Just started a bookkeeping business as well, finished my online training about 2 weeks ago, I’m ready for clients but not exactly sure what I’m doing lol. I know how to do the things, but when it comes to advising clients in month to month reports, I’m not exactly sure what to do. Obviously I know we need to keep profits positive, but there are certain nuances regarding cash flows that I just am not confident in understanding w/o some experience firsthand. Ty so much for this channel, just found it and I look forward to learning more from an experienced professional such as yourself @FinePoints!
I'm a new bookkeeper working for my families business. I always second guess myself and if I'm covering all the basis. This video was so much reassurance that I do know what I'm doing 😅 thank you so much for the video!
I am glad I stumbled upon your videos, you make this process so simple. I am still trying to get my first client, but I have learned so much from your material that I am confident that I am ready.
Hi there!. I just got a BA in finance. 3 years ago a was diagnose with kidney failure. I had a good paying job but they let me go due to changes in the industry after Covid. I refuse to collect dissability at my 51 year of age. I finished my degree 4 month ago. I am taking a bookkeepng certification, but is dificult to put knoledge into a real business scenario. Please help me get in the right track. Thanks and God Bless You.
I think so! I haven't studied Profit First in detail, but I think it should work with normal bookkeeping. There may be additional steps to add the get $ where you want it for Profit First, but the basics should be the same. I think there are people certified in that system that you can check with to be sure.
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Here are two video resources from Morgan that could help you out: - Answers and Test Prep: QuickBooks ProAdvisor Certification (ua-cam.com/video/jq0UtGR6YSQ/v-deo.html) - Guaranteed to Pass ProAdvisor Exam (ua-cam.com/video/HDpCud92vvg/v-deo.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 Krista (FinePoints Admin)
The bank statement is used as the "true" data, so I am making QB match that. So, it is up to me as the bookkeeper to find the issue--where QB differs from the bank. This could be a check put in wrong (and not matched by QB), a duplicate transaction, an invoice payment applied to the wrong thing, etc. etc. So, the client will typically never hear from me about differences in the reconciliation--I fix it before I send them reports. Let me know if that makes sense, or if you have other questions!
Hey! Morgan does recommend you create a contract of employment (sometimes called an engagement letter). In her class, Bookkeeper Business Coach, Morgan has this available to download ... She also have a video with some additional info here: ua-cam.com/video/654O4AF2vR8/v-deo.html Krista (FinePoints Admin)
Just started a bookkeeping business as well, finished my online training about 2 weeks ago, I’m ready for clients but not exactly sure what I’m doing lol. I know how to do the things, but when it comes to advising clients in month to month reports, I’m not exactly sure what to do. Obviously I know we need to keep profits positive, but there are certain nuances regarding cash flows that I just am not confident in understanding w/o some experience firsthand.
Ty so much for this channel, just found it and I look forward to learning more from an experienced professional such as yourself @FinePoints!
There are very few people putting up videos on this profession. You deserve the subscribe button. Thanks 👍
Thanks for following!
Krista (FinePoints Admin)
I'm a new bookkeeper working for my families business. I always second guess myself and if I'm covering all the basis. This video was so much reassurance that I do know what I'm doing 😅 thank you so much for the video!
Glad it was helpful!
Krista (FinePoints Admin)
I am glad I stumbled upon your videos, you make this process so simple. I am still trying to get my first client, but I have learned so much from your material that I am confident that I am ready.
Thanks for your kind words. Love that you're getting started! Let me know if there are any specific videos you'd like to see me make.
Just started a bookkeeping business as well, how is business? I’m curious to know how you’re doing at month 10, wishing you the best of luck!!
Good information. I'm just getting started on this new adventure of Bookkeeping . Wish me luck.
Best of luck!
Krista (FinePoints Admin)
I just started as well, best of luck I know we can do this!!
Love your videos! Very inspiring! 👏
Thank you so much!
Thank you for sharing your most recent video. I believe, what you said in the video could help me out in my Bookkeeping and Accounting practice.
Wonderful!
Lots to think about. Thank you!
My pleasure!
Very informative thank you❤
You are so welcome! Thanks for watching and commenting. :)
Great info
Thanks for watching!
What are some tasks particular to January that you do for clients?
Hi there!. I just got a BA in finance. 3 years ago a was diagnose with kidney failure. I had a good paying job but they let me go due to changes in the industry after Covid. I refuse to collect dissability at my 51 year of age. I finished my degree 4 month ago. I am taking a bookkeepng certification, but is dificult to put knoledge into a real business scenario. Please help me get in the right track. Thanks and God Bless You.
Can this apply with profit first method
I think so! I haven't studied Profit First in detail, but I think it should work with normal bookkeeping. There may be additional steps to add the get $ where you want it for Profit First, but the basics should be the same. I think there are people certified in that system that you can check with to be sure.
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
How many clients do you have?
How do I pass Intuit exam for book keeping?
Here are two video resources from Morgan that could help you out:
- Answers and Test Prep: QuickBooks ProAdvisor Certification (ua-cam.com/video/jq0UtGR6YSQ/v-deo.html)
- Guaranteed to Pass ProAdvisor Exam (ua-cam.com/video/HDpCud92vvg/v-deo.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
Krista (FinePoints Admin)
Hi,
I have a question.
If you find any differences during reconciliation, how you handle that with client ?
The bank statement is used as the "true" data, so I am making QB match that. So, it is up to me as the bookkeeper to find the issue--where QB differs from the bank. This could be a check put in wrong (and not matched by QB), a duplicate transaction, an invoice payment applied to the wrong thing, etc. etc. So, the client will typically never hear from me about differences in the reconciliation--I fix it before I send them reports. Let me know if that makes sense, or if you have other questions!
@@FinePointsBookkeeping crystal clear. Thanks
How do I make a contract with the client?
Hey! Morgan does recommend you create a contract of employment (sometimes called an engagement letter). In her class, Bookkeeper Business Coach, Morgan has this available to download ... She also have a video with some additional info here: ua-cam.com/video/654O4AF2vR8/v-deo.html
Krista (FinePoints Admin)