I’m good at it. Once I reach level 3 I can do bookkeeping with the company and I intend to do it plus taxes.
Yay! Congrats on being almost done! Let me know if you have questions, or if there are videos you'd like to see.
@@FinePointsBookkeeping thank you
Usually, I never comment on video, but your video is so convincing that I am unable to stop myself from doing something about it. You’re doing a great job Man, Keep it up.
I have both a bookkeeping business and a job as a bookkeeper. Least favorite - chasing down paperwork and receipts from my non-digital clients and co-workers. Most favorite - doing payroll at my job. We don't use a payroll service or even have it set up in our accounting system so I do it manually in an Excel workbook. I actually really enjoy figuring out the taxes and journal entries every week and filing the reconciliations every quarter. (I know, I'm weird. 🤷🏼♀️)
That's great! Thanks for sharing what you enjoy about bookkeeping!
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)
I love the way you get help where needed without excuses. It’s good for people to know that it’s ok!
PS: what is your lipstick? Love it! 😄😉
As someone that helps small business owners understand their P&L I LOVED that you love getting those Chart of Accounts right. The better we can help the business owners understanding the flow of money through the business, the better they set themselves up for success. So thank you for taking this part and making it a priority! It really does help them. - Tammy
Love this, thanks!
Reconciling **chef's kiss**
my brain's favorite lol always satisfying
So true!
As always Morgan, great video! Your content is amazing and absolutely fulfilling with educational benefits.
On your list, for number 1 you said "Analyzing Reports" and that brought a question to mind. I've noticed a trend growing lately about bookkeepers offering "CFO" services. This to me seems it can go in two different directions. One aspect, providing financial advice to a business seems it should be in the realm of a CPA. But another view of this is we are preparing reports and giving to the business owner and they make the final decision. Am I overthinking this or do you see the challenge I am seeing? Curious what your view is on "CFO" services and is this something bookkeepers should look into or maybe something similar?
Hey! Morgan doesn't have a detailed answer for you at this time, but I sent her your question in order to see if this is something she wants to explore more and possibly do a video on.
To answer your question in short, Morgan does think it's ok for bookkeepers to prepare reports and explain the information provided in the reports to the client so that they have a full understanding of their companies financial data.
Krista (FinePoints Admin)
Great 👍🏾 video!
Hello Morgan - I'm new to your channel. I am a middle aged man coming from a blue collar type work background. Due to physical wear and tear on my body as well as some unexpected parental care responsibilities - I've been put in a situation that in a relatively short period of time is going to result in the need for a significant all around career change. It's of great importance that my new profession offer some level of flexible full time working hours & the ability to perform my duties remotely. I'm intrigued with the concept of bookkeeping as a skill & a career but I'm not sure if this is a realistic option for someone like myself who would be coming in from a work field that is so completely and thoroughly unrelated. I'd appreciate your opinion on this matter - as well as any possible suggestions on low/no cost next steps I might take to get a "high-level" & realistic gage on if the virtual bookkeeping business could be a career path for me to fully invest in & seriously pursue. Thank you for reading. :)
Hi there, I am new to this bookkeeping business, as a bookkeeper where do I get direct clients other than LinkedIn?
Hey! Here a few videos Morgan made on how to get clients:
th-cam.com/video/RrrKUYuMSA4/w-d-xo.html
th-cam.com/video/v92DBK9dbLA/w-d-xo.html
th-cam.com/video/_asOONZEL_E/w-d-xo.html
Hope this helps!
Krista (FinePoints Admin)
I absolutely love you subtle hatred of tax prep 😂 not being a fan of tax prep can really give a new bookkeeper imposter syndrome!
haha, I feel you. So true about the impostor syndrome!
❤
Thanks for watching!
@@FinePointsBookkeeping welcome
You r really gorgeous. Im in love with you❤
Well that wasn't awkward or anything.