One Client, START TO FINISH (part 1: On-boarding) Be a bookkeeper!
Following one bookkeeping client from start to finish. This video is part one of two, and it's all about on-boarding bookkeeping clients. If you've been wanting to start a bookkeeping business, this will give you an idea about what an initial client meeting would entail, along with the first couple months with a new client. There is often some catch-up bookkeeping work when you on-board a client. This video gives my tips and tricks for how best to learn their business and get started as a bookkeeper.
Part two: https://youtu.be/FuBEt0CKIt4
My website: https://www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/courses/bookkeeper-business-coach
🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/courses/bookkeeper-marketing-coach
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1
➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/clients
➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1
➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/certification-chart-freebie
➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/decision-tree-chart
➡Tax Biz (free intro class on taxes): https://sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE! https://www.youtube.com/@FinePointsBookkeeping
☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/MorganAdvanced
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: https://www.boomingbookkeeping.com/register?affiliate_id=3902557
Nerd Enterprises: https://www.nerdenterprises.com/a/20210/u7o94LhJ
5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a25de6
▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/technology-tips-for-bookkeepers
▶ Videos to get started bookkeeping:
Learn bookkeeping: https://youtu.be/5W1m-0R6H_k
Bookkeeper certification for FREE: https://youtu.be/xKcCrN5Sn-E
How to become a bookkeeper (with chart): https://youtu.be/IyZvsc0gavM
How to get clients: https://youtu.be/RrrKUYuMSA4
What does a bookkeeper do? https://youtu.be/XVu0Lr_vElY
Day in the life playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAP7Ih6lsz-XD6kVT2w5-wCr
Bookkeeper Launch video: https://youtu.be/dUrjJy1ersw
Client onboarding: https://youtu.be/zEzlaAoEfgQ
How much to charge: https://youtu.be/tm-Eo3tke0E
Services to offer: https://youtu.be/3BPxGm1SIGk
▶ More videos you'll like:
Big, medium & small clients: https://youtu.be/8A877-pVRKA
Niches playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAMm3ERdb-gEY-ZLSnRdCxq8
Before you start: https://youtu.be/40d-8IsYqDo
Impostor syndrome for bookkeepers: https://youtu.be/Y1HVIYj6Mq8
10 reasons to start bookkeeping: https://youtu.be/2tZOoXoZC_w
How to clean up a client's books: https://youtu.be/moRR3fc61XE
#bookkeeper #finepoints #bookkeeping
Видео One Client, START TO FINISH (part 1: On-boarding) Be a bookkeeper! канала FinePoints
Part two: https://youtu.be/FuBEt0CKIt4
My website: https://www.finepoints.biz/
☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/
☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/courses/bookkeeper-business-coach
🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/courses/bookkeeper-marketing-coach
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1
➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/clients
➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1
➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/certification-chart-freebie
➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/decision-tree-chart
➡Tax Biz (free intro class on taxes): https://sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE! https://www.youtube.com/@FinePointsBookkeeping
☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/MorganAdvanced
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: https://www.boomingbookkeeping.com/register?affiliate_id=3902557
Nerd Enterprises: https://www.nerdenterprises.com/a/20210/u7o94LhJ
5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a25de6
▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/technology-tips-for-bookkeepers
▶ Videos to get started bookkeeping:
Learn bookkeeping: https://youtu.be/5W1m-0R6H_k
Bookkeeper certification for FREE: https://youtu.be/xKcCrN5Sn-E
How to become a bookkeeper (with chart): https://youtu.be/IyZvsc0gavM
How to get clients: https://youtu.be/RrrKUYuMSA4
What does a bookkeeper do? https://youtu.be/XVu0Lr_vElY
Day in the life playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAP7Ih6lsz-XD6kVT2w5-wCr
Bookkeeper Launch video: https://youtu.be/dUrjJy1ersw
Client onboarding: https://youtu.be/zEzlaAoEfgQ
How much to charge: https://youtu.be/tm-Eo3tke0E
Services to offer: https://youtu.be/3BPxGm1SIGk
▶ More videos you'll like:
Big, medium & small clients: https://youtu.be/8A877-pVRKA
Niches playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAMm3ERdb-gEY-ZLSnRdCxq8
Before you start: https://youtu.be/40d-8IsYqDo
Impostor syndrome for bookkeepers: https://youtu.be/Y1HVIYj6Mq8
10 reasons to start bookkeeping: https://youtu.be/2tZOoXoZC_w
How to clean up a client's books: https://youtu.be/moRR3fc61XE
#bookkeeper #finepoints #bookkeeping
Видео One Client, START TO FINISH (part 1: On-boarding) Be a bookkeeper! канала FinePoints
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