Hey! Thank you for reaching out to ask for help with starting a bookkeeping business. Here are links to some of Morgan's free resources that detail how to get started that you may find helpful! Video: How to become a bookkeeper (ua-cam.com/video/IyZvsc0gavM/v-deo.html) Video: How to start your bookkeeping business (ua-cam.com/video/QP6O6Qj6bCA/v-deo.html) Free Download: Decision Tree Chart - where do I start? (finepoints.newzenler.com/f/decision-tree-chart) Morgan also has a free masterclass that could help you in deciding if you want to get started with bookkeeping: finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1 We hope these resources can help give you a jump start. Krista (FinePoints Admin)
I am sitting on the fence between Asana and ClickUp -- maybe you could do a comparison video on how each are used for tracking bookkeeping tasks for clients?
I took note of this idea. Most of the project management systems do relatively the same thing. It's about finding the one that you will use and like. -Gabe (FinePoints Admin)
Hi Morgan! I've been binge-watching your videos and want you to know that the content is soooooo extremely valuable! I had a question about the accounting measures you take to invoice your clients for your bookkeeping labor. I know you do flat rate costs for your clients so do you send them and invoice via QBO from your firm and then, does QBO recognize their firm as receiving a bill? Or do you have to go into their firm and create a bill to pay you for your time? I hope this question makes sense. 😅
Thanks so much! I think I'm following... their QBO doesn't treat my invoice different than a usual invoice, so they have to pay as they would any other bill.
Hi Morgan! Thank you so so much for this video. Could you please do a video on the mystical "my accountant" account? When that account is exported monthly is that done through the client's QBO or our QBO? Also, how do you get your clients to answer all the details? Do you zoom call them, email etc? Thank you so so much
Hi! I will let Morgan know QBO Accountant is something you would like to learn more about. To try and answer your questions, your clients QBO account will be linked to your QBO Accountant account so you will be working directly in their books through your account. As far as communicating with your clients, Morgan recommends you reach out to them and find out what is the best way to communicate with them when you have questions or need things turned in. That being said, you could also set up on going bi-weekly or monthly calls with your client where you go over everything all at once. All in all, Morgan suggests discussing this with your client. Krista (FinePoints Admin)
Thanks for watching! Have you tried Asana?
Not yet... heard of it, but had never really seen it in action
I've used asama but moved to clickup, can't remember why I switched. I have my personal as one workspace, my bookkeeping as another workspace.
you demistified asana for me in 6 minutes? Thank you! subscribed
Glad the video was helpful. Thanks for following!
Krista (FinePoints Admin)
Thank you for this video! Workflow tools are so helpful and this one looks like it would be useful!
Tried using this tool, it was very useful!
Glad it helped!
I'm looking into bookkeeping and would love more guidance! This video was super helpful!
Hey! Thank you for reaching out to ask for help with starting a bookkeeping business. Here are links to some of Morgan's free resources that detail how to get started that you may find helpful!
Video: How to become a bookkeeper (ua-cam.com/video/IyZvsc0gavM/v-deo.html)
Video: How to start your bookkeeping business (ua-cam.com/video/QP6O6Qj6bCA/v-deo.html)
Free Download: Decision Tree Chart - where do I start? (finepoints.newzenler.com/f/decision-tree-chart)
Morgan also has a free masterclass that could help you in deciding if you want to get started with bookkeeping: finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1
We hope these resources can help give you a jump start.
Krista (FinePoints Admin)
I will check this out. And dang, your subscribers are multiplying!!
Let me know what you think!
I like this, I was in the site going along with you to see it works hands on... I signed on lol
Glad it worked for you!
thank you !
Thank you so much!
I am sitting on the fence between Asana and ClickUp -- maybe you could do a comparison video on how each are used for tracking bookkeeping tasks for clients?
I took note of this idea. Most of the project management systems do relatively the same thing. It's about finding the one that you will use and like. -Gabe (FinePoints Admin)
Useful tool recommendation
Glad you think so!
Hi Morgan! I've been binge-watching your videos and want you to know that the content is soooooo extremely valuable! I had a question about the accounting measures you take to invoice your clients for your bookkeeping labor. I know you do flat rate costs for your clients so do you send them and invoice via QBO from your firm and then, does QBO recognize their firm as receiving a bill? Or do you have to go into their firm and create a bill to pay you for your time? I hope this question makes sense. 😅
Thanks so much! I think I'm following... their QBO doesn't treat my invoice different than a usual invoice, so they have to pay as they would any other bill.
It looks great. Do you use the “Project Templates” in QBO under Work (left column) for QBO users, and this for non-QBO users?
That’s what I was wondering. What’s the benefit of this over the QBOA Work flow?
My thoughts as well. Would love to see you do a tutorial and review on them!
Hi Morgan! Thank you so so much for this video. Could you please do a video on the mystical "my accountant" account? When that account is exported
monthly is that done through the client's QBO or our QBO? Also, how do you get your clients to answer all the details? Do you zoom call them, email etc? Thank you so so much
Hi! I will let Morgan know QBO Accountant is something you would like to learn more about. To try and answer your questions, your clients QBO account will be linked to your QBO Accountant account so you will be working directly in their books through your account. As far as communicating with your clients, Morgan recommends you reach out to them and find out what is the best way to communicate with them when you have questions or need things turned in. That being said, you could also set up on going bi-weekly or monthly calls with your client where you go over everything all at once. All in all, Morgan suggests discussing this with your client.
Krista (FinePoints Admin)
Very interested in Asana now, but I was wondering if you use a CRM to automate/communicate with Clients??
I just started using Financial Cents for tracking my bookkeeping. Have you ever used it? what are your thoughts compared to Asana?
Have you tried clickup? It seemed a little complicated for me so I may switch to asana !
I've heard of it, but haven't tried it.
If someone doesn’t have Asana and you want to give them a task list/ check list can you electronically send or print one out for them?
We are currently using QBOA Work and curious as to your thoughts on that versus Asana?
I am curious about this also. I'm just learning QBO works and don't want to spend time also learning Asana if they are essentially the same.
I'll check this out and add it to my video list!
Are you still using asana to organize workflow with teams? Or have you found another solution?
Hey! Yes, Morgan is still using Asana and finds it very helpful to navigate workflow for her team.
Krista (FinePoints Admin)
How do I do this manually
Great! Isn't this the same as Trello? not sure
?
Yes, I think they serve the same function--I haven't used Trello
Clickup.... Owns them all. Easy and Fast, so just about anything you want.