My least-favorite to most-favorite bookkeeping services (ranked!)

Here are my least-favorite to most-favorite bookkeeping services. I ranked them worst to best, as a bookkeeper with her own business. Find out how I like sending invoices, reconciling, advising bookkeeping clients, bill pay, payroll, depreciation, and more. Let me know which part of bookkeeping you like best.

Videos mentioned:

☑️My favorite bookkeeper training (affiliate links)

☑️Classes taught by me

☑️Free stuff

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)

☑️Other awesome classes (affiliate links)

▶ Videos to get started bookkeeping:

▶ More videos you'll like:

#bookkeeper #finepoints #bookkeeping

[FinePointsBookkeeping]

What's your least favorite bookkeeping task?

And, I did end up getting the links for all the videos mentioned:

[imperfectxennial]

I’m almost done with my certificate in bookkeeping at my community college (three weeks left) and I work at H&R Block, started as a tax associate (level 1 of 6) and I actually enjoyed doing taxes and found I’m good at it. Once I reach level 3 I can do bookkeeping with the company and I intend to do it plus taxes.

[jenniferpanther]

I have both a bookkeeping business and a job as a bookkeeper. Least favorite - chasing down paperwork and receipts from my non-digital clients and co-workers. Most favorite - doing payroll at my job. We don't use a payroll service or even have it set up in our accounting system so I do it manually in an Excel workbook. I actually really enjoy figuring out the taxes and journal entries every week and filing the reconciliations every quarter. (I know, I'm weird. 🤷🏼‍♀️)

[josephinebardot]

Usually, I never comment on video, but your video is so convincing that I am unable to stop myself from doing something about it. You’re doing a great job Man, Keep it up.

[chamoan]

This video has really helped me. I thought I had to know and like everything about BK. I got my license then I helped with a 7 year clean up which discouraged me. So, I put my business on the side. I hope to pursue it now. Thank you so much!

[FinancialCoachJess]

Reconciling **chef's kiss**
my brain's favorite lol always satisfying

[jillbriney]

I love the way you get help where needed without excuses. It’s good for people to know that it’s ok!
PS: what is your lipstick? Love it! 😄😉

[fredrickjames]

As always Morgan, great video! Your content is amazing and absolutely fulfilling with educational benefits.
On your list, for number 1 you said "Analyzing Reports" and that brought a question to mind. I've noticed a trend growing lately about bookkeepers offering "CFO" services. This to me seems it can go in two different directions. One aspect, providing financial advice to a business seems it should be in the realm of a CPA. But another view of this is we are preparing reports and giving to the business owner and they make the final decision. Am I overthinking this or do you see the challenge I am seeing? Curious what your view is on "CFO" services and is this something bookkeepers should look into or maybe something similar?

[Retma]

Wish there was a list of the 20+ things in order

[jacksonxbaj]

Hello Morgan - I'm new to your channel. I am a middle aged man coming from a blue collar type work background. Due to physical wear and tear on my body as well as some unexpected parental care responsibilities - I've been put in a situation that in a relatively short period of time is going to result in the need for a significant all around career change. It's of great importance that my new profession offer some level of flexible full time working hours & the ability to perform my duties remotely. I'm intrigued with the concept of bookkeeping as a skill & a career but I'm not sure if this is a realistic option for someone like myself who would be coming in from a work field that is so completely and thoroughly unrelated. I'd appreciate your opinion on this matter - as well as any possible suggestions on low/no cost next steps I might take to get a "high-level" & realistic gage on if the virtual bookkeeping business could be a career path for me to fully invest in & seriously pursue. Thank you for reading. :)

[juanpaulovargas]

Hi there, I am new to this bookkeeping business, as a bookkeeper where do I get direct clients other than LinkedIn?

[AnnDahlin-nv]

Like you, I will not do taxes or give advice about taxes. Unlike you, I like doing cleanups, but the problem is that cleanups take up too much time.

[cajunguy]

I absolutely love you subtle hatred of tax prep 😂 not being a fan of tax prep can really give a new bookkeeper imposter syndrome!

[johndthomas]

You r really gorgeous. Im in love with you❤