Your videos have really been helpful to me. I am currently taking my QB certification and your videos have been my go-to for information. My cousin has a business that is growing and she asked me to be her bookkeeper.. so, I already have a client lined up. I would do volunteer work to gain experience bc I feel that wld be worth it in long run. I saw you mention in another video doing bookkeeping for a non-profit for free and I thought that was a great idea. Thanks for putting out this great content. :)
Thank you for not being vague. Too often successful people just say "Get business" and barely/don't go into detail. From friends/family to online job boards and communities and finally offering a non invasive way to contact business owners are all excellent tips! Thank you for being a true servent leader ❤
Yup. That’s actually how I’m starting out is volunteering. Not how I wanted to start, but it’s also helping out friends and family in a rough time, so it serves a dual purpose.
Just want to say that I'm a big fan of your videos. I'm a former Big 4 manager looking to break into my own accounting world and your vids have been helpful.
I’m so glad I found your channel! I’ve been a bookkeeper for almost 15 years, but I’m new to the freelancing side of it. Thanks for sharing your knowledge with us!
Thank you for this was very helpful. I'm a QB Certified ProAdvisor, I'm just starting out as a freelancer Bookkeeper, and I'm so grateful for your videos.
Yes, I worked for free about 10 years ago and it didn't go well because I didn't have good boundaries on how much time I was willing to give. I am planning to try it again soon but this time with well communicated expectations between me and my friends.
Thank you so much for these videos. My family was homeless at one time and we are slowly getting back on our feet. When I found your videos on TH-cam, I talked to my husband and we both agreed that I would be great at this. I am slowly starting but I am working hard on it. I live in Colorado Springs, Colorado.
Wow, what a powerful story and journey you've been on! Bookkeeping could be a great way to build a solid career for yourself :) -Gabe (FinePoints Admin)
@@FinePointsBookkeeping I'm hoping it will help me spoil my children when I can barely get them things they want now. I'm just having trouble with getting the clients. I have been advertising on Facebook, Instagram, and Nextdoor.
@@katherinearcher3940 Awesome, go get it. I once heard that we learn for 2 reasons only; we either want to or we have to. Sadly you and I both are experiencing this first hand. I was unemployed for 16 months and swore that with my next job I would find some skills that would translate into self employment and bookkeeping seems to check all the boxes. I am working a 9-5 in sales now and going through the Quick Books Online Advisor certification a little every day after work. I'm writing this from a Lowe's parking lot to use the WiFi. I normally go to the public library but they are closed today. All I want once I feel confidently knowledgeable is to try & land 1 client and I know that will open the door to the rest of my life. I have met & worked with bookkeepers before (I had a pizza place) and it never occurred to me that there was no real degree needed but looking back now it makes a bit of sense. Some of these people got their start by sheer coincidence or necessity. The prospect of being 100% online and not handling 1 slip of paper just makes it that much more alluring. Good luck with your schooling. Reach out anytime.
Hello, My name is Ernestine and I am starting my bookkeeping (freelance) business here in Phoenix, Az. Thank you providing this kind of information to us that are starting out. I really appreciate it.
Great idea to choose 40 businesses to contact. I have been doing bookkeeping work as part of my previous job and now do bookkeeping as a favor for a rental house. I'm not sure what type of niche I would like to specialize in as I have only done property management and small business type of work.
Hi Morgan, I have really enjoyed your videos. I wanted to let you know I just passed my Quickbooks Certification. I am happy and nervous at the same time. Thank you for all you do!
After a laid off experience God put me from nowhere into a bookkeeping career I am so excited , this a totally new adventure for me I am taking online classes now , I am glad I found you, one day I will be like you but in a Latina Version lol 😅😅😅
Hi, I'm from the Philippines. This is really helpful, thank you so much. I'm starting to build my Freelance Virtual Bookkeeping right now. Looking forward to hearing more from you.
hi im located in central florida i just added bookkeeping services to my current business. i have the years of experience working for a non profit company i just decided now to do it on my own
Great tips, but I have a suggestion for future videos. If you have for example a "top 10" list, editing "tip 1" or "tip 2" into the video during each part helps us as viewers keep track. I honestly had to rewind several times to keep track of which tip was which. I didn't know if you were continuing with the last tip or if you were already on the next tip. Just some constructive criticism. Making those small changes would make this channel the go-to for this topic.
Hi.. Thank you for this video..Those are such a great tips.. I am now pursuing this freelance career on virtual bookkeeping, but I don't have a client yet.., I am already a QBO certified., will try to keep in mind and to apply your tips on getting clients... Thank you.. God bless you
Hi Morgan - really appreciate your videos, great info - Thanks! A couple questions if you don't mind 1) Can you expand on a few other niches you think would be good prospects? 2) What size client (employee size? revenue size?) do you think is a good fit for us independent bookkeepers? and 3) What would you think of the idea of placing an ad on Craigslist and identifying yourself as a professional bookkeeper and you will answer one Quick Books question they have for free? I heard this idea somewhere and it was a different type of business but I believe this might start a conversation with a potential prospect and you might get some clean up work or tax work or payroll work or ??? from it. Thoughts? Thanks Again - Mark
Great list of tips! I also find it that doing research on the companies you want to work for is key! You want to make sure itnisbtje right fit. I also love you tip on providing value to people before they even become your customer.
Hi, I am from India and i have watched your video and these tips are very usefull to make a new clients in freelancing industry. So let me know where are you from?
Thank you, Morgan, for the tips on how to find your FIRST client, I am planning to CONCENTRATE first on Self Employed Architects, Dentist, Doctors, and Engineers where their stuff are NOT too complicated, Is it CORRECT? Where mostly, it will cover mostly credit cards, purchase, profits, and loss only? What is your ADVICE?
Hello morgan, your videos are so helpful to me and I am learning a lot from it. I hope to find my first virtual bookkeeping client soon. If your offer is still available, i am very willing to do internship for you even without pay.
Hi I'm a fan. Your insights are deeply appreciated. I'm still figuring out what niche/target market is good for beginners. Would love to hear your advice.
Hi, your vdos are very helpful for me, I got a Bachelor degree in Account 10 years ago, and I didn't know where to start until now. I'm doing the QB pro advisor training now, & will take the exame soon. I'd like to know what's the next step. Thanks so much for your time & effort to help guiding us.
Hello. This is Rickey again. I have just watched your video. Hopefully, what you said in the video, will help me to get more clients for my Bookkeeping and Accounting business, and to grow my business. I will take into consideration what you said in the video. I hope you will continue to do well in what you are doing, and I look forward to your response. Thank you again for your time and consideration.
Thank you for such great information! On #6 you said "something" groups. My closed captioning translated it to something totally different. Can you tell me what you said? Thank you so much!
Thank you for your tips. The truth is it's really hard to find a client if there's no online bookkeeping experience. I'll try to apply your advice and let's see what happen. I'm an accounting graduate with more than ten years of experience in manual bookkeeping. I've completed the QuickBooks online course. I'm a Xero Certified Advisor but still no client. Is there any chances that I can work as an intern in your company. My name is Victor Campeciño and I'm from the Philippines.
Hi, Myself Nithya from India. I have completed chartered accountants intermediate course and persuing CA Final. I have more than 8 years experience in book keeping, Accounting, auditing and taxation. I am familiar with 1. XERO 2. MYOB Accounting Right 3. MYOB Essential 4. Quick Books 5. Dext 6. Tally 7. Microsoft office. Can I get any outsourcing book keeping works? Pay per hour : 10 Dollar is enough. I am awaiting for your reply. Thank you, Kind Regards, Nithya.
Are a bookkeeper's clients always nearby (do they need to be nearby?), or is it possible to have out-of-state clients that you just have a relationship with online?
Hello My name is Hicham. Thank you for this interesting video. I am IN MOROCCO can I start bookkeeping business and work with american companies whithout being in USA ??
I think it was about 3 months. I do it both ways for QB... If they already have it I continue using theirs that they pay for. If they are new, I will get them set up with a QB account and pay for it myself at my wholesale price. I only use QB, no other programs. Hope that makes sense. I think I'll do a video about this because it's a common question. Do you have a bookkeeping business or just getting started?
@@FinePointsBookkeeping I am just getting started. I have a business name and I am working on my website. I really need practice and the necessary confidence so I can receive clients. I like the idea of working for free initially because of mistakes or errors doing numbers. Honestly though.. I am trying to make money as soon as I can. What is your advice?
Hello Orlon, how is your bookkeeping journey going. I really want to do bookkeeping but it’s hard to volunteer because people sometimes don’t want you to learn
Hi Morgan, if I want to take free training of Quickbooks online, to start my work as bookkeeping, so I need first to have license or create my company as accountant, or can I start learning before creat my company? Thank you.
FinePoints That mean I can sign in with quickbooks online as accountant, what company name I will put it to start training? thank you so much for your respond.
Hi Jennifer! As a virtual bookkeeper you can work from home and have clients anywhere in the US. The client can send you everything you need via email and through QBO and you can schedule video calls to talk about things that may come up. Krista (FinePoints Admin)
Your videos have really been helpful to me. I am currently taking my QB certification and your videos have been my go-to for information. My cousin has a business that is growing and she asked me to be her bookkeeper.. so, I already have a client lined up. I would do volunteer work to gain experience bc I feel that wld be worth it in long run. I saw you mention in another video doing bookkeeping for a non-profit for free and I thought that was a great idea. Thanks for putting out this great content. :)
Thank you for #10 about being patient. It was a nice reminder that I’m not alone in waiting for my first client!
Thank you for not being vague. Too often successful people just say "Get business" and barely/don't go into detail. From friends/family to online job boards and communities and finally offering a non invasive way to contact business owners are all excellent tips! Thank you for being a true servent leader ❤
Yup. That’s actually how I’m starting out is volunteering. Not how I wanted to start, but it’s also helping out friends and family in a rough time, so it serves a dual purpose.
That's such a great way to do it :) -Gabe (FinePoints Admin)
Hi, I'm thinking of starting as a volunteer too, Would you like to share some advice on how you found them? thank you!
Just want to say that I'm a big fan of your videos. I'm a former Big 4 manager looking to break into my own accounting world and your vids have been helpful.
I’m so glad I found your channel! I’ve been a bookkeeper for almost 15 years, but I’m new to the freelancing side of it. Thanks for sharing your knowledge with us!
This was so helpful. I am in the early stages of building my bookkeeping business, and your videos have been so helpful! I am hopeful!
Glad it was helpful! It was nice emailing with you!
Thank you for this was very helpful. I'm a QB Certified ProAdvisor, I'm just starting out as a freelancer Bookkeeper, and I'm so grateful for your videos.
Thanks for watching!
Krista (FinePoints Admin)
Yes, I worked for free about 10 years ago and it didn't go well because I didn't have good boundaries on how much time I was willing to give. I am planning to try it again soon but this time with well communicated expectations between me and my friends.
thank you for all the helpful content...bookkeeper in training here!
Yay! You're so welcome.
Thank you so much for these videos. My family was homeless at one time and we are slowly getting back on our feet. When I found your videos on TH-cam, I talked to my husband and we both agreed that I would be great at this. I am slowly starting but I am working hard on it. I live in Colorado Springs, Colorado.
Wow, what a powerful story and journey you've been on! Bookkeeping could be a great way to build a solid career for yourself :) -Gabe (FinePoints Admin)
@@FinePointsBookkeeping I'm hoping it will help me spoil my children when I can barely get them things they want now. I'm just having trouble with getting the clients. I have been advertising on Facebook, Instagram, and Nextdoor.
How are you doing now? Did bookkeeping work out for you?
@@SuicideMike5150 I am doing schooling to start my own business.
@@katherinearcher3940 Awesome, go get it. I once heard that we learn for 2 reasons only; we either want to or we have to. Sadly you and I both are experiencing this first hand. I was unemployed for 16 months and swore that with my next job I would find some skills that would translate into self employment and bookkeeping seems to check all the boxes. I am working a 9-5 in sales now and going through the Quick Books Online Advisor certification a little every day after work. I'm writing this from a Lowe's parking lot to use the WiFi. I normally go to the public library but they are closed today. All I want once I feel confidently knowledgeable is to try & land 1 client and I know that will open the door to the rest of my life. I have met & worked with bookkeepers before (I had a pizza place) and it never occurred to me that there was no real degree needed but looking back now it makes a bit of sense. Some of these people got their start by sheer coincidence or necessity. The prospect of being 100% online and not handling 1 slip of paper just makes it that much more alluring. Good luck with your schooling. Reach out anytime.
Just starting my business and these videos have been very informative, thank you.
Great to hear!
Hello, My name is Ernestine and I am starting my bookkeeping (freelance) business here in Phoenix, Az. Thank you providing this kind of information to us that are starting out. I really appreciate it.
Thanks so much Ernestine, your comment made my day!
How is your business going???
Your videos have been so helpful as I am considering getting back into bookkeeping. Thank you for all your thoughtful content.
You are so welcome!
Great idea to choose 40 businesses to contact. I have been doing bookkeeping work as part of my previous job and now do bookkeeping as a favor for a rental house. I'm not sure what type of niche I would like to specialize in as I have only done property management and small business type of work.
Hi Morgan, I have really enjoyed your videos. I wanted to let you know I just passed my Quickbooks Certification. I am happy and nervous at the same time. Thank you for all you do!
Congratulations on passing your QBO certification!
Krista (FinePoints Admin)
After a laid off experience God put me from nowhere into a bookkeeping career I am so excited , this a totally new adventure for me I am taking online classes now , I am glad I found you, one day I will be like you but in a Latina Version lol 😅😅😅
Hi Roxana! That's great! We are glad you are excited about your new bookkeeping career and are enjoying Morgan's videos!
Krista (FinePoints Admin)
Hey Fine Points, I just recently became a ProAdvisor and I trying to freelance as a bookkeeper!
That's great! Congratulations!! -Gabe (FinePoints Admin)
Hi,
I'm from the Philippines.
This is really helpful, thank you so much.
I'm starting to build my Freelance Virtual Bookkeeping right now.
Looking forward to hearing more from you.
Glad it was helpful!
hi im located in central florida i just added bookkeeping services to my current business. i have the years of experience working for a non profit company i just decided now to do it on my own
Great tips, but I have a suggestion for future videos. If you have for example a "top 10" list, editing "tip 1" or "tip 2" into the video during each part helps us as viewers keep track. I honestly had to rewind several times to keep track of which tip was which. I didn't know if you were continuing with the last tip or if you were already on the next tip. Just some constructive criticism. Making those small changes would make this channel the go-to for this topic.
Great suggestion! I have started doing that in some of my newer videos (but sometimes I'm too lazy or run out of time 😄)
I am a bookkeeper in Tampa, Fl…I’ve been in the industry for years and am ready to make it an incone
Great info, you leave me with no excuses! Great video, thanks!
So glad this video helped remove any excuses :) -Gabe (FinePoints Admin)
This video really helped me. Thank you for recommending it. I will be taking notes and trying what is on the list.
Glad it was helpful!
Such good tips! Thank you!
Got my first client! Woohoo!
Congratulations!!! That's really exciting. And many more to come :) -Gabe (FinePoints Admin)
Thanks for advice 🙏🏽I love your videos. So genuinely informative.
Hi.. Thank you for this video..Those are such a great tips.. I am now pursuing this freelance career on virtual bookkeeping, but I don't have a client yet.., I am already a QBO certified., will try to keep in mind and to apply your tips on getting clients... Thank you.. God bless you
You're so welcome!
Hi Morgan - really appreciate your videos, great info - Thanks! A couple questions if you don't mind 1) Can you expand on a few other niches you think would be good prospects? 2) What size client (employee size? revenue size?) do you think is a good fit for us independent bookkeepers? and 3) What would you think of the idea of placing an ad on Craigslist and identifying yourself as a professional bookkeeper and you will answer one Quick Books question they have for free? I heard this idea somewhere and it was a different type of business but I believe this might start a conversation with a potential prospect and you might get some clean up work or tax work or payroll work or ??? from it. Thoughts? Thanks Again - Mark
Good helpful informational tips.
How did you find your favorite client? Let us know in the comments!
Great list of tips! I also find it that doing research on the companies you want to work for is key! You want to make sure itnisbtje right fit. I also love you tip on providing value to people before they even become your customer.
Yes, good point, I agree!
Great tips for Beginners
Hi,
I am from India and i have watched your video and these tips are very usefull to make a new clients in freelancing industry.
So let me know where are you from?
Thank you, Morgan, for the tips on how to find your FIRST client, I am planning to CONCENTRATE first on Self Employed Architects, Dentist, Doctors, and Engineers where their stuff are NOT too complicated, Is it CORRECT? Where mostly, it will cover mostly credit cards, purchase, profits, and loss only? What is your ADVICE?
Hello morgan, your videos are so helpful to me and I am learning a lot from it. I hope to find my first virtual bookkeeping client soon. If your offer is still available, i am very willing to do internship for you even without pay.
Great tips. Thank you recommending this video.
You're so welcome!
Thank you sooooo much for these tips
You're welcome!! :)
28 Days to the Work You Love, I think that's the book!
Yes, that's the one! Thanks!
48 Days to the Work You Love by Dan Miller
ditch the music..you're enough.
Haha, okay, thanks. 😀
I like the intro music you've been using lately though. It works well and suits your videos 😊
Hi Morgan,
I do have bookkeeping business serving US based customer. hopefully we can collab in the future.
Hi I'm a fan. Your insights are deeply appreciated. I'm still figuring out what niche/target market is good for beginners. Would love to hear your advice.
Hi, your vdos are very helpful for me, I got a Bachelor degree in Account 10 years ago, and I didn't know where to start until now. I'm doing the QB pro advisor training now, & will take the exame soon. I'd like to know what's the next step. Thanks so much for your time & effort to help guiding us.
Have you used linkedin? How do you manage it? I found it kind of confusing
Top Vidéo 👍🏽!
You are very good i like all your advice thanks Do you have any private group?
Hello. This is Rickey again. I have just watched your video. Hopefully, what you said in the video, will help me to get more clients for my Bookkeeping and Accounting business, and to grow my business. I will take into consideration what you said in the video.
I hope you will continue to do well in what you are doing, and I look forward to your response. Thank you again for your time and consideration.
Hope this helps! Good luck! :)
I also want to volunteer for experience and training but couldn't find anyone
Thank you for such great information! On #6 you said "something" groups. My closed captioning translated it to something totally different. Can you tell me what you said? Thank you so much!
BNI groups :) -Gabe (FinePoints Admin)
I have a question. Is it wrong to answer an ad on indeed for a bookkeeper, go to the interview and sell yourself as a free lance bookkeeper?
Thank you for your tips. The truth is it's really hard to find a client if there's no online bookkeeping experience. I'll try to apply your advice and let's see what happen. I'm an accounting graduate with more than ten years of experience in manual bookkeeping. I've completed the QuickBooks online course. I'm a Xero Certified Advisor but still no client. Is there any chances that I can work as an intern in your company. My name is Victor Campeciño and I'm from the Philippines.
Hi, Myself Nithya from India. I have completed chartered accountants intermediate course and persuing CA Final. I have more than 8 years experience in book keeping, Accounting, auditing and taxation. I am familiar with 1. XERO 2. MYOB Accounting Right 3. MYOB Essential 4. Quick Books 5. Dext 6. Tally 7. Microsoft office.
Can I get any outsourcing book keeping works?
Pay per hour : 10 Dollar is enough.
I am awaiting for your reply.
Thank you,
Kind Regards,
Nithya.
Are a bookkeeper's clients always nearby (do they need to be nearby?), or is it possible to have out-of-state clients that you just have a relationship with online?
You can absolutely do virtual bookkeeping for clients outside your state! ~Gabe, FP admin
Hello
My name is Hicham.
Thank you for this interesting video.
I am IN MOROCCO can I start bookkeeping business and work with american companies whithout being in USA ??
Great tips and content!! Thanks
Thank you!
How long did you work for free?
Also, do clients provide you with a the quickbooks account they already have and/or whatever program they already use?
I think it was about 3 months. I do it both ways for QB... If they already have it I continue using theirs that they pay for. If they are new, I will get them set up with a QB account and pay for it myself at my wholesale price. I only use QB, no other programs. Hope that makes sense. I think I'll do a video about this because it's a common question.
Do you have a bookkeeping business or just getting started?
@@FinePointsBookkeeping I am just getting started. I have a business name and I am working on my website. I really need practice and the necessary confidence so I can receive clients. I like the idea of working for free initially because of mistakes or errors doing numbers. Honestly though.. I am trying to make money as soon as I can. What is your advice?
Hello Orlon, how is your bookkeeping journey going. I really want to do bookkeeping but it’s hard to volunteer because people sometimes don’t want you to learn
Hi Morgan, if I want to take free training of Quickbooks online, to start my work as bookkeeping, so I need first to have license or create my company as accountant, or can I start learning before creat my company? Thank you.
You don't!
FinePoints
That mean I can sign in with quickbooks online as accountant, what company name I will put it to start training? thank you so much for your respond.
How can you be a bookkeeper for all over the US if your business is listed in one state?
Hi Jennifer! As a virtual bookkeeper you can work from home and have clients anywhere in the US. The client can send you everything you need via email and through QBO and you can schedule video calls to talk about things that may come up.
Krista (FinePoints Admin)
When you charge them, do you use your state tax?
Can I volunteer for you?