Great video and awesome message for dealing with life in general. I have resigned two jobs I have had in the past when the owner wanted me to knowingly and willingly lie on tax returns. If they want you to do this, you will be the first one they throw under the bus when they are audited or the fabrication is detected. I prefer sleeping easy at night then be worried about things like this. We really need more ethics in all phases in our lives.
I know you had mentioned in one of your earlier videos that you were going to make a video about the client contract you use. Are you still planning on doing that? I’m just getting started and would love to be able to hear you talk about that! Thank you!
Oh man, yes, thank you for the prodding--I keep rolling it over on my "to do" list, but it's on there & helpful to know that you guys want to see it. I'll work on it! :)
Love this video,.. the Gut Feeling red flag, and Not Respecting my Time red Flag.. I literally had those red flags with my first and second interview with a new client, I decided not to on board this Client thank you for the video.. ❤
You mentioned that you use Lastpass to store passwords and Im wondering which version of lastpass do you use? The personal version or the business version? Its just me in my business, so I'm not sure if its necessary to have the upgraded business version. And what does it look like to store client passwords in there? I guess Im just not sure how last pass works and how you separate it by client.
Good question, I hadn't thought of this for a video, but will see if I can come up with something. I haven't found it hard at all to keep clients once I'm working for them. Here's a video that may help about how to impress clients: ua-cam.com/video/AnEfSJSM15A/v-deo.html
I have been binge watching your videos. Thank you so much!!! What a using a gmail email? Or do you use a super secure email system? (I am just trying to get my business started, and wondering how much email will actually be used) Thank you!! 💖
Gmail works great, but if you're looking for some advice on keeping information confidential, Morgan just published a video about that: ua-cam.com/video/bSayiKdyLnM/v-deo.html ~Gabe, FP admin
Do you have any other ideas for security for bookkeepers?
Cyber security
Great video and awesome message for dealing with life in general. I have resigned two jobs I have had in the past when the owner wanted me to knowingly and willingly lie on tax returns. If they want you to do this, you will be the first one they throw under the bus when they are audited or the fabrication is detected. I prefer sleeping easy at night then be worried about things like this. We really need more ethics in all phases in our lives.
Yes, so true!! Thanks for watching.
I know you had mentioned in one of your earlier videos that you were going to make a video about the client contract you use. Are you still planning on doing that? I’m just getting started and would love to be able to hear you talk about that! Thank you!
I second this!!
Oh man, yes, thank you for the prodding--I keep rolling it over on my "to do" list, but it's on there & helpful to know that you guys want to see it. I'll work on it! :)
Here's the link if anyone needs it! Bookkeeper contract: ua-cam.com/video/654O4AF2vR8/v-deo.html
Excellent tips Jenny
Love this video,.. the Gut Feeling red flag, and Not Respecting my Time red Flag.. I literally had those red flags with my first and second interview with a new client, I decided not to on board this Client thank you for the video.. ❤
This is great! I am so quick to trust people, and I definitely don't want to get myself into a precarious situation.
I know what you mean! Glad it was helpful. :)
You mentioned that you use Lastpass to store passwords and Im wondering which version of lastpass do you use? The personal version or the business version? Its just me in my business, so I'm not sure if its necessary to have the upgraded business version. And what does it look like to store client passwords in there? I guess Im just not sure how last pass works and how you separate it by client.
Hi Morgan! Could you do a video sometime about marketing your business? And do you know anything about answering services?
Thanks for these great info.
Glad it was helpful!
Thank you for your videos. Can you please talk more about the insurance a bookkeeper should have. 😊
Soooo important! Rotten clients can derail a great business!
Yes, so true! Thanks for watching, Jess!
Thanks for the tips! I was wondering what company you recommend for Professional Liability insurance?
Have you touched on client retention yet? Is there anything you do to keep clients?
Good question, I hadn't thought of this for a video, but will see if I can come up with something. I haven't found it hard at all to keep clients once I'm working for them. Here's a video that may help about how to impress clients: ua-cam.com/video/AnEfSJSM15A/v-deo.html
I have been binge watching your videos. Thank you so much!!!
What a using a gmail email? Or do you use a super secure email system?
(I am just trying to get my business started, and wondering how much email will actually be used)
Thank you!! 💖
Gmail works great, but if you're looking for some advice on keeping information confidential, Morgan just published a video about that: ua-cam.com/video/bSayiKdyLnM/v-deo.html ~Gabe, FP admin
@@FinePointsBookkeeping oh, thank you so much!!! I appreciate your help 💖
Morgan, where do you find clients? I tried upwork but no leads
Hi! Great question. Here's all my ideas for getting clients: ua-cam.com/video/v92DBK9dbLA/v-deo.html
Hello Ms. Morgan,
Would you be my Special Guest?
Sent you an email with the same title minutes ago.
Thanks for the email, I'll check it out!