Hi guys! Thanks for sticking with me through my break! I'm planning to upload each week now going forward. I filmed this in December, so missed some of your questions on my previous video--I'll get those next time! You can also leave me a question below for the next Q&A. What are your goals this year?
I'm thinking about earning an online associates degree in accounting. Hope to be an auditor or accountant some day. Hoping to do AR/AP job this year while going to school thats the goal at least. I'm watching your vids, trying to get certified on QB and trying to learn about AR/AP and accounting online before I apply for jobs.
I'm surprised you are able to avoid doing invoicing and AR AP stuff. It sounds like it must be particular to your clients that they don't have any invoicing for their businesses. Love these Q and As because they answer a lot of my own questions.
Been watching a bunch of your videos - they've been very helpful! I just couldn't resist commenting on how bizarre it is to watch a video where someone is explaining what Zoom is XD So interesting looking back at Jan 2020
Thanks a lot for your ANSWERS. I may sound demanding but I want to ask if you have any recommendations on where to find an experienced Bookkeepers to work with so that I can learn bookkeeping. And eventually start my bookkeeping business.
@@FinePointsBookkeeping okay thanks. I will search them. And kindly recommend me to them , I would be willing to work even if without pay. thanks again.
Thanks for all of the information. I know all of the videos I have watched mentioned charging 40 an hour or 250 a month etc depending on the client / workload etc.........but all of the jobs working for companies online are offering AT THE MOST 20 bucks an hour. Most of them are 15 an hour. I am wondering how freelancers are getting clients paying decent rates if companies can get people to work for next to nothing. Also I was wondering if every client you have has to buy there own quickbooks or if you can just create a new company file for them on your quickbooks?.
If you were a freelancer/contractor for a company rather than an employee, you would be charging higher (because you have your own business expenses/taxes to think of). If a company hires you as an employee, they can pay what they deem. Does that make sense? Have you watched Morgan's video on what to charge? ua-cam.com/video/tm-Eo3tke0E/v-deo.html -Gabe (FinePoints Admin)
If you are holding the books for a client and decide to fire them, what's the process to close things off? Do you send them the books you kept for them? If so, how do you do that? I wanna know so I have an idea.
I have done it in QBDT before and you just download the file and give it to them (on a thumb drive, for example). On QBO you can just give them the login and make them an admin. Some bookkeepers are particular about giving up their QB file, but I'm fine just handing it over (assuming I've been paid for all my work). Hope that helps!
You mentioned people should make a certain amount before they can "afford" a bookkeeper and you wouldn't take clients that were "too small." What monthly amount would someone need to make before I should take them and what would you charge someone small with no employees and only 1 account and 1 credit card?
Hi! Here is a video where Morgan goes into more detail the differences between a small, medium, and large client. It may help answer some of your questions! ua-cam.com/video/8A877-pVRKA/v-deo.html Krista (FinePoints Admin)
Hi, I have intuit I file taxes but I want to move forward and bring my bookkeeping clients into QBO. I sent my apprentice an invite and it won't let her login. It tells me she hasn't accpteded my invite. I saw her accept my invite and try to login then told her there was an account with that email when she logged in it told her to sign up. What am I doing wrong?
Hmm, you may need to talk with the Intuit help line. I haven't seen that exact problem, but I did have a similar issue when my client had her own (old) account and I wanted to invite her to the my new account. I usually use the chat function in QBO and they have been surprisingly helpful.
I am outside the US and I am currently starting the foundation in ACCA but I am looking Into starting my own bookkeeping Business .... How do you go about getting clients or do you recommend doing a course? I am currently going through the QuickBooks Pro advisor program... I do not have any previous experience other than I worked in Administration before ... So I guess my over all question is what would be your advise for me?
I think ProAdvisor training is a great place to start! If you feel like you need more after that, I'd say the most cost effective way to learn more is to take classes at a local college (or maybe online). Then start sharing with your network that you're looking for clients--I'll link below the video I made on getting clients. You'll rarely feel like you're 100% ready for your first client, so I'd say just go for it and learn as you go. There's so many resources on YT that can answer QB questions. Good luck!!
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Hey there! Thank you so much for your videos these are very helpful I want to know that I live in India and the bookkeeping charges here are very low like $10 dollars per hour so how can I get clients from other countries so that I can charge more? Is it possible?
Hey! Yes, there is an app. Here is also a video Morgan made all about the receipt capture function and how to use it: ua-cam.com/video/R2FQ0peRZ5U/v-deo.html Krista (FinePoints Admin)
Hi guys! Thanks for sticking with me through my break! I'm planning to upload each week now going forward. I filmed this in December, so missed some of your questions on my previous video--I'll get those next time! You can also leave me a question below for the next Q&A. What are your goals this year?
I'm thinking about earning an online associates degree in accounting. Hope to be an auditor or accountant some day. Hoping to do AR/AP job this year while going to school thats the goal at least. I'm watching your vids, trying to get certified on QB and trying to learn about AR/AP and accounting online before I apply for jobs.
Great plan. Sounds like you'll have a good mix of experience and schooling. Good luck with everything!
Thank you for answering my questions. You provided a lot of useful information for example, determining compatibility before accepting a client.
I'm glad! Thanks so much for watching and asking questions. :)
Have to retake. I jumped pass the test prep stuff, not sure how I did that. But now feel way prepared to take again ! Keep you posted !
Great! Good luck!
I'm surprised you are able to avoid doing invoicing and AR AP stuff. It sounds like it must be particular to your clients that they don't have any invoicing for their businesses. Love these Q and As because they answer a lot of my own questions.
Taking d exam 2morrow...yr vids have been soooooo helpful !
Nice work! How'd it go?
Thank you Morgan. Very informative. 😎🤟
Been watching a bunch of your videos - they've been very helpful! I just couldn't resist commenting on how bizarre it is to watch a video where someone is explaining what Zoom is XD So interesting looking back at Jan 2020
Hahaha, omg, I know! I feel like I was waaay ahead of the curve. ;)
Thanks a lot for your ANSWERS. I may sound demanding but I want to ask if you have any recommendations on where to find an experienced Bookkeepers to work with so that I can learn bookkeeping. And eventually start my bookkeeping business.
I have had a ton of help through facebook groups. One of my faves is "the successful bookkeeper."
@@FinePointsBookkeeping okay thanks. I will search them. And kindly recommend me to them , I would be willing to work even if without pay. thanks again.
Great videos, really helpful, (from Sydney)
This is soooo helpful!
Very helpful! Thank you very much.
Glad it was helpful!
Thanks for all of the information. I know all of the videos I have watched mentioned charging 40 an hour or 250 a month etc depending on the client / workload etc.........but all of the jobs working for companies online are offering AT THE MOST 20 bucks an hour. Most of them are 15 an hour. I am wondering how freelancers are getting clients paying decent rates if companies can get people to work for next to nothing. Also I was wondering if every client you have has to buy there own quickbooks or if you can just create a new company file for them on your quickbooks?.
If you were a freelancer/contractor for a company rather than an employee, you would be charging higher (because you have your own business expenses/taxes to think of). If a company hires you as an employee, they can pay what they deem. Does that make sense? Have you watched Morgan's video on what to charge? ua-cam.com/video/tm-Eo3tke0E/v-deo.html
-Gabe (FinePoints Admin)
thank you, really informative video!
You're very welcome!
If you are holding the books for a client and decide to fire them, what's the process to close things off? Do you send them the books you kept for them? If so, how do you do that? I wanna know so I have an idea.
I have done it in QBDT before and you just download the file and give it to them (on a thumb drive, for example). On QBO you can just give them the login and make them an admin. Some bookkeepers are particular about giving up their QB file, but I'm fine just handing it over (assuming I've been paid for all my work). Hope that helps!
@@FinePointsBookkeeping Yeah, that helps!
You mentioned people should make a certain amount before they can "afford" a bookkeeper and you wouldn't take clients that were "too small." What monthly amount would someone need to make before I should take them and what would you charge someone small with no employees and only 1 account and 1 credit card?
Hi! Here is a video where Morgan goes into more detail the differences between a small, medium, and large client. It may help answer some of your questions! ua-cam.com/video/8A877-pVRKA/v-deo.html
Krista (FinePoints Admin)
Hi, I have intuit I file taxes but I want to move forward and bring my bookkeeping clients into QBO. I sent my apprentice an invite and it won't let her login. It tells me she hasn't accpteded my invite. I saw her accept my invite and try to login then told her there was an account with that email when she logged in it told her to sign up. What am I doing wrong?
Hmm, you may need to talk with the Intuit help line. I haven't seen that exact problem, but I did have a similar issue when my client had her own (old) account and I wanted to invite her to the my new account. I usually use the chat function in QBO and they have been surprisingly helpful.
I am outside the US and I am currently starting the foundation in ACCA but I am looking Into starting my own bookkeeping Business .... How do you go about getting clients or do you recommend doing a course? I am currently going through the QuickBooks Pro advisor program... I do not have any previous experience other than I worked in Administration before ... So I guess my over all question is what would be your advise for me?
I think ProAdvisor training is a great place to start! If you feel like you need more after that, I'd say the most cost effective way to learn more is to take classes at a local college (or maybe online). Then start sharing with your network that you're looking for clients--I'll link below the video I made on getting clients. You'll rarely feel like you're 100% ready for your first client, so I'd say just go for it and learn as you go. There's so many resources on YT that can answer QB questions. Good luck!!
How to get clients: ua-cam.com/video/v92DBK9dbLA/v-deo.html
@@FinePointsBookkeeping that you for your reply after I receive the ProAdvisor certificate I will start and I'll let you know how it goes
@@kimberlychandler2966 Yes, please do! :)
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Hey there! Thank you so much for your videos these are very helpful I want to know that I live in India and the bookkeeping charges here are very low like $10 dollars per hour so how can I get clients from other countries so that I can charge more? Is it possible?
it is working in india ? QBO
Is quickbooks online receipt capture an app?
Hey! Yes, there is an app. Here is also a video Morgan made all about the receipt capture function and how to use it: ua-cam.com/video/R2FQ0peRZ5U/v-deo.html
Krista (FinePoints Admin)
@@FinePointsBookkeeping Thanks Krista.
by the way how r u, i just figured out u stop making videos