Got a consult today for a 6 year cleanup. The advice to quote it a year at a time was golden. I was worried about either losing the job because it's too high or getting the job and it being much more work than I thought. Thanks!
Thanks! I’m happy you found this helpful. Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
You’re so amazing! I wanna just like you helping other people to grow their business after doing it myself, watching your videos and knowing a bit of your background gives me confidence that it is possible and I can do this 👍
Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
Thanks! Did you hear? Here is the link where you can check out this awesome marketing strategy guide. It literally tells you exactly what to post and when to post for 30 days on social media & this is exactly how I grew my bookkeeping business to get 45 clients. www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy Use code 50OFF to get a 50% discount!
Thanks! I’m happy you found this helpful. Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
Cleanup: Chronologically - start 1-year at a time, oldest to newest. Bank statements, credit card statements, loan statements. You can not do anything until statements are in hand. In addition, an estimate is provided after reviewing statements. Glance and loosely quote, or count the transactions and quote. Set a bare minimum of $300 a month. Multiply your transactions by 2 to cover the increase of transactions annually. Charge at least $3 per transaction at the beginning.
Do you ask for receipts in this case or do you not bother? Would you maybe use Hubdoc or Receipt Bank to get some receipts (also makes your bookkeeping easier) or do you tell them that they're expected to be able to provide back up if ever needed and you just do financials based on bank statements?
Have you noticed when quoting for a clean-up, when a business is facing an IRS audit, are they more likely to say yes to a little higher price because they need to get squared away with their taxes and time is a critical factor? I'm not saying to use their vulnerable position as a way to gouge the potential client with outrageous prices, I absolutely believe that is ethically wrong. But are clients less likely to haggle the price when they need their books cleaned as soon as possible?
Yes, absolutely! A client paid me $20,000 back in July to do 2 years of bookkeeping in 1 week because they needed updated financial statements for an insurance audit 💥
@BookkeepingExpert hiring someone that has no idea what they're doing, with the expectation that they know. Bookkeeping experts all around. Glad to help you increase your views.
Got a consult today for a 6 year cleanup. The advice to quote it a year at a time was golden. I was worried about either losing the job because it's too high or getting the job and it being much more work than I thought. Thanks!
Congratulations!
Another great video. Dropping bombs of epicness!
Thanks! I’m happy you found this helpful. Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
You’re so amazing! I wanna just like you helping other people to grow their business after doing it myself, watching your videos and knowing a bit of your background gives me confidence that it is possible and I can do this 👍
You can do it!
The value in this video is AMAZING!
Thank you!
Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
Epic video - thanks for sharing Zach
Thank you! I'm glad you enjoyed the video. If you have any more recommendations or topics you'd like to see, feel free to let me know.
Thank you, Thank you!!! good information
Welcome!
You never miss, great video as always!
Thanks! Did you hear?
Here is the link where you can check out this awesome marketing strategy guide. It literally tells you exactly what to post and when to post for 30 days on social media & this is exactly how I grew my bookkeeping business to get 45 clients.
www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
Use code 50OFF to get a 50% discount!
Solid advice, thanks for sharing!
You're welcome!
This video helped a lot thanks
Glad to hear it!
Thank you very informative.
Glad it was helpful!
Nice, very informative
Thanks! I’m happy you found this helpful. Check out this 30-Day Social Media Marketing Strategy I Customized & Created For YOU (Use Code 50OFF for a 50% discount!) www.harrisburgbookkeeping.com/store/p/30-days-of-social-media-marketing-strategy
Great information! Thank you. When you say $2 per transaction are you referring to an A/R transaction, A/P transaction or both?
Any transaction that flows through the bank accounts and credit card accounts
G.O.A.T
Thanks!
Such a great video! Thank you!
Zack, do you have a bookkeeping client in the restaurant business? I want to learn about this industry.
Yes I do!
Super helpful
Glad it helped
thanks for video..moneythumb software will convert pdf bank statements to qbo file that you can import in quickbooks bank feed
Good to know! Now I use www.docuclipper.com/
Cleanup:
Chronologically - start 1-year at a time, oldest to newest. Bank statements, credit card statements, loan statements. You can not do anything until statements are in hand. In addition, an estimate is provided after reviewing statements.
Glance and loosely quote, or count the transactions and quote. Set a bare minimum of $300 a month. Multiply your transactions by 2 to cover the increase of transactions annually. Charge at least $3 per transaction at the beginning.
That is excellent advice!
Do you need to do the depreciation /amortization about the asset before you sending the financial report to customer? Or when doing the bookkeeping?
I don't record depreciation, but I will split interest/principal on loan payments.
Do you ask for receipts in this case or do you not bother? Would you maybe use Hubdoc or Receipt Bank to get some receipts (also makes your bookkeeping easier) or do you tell them that they're expected to be able to provide back up if ever needed and you just do financials based on bank statements?
I don’t require my clients send me receipts. I just recommend that they keep them for their records
@@BookkeepingExpert Thanks. So how do you determine if say tens of Amazon purchases are for business or personal?
I need a cleanup fee methodology calculator?
Count up all of the transactions and multiply it by three dollars
Have you noticed when quoting for a clean-up, when a business is facing an IRS audit, are they more likely to say yes to a little higher price because they need to get squared away with their taxes and time is a critical factor?
I'm not saying to use their vulnerable position as a way to gouge the potential client with outrageous prices, I absolutely believe that is ethically wrong. But are clients less likely to haggle the price when they need their books cleaned as soon as possible?
Yes, absolutely! A client paid me $20,000 back in July to do 2 years of bookkeeping in 1 week because they needed updated financial statements for an insurance audit 💥
Are you doing course?
hbg-bookkeeping.mykajabi.com
Thank you so much!
Really good info. Are these people calling you out of the blue? Can we just ask you a lot of questions and you'll answer?
Most people message me first, then we schedule a call.
Poor business owners. It's wild
Not sure what you mean, but thanks for watching!
@BookkeepingExpert hiring someone that has no idea what they're doing, with the expectation that they know. Bookkeeping experts all around. Glad to help you increase your views.