Day in the life of a "cozy" bookkeeper (what does a bookkeeper do?)

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  • Опубліковано 31 гру 2024

КОМЕНТАРІ • 44

  • @stephaniewolfe6754
    @stephaniewolfe6754 26 днів тому +1

    This was so good!!! I definitely have lost what I was optimizing for to hustle culture. I’ve let the hustle and desire for productivity and growth cause me stress, steal my peace, cause frustration with my son when he interrupts (although it’s kind of defiant sometimes) - but this has truly helped me so much. Almost a revelation. I really want to embrace my bookkeeping business the way you have, savoring the freedom, lower stress, work life balance and more time with my kids/family, WITHOUT comparing myself when it comes to money/speed of growth/client numbers.
    I love your videos, Morgan! Thank you so much for this one and all of your insights! Grateful for you!

  • @lakeisharansom3046
    @lakeisharansom3046 25 днів тому +2

    Love, love this advice ❤️😁 this is why I want to start my own Bookkeeping business. I want time freedom and a cozy lifestyle!!!

  • @julieclark3901
    @julieclark3901 3 місяці тому +2

    Great stuff! I especially appreciate the following: follow you mood, no shame policy, think about the season that you're in, and remember what you're optimizing for. I worked a corporate job for 20+ years and I've carried a lot of that culture home with me. I have to often remind myself that I work for myself now, not for others.

  • @dhuratadobbins3001
    @dhuratadobbins3001 3 місяці тому +4

    Finally someone that likes the non-hustle life!!!

  • @hossboss85
    @hossboss85 3 місяці тому +2

    9:18 Select that column/those cells, then click the "123" button in the toolbar (it's next to the dollar sign, percent, etc symbols) and choose one of the date formats.

    • @hossboss85
      @hossboss85 3 місяці тому

      Also, if you ever want to do something and don't know where the button/menu is for it, press "Alt + /" and you can search for it (for example, "conditional formatting"). Sometimes it's the fastest way to do something anyway (minimizes mouse usage!).

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому

      omg, thank you. This is so helpful.

  • @luthergirl106
    @luthergirl106 3 місяці тому +2

    You have so many amazing videos!! But this one is my favorite 💕💕 going to watch it again!!
    Thank you for all you do!!!

  • @coachcarenfern
    @coachcarenfern 3 місяці тому +1

    This was Good and Deya always have such good insights, I also enjoy her content

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому +1

      Me too! I just started watching her and she's a wealth of knowledge. Great editing too.

    • @coachcarenfern
      @coachcarenfern 3 місяці тому

      @@FinePointsBookkeeping yes🥳 love how she edits

  • @mindinmybiscuits
    @mindinmybiscuits 3 місяці тому +1

    LOVE this video! I want to be a go-getter, but I'm afraid of the business owning me. This looks more like the life I want to build. And as women, there are just certain weeks when it's a bad idea to pile on the work.

    • @mindinmybiscuits
      @mindinmybiscuits 3 місяці тому +1

      And my family always says: "Failure to plan ahead on your part does not constitute an emergency on my part."

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому +1

      haha, so true! I've seen many business owners (online) get burnt out, and that does not sound enjoyable.

  • @onecoolponie
    @onecoolponie 3 місяці тому

    I so love this attitude!

  • @hayleeadamsbookkeeping
    @hayleeadamsbookkeeping 3 місяці тому +2

    Great video! I appreciate your perspective on working (not just toward) but for your own goals. Like you, my goal is also freedom over money. It has almost been a month since leaving my job to work full time for my bookkeeping business & I have been enjoying the freedom. Now, I just need to get more clients to sustain it haha. I am thankful to have your videos to help with that!

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому

      Yes, so true! Love this. Best of luck getting more clients--hopefully my vids can give you some ideas.

  • @Kim-3204
    @Kim-3204 3 місяці тому

    Morgan, thanks for a great video. I think this is the only video I've ever watched with someone who wasn't pushing a "hustle" mode so thank you for that. I never realized that I am a "Cozy Bookkeeper" 🤣. I'm like you that my goals aren't to have a huge firm, but enough to give me the flexibility and freedom to travel. ~Kim

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому +1

      Yes, love this! It's helpful when someone puts words to the philosophy we have (I felt that when I watched Deya's video). Yay for being cozy. :)

  • @MedicalBillingMaven
    @MedicalBillingMaven 3 місяці тому +1

    Great video. What software do you use for sending secure information?
    Also in Google sheets you can go to format, number and then date.

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому +1

      Ahh, thank you for the Google Sheets info. Here's a video I made on sending secure info: ua-cam.com/video/bSayiKdyLnM/v-deo.html

    • @MedicalBillingMaven
      @MedicalBillingMaven 3 місяці тому

      @@FinePointsBookkeeping You're welcome 😊 And thanks for the video link.

  • @AvinashSingh-vj3rk
    @AvinashSingh-vj3rk 3 місяці тому +1

    Nice

  • @heathersheaven7933
    @heathersheaven7933 3 місяці тому +1

    Thanks for video. what type of LLC do I need to register?

  • @musasizicharles3119
    @musasizicharles3119 3 місяці тому +1

    Thanks for your inspiration, am a trainer and salesperson of QuickBooks Desktop version, aspiring book keeper, i just love the fact of working for freedom not for money

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому +1

      Nice! Sounds like you have a good QB base knowledge. Same w/ the freedom!

  • @margaretdale1409
    @margaretdale1409 3 місяці тому +1

    Question: My husband and I own a business. I do the books using Wave Accounting. I really like it and it's more affordable than Quickbooks. As a bookkeeper, is there a reason you choose QB over any other software? Thank you

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому

      Hi! Not really, I basically chose it because it was most common/popular and recommended to me. I think if Wave is working for you, keep using it! I have heard that more complex businesses might outgrow Wave eventually, but I haven't used it personally. :)

  • @kingrobthegreat7446
    @kingrobthegreat7446 Місяць тому +1

    do you file their taxes? w-2s?

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  Місяць тому

      Morgan does not file taxes or w2s for her clients.
      Krista (FinePoints Admin)

  • @andrearumpel6237
    @andrearumpel6237 3 місяці тому +1

    Morgan I have a question I’m confused on quick books pricing is it per month or per year to run a bookkeeping business?

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому

      It's per month for QuickBooks Online. If you're a bookkeeper, get the QuickBooks Online Accountant version... that is "free" and you start paying for each client as you get them (or the client can pay). This video may help: ua-cam.com/video/4f9WFu5EgKY/v-deo.html

  • @MrDevoburrito
    @MrDevoburrito 3 місяці тому +1

    I've been thinking about doing bookkeeping and came across your channel. It's got amazing videos and so easy to understand!
    2 questions I do have.
    Do you have a separate phone for this business or do you just use your personal phone for your business?
    Do you need really fast typing skills?
    Thank you for answering my questions in advance!
    Have a great day!!

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  3 місяці тому

      Thanks for reaching out with your questions! If you don't want to use your personal phone, Morgan recommends getting a Google phone number for your business. The calls will go directly to your cell phone, without having to have a second phone.
      Morgan also doesn't think you need to be really fast at typing, but knowing how to type is helpful.
      Krista (FinePoints Admin)

  • @EllieKrause-km9jx
    @EllieKrause-km9jx 3 місяці тому +2

    Thank goodness, hustle culture sounds like a nightmare to me!