Thanks so much for watching! If you want in-depth info and action steps on how to START YOUR BUSINESS IN 30 DAYS, check out my course here (available only in April 2020): finepoints.teachable.com/p/bookkeeper-business-coach
This was really helpful to see the breakdown of the process from your side. Really gives an understanding of how a business owner can help bookkeeper’s do their role much easier and more efficiently. Keep putting up🔥🔥 content!
Thank you for this. I’m just beginning my research into book keeping business and I feel like I’ll finally get someone interested and then I’ll freeze like ok what’s next? 😂
Thank you for this video! I'm currently trying to on board my first client and she wants payroll only for the 2 employees in her cleaning company. This video helped a lot as I was wondering if I was asking the right questions and totally overthinking everything. She does want to go back to May of this year to make payroll deductions and remit them to CRA (I'm in Canada) so I know there is going to be extra work in the first month for sure.
Thank for you this video! Very informative and answered a lot of my questions. I was wondering for a video idea if you can make a video about the most commons issues you face when first on-boarding a client? As far updating messy Chart of Accounts or when personal expenses are mixed up with business expenses. Just want to get an idea if possible. Thank you!
Kindly share websites from where new bookkeepers can get clients and can learn accounting softwares for free.i suggest also make videos on how to use accounting softwares . By the way your videos are awsme full of knowledge based on real experience. Gud luck keep it up!!
Hi your videos are full of knowledge. I would like to suggest you that make a video regarding websites from where new/fresh bookkeepers can get clients .
How do you handle billing for time spent on phone calls, etc to get everything up and running? Is it all billable hours from the time they sign the contract? I have really learned a lot from your videos so far. Many thanks!
Hi Morgan, question on setting up a bookkeeping client into QuickBooks: how do you enter the client's history into your QB system? Is that even relevant?
Great information! Thanks for all of your Bookkeeping Videos. They are really inspiring. I'm interested to Start the business. The thing is I'm currently living in UAE. Do you think it's possible for me to find prospects from US without meeting them face to face?
Hi How to add a client to quickbooks that had a bookkeeper and have last year financial statements? Do i use journal entries for opening balances or there’s a way on QB as opening balances in the chart of account.
Hello! I'm interested in the signing of contracts video you talked about making. How they sign electronically and how can you make that secure? Also, you mentioned not accepting clients that are too small. How do you determine if they are too small and too big? Thanks!
Hi Tony! Here is a video where Morgan talks about bookkeeper contracts: th-cam.com/video/654O4AF2vR8/w-d-xo.html And here is a link to a sample contract Morgan shares in the video: legaltemplates.net/form/independent-contractor-agreement/ Krista (FinePoints Admin)
Is it possible to start out JUST doing one or two things for a company in QBO (like maybe just doing the payroll, or just doing bill pay, or just doing some of kind of data entry)?
Yes, that is defiantly possible. Check out this video where Morgan talks about the #1 service to offer as a new bookkeeper (th-cam.com/video/rgaiu88Q_Fo/w-d-xo.htmlsi=oXhb1c0cxNHUdPhd) Krista (FinePoints Admin)
Hi Morgan! This video was super helpful! I was wondering what information you usually ask for when you email your client after that initial call? I'm not sure what documentation I would need aside from their QBO access?
Here's a video Morgan did on client interviews (in the description is a free download for client questions to ask): th-cam.com/video/nE4Mty6MDVE/w-d-xo.html -Gabe (FinePoints Admin)
Do you have a video of the whole process in Quickbools of settling up for a legal practice, onboarding clients, attorneys, managing their cases up to the point where the attorney gets their commission
Hey! It doesn't walk through all of those process, but Morgan does have a video on bookkeeping for attorney's that you might be interested in if you haven't seen it already: th-cam.com/video/7N3Z7nAFtfI/w-d-xo.html Krista (FinePoints Admin)
If the client has you keeping their books quarterly: When does the quarter start and stop? Do you still make them pay you for their monthly QB subscription if you have included their QB fees into your pricing system? If not, do you just pay their monthly fee and cough it up to your quarterly expected payment?
many times quarterly can depend on when they need to pay quarterly taxes, so checking their state for that information could be helpful. If Morgan includes the QB fees into the pricing structure, then she pays the monthly fee. This goes under her own business' bookkeeping expenses. -Gabe (FinePoints Admin)
You can definitely do that if you'd like! It's professional to have some place to sent potential clients to in order to learn about your pricing and packages, though sometimes pricing will depend on what all you do for that specific client or how large that client's business is. -Gabe (FinePoints Admin)
How do you handle a client who has merchant accounts and consistently doesn’t pay the statement ending balance ? I took on a new client who needed all of 2021 reconciled; however he has !6 CREDIT CARD ACCOUNTS! where he pays throughout the month whatever dollar figure he wants. I have been placing the overpayment in prepaid and then removing it the next month; however, he has had all 6 merchant accounts since before 2021 so the prepaid balance does not match the difference in overpayments on the credit card statements. I’m overwhelmed !
Hi there! I’m not sure if you are going to talk about this next, but when on boarding a client, are you automatically a contracted employee needing a 1099? Or is there an option for you to just be like a service with no 1099? Thank you!
Hi Morgan, great job on the videos!! You're inspiring a lot of people to start their bookkeeping businesses on here and that's an admirable thing! Question: how about a video explaining how clients are "offboarded"; i.e. if you decide you don't want to work with an existing client anymore for whatever reason. What's the process of handing the keys to QB back to the client? How does that typically work? Are you 'de-invited' somehow? It's maybe not as popular a concept as that of 'onboarding' a client, but still has to happen pretty typically in a day in the life of a bookkeeper. Maybe I'm making it too complicated but I'd just like to know, and others may as well. Keep up the great job on the videos!
Morgan does recommend you create a contract of employment (sometimes called an engagement letter). In her class, Bookkeeper Business Coach, she has this available to download, but you can check out her free YT video with some info here: th-cam.com/video/654O4AF2vR8/w-d-xo.html ~ Lorian, FP admin
Hi! I have one, but I don't typically give it out (not sure of the legal implications). I do share it in my paid class: finepoints.teachable.com/p/bookkeeper-business-coach Or you can google to find one!
Ma'am YOU ARE VERY BEAUTIFUL ❤️. Please answer my question now 🙏 How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺
Thanks for the info. I have been researching bookeeping as a side hustle, and find your videos to be very informative. My question is how you learned bookeeping, did you do a course online or take a class? I am having so much trouble because all i find are courses that cost thousands of dollars and i cannot afford to do. I also haven’t had much luck finding a bookeeping class in community colleges, they usually have classes for accounting degrees but not just for bookeeping. What would you suggest i can do that is not so expensive but that can teach me bookeeping.
Hi Sandy, thanks for watching my videos! Hopefully you can find some advice here as you're deciding which direction to go. I recommend becoming a QuickBooks ProAdvisor as the first step. It's free, and I have a video about how to sign up for the test (are you in the US?). Then, try to get some experience by doing your own books, or volunteering for a friend's small business. Then, you can gain confidence to take on bigger clients. Free certification: th-cam.com/video/H90PyiBJ8Kw/w-d-xo.html
![Efficiently Onboarding New Bookkeeping Clients [Step-By-Step Guide]](http://i.ytimg.com/vi/J6NAf9JKVwY/mqdefault.jpg)
Thanks so much for watching! If you want in-depth info and action steps on how to START YOUR BUSINESS IN 30 DAYS, check out my course here (available only in April 2020): finepoints.teachable.com/p/bookkeeper-business-coach
this whole channel has been gold for me
Thanks for watching! We are happy to hear you are enjoying Morgan's channel!
Krista (FinePoints Admin)
So I think I made it to the right channel. I hope you are still putting out content!
I am!
Great stuff. There's a lack of this content on TH-cam
Thanks so much! I really appreciate your comments and support.
Thank you!! First video I’ve seen with clear understandable explanations of this process.
This was really helpful to see the breakdown of the process from your side. Really gives an understanding of how a business owner can help bookkeeper’s do their role much easier and more efficiently. Keep putting up🔥🔥 content!
Thank you for this. I’m just beginning my research into book keeping business and I feel like I’ll finally get someone interested and then I’ll freeze like ok what’s next? 😂
You Rock!
Excellent, can not wait for part two.
Thanks for watching!!
Yes to hellosign video
Thank you for this video! I'm currently trying to on board my first client and she wants payroll only for the 2 employees in her cleaning company. This video helped a lot as I was wondering if I was asking the right questions and totally overthinking everything. She does want to go back to May of this year to make payroll deductions and remit them to CRA (I'm in Canada) so I know there is going to be extra work in the first month for sure.
Glad it was helpful!
Krista (FinePoints Admin)
Thanks for these trainings!
Thanks
Great information! Thanks for taking the time to walk us through your process.
How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺
Great videos. Do you have video that shows how do you keep track your time in quickbooks?
Do you have a video for the HELLOSIGN website?
Thank for you this video! Very informative and answered a lot of my questions. I was wondering for a video idea if you can make a video about the most commons issues you face when first on-boarding a client? As far updating messy Chart of Accounts or when personal expenses are mixed up with business expenses. Just want to get an idea if possible. Thank you!
Oh yeah, great idea. I'll put it on my list!!
Yes I was wondering about a more detailed video regarding the on-boarding process
I followed you from CICI videos you both are awesome! thinking of pursuing bookkeeper thank you! alot great info. :)
Awesome! Thank you!
Another very helpful video, Morgan. Thank you.
I appreciate the support!!
Thank you so much for the work you do! I really appreciate your videos.
Thanks so much! That means a lot.
Kindly share websites from where new bookkeepers can get clients and can learn accounting softwares for free.i suggest also make videos on how to use accounting softwares . By the way your videos are awsme full of knowledge based on real experience. Gud luck keep it up!!
Nice video! Great explanations! Thank you.
Glad it was helpful!
Hi your videos are full of knowledge. I would like to suggest you that make a video regarding websites from where new/fresh bookkeepers can get clients .
Great suggestion!
This is great 👍...I wonder if you can put one on marketing ??
Great info, looking forward to part 2!
Thanks for watching! 💗
Thank you so much for all info! Very informative videos! 😊🙏🏻👍🏼
I'm glad!
How do you handle billing for time spent on phone calls, etc to get everything up and running? Is it all billable hours from the time they sign the contract? I have really learned a lot from your videos so far. Many thanks!
Hi Morgan, question on setting up a bookkeeping client into QuickBooks: how do you enter the client's history into your QB system? Is that even relevant?
I’d like to know this too. If you take on a client in the middle of the year, when on boarding what do you do with the first half of the year?
Which video do you go over the questions you ask/address during the interview? Thanks for all the info!
This video may help: th-cam.com/video/QQftYADGovo/w-d-xo.html -Gabe (FinePoints Admin)
@@FinePointsBookkeeping Thank you very much!! I really appreciate all the videos you do for us, they are very informative.
Another great video. I would really like to see a video on contracts. Love your content, your videos are very helpful.
Here's the link! Bookkeeper contract video: th-cam.com/video/654O4AF2vR8/w-d-xo.html
How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺
Hey morgan, do you have the list you ask your potential client on your first interview?
I have the same question
I'd like to see a video about the contract and how you digitally sign them.
You got it!
Here's the link! Bookkeeper contract video: th-cam.com/video/654O4AF2vR8/w-d-xo.html
Heyy thanks so much 😘
Thanks for the great idea!! A lot of people have found it helpful. 💗
Great information! Thanks for all of your Bookkeeping Videos. They are really inspiring. I'm interested to Start the business. The thing is I'm currently living in UAE. Do you think it's possible for me to find prospects from US without meeting them face to face?
Do you have a sample of the hiring contract?
Hi
How to add a client to quickbooks that had a bookkeeper and have last year financial statements? Do i use journal entries for opening balances or there’s a way on QB as opening balances in the chart of account.
Hello! I'm interested in the signing of contracts video you talked about making. How they sign electronically and how can you make that secure? Also, you mentioned not accepting clients that are too small. How do you determine if they are too small and too big? Thanks!
Here's the link! Bookkeeper contract video: th-cam.com/video/654O4AF2vR8/w-d-xo.html
i wouldn't do any work for a small business without getting paid upfront. They don't always pay your invoice.
Morgan do you have some sample contract for bookkeeping customers?
Hi Tony! Here is a video where Morgan talks about bookkeeper contracts: th-cam.com/video/654O4AF2vR8/w-d-xo.html
And here is a link to a sample contract Morgan shares in the video: legaltemplates.net/form/independent-contractor-agreement/
Krista (FinePoints Admin)
It would be great if you had a checklist or eBook on this.
Ohhh, great idea!
Is it possible to start out JUST doing one or two things for a company in QBO (like maybe just doing the payroll, or just doing bill pay, or just doing some of kind of data entry)?
Yes, that is defiantly possible. Check out this video where Morgan talks about the #1 service to offer as a new bookkeeper (th-cam.com/video/rgaiu88Q_Fo/w-d-xo.htmlsi=oXhb1c0cxNHUdPhd)
Krista (FinePoints Admin)
Hi Morgan! This video was super helpful! I was wondering what information you usually ask for when you email your client after that initial call? I'm not sure what documentation I would need aside from their QBO access?
Here's a video Morgan did on client interviews (in the description is a free download for client questions to ask): th-cam.com/video/nE4Mty6MDVE/w-d-xo.html -Gabe (FinePoints Admin)
Do you have a video of the whole process in Quickbools of settling up for a legal practice, onboarding clients, attorneys, managing their cases up to the point where the attorney gets their commission
Hey! It doesn't walk through all of those process, but Morgan does have a video on bookkeeping for attorney's that you might be interested in if you haven't seen it already: th-cam.com/video/7N3Z7nAFtfI/w-d-xo.html
Krista (FinePoints Admin)
@@FinePointsBookkeeping thank you for the response. Let me check out the video you have recommended
If the client has you keeping their books quarterly:
When does the quarter start and stop?
Do you still make them pay you for their monthly QB subscription if you have included their QB fees into your pricing system? If not, do you just pay their monthly fee and cough it up to your quarterly expected payment?
many times quarterly can depend on when they need to pay quarterly taxes, so checking their state for that information could be helpful. If Morgan includes the QB fees into the pricing structure, then she pays the monthly fee. This goes under her own business' bookkeeping expenses. -Gabe (FinePoints Admin)
If you're not charging hourly but you're charging a flat fee, would you still use the timekeeping function and put your times on client's invoice?
No, I wouldn't! :)
How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺
Hello. When charging $40 per hr is that everyday ?
Which version of QuickBooks do you use?
Hi Timothy! Morgan uses QuickBooks Online.
Krista (FinePoints Admin)
Hi! Is it professional looking if you show a print out of your package offering choices with a prices?
You can definitely do that if you'd like! It's professional to have some place to sent potential clients to in order to learn about your pricing and packages, though sometimes pricing will depend on what all you do for that specific client or how large that client's business is. -Gabe (FinePoints Admin)
@@FinePointsBookkeeping ok. Thank you so much. Its a big help
Hi 👋
Just wondering what is too small for a bookkeeper who wants to make 400$ a client? Thank you 😊
I am having a very hard time building contracts and initial meeting checklists forms. Is there any website or links you can recommend? Thanks.
Here's the link! Bookkeeper contract video: th-cam.com/video/654O4AF2vR8/w-d-xo.html
How do you handle a client who has merchant accounts and consistently doesn’t pay the statement ending balance ?
I took on a new client who needed all of 2021 reconciled; however he has !6 CREDIT CARD ACCOUNTS! where he pays throughout the month whatever dollar figure he wants. I have been placing the overpayment in prepaid and then removing it the next month; however, he has had all 6 merchant accounts since before 2021 so the prepaid balance does not match the difference in overpayments on the credit card statements. I’m overwhelmed !
How do you know what to charge
Do you have the video on the electronic signing contract or which app to use please send me the link for the video
Unfortunately, Morgan does not have a video on how to electronically sign contracts.
Krista (FinePoints Admin)
@@FinePointsBookkeeping thank you for your fast response
@@FinePointsBookkeeping do you have any app to recommend?
Hey! Morgan has heard of DocuSign.
Krista (FinePoints Admin)
@@FinePointsBookkeeping thank you
Hi there! I’m not sure if you are going to talk about this next, but when on boarding a client, are you automatically a contracted employee needing a 1099? Or is there an option for you to just be like a service with no 1099? Thank you!
Yes, I'm a 1099 contractor. Good question!
Unless you are a Corporation, yes you need to get a 1099. I'm not 100% sure so please verify with attorney or CPA.
Hi Morgan, great job on the videos!! You're inspiring a lot of people to start their bookkeeping businesses on here and that's an admirable thing!
Question: how about a video explaining how clients are "offboarded"; i.e. if you decide you don't want to work with an existing client anymore for whatever reason. What's the process of handing the keys to QB back to the client? How does that typically work? Are you 'de-invited' somehow? It's maybe not as popular a concept as that of 'onboarding' a client, but still has to happen pretty typically in a day in the life of a bookkeeper. Maybe I'm making it too complicated but I'd just like to know, and others may as well.
Keep up the great job on the videos!
Great idea, love it! I'll put it on my list of upcoming videos to work on.
Would you possibly share the sheet on questions u ask hun
As you begin building a client base, how do you work the end of the quarter with multiple tax filings without feeling overwhelmed?
How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺
Do you have a new client interview questions list?
Where do I get a contract to offer the customer the bookkeeping service
Morgan does recommend you create a contract of employment (sometimes called an engagement letter). In her class, Bookkeeper Business Coach, she has this available to download, but you can check out her free YT video with some info here: th-cam.com/video/654O4AF2vR8/w-d-xo.html ~ Lorian, FP admin
@@FinePointsBookkeeping thank you
Hi Morgan. Do you have a Contract or Proposal template/sample?
I'm from the Philippines and wondering to start doing bookkeeping online. Thanks
Hi! I have one, but I don't typically give it out (not sure of the legal implications). I do share it in my paid class: finepoints.teachable.com/p/bookkeeper-business-coach Or you can google to find one!
@@FinePointsBookkeeping not helpful
Here's the link! Bookkeeper contract video: th-cam.com/video/654O4AF2vR8/w-d-xo.html
Ma'am YOU ARE VERY BEAUTIFUL ❤️.
Please answer my question now 🙏
How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺
Shouldn't a tax accountant provide a chart of accounts?
Thanks for the info. I have been researching bookeeping as a side hustle, and find your videos to be very informative. My question is how you learned bookeeping, did you do a course online or take a class? I am having so much trouble because all i find are courses that cost thousands of dollars and i cannot afford to do. I also haven’t had much luck finding a bookeeping class in community colleges, they usually have classes for accounting degrees but not just for bookeeping. What would you suggest i can do that is not so expensive but that can teach me bookeeping.
Hi Sandy, thanks for watching my videos! Hopefully you can find some advice here as you're deciding which direction to go. I recommend becoming a QuickBooks ProAdvisor as the first step. It's free, and I have a video about how to sign up for the test (are you in the US?). Then, try to get some experience by doing your own books, or volunteering for a friend's small business. Then, you can gain confidence to take on bigger clients. Free certification: th-cam.com/video/H90PyiBJ8Kw/w-d-xo.html
FinePoints thank you, i will do that.
Hi Sandy! Are you based in Toronto Canada?