Bookkeeper DAY IN THE LIFE (bookkeeping job description)
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- Опубліковано 29 лип 2024
- This is a day in the life of a bookkeeper that will give you an idea of a bookkeeper job description. In here I talk about my daily work-from-home schedule and go through 2 of my bookkeeping clients' workload. I show you how I input checks, categorize expenses, record income, and more. Hopefully this will be helpful if you're a bookkeeper or thinking of starting a bookkeeping business.
My other day in the life of a bookkeeper: • Bookkeeper job descrip...
My website: www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: sk293.isrefer.com/go/BLIO/ML82/
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): finepoints.newzenler.com/cour...
🟢How to get clients (Bookkeeper Marketing Coach): finepoints.newzenler.com/cour...
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): finepoints.newzenler.com/fp/b...
➡How I got my first 3 CLIENTS (free masterclass): finepoints.newzenler.com/fp/c...
➡Start a bookkeeping business (free checklist) finepoints.newzenler.com/f/st...
➡LEARN bookkeeping (my favorite training options): finepoints.newzenler.com/f/ce...
➡Where to start bookkeeping (chart): finepoints.newzenler.com/f/de...
➡Tax Biz (free intro class on taxes): sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: www.finepoints.biz/resources
➡ Please SUBSCRIBE! / @finepointsbookkeeping
☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): www.fastandeasyqbo.com/Morgan...
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: www.boomingbookkeeping.com/re...
Nerd Enterprises: www.nerdenterprises.com/a/202...
5 Minute Bookkeeping: courses.5mbacademy.com/?ref=a...
▶My Bookkeeping Tech Tools: www.finepoints.biz/blog/techn...
▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
#bookkeeper #finepoints #bookkeeping
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
Thank you! This video explained a lot for me. I work a 40 hour week and want to pick up bookkeeping as a side gig to support my family. I also want the experience as I’m working towards my bachelors degree. Sounds accomplishable now!
Sounds like you are taking all the right steps! So glad this video helped you out :) -Gabe (FinePoints Admin)
Thank you for making this video!
Thank you Morgan for this video.
I like that you help facilitate people who would be better off doing their own books at their current point. It's not only morally current (imo) but would definitely make them more likely to come back to you when they grow beyond what the owner can manage because they already know you have their best interest in mind.
Thank you for this video.... Its some really good ones insite and ideas that I can use as well. Thank you again
I'm glad!
Thank you!! You are so helpful!
Thanks for watching!
Thanks for the videos and tips
I'm a newbie and so willing to learn..
so helpful, just launching my virtual bookkeeping business - thanks!!
Hope all goes well!
Krista (FinePoints Admin)
Hello,
I really enjoy your videos. I have my first potential client interview tomorrow. Quite nervous but you have helped me greatly. I would love to connect.
I enjoyed this video
Thank you for this video! new subscriber here :))) I am planning to work as a bookkeeper next year. I hope you can also do some basic Quickbooks lectures/tutorials, it will be greatly appreciated. More power to you!
Thanks for subbing!
Thanks for your video it's very nice, I'm training to be a bookkeeper, I'm subscribed to you now. Thank you 😊 your nice
How much do you charge to do yearly books for small businesses?
Thanks and please don’t stop . This is helpful.
Thank you for this video sweetheart. :)
You're so welcome!
Very good explanation
Thanks so much!
are you familiar with Buildium software for property managment? I am currently using that but I'm wondering if it may be better to switch to Quick Books?
Do you have a video going over security measures you use for your clients - like password app, virus and malware protection, encryption, and any personal information?
Hmmm, I don't have that right now, but great suggestion! I have mentioned that I like lastpass for password security.
Great stuff! Regarding the income by person. To do that in Quickbooks that would be the class function in quickbooks?
Good question. In this case we do it as an account, not class, because the owner wants it to show up (front and center) on the main P&L. Thinking it through, you could also do it as class, however then the income would be broken out on top with nothing broken out in those classes under expenses (does that make sense?)... which wouldn't be my favorite. But, you do have me thinking if there is a more efficient way to do it!
Question. What computer/laptop do you recommend for bookkeeping?
Wow you should teach an online courses. I was actually paying attention and that is hard for me to do
I love your videos! They are so helpful! I was wondering, how do you know how to set up the Chart of Accounts? Especially for someone that is starting up and doesn't have a focused niche. Thank you!!
Good question--QB comes with the chart of accounts already set up with generic accounts. So, I start out just using those, then, once I get to know the business better I can tweak it. Also, some industries may have suggested categories that you can google or research (for example my real estate client went to a conference and they gave them suggested accounts for that industry). But starting generic is usually fine and you can fine-tune as you go!
FinePoints thank you!! makes sense! I am a looking into real estate for my niche. Could I reach out to you for a guide for the COA you use?
Good video, just subscribed 👍
Awesome, thank you!
This is awesome!!!
Thanks for watching!
I am familiar with 1. XERO 2. MYOB Accounting Right 3. MYOB Essential 4. Quick Books 5. Dext 6. Tally 7. Microsoft office
Can I get any outsourcing Accounts works? I am from India
Thank you for your videos I recently enrolled in penn foster college to get my book keeping certification if you have any advice or tips it would be much appreciated 😊
Hey im enrolling in penn foster any tips ir advice how did it go
Hi is there any video for fresher bookkeeper I applied for job can u help me to get info
Love the real life look at this and how it actually plays out! Could you share what your long term goals are and your average profit margins? I'm in Oregon as well and would love to pick your brain sometime!
Sure! I'll add that to my video list, great idea. Where are you at in OR?
@@FinePointsBookkeeping That would be great, thanks! And I'm in the Portland metro area 😊
Hello dear..I just want you to know that I'm very grateful for your teachings and it is very real.🙏
What Bussines license do you need to update?
I was just wondering how hard would it be to get a job without any QuickBooks experience. Its been a while since I got my accounting diploma but I havent figured out how to apply to jobs yet. Any advice would be great. Thanks
If you want a refresher, I'd say do the free ProAdvisor training through QuickBooks Online Accountant (I have a vid explaining how)
Dzop, try checking out NACPB.org. There are videos to refresh your accounting and practice tests to take for certification in areas of accounting. Even if you don't opt to obtain certification, you could check out the QuickBooks component of their services
Question: im considering getting into bookkeeping. How long did it take you to get to where you are working 10hrs a week?
Has book keeping worked for you?
What time do you start ?
Hello Morgan! Do you have someone you know who have an accounting firm and to do remote or intern from home?
You are doing a great job mam. I want to be like you. I wonder can I become internee and do bookkeeping for you? Thanks
Hi & thanks! I'm not hiring anyone now, but I'll spread the word if so!
Can I do book keeping job while study masters in usa?
How much do you pay for quick books? Is it monthly or yearly payment. Also if you have one quick books account, you can add multiple companies into your account?
If you use QBO Accountant version it's set up for you to manage each of your clients within the dashboard. You log in with your name and you see each of your clients listed there. They can also have their own logins (to just see their own company). QBOA is "free" for you, but each client will need to pay for their QB subscription at whichever level they choose (plus, advanced, etc). You can also choose to roll your clients QBO fee into what you charge them (as you can get their subscription discounted by using the accountant version). Morgan talks more about it in this video: ua-cam.com/video/hyKoi3Lhncg/v-deo.html -Gabe (FinePoints Admin)
Excuse me. What option of QuickBooks Online do you use for your bookkeeping services?
I use QBO Accountant, and most of my clients are on the Plus version.
I just found your channel and binge watching it. I am a newbie in freelancing and this is the niche I wanted to focus on. Do you think business owners wiil trust those newbies without experience doing virtual bookkeeping, but have trainings and certificates these days?
Hey! Morgan believes if you present yourself well, it's definitely possible. Some other options Morgan recommends to gain experience is volunteering for a friend and do their bookkeeping or seeing if you can shadow a local bookkeeper to build your resume. Thanks for following along!
Krista (FinePoints Admin)
Just got my Level 1
Hi，I was wonder if most client use cash basis or accrual basis. Do we need to make suggestions to clients? Thanks
Most of my clients use a cash basis. You should understand what they each are, but in my experience usually the client would know (or their accountant may have a preference). It's also easy to switch back/forth in QBO, so not set in stone!
@@FinePointsBookkeeping Thanks for answer. Do you still make invoices, AR and AP, but only run annual reports on cash basis ? Or don’t need AR AP. Just record when reach bank with bank feeds? Thanks so much~ BTW, love your video, almost watched all in a week.
Do i have to have an accounting degree? i want to take a book keeping course, but do you think this is enough?
It's not enough. I went that route. I'm currently signing up for school to learn bookkeeping again. It's going to take 2 years to get my degree
Hi! I was wondering, can bookkeepers work part-time and remotely ?
Yes & yes, for sure! I do both.
I am very interested can someone help me get started?
Didn't really know which video to leave this comment on, but how do you keep your business safe and secure from being hacked. Do you use like Norton or is it something completely different, or do you not even worry about this, or have you not even thought of this.
Here's a video I made about it: ua-cam.com/video/KJV2MJGL3i4/v-deo.html
Can you please make us Video about Bookkeeping freelancer pages like upwork or Fivver ???
hmm, good idea. I don't have much experience with that, but I can do some research. I think others would be interested also.
Yes I am too,I'm currently fortifying my skills on bookkeeping, so as to meet its job market needs.please help us with that
If I know nothing about bookkeeping besides its basically taking a businesses financial chaos and creating order where would you recommend I learn so I know what I'm doing? Should I do some kind of schooling or program? I just don't want to take out a loan to learn.
Hey! Morgan personally LOVES Bookkeeper Launch (sk293.isrefer.com/go/BLFAQ/ML82/) and really hasn't heard of anyone who has been disappointed by the program. They have amazing customer service, they start at the very beginning (for someone who has no experience) and they give you lots of help along the way (group to ask questions, email helpline, calls). The program is quite thorough. I'll link Morgan's personal review she made also (ua-cam.com/video/dUrjJy1ersw/v-deo.html)
Krista (FinePoints Admin)
How long does it take to enter all the checks?
45 minutes. Look for my next DITL with checklist...I go through each task and the minutes it takes me. It should be out in the next few weeks. :)
It's 2020, why are your clients still using cheques/checks?
In our country, most people either use EFT or card payments
I know, right!? I agree with you. :)
Paper is more essential and dependable most times, im old school just speaking from experience
You seem to prefer Quickbooks. Is that an American thing or personal preference? I'm studying here in London and we're using Sage. Xero seems to be in high demand now as well.
Yeah, I think it's an American thing. It's definitely the most popular here, with Xero as a second.
@@FinePointsBookkeeping I am also in London :) I have a Question is it mainly just organizing numbers for Clients are there any parts you need to generally calculate ?
Is there anywhere to get certified for bookkeeping ??(: I do accounting so would love to do this on the side
Hi Teresa! You don't actually need a certification to start bookkeeping, but a good place to start is the QBO ProAdvisor training and certification. Here is a video where Morgan talks more about it: ua-cam.com/video/Q2-9IP8z-aE/v-deo.html
Krista (FinePoints Admin)
I was told that you need to be an accountant first in order to be a bookkeeper, is this true? because I am not interested in going back to college, it's way too expensive.
You do not need any certifications to be a bookkeeper, nor do you need to be an accountant. Some accountants choose to add bookkeeping to their services, but not a requirement to be an accountant. Hope that helps! -Gabe (FinePoints Admin)
@@FinePointsBookkeeping thank you so much!!
So for 1 client 5 hours? Trying to get a sense of the time per client to see what income is realistic from home. I also have 1 young child who is 4 yrs old.
Hi Kristen! Here are a couple videos where I talk about that:
How much time? ua-cam.com/video/CRxcc0-8Ick/v-deo.html
Small/Med/Large clients: ua-cam.com/video/8A877-pVRKA/v-deo.html
Do you provide private training ?
Hi! Not at this point, but it's something I'm considering in the future. Let me know if there's something in particular you're looking for!
I also have a more in-depth class available now: finepoints.teachable.com/p/bookkeeper-business-coach
I am indian, your work is vary good , thanks for halp,
I have master of commerce degree and indian experience
You halp me fine a job in canada or give job in your assistant ?
Hi, thank you for the video! I am considering studying bookkeeping and working from home, any thoughts and opinions would be greatly appreciated!
Can you work exclusively remotely?
Yes, definitely
@@FinePointsBookkeeping Thanks! I recently joined a college program for bookkeeping, I start next month!!!
Any advice would be greatly appreciated.
Cool video. So my questions are:
1) Does your clients have to have Quickbooks online too? Like are you remoting into your clents PC?
2) Do you have to input all of the transactions by "paper records" in Quickbooks online?
Thanks for watching! QBO is a website, so anyone can log in from anywhere, and it's hooked up to the clients bank with "bank feeds" so I don't need paper records to input transactions.
@@FinePointsBookkeeping What if your potential client doesn't have QB online? How does a bookkeeper service a client with out QB online?
pog
Hi i need your help
You are talking speed little bit fast.
Thanks you.
Perfect teeth.
You're wasting lot of papers to note down to do list there.. You can have a note/journal book for that. Just saying.
Thank you so much for these videos! I am currently a bookkeeper at a firm but thinking of doing this on the side for a small client. Do you have an Instagram or email where I could connect with you to pick your brain on going out on your own? Thanks again