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

Great stuff. There's a lack of this content on KZfaq

So I think I made it to the right channel. I hope you are still putting out content!

Thank you for this. I’m just beginning my research into book keeping business and I feel like I’ll finally get someone interested and then I’ll freeze like ok what’s next? 😂

Thank you!! First video I’ve seen with clear understandable explanations of this process.

You Rock!

This was really helpful to see the breakdown of the process from your side. Really gives an understanding of how a business owner can help bookkeeper’s do their role much easier and more efficiently. Keep putting up🔥🔥 content!

Thank you for this video! I'm currently trying to on board my first client and she wants payroll only for the 2 employees in her cleaning company. This video helped a lot as I was wondering if I was asking the right questions and totally overthinking everything. She does want to go back to May of this year to make payroll deductions and remit them to CRA (I'm in Canada) so I know there is going to be extra work in the first month for sure.

Excellent, can not wait for part two.

I followed you from CICI videos you both are awesome! thinking of pursuing bookkeeper thank you! alot great info. :)

Great information! Thanks for taking the time to walk us through your process.

Thank for you this video! Very informative and answered a lot of my questions. I was wondering for a video idea if you can make a video about the most commons issues you face when first on-boarding a client? As far updating messy Chart of Accounts or when personal expenses are mixed up with business expenses. Just want to get an idea if possible. Thank you!

Kindly share websites from where new bookkeepers can get clients and can learn accounting softwares for free.i suggest also make videos on how to use accounting softwares . By the way your videos are awsme full of knowledge based on real experience. Gud luck keep it up!!

Thank you so much for the work you do! I really appreciate your videos.

Thanks for these trainings!

Another very helpful video, Morgan. Thank you.

Hi your videos are full of knowledge. I would like to suggest you that make a video regarding websites from where new/fresh bookkeepers can get clients .

Thank you so much for all info! Very informative videos! 😊🙏🏻👍🏼

Another great video. I would really like to see a video on contracts. Love your content, your videos are very helpful.

Great info, looking forward to part 2!

Nice video! Great explanations! Thank you.

Yes to hellosign video

Hi Morgan, great job on the videos!! You're inspiring a lot of people to start their bookkeeping businesses on here and that's an admirable thing! Question: how about a video explaining how clients are "offboarded"; i.e. if you decide you don't want to work with an existing client anymore for whatever reason. What's the process of handing the keys to QB back to the client? How does that typically work? Are you 'de-invited' somehow? It's maybe not as popular a concept as that of 'onboarding' a client, but still has to happen pretty typically in a day in the life of a bookkeeper. Maybe I'm making it too complicated but I'd just like to know, and others may as well. Keep up the great job on the videos!

Do you have a video for the HELLOSIGN website?

Great videos. Do you have video that shows how do you keep track your time in quickbooks?

Thanks

How do you handle billing for time spent on phone calls, etc to get everything up and running? Is it all billable hours from the time they sign the contract? I have really learned a lot from your videos so far. Many thanks!

This is great 👍...I wonder if you can put one on marketing ??

Great information! Thanks for all of your Bookkeeping Videos. They are really inspiring. I'm interested to Start the business. The thing is I'm currently living in UAE. Do you think it's possible for me to find prospects from US without meeting them face to face?

Heyy thanks so much 😘

Hey morgan, do you have the list you ask your potential client on your first interview?

Hi Morgan, question on setting up a bookkeeping client into QuickBooks: how do you enter the client's history into your QB system? Is that even relevant?

I'd like to see a video about the contract and how you digitally sign them.

Do you have a video of the whole process in Quickbools of settling up for a legal practice, onboarding clients, attorneys, managing their cases up to the point where the attorney gets their commission

Do you have a sample of the hiring contract?

Hello! I'm interested in the signing of contracts video you talked about making. How they sign electronically and how can you make that secure? Also, you mentioned not accepting clients that are too small. How do you determine if they are too small and too big? Thanks!

Which video do you go over the questions you ask/address during the interview? Thanks for all the info!

Hello. When charging $40 per hr is that everyday ?

Hi Morgan! This video was super helpful! I was wondering what information you usually ask for when you email your client after that initial call? I'm not sure what documentation I would need aside from their QBO access?

Morgan do you have some sample contract for bookkeeping customers?

Is it possible to start out JUST doing one or two things for a company in QBO (like maybe just doing the payroll, or just doing bill pay, or just doing some of kind of data entry)?

Hi How to add a client to quickbooks that had a bookkeeper and have last year financial statements? Do i use journal entries for opening balances or there’s a way on QB as opening balances in the chart of account.

If you're not charging hourly but you're charging a flat fee, would you still use the timekeeping function and put your times on client's invoice?

i wouldn't do any work for a small business without getting paid upfront. They don't always pay your invoice.

It would be great if you had a checklist or eBook on this.

If the client has you keeping their books quarterly: When does the quarter start and stop? Do you still make them pay you for their monthly QB subscription if you have included their QB fees into your pricing system? If not, do you just pay their monthly fee and cough it up to your quarterly expected payment?

How do you handle a client who has merchant accounts and consistently doesn’t pay the statement ending balance ? I took on a new client who needed all of 2021 reconciled; however he has !6 CREDIT CARD ACCOUNTS! where he pays throughout the month whatever dollar figure he wants. I have been placing the overpayment in prepaid and then removing it the next month; however, he has had all 6 merchant accounts since before 2021 so the prepaid balance does not match the difference in overpayments on the credit card statements. I’m overwhelmed !

Hi 👋 Just wondering what is too small for a bookkeeper who wants to make 400$ a client? Thank you 😊

Would you possibly share the sheet on questions u ask hun

Which version of QuickBooks do you use?

Shouldn't a tax accountant provide a chart of accounts?

As you begin building a client base, how do you work the end of the quarter with multiple tax filings without feeling overwhelmed?

How do you know what to charge

I am having a very hard time building contracts and initial meeting checklists forms. Is there any website or links you can recommend? Thanks.

Do you have the video on the electronic signing contract or which app to use please send me the link for the video

Hi! Is it professional looking if you show a print out of your package offering choices with a prices?

Hi there! I’m not sure if you are going to talk about this next, but when on boarding a client, are you automatically a contracted employee needing a 1099? Or is there an option for you to just be like a service with no 1099? Thank you!

Ma'am YOU ARE VERY BEAUTIFUL ❤️. Please answer my question now 🙏 How to get client ma'am? I have just passed ProAdvisor certification and have 8+ years of accounting experience. Please help.🥺

Thanks for the info. I have been researching bookeeping as a side hustle, and find your videos to be very informative. My question is how you learned bookeeping, did you do a course online or take a class? I am having so much trouble because all i find are courses that cost thousands of dollars and i cannot afford to do. I also haven’t had much luck finding a bookeeping class in community colleges, they usually have classes for accounting degrees but not just for bookeeping. What would you suggest i can do that is not so expensive but that can teach me bookeeping.

Do you have a new client interview questions list?

Hi Morgan. Do you have a Contract or Proposal template/sample? I'm from the Philippines and wondering to start doing bookkeeping online. Thanks

Do you have an Onlyfans?