Q&A for Bookkeepers

In this video I’m going over some commonly asked questions from bookkeepers. We will go over what owner’s draws are, how to get invoices, and client communication options for your bookkeeping business. I also share about credit card transactions, what's included in Bookkeeper Launch, how to get paid--and more. It's a wide assortment of topics.

Here are the questions I go over in this video:

1. Why is the owner’s salary not an expense?

2. How do I receive payments from my clients?

3. How do I enter credit card transactions?

4. Does a QuickBooks ProAdvisor certificate qualify as experience?

5. Are both the QuickBooks online and advanced certifications free?

6. What do you do if your client doesn’t have a bank feeds tab in QuickBooks?

7. Does Bookkeeper Launch help with marketing and with QuickBooks training?

8. Do I use a CRM (customer relationship management) tool outside of Asana for clients?

9. Is Bookkeeper Launch a good program to take if I don’t want to start my own business?

10. How do you get your hands on paper invoices if your client isn’t tech savvy?

VIDEO RESOURCES:

• Should you work for free?

• Hacks to gain experience when just starting out

• How I use Asana for my bookkeeping workflow

FAVORITE RESOURCES

• Free Chart: Where to start bookkeeping?

• Free Checklist: Start a bookkeeping business

• Free Masterclass: Is bookkeeping right for me?

• My class, how to start your business in 30 days: Bookkeeper Business Coach

• Free chart: Learn bookkeeping

• More extensive bookkeeper training (affiliate link): Bookkeeper Launch

• Free video series: Bookkeeper Launch video series

What other questions do you have about bookkeeping?