I just finished my level 1 pro advisor, about to start the level 2. Its alot to take in. I really dont want to handle inventory so its nice to know that its not a common task as a remote bookkeeper. Thanks
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.
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 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.
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.
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!
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)
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)
There are very few people putting up videos on this profession. You deserve the subscribe button. Thanks 👍
Thanks for following!
Krista (FinePoints Admin)
I just finished my level 1 pro advisor, about to start the level 2. Its alot to take in. I really dont want to handle inventory so its nice to know that its not a common task as a remote bookkeeper. Thanks
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!!
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!
Love your videos! Very inspiring! 👏
Thank you so much!
Lots to think about. Thank you!
My pleasure!
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)
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!!
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!
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?
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.
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.
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 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)
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)
How many clients do you have?