Rebecca's Finance Tutorials
Rebecca's Finance Tutorials
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I Spent 100 Hours Researching CRMs for accountants & bookkeepers and TaxDome comes top every time
In this video, I’m diving into the different ways clients can communicate and collaborate seamlessly with their bookkeepers and accountants using TaxDome! 📊💼 Whether you’re a client needing quick access to your documents, or an accountant aiming for smooth, organised interactions, TaxDome has powerful tools to make it easy.
I’ll walk you through:
- How clients can effortlessly view, download, and upload important documents.
- The chat feature for direct, real-time messaging between clients and accountants.
- Secure and user-friendly access to shared files, tasks, and other key information.
-Tips on maximising TaxDome for a streamlined, stress-free tax and bookkeeping experience.
If you’re looking for better ways to communicate with your financial professional-or you’re a bookkeeper wanting to improve client satisfaction-this video is for you! Don’t forget to like, subscribe, and hit the bell to stay updated on more tips for efficient financial management.
#Taxdome Taxdome CRM #CRMforaccountants #CRMforbookkeepers
Переглядів: 68

Відео

TaxDome CRM for accountants and bookkeepers - a deep dive into features
Переглядів 8972 місяці тому
Title: Streamline Your Practice with TaxDome CRM: Essential Features for Bookkeepers & Accountants Description: 🔔 Don’t forget to subscribe and hit the notification bell to stay updated on the latest tools for bookkeepers and accountants! In this video, we dive deep into the powerful features of TaxDome CRM that are designed to make your bookkeeping and accounting practice more efficient and or...
How to budget for beginners through Excel with an Accountant
Переглядів 1,2 тис.2 місяці тому
Just in-case you need more assistance with how to create a pivot table here is another video I made and here is how to insert a column in Excel: Pivot: ua-cam.com/video/lVs37MPl9ik/v-deo.htmlsi=v7tGC7V3WT7RKQaI Inserting columns: ua-cam.com/users/shortsYi08uv27jXI Description: In this video, I will guide you through a comprehensive tutorial on managing your income and expenditure using Excel an...
The Ultimate Guide to Buy to Let Mortgages with a Chartered Accountant
Переглядів 1663 місяці тому
In this video I will dipping into my own personal experience with going through the buy-to-let mortgage route and highlighting some of the key differences between a residential mortgage and a buy-to-let mortgage. In this video, I break down the key differences between buy-to-let and residential mortgages and some of the key things that I wish I had known before I went through the process the fi...
Finance Podcast: Meet Julie - We discuss running a bookkeeping business over coffee at our Workation
Переглядів 1713 місяці тому
Welcome to another exciting episode on the channel! In this video, I sit down with my good friend, Julie Spence (founder of NoExspence) a bookkeeping firm based in Glasgow, for an in-depth and candid conversation. We dive into various topics including: - Julie's background and journey - Personal and professional experiences in the bookkeeping industry - Fun stories and memorable moments from ru...
How to apply for your practice licence ICB (for bookkeepers) #ICB
Переглядів 1574 місяці тому
Welcome to my step-by-step guide on how to apply for your Institute of Certified Bookkeepers (ICB) Practice Licence and become a member! Whether you're an experienced bookkeeper or just starting, this video will provide you with all the necessary information to get started with ICB. 🔗 Useful Links: www.bookkeepers.org.uk/Membership www.bookkeepers.org.uk/Membership/Exemption-Route 📌 Topics Cove...
Free Training Announcement - 🙌 help for my research needed #research
Переглядів 1244 місяці тому
I'm currently undertaking research around what content to post to assist you with your studies, work experience, role in practice or industry or getting your foot in the door and I need your help. Please send your short videos less than one minute to missfinancetutorials@gmail.com
How To Set Up WhatsApp Business On Your Mobile
Переглядів 2,6 тис.4 місяці тому
Are you looking to streamline your business communications? In this video, we'll guide you through the simple steps to set up WhatsApp Business on your mobile device and link it to your desktop for seamless access. Here's what we'll cover: Downloading and Installing WhatsApp Business: - Find and install the WhatsApp Business app from the Google Play Store or Apple App Store. - Open the app and ...
Mastering the Direct Method of Cash Flows | DAIF Q2022 Exam Prep (Part 2) #AAT #DAIFexam #Q2022AAT
Переглядів 1175 місяців тому
Mastering the Direct Method of Cash Flows | DAIF Q2022 Exam Prep (Part 2) #AAT #DAIFexam #Q2022AAT
#Shorts - How to Use Copilot to draft email responses
Переглядів 895 місяців тому
#Shorts - How to Use Copilot to draft email responses
If you want to pass the DAIF Exam First Time then watch this video (Part 1) #AAT #DAIFexam #Q2022AAT
Переглядів 2725 місяців тому
If you want to pass the DAIF Exam First Time then watch this video (Part 1) #AAT #DAIFexam #Q2022AAT
Come with me to Speak at Accountex London 2024 (day in the life of an accountant)
Переглядів 1085 місяців тому
Come with me to Speak at Accountex London 2024 (day in the life of an accountant)
Balance Sheet Explained - Trade Debtors (Double Entry Walkthrough)
Переглядів 5957 місяців тому
Balance Sheet Explained - Trade Debtors (Double Entry Walkthrough)
How to check if you need to file a self assessment tax return or let HMRC know about your earnings
Переглядів 5089 місяців тому
How to check if you need to file a self assessment tax return or let HMRC know about your earnings
Be a Finance Pro: Understanding absorption costing in simple terms (Management accounting)
Переглядів 1899 місяців тому
Be a Finance Pro: Understanding absorption costing in simple terms (Management accounting)
Do you have a side hustle on Etsy, Ebay, Shopify or Youtube? HMRC crackdown
Переглядів 2,3 тис.9 місяців тому
Do you have a side hustle on Etsy, Ebay, Shopify or UA-cam? HMRC crackdown
A Chartered Accountants view on Dave Ramsey Approach to Becoming Debt Free (The Snowball Approach)
Переглядів 22911 місяців тому
A Chartered Accountants view on Dave Ramsey Approach to Becoming Debt Free (The Snowball Approach)
Why now is the time to move careers to bookkeeping and accounting (from a Chartered Accountant)
Переглядів 1,2 тис.11 місяців тому
Why now is the time to move careers to bookkeeping and accounting (from a Chartered Accountant)
First Class on Avanti West Coast from Preston to Glasgow for the Quickbooks Connect Tour
Переглядів 23311 місяців тому
First Class on Avanti West Coast from Preston to Glasgow for the Quickbooks Connect Tour
Quick update: Speaking on stage with QuickBooks Connect, Business Update & what's coming up
Переглядів 9511 місяців тому
Quick update: Speaking on stage with QuickBooks Connect, Business Update & what's coming up
The New National Insurance Rate of 10% Explained with workings (News Autumn 2023 budget) 10% NI
Переглядів 57311 місяців тому
The New National Insurance Rate of 10% Explained with workings (News Autumn 2023 budget) 10% NI
ICB Summit is next week!! Institute of Certified Bookkeepers Summit and Luca Awards #icbsummit
Переглядів 75Рік тому
ICB Summit is next week!! Institute of Certified Bookkeepers Summit and Luca Awards #icbsummit
Coffee catch up with Lee Haywood from the CPAA
Переглядів 115Рік тому
Coffee catch up with Lee Haywood from the CPAA
Xero accounting software beginners guide (xero crash course) Part 3 - Purchase Invoices & Expenses
Переглядів 579Рік тому
Xero accounting software beginners guide (xero crash course) Part 3 - Purchase Invoices & Expenses
Xero accounting software beginners guide (xero crash course) Part 2 - Sales credit note & statements
Переглядів 560Рік тому
Xero accounting software beginners guide (xero crash course) Part 2 - Sales credit note & statements
Xero accounting software beginners guide (xero crash course) Part 1 - Intro & Raising sales invoices
Переглядів 3,5 тис.Рік тому
Xero accounting software beginners guide (xero crash course) Part 1 - Intro & Raising sales invoices
YouTube monetization - why it might not be the best way to monetize your channel
Переглядів 155Рік тому
UA-cam monetization - why it might not be the best way to monetize your channel
How to create a management report in excel
Переглядів 707Рік тому
How to create a management report in excel
Level 4 (DAIF) Drafting and Interpreting Financial Statements Question Walkthrough (AAT, ICB, CPAA)
Переглядів 915Рік тому
Level 4 (DAIF) Drafting and Interpreting Financial Statements Question Walkthrough (AAT, ICB, CPAA)
Level 4 (DAIF) Drafting and Interpreting Financial Statements Question Walkthrough (AAT, ICB, CPAA)
Переглядів 1,1 тис.Рік тому
Level 4 (DAIF) Drafting and Interpreting Financial Statements Question Walkthrough (AAT, ICB, CPAA)

КОМЕНТАРІ

  • @haseebsaco3489
    @haseebsaco3489 2 години тому

    Hey, great video. Just curious about one thing, do they require certain years of practical experience when applying for the practice license like other professional bodies, or just holding the membership is enough ?

  • @Timee80
    @Timee80 2 дні тому

    The software reminds me of Synology chat Rebecca. If you have your own Synology Network Attached Storage (NAS) device, you can store all the files locally and communicate with staff / clients including file uploads for free- because you host the files and software yourself. Its very similar to what you show in this video. Im still learning and find your videos helpful. Working my way through AAT level 2

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 2 дні тому

      Thanks Timee that's great insight I didn't know about Synology Network and all the best with your AAT level 2, any questions along the way just hit me up

  • @Okara-t2v
    @Okara-t2v 21 день тому

    I am 36 now want to start bookkeeping courses, let me know how to start from zero? Anyone can help?

  • @nraja4131
    @nraja4131 22 дні тому

    Thanks. I am in my 40 want change my career

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 2 дні тому

      Brilliant! In my experience you can change your career at any age particular with a career in finance so it's never too late and you can lean into the skills you have already gained from other professions. Any questions along the way just let me know and I will do my best to assist

  • @III.Jennifer
    @III.Jennifer 24 дні тому

    656 Barrows Fall

  • @Chooks00
    @Chooks00 24 дні тому

    Hi, thanks for the informative video, do u think it would be ok to start at level 3 AAT, with no prior qualifications in accounting just experience as an accounts assistant?

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 2 дні тому

      Yes you can absolutely start at that level with accounts assistance experience. There is a lot at level 3 which is repeated from level 2 to consolidate your knowledge x

  • @xaheerkhan2902
    @xaheerkhan2902 Місяць тому

    Waoooo ❤❤❤❤❤❤

  • @SheenaT
    @SheenaT Місяць тому

    Ah. I missed it this year. I’ll go next year. I’m planning to change my career in finance as accountant assistant and I’ve already started my course

  • @AnjelicaMcdivitt-w6i
    @AnjelicaMcdivitt-w6i Місяць тому

    Alfred Locks

  • @Cokkieisthe
    @Cokkieisthe Місяць тому

    Is there another's link after part 3?😮

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials Місяць тому

      There is this video which you may not have seen: ua-cam.com/video/8FFOB3PCqoo/v-deo.html if there is anything else on Xero that you think would be beneficial just let me know and I can pull another video together

  • @FaDy-j7n
    @FaDy-j7n Місяць тому

    Thanks How to remove the password after locking

  • @noreliagaeta8505
    @noreliagaeta8505 Місяць тому

    When i go to Protect file this option is not highlighted. Can you advise me how to get this open. Thank you

  • @Best_ways999
    @Best_ways999 Місяць тому

    Im ACCA UK and CIMA UK ❤❤❤

  • @Fahad_Faaz05x
    @Fahad_Faaz05x Місяць тому

    Thanks ❤

  • @Dippppy
    @Dippppy 2 місяці тому

    Great Video, very helpful 🙏

  • @Tarunuknowbitch
    @Tarunuknowbitch 2 місяці тому

    still relevant?

  • @disgurlchar09
    @disgurlchar09 2 місяці тому

    Hi, thank you so much for explaining the direct method of cash flows, it suddenly makes sense and you explain things so clearly 🥳. I can't find your indirect method video, please can you help me locate it? 🙂

  • @RebeccasFinanceTutorials
    @RebeccasFinanceTutorials 2 місяці тому

    Just in-case you need more assistance with how to create a pivot table here is another video and here is how to insert a column in Excel: Pivot: ua-cam.com/video/lVs37MPl9ik/v-deo.htmlsi=v7tGC7V3WT7RKQaI Inserting columns: ua-cam.com/users/shortsYi08uv27jXI

  • @DushyanthiniChandramohan
    @DushyanthiniChandramohan 2 місяці тому

    Could you like explain yhis by drawing a table cuz it really helps me I am.new to accounting and the last thing I did was balancing so could you also explain me the source documents(payments slips ,credit note etc) And petty cash book

  • @calmingarts2932
    @calmingarts2932 2 місяці тому

    Thank you. You explained how to work out Fifo and Avco in a clear way.

  • @denx2225
    @denx2225 3 місяці тому

    Thank you for the video really helpful

  • @shimmatv5351
    @shimmatv5351 3 місяці тому

    You might want to put subtitles because you’re speaking very low.

  • @calmingarts2932
    @calmingarts2932 3 місяці тому

    Thank you for explaining how to do the ledger accounts for the disposal's entries. It makes a lot more sense after watching your video.

  • @pratapanurag757
    @pratapanurag757 3 місяці тому

    Hey, enjoyed the video🙌! I'm not really sure if it is the best time to ask but, I was wondering if I could help you create a better distribution by working on post-production like better storytelling through Edits, Keywords, think catchy intros and outros, or even some engaging short clips! Would love to chat if you're interested and keep creating good content:)

  • @MichaelPaddy12
    @MichaelPaddy12 3 місяці тому

    Alright. Thanks Rebecca!! Thanks Miriam!! Really learnt a lot and l guess you will be having this kind discussion often. Bless up and am out. Bye

  • @Get.A.Grip75
    @Get.A.Grip75 3 місяці тому

    Hey hey, im thinking about starting with level 2 AAT and then progress to level 3/4 do you think i should go uni or can i just apply for a licensed accountant after level 4 or do a chaltered course after?

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 3 місяці тому

      Hi yes you can go to university and then undertake a chartered membership with CIMA, ACCA or ACA for example. However my personal preference has always been to learn on the job and those three years of experience learning the AAT will boost your confidence and give you the foundational knowledge of accounting and bookkeeping. It is all down to personal preference really.

  • @confusion-x5b
    @confusion-x5b 3 місяці тому

    Which is better cima or acca+msc in applied accounting? If someone wants to first work in firms then in industry? Plzz plzzz plzz reply

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 3 місяці тому

      Hello there if you want to work in industry then it might be worth looking into the CIMA qualification as it is gives a more broader commercial scope than the ACCA in some circumstances such as learning costing and stock management in detail. Whereas the ACCA does delve into more of the technical IFRS, UK GAAP areas of preparing financial statements for example.

  • @XamGaming123
    @XamGaming123 3 місяці тому

    So I don’t need to anything after that for my letter to come or do I need to call in?

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 3 місяці тому

      Hello there if you think that you need to prepare a self assessment return after completing the free checker then I wouldn't wait to inform HMRC of this. There have been cases in the past where for example landlords earning rental income haven't declared this for years and have in some cases faced penalties etc. I would ring HMRC to discuss this and ask to speak to their technical helpline for self assessment.

  • @SheenaT
    @SheenaT 3 місяці тому

    I’m taking Level 2 AAT course in September cause I want to change my career. I find this useful and I’m still trying to understand when to increase and decrease expenses, assets, income and so on

  • @mohamedhanada
    @mohamedhanada 3 місяці тому

    Happy to have coffee with you. I am also an accountant

  • @NOEXSPENCE
    @NOEXSPENCE 4 місяці тому

    Sharing is caring 🫶☕️

  • @lee-wood
    @lee-wood 4 місяці тому

    Great video as usual! I could really use some advice and don't know if it might be worth making a video as others might need it to! I've been working as a trainee accountant for 12 months and the training has been awful, I'm basically stuck on audit a d that's not what I want to do. I can get to aat lv 4 and then start my own practice but I'm concerned about having enough experience performing the kind of tasks I would be offering if the training doesn't improve. Any advice on how to self learn these skills if possible?

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 4 місяці тому

      Hi Lee I can't reveal all at the moment but let's just say in this separate side project that I keep hinting at I've got you covered here, so in terms of content and training I have a huge launch upcoming this year that will help. What will assist me here is exactly what you would like training on, so as specific as you can be and maybe even where you would like to see yourself in two years and what that looks like day to day. Feel free to send me a quick video or voice note here to missfinancetutorials@gmail.com (see my latest video this morning about this too)

    • @lee-wood
      @lee-wood 4 місяці тому

      @RebeccasFinanceTutorials Hi, that sounds brilliant! I'll make and send a video :) thanks again

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 4 місяці тому

      @@lee-wood Epic thanks Lee

  • @priyankanegi9080
    @priyankanegi9080 4 місяці тому

    Thanks

  • @leefr76
    @leefr76 4 місяці тому

    Do you have any videos on starting your own bookkeeping business ie how to get a license, get clients, etc?

  • @adriancanning1783
    @adriancanning1783 4 місяці тому

    I might be giving up on becoming a bookkeeper, due the price of courses.

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 4 місяці тому

      Hi Adrian have you considered purchasing the text books and simply self studying x

    • @adriancanning1783
      @adriancanning1783 4 місяці тому

      @@RebeccasFinanceTutorials I have but even the textbooks are expensive.

    • @KSweeney36
      @KSweeney36 4 місяці тому

      Same here. I got to do AAT level 2 paid for by my employer as part of my redundancy, but I couldn’t afford 3.

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 4 місяці тому

      @@KSweeney36 Hi hun have you looked into local grants available

  • @dhruvitpatel4211
    @dhruvitpatel4211 4 місяці тому

    Hi rebecca E -career online training is good for AAT ? And i have bachelor degree in accounting from india so should i have start AAT level2 or 3 ?

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 4 місяці тому

      Hello there if you go to the aat website you can pop in any previous qualifications and experience and it will recommend a starting level for you based on any exemptions you might receive x

  • @bincyelizabeth19799
    @bincyelizabeth19799 4 місяці тому

    Watching from Kerala India 🇮🇳 Bincy Elizabeth Mathew,,

  • @chetansharma9389
    @chetansharma9389 4 місяці тому

    Please explain R2R accrual expenses

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 3 місяці тому

      Hello there please can you elaborate on your question here, if you are referring to accrual expenditure only, then this relates to something that you have essentially used but not yet paid for so we need to account for this in your financial records as an accrual which will be where we introduce a cost as a debit and create a credit as an accrual and when those costs are then received we will reverse that accrual. This is all due to what we call the accrual basis versus the cash basis. I hope this helps x

  • @chetansharma9389
    @chetansharma9389 4 місяці тому

    Nice good 👍

  • @nejendary
    @nejendary 4 місяці тому

    your voice is so peng

  • @arifiqbalkhan4706
    @arifiqbalkhan4706 4 місяці тому

    I think i am getting addicted to this video...help!!!

  • @sairamaccaa
    @sairamaccaa 4 місяці тому

    very useful! thanks

  • @arifiqbalkhan4706
    @arifiqbalkhan4706 5 місяців тому

    You are amazing!! Thank you so much.....❤❤❤

  • @arifiqbalkhan4706
    @arifiqbalkhan4706 5 місяців тому

    Bit too fast. But that's a good thing. Will keep watching until I can catch up with your speed :)

  • @Safelife-dn1tv
    @Safelife-dn1tv 5 місяців тому

    Your are great kind teacher and giving hope to people like me thank you for your time given to us

  • @connorpattinson93
    @connorpattinson93 5 місяців тому

    I am currently working through the task bank for this unit with the exam booked in three weeks time.

  • @Wii2Mii
    @Wii2Mii 5 місяців тому

    That is amazing timing, my exam is on Thursday. Thank you so much for the tips!

  • @marynalintnaar700
    @marynalintnaar700 5 місяців тому

    I completed a National Diploma in Financial Management am i qualified to become a bookkeeper.

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 5 місяців тому

      Hi hun it might be worth looking into if you are able to get any credit for previous qualifications here

  • @slimestaff1
    @slimestaff1 5 місяців тому

    Sweet voice!

  • @ajharmiah2692
    @ajharmiah2692 5 місяців тому

    Hello there, firstly thank you for your informative videos you put out there. Can you please give me your opinion. With someone who has only got GCSEs and no A levels what is the course of action you would take? I read some other comments where you need to do level 3 accounting and not only level 3 bookkeeping if you want to be a qualified bookeeper. What institutions would you go for and how to get work experience as many employers require this. Apprenticeships wont offer the apprenticeship role if you already did the course. This is coming from someone who has no knowledge or experience in the field. Also would you recommend this field to someone who is not too into number but don’t mind?

    • @RebeccasFinanceTutorials
      @RebeccasFinanceTutorials 5 місяців тому

      Hello there well firstly you don't need to be too much into number grinding as its most important that you can problem solve above anything else :D I would highly highly recommend looking on the AAT website for an approved employer and for an apprenticeship role firstly with the AAT or ICB as getting that experience is absolutely key and will also ease you in to see if you really like the industry. Keep firing away with questions if you are not sure or have any others as I am happy to help.