One more comment she is right when i start last year i almost quit cuz QuickBooks was messing me up... But i said ill do it til the end of the year.. and now my three accounts are easy its like money coming in i work one day a week for a few hours 💕 so dont stip when it gets a little hard.. do what she says give your self a time to get it ...
Great video. I told you in a comment 2 maybe 3 weeks ago that you inspired me to take the quickbooks online exam overnight and how I literally passed it overnight. Thanks for your inspiring personal response. So inspired , I took the advanced quickbooks online exam a week later and passed that too. Then I did the intuit bookkeeper exam badge. Passed that one too 2 days ago. Now I am trying to take a nice picture to put on my ProAdvisor profile, then put myself out there. Thanks for all the great tips....and inspiration.
Hey! That's great news! Have you seen Morgan's video with tips on how to build your ProAdvisor profile to help you get clients? th-cam.com/video/8D6NlkB5tRA/w-d-xo.html Krista (FinePoints Admin)
Starting the business is the easy part. Finding clients has proven to be a challenge. I'm almost three years in and only have two clients. I'm actually getting ready to go back to work outside the home. 😢
I quit my 9-5 and at 4 months into it I only have 1 client and 1 potential client. I've had 1 clean up and 1 training session. I know my name has been given to several people but they don't call. It's hard to be pushy when it comes to someone deciding on their finances.
Truth is, it takes time. And this line of work excels much on recommendations. It is not easy for someone to trust you with their business secrets. Take your time, plan well, and sell value.
I want to quit my 6:30-6:00 job asap. I just got my Adanced QBO certification. Now working on business name, LLC, email with business domain name etc. obviously I’ll be working on weekends mostly as there’s very little time after work. But I am certain it’ll be worth it. I miss my husband, I want time with my 80-something year old parents and hanging with my adult sons would be awesome. And most importantly, time helping my church hand out food etc. can’t do hardly any of those things and I’m not getting any younger. I’m 58 years old and the automotive repair business has worn me out!
Great video! I love how your videos are very informative and motivational. I was just taking a look at some of the comments and it is also helping motivate me. I definitely want to start a bookkeeping business so that I cannot only get rid of some debt, build for the future and also be able to start a family. Thank you for all the great tips.
Hi, Morgan, I’ve been watching your videos for probably around a year now, and I just finished the Keyboard Rich Challenge with Bill from Booming Bookkeeping Business. I am working at my church as the bookkeeper, a job I started in October 2023, and I inherited messy books. I really want to start a bookkeeping business and quit my part-time cleaning job. However, inheriting messy books has caused me to feel like I don’t fully understand how to do bookkeeping because the way they’re set up is wrong & in desperate need of a cleanup. I have a lot of anxiety surrounding owning my own business, but I’m also really motivated right now, having just finished Bill’s challenge. In my job, we’re looking into having a good bookkeeper help us clean up our books, and then I will work on making sure 2024 is set up the way we want it from here on out. Once that’s done, I feel like I’ll have my head around the skill of bookkeeping better, and I’ll have more time to focus on starting my business. I’m not sure why I’m telling you all this. Do you have any suggestions on how I should proceed?
Hey! Learning on the job can always feel a bit uneasy, but it sounds like you're taking the right steps (getting training, making sure things are done right moving forward, etc). Have you seen Morgan's video on clean ups? It might help you as you work on getting your church's books on the right track. th-cam.com/video/2B6zFQurRXQ/w-d-xo.html Krista (FinePoints Admin)
@@FinePointsBookkeeping Hi, Krista. Good name, btw. 😉 Thank you! I’ll check out her video! Do you think a new bookkeeper like me can do a major cleanup?
I am looking to leave my current job in about a year to travel more. I am looking for a career change that I can do virtually while traveling. I already do the bookkeeping for my husbands company and I really enjoy it but it is very basic, so I am wanting to learn more to take on other clients.
I need to keep my full time job for awhile and you're inspiring me to start bookkeeping on the side. Thank you! I would then love to move to bookkeeping full time. But for now, since I can only work on it in the evenings and the weekends, how do you handle the bookkeeping clients when they probably want to call you during regular business hours?
I been doing the books my husband Electrical company for years . I have an associate degree on accounting but I’m still scared of business messes and cleaning old books.
I feel you on that! There are still things that intimidate me too. If I decide to take on a client like that, I just figure... get started somewhere and take baby steps.
I see that as a challenge. In their way, cleaning messes tells the client how badly they need your services. You should be glad there's a mess to clean. Thats mostly the reason for bookkeeping. And yeah, its okay to be overwhelmed by that. But you'll be fine. Trust me, it always get better.
I just started my business. I'm working on the quickbooks online pro advisor certificate. I'm afraid I won't know enough and I won't get any clients. But I'm still moving forward. I would rather try something than do nothing at all. I'll work my ass off, keep praying, and hopefully, everything will work out.
I am having difficulty figuring out what permits and licenses I need. I went with sole proprietorship with dba if I do well change to llc later. Do i need a security alarm, land use permit and I recently heard I can't use my personal computer space that I have to have a private dedicated room for my business. My computer is in my living room and I use it for gaming also.
You may be overcomplicating things? I would say, just get started with clients if you're ready. I don't know what a security alarm or land use permit is. For your office space, there may be certain parameters if you want to use the office as a tax deduction... but that is likely a small dollar amount. A tax prep person could help you with the specifics, but I wouldn't let all those details stop you from running your bookkeeping business. You can figure out some of it as you go. :)
I get what you mean about the security alarm and land use permits and such. Certain counties/states do require the security alarm depending on how you intend to set up your business with your local government. I live in an apartment in Oregon and I'm going through the process of setting up the business licenses and the county requires specific applications to be submitted since I'm wanting to run my business from my home. Best bet is to go to your county's government website or even to their offices to get clear and concise requirements for submitting for a business license.
Hello, I'm Charles Nike Watching from Florida Jacksonville USA. I'm sorry if I may appear intrusive I just want to let you know I didn't know this kind of beauty 😍 still exist, Where are you watching from?
I feel that starting a bookkeeping business would be a good way to get income and be your own boss. It's just knowing the steps to take to get to where you want to be. After getting the intuit quick books account, where do you go from there? Should the Proadviser be done first after setting up your payment method or what??
Hi, really enjoying ur videos. I just got the Intuit bookkeeping professional certification and aiming for a qbo certification. Any advice on my next steps I should take?
Sounds like you're on the right track! Have you taken steps yet to form your business or do any marketing to potential clients? I would start some of those steps now as you're learning QBO. I have a decision tree that may help: finepoints.newzenler.com/f/decision-tree-chart And some other resources here (scroll to the bottom for free downloads). www.finepoints.biz/resources
Great video i like bookepper launch but it is very expensive and started studying for bookeeping certification on intuit its lot of information i am lost already i am looking for side income any help would be greatly appreciated
Hey! You do not need to be an accountant to be a bookkeeper. You actually don't need any certifications or degrees. Morgan thinks training in QBO is a great place to start! Krista (FinePoints Admin)
@@FinePointsBookkeepingwill I need an accountant along side with me because I will be just a bookkeeper or it’s my clients job to get their own accountant??
Yes QuickBooks was the hardest thing when I started my bookkeeping business but if you do the online class it helps so much.. and watch TH-cam videos when I have a problem 💕 ... Now this girl Motivated me to start a bookkeeping business thank you 💕💕
Have you done the free ProAdvisor certification? That's a great place to start. And yes, there is a class that will help you pass the test: Fast and Easy QBO, For Basic (code "finepoints" for $30 off): www.fastandeasyqbo.com/Morgan My video about ProAdvisor, th-cam.com/video/xKcCrN5Sn-E/w-d-xo.html
I'm afraid of starting my own business and not making as much as I do now. Especially since you are now in charge of both sides of payroll taxes. I am also afraid that to make up for my 9-5 income, I will have to work a crazy amount of hours that will make it not worth it. I want flexibility, not 60-hour work weeks :( Is it possible?
I think I'm ready to sign up for bookkeeper launch but I am wondering if teaching myself would be a good option. There are so many free training videos. I guess I'm scared to waste money on another online program. What are your thoughts?
Hey! Learning on your own is possible, but Morgan doesn't think you will regret signing up for Bookkeeper Launch. Yes, it's an investment, but they really do set you up for success! Krista (FinePoints Admin)
Hey! Here are two video resources Morgan made that could help you out: 1) Answers and Test Prep: QuickBooks ProAdvisor Certification - th-cam.com/video/jq0UtGR6YSQ/w-d-xo.html 2) Guaranteed to Pass ProAdvisor Exam - th-cam.com/video/HDpCud92vvg/w-d-xo.html If you’d like additional help, Morgan partnered with QuickBooks ProAdvisor Margie Remmers-Davis who offers test prep courses: Basic level course ($30 off with coupon code “finepoints”): www.fastandeasyqbo.com/Morgan Advanced level course ($100 off with coupon code “finepoints”): www.fastandeasyqbo.com/MorganAdvanced With Margie’s new sleek, interactive system, you are Guaranteed to Pass with no extra help. If you don’t, and you have been following her instructions (which they can monitor), they will give you your money back. Krista (FinePoints Admin)
Hey! Here are a couple of Morgan's videos on how to find clients: th-cam.com/video/v92DBK9dbLA/w-d-xo.html, th-cam.com/video/9JckjHJREFA/w-d-xo.html, th-cam.com/video/8D6NlkB5tRA/w-d-xo.html, th-cam.com/video/_asOONZEL_E/w-d-xo.html You can also check out Morgan's course, Bookkeeper Marketing Coach, where Morgan 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 Krista (FinePoints Admin)
You can self learn! Here is a video where I talk more about that, and it also lists many training options in a variety of price ranges: th-cam.com/video/5W1m-0R6H_k/w-d-xo.html
Hey Andy! Check out this blog post Morgan wrote where she breaks down the cost to starting your own bookkeeping business: www.finepoints.biz/blog/how-much-does-it-cost-to-start-a-bookkeeping-business-it-can-be-cheap Krista (FinePoints Admin)
One more comment she is right when i start last year i almost quit cuz QuickBooks was messing me up... But i said ill do it til the end of the year.. and now my three accounts are easy its like money coming in i work one day a week for a few hours 💕 so dont stip when it gets a little hard.. do what she says give your self a time to get it ...
Great advice! Glad it's going well for you. There will definitely be hard times, but you can figure it out!
Great video. I told you in a comment 2 maybe 3 weeks ago that you inspired me to take the quickbooks online exam overnight and how I literally passed it overnight. Thanks for your inspiring personal response. So inspired , I took the advanced quickbooks online exam a week later and passed that too. Then I did the intuit bookkeeper exam badge. Passed that one too 2 days ago. Now I am trying to take a nice picture to put on my ProAdvisor profile, then put myself out there. Thanks for all the great tips....and inspiration.
Hey! That's great news! Have you seen Morgan's video with tips on how to build your ProAdvisor profile to help you get clients? th-cam.com/video/8D6NlkB5tRA/w-d-xo.html
Krista (FinePoints Admin)
@@FinePointsBookkeeping Thank you so much for replying. I will check out your video. I really appreciate your help.
Starting the business is the easy part. Finding clients has proven to be a challenge. I'm almost three years in and only have two clients. I'm actually getting ready to go back to work outside the home. 😢
Yep, it's the same starting almost any business. Trust me, I've been there.
I quit my 9-5 and at 4 months into it I only have 1 client and 1 potential client. I've had 1 clean up and 1 training session. I know my name has been given to several people but they don't call. It's hard to be pushy when it comes to someone deciding on their finances.
Feel exactly the same, a year now, no clients.
Truth is, it takes time. And this line of work excels much on recommendations. It is not easy for someone to trust you with their business secrets.
Take your time, plan well, and sell value.
What did you do so far to get clients?
I want to quit my 6:30-6:00 job asap. I just got my Adanced QBO certification. Now working on business name, LLC, email with business domain name etc. obviously I’ll be working on weekends mostly as there’s very little time after work. But I am certain it’ll be worth it. I miss my husband, I want time with my 80-something year old parents and hanging with my adult sons would be awesome. And most importantly, time helping my church hand out food etc. can’t do hardly any of those things and I’m not getting any younger. I’m 58 years old and the automotive repair business has worn me out!
Great video! I love how your videos are very informative and motivational. I was just taking a look at some of the comments and it is also helping motivate me. I definitely want to start a bookkeeping business so that I cannot only get rid of some debt, build for the future and also be able to start a family. Thank you for all the great tips.
Hi, Morgan, I’ve been watching your videos for probably around a year now, and I just finished the Keyboard Rich Challenge with Bill from Booming Bookkeeping Business. I am working at my church as the bookkeeper, a job I started in October 2023, and I inherited messy books. I really want to start a bookkeeping business and quit my part-time cleaning job. However, inheriting messy books has caused me to feel like I don’t fully understand how to do bookkeeping because the way they’re set up is wrong & in desperate need of a cleanup. I have a lot of anxiety surrounding owning my own business, but I’m also really motivated right now, having just finished Bill’s challenge. In my job, we’re looking into having a good bookkeeper help us clean up our books, and then I will work on making sure 2024 is set up the way we want it from here on out. Once that’s done, I feel like I’ll have my head around the skill of bookkeeping better, and I’ll have more time to focus on starting my business. I’m not sure why I’m telling you all this. Do you have any suggestions on how I should proceed?
Hey! Learning on the job can always feel a bit uneasy, but it sounds like you're taking the right steps (getting training, making sure things are done right moving forward, etc). Have you seen Morgan's video on clean ups? It might help you as you work on getting your church's books on the right track. th-cam.com/video/2B6zFQurRXQ/w-d-xo.html
Krista (FinePoints Admin)
@@FinePointsBookkeeping Hi, Krista. Good name, btw. 😉 Thank you! I’ll check out her video! Do you think a new bookkeeper like me can do a major cleanup?
I am looking to leave my current job in about a year to travel more. I am looking for a career change that I can do virtually while traveling. I already do the bookkeeping for my husbands company and I really enjoy it but it is very basic, so I am wanting to learn more to take on other clients.
I need to keep my full time job for awhile and you're inspiring me to start bookkeeping on the side. Thank you! I would then love to move to bookkeeping full time. But for now, since I can only work on it in the evenings and the weekends, how do you handle the bookkeeping clients when they probably want to call you during regular business hours?
I been doing the books my husband Electrical company for years . I have an associate degree on accounting but I’m still scared of business messes and cleaning old books.
I feel you on that! There are still things that intimidate me too. If I decide to take on a client like that, I just figure... get started somewhere and take baby steps.
I see that as a challenge. In their way, cleaning messes tells the client how badly they need your services. You should be glad there's a mess to clean. Thats mostly the reason for bookkeeping.
And yeah, its okay to be overwhelmed by that. But you'll be fine. Trust me, it always get better.
I just started my business. I'm working on the quickbooks online pro advisor certificate. I'm afraid I won't know enough and I won't get any clients. But I'm still moving forward. I would rather try something than do nothing at all. I'll work my ass off, keep praying, and hopefully, everything will work out.
Thank you for the share
Amazing information
Glad you enjoyed the video!
Krista (FinePoints Admin)
Nice video, thanks for sharing!
I am having difficulty figuring out what permits and licenses I need. I went with sole proprietorship with dba if I do well change to llc later. Do i need a security alarm, land use permit and I recently heard I can't use my personal computer space that I have to have a private dedicated room for my business. My computer is in my living room and I use it for gaming also.
Every state is different with requirements and all that jazz
You may be overcomplicating things? I would say, just get started with clients if you're ready. I don't know what a security alarm or land use permit is. For your office space, there may be certain parameters if you want to use the office as a tax deduction... but that is likely a small dollar amount. A tax prep person could help you with the specifics, but I wouldn't let all those details stop you from running your bookkeeping business. You can figure out some of it as you go. :)
I get what you mean about the security alarm and land use permits and such. Certain counties/states do require the security alarm depending on how you intend to set up your business with your local government. I live in an apartment in Oregon and I'm going through the process of setting up the business licenses and the county requires specific applications to be submitted since I'm wanting to run my business from my home. Best bet is to go to your county's government website or even to their offices to get clear and concise requirements for submitting for a business license.
Hello, I'm Charles Nike Watching from Florida Jacksonville USA. I'm sorry if I may appear intrusive I just want to let you know I didn't know this kind of beauty 😍 still exist, Where are you watching from?
I feel that starting a bookkeeping business would be a good way to get income and be your own boss. It's just knowing the steps to take to get to where you want to be. After getting the intuit quick books account, where do you go from there? Should the Proadviser be done first after setting up your payment method or what??
Hi, really enjoying ur videos. I just got the Intuit bookkeeping professional certification and aiming for a qbo certification. Any advice on my next steps I should take?
Sounds like you're on the right track! Have you taken steps yet to form your business or do any marketing to potential clients? I would start some of those steps now as you're learning QBO. I have a decision tree that may help: finepoints.newzenler.com/f/decision-tree-chart
And some other resources here (scroll to the bottom for free downloads). www.finepoints.biz/resources
Great video i like bookepper launch but it is very expensive and started studying for bookeeping certification on intuit its lot of information i am lost already i am looking for side income any help would be greatly appreciated
Can I go back in time and quit my job last year??? So tired of this place and need to start over as my own boss.
Can you become a bookkeeper without being a an accountant first. Currently in the process of training in quickbooks aside with one client.
Hey! You do not need to be an accountant to be a bookkeeper. You actually don't need any certifications or degrees. Morgan thinks training in QBO is a great place to start!
Krista (FinePoints Admin)
@@FinePointsBookkeepingwill I need an accountant along side with me because I will be just a bookkeeper or it’s my clients job to get their own accountant??
I’m having trouble learning how to do QBO. I need virtual step by step lessons. Can you help me? I also need evening lessons as I work during the day.
Yes QuickBooks was the hardest thing when I started my bookkeeping business but if you do the online class it helps so much.. and watch TH-cam videos when I have a problem 💕 ... Now this girl Motivated me to start a bookkeeping business thank you 💕💕
Fast and Easy QBO is great for learning QBO. Morgan recommended it in one of her older videos.
Have you done the free ProAdvisor certification? That's a great place to start. And yes, there is a class that will help you pass the test: Fast and Easy QBO, For Basic (code "finepoints" for $30 off): www.fastandeasyqbo.com/Morgan
My video about ProAdvisor, th-cam.com/video/xKcCrN5Sn-E/w-d-xo.html
@@FinePointsBookkeeping No ma’am. I haven’t learned anything the basics of QBO yet.
I'm afraid of starting my own business and not making as much as I do now. Especially since you are now in charge of both sides of payroll taxes. I am also afraid that to make up for my 9-5 income, I will have to work a crazy amount of hours that will make it not worth it. I want flexibility, not 60-hour work weeks :( Is it possible?
I think I'm ready to sign up for bookkeeper launch but I am wondering if teaching myself would be a good option. There are so many free training videos. I guess I'm scared to waste money on another online program. What are your thoughts?
Hey! Learning on your own is possible, but Morgan doesn't think you will regret signing up for Bookkeeper Launch. Yes, it's an investment, but they really do set you up for success!
Krista (FinePoints Admin)
@@FinePointsBookkeeping Thank you for the encouragment !!!
Hey do you have any advice on how I can prepare for real world quickbook examples
Hey! Here are two video resources Morgan made that could help you out:
1) Answers and Test Prep: QuickBooks ProAdvisor Certification - th-cam.com/video/jq0UtGR6YSQ/w-d-xo.html
2) Guaranteed to Pass ProAdvisor Exam - th-cam.com/video/HDpCud92vvg/w-d-xo.html
If you’d like additional help, Morgan partnered with QuickBooks ProAdvisor Margie Remmers-Davis who offers test prep courses:
Basic level course ($30 off with coupon code “finepoints”): www.fastandeasyqbo.com/Morgan
Advanced level course ($100 off with coupon code “finepoints”): www.fastandeasyqbo.com/MorganAdvanced
With Margie’s new sleek, interactive system, you are Guaranteed to Pass with no extra help. If you don’t, and you have been following her instructions (which they can monitor), they will give you your money back.
Krista (FinePoints Admin)
I want to grow my business & have it be the main source of income but Im struggling to find clients.
Hey! Here are a couple of Morgan's videos on how to find clients: th-cam.com/video/v92DBK9dbLA/w-d-xo.html, th-cam.com/video/9JckjHJREFA/w-d-xo.html, th-cam.com/video/8D6NlkB5tRA/w-d-xo.html, th-cam.com/video/_asOONZEL_E/w-d-xo.html
You can also check out Morgan's course, Bookkeeper Marketing Coach, where Morgan 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
Krista (FinePoints Admin)
Do I need a degree to be a bookkeeper, or can I self learn?
You do not need a degree, it is helpful to learn accounting practices. There are tons of videos and free classes though.
Self learn .. no degree required
You can self learn! Here is a video where I talk more about that, and it also lists many training options in a variety of price ranges: th-cam.com/video/5W1m-0R6H_k/w-d-xo.html
I wanna quit my 6-6. I am afraid of not getting enough clients and the start-up costs.
Hey Andy! Check out this blog post Morgan wrote where she breaks down the cost to starting your own bookkeeping business: www.finepoints.biz/blog/how-much-does-it-cost-to-start-a-bookkeeping-business-it-can-be-cheap
Krista (FinePoints Admin)