What Does a Bookkeeper REALLY Do? I'll Show You!

There seems to be a lot of confusion about what exactly bookkeepers do...

I'm going to walk you through most of the things you'll be doing while working with your bookkeeping clients. You'll see just how easy it is and how QuickBooks really does all the heavy lifting for you.

If you've been wondering if bookkeeping is for you, join us for a peek into the simple work you could be getting paid to do!

If you're watching after the live stream ends, feel free to leave your questions in the comments and I'll be sure to reply!

0:00 Intro
5:25 What is bookkeeping?
10:00 Understanding how to practice in QuickBooks
20:08 What we do - how a clients account is set up
23:45 What we do - reports (P&L, Balance sheet)
31:50 What we do - categorizing transactions
35:47 What we do - automating categorization
38:38 What we do - matching transactions
40:15 What we do - checking that the month is accurate
42:17 What we do - running reports
43:00 Some other services - Accounts receivable/payable
45:10 Some other services - Payroll, sales tax, inventory
49:20 How the bank feeds affect the accounts
52:15 Q&A
56:00 How long does it take to learn QuickBooks?
57:27 How to get a free QBOA account
58:00 Q&A

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Ready to learn a skill that will allow you to afford the life you want to live with enough free time to actually enjoy it?

💰 Join my 5-Day Keyboard Rich Challenge where you'll learn how to do some bookkeeping and exactly how to get paying clients, even if you're brand new to bookkeeping:

📕 Grab a FREE copy of my Wall Street Journal bestselling book: Keyboard Rich: How Anyone Can Earn Six Figures from Home with a Simple Bookkeeping Business:

📺 Watch my FREE 40-minute training to get your booming bookkeeping business started today:

[jgpainting]

I was a small business owner for years! Bookkeepers are GOLD! Now I’m retired and 66yrs old and didn’t always listen to my bookkeeper and my CPA. So that said I’m kinda bored with retirement so I’m looking into a small business and I’m not a good accountant but I keep coming to this information. I think this might be something I can do and still travel and play Pickleball 😉🤣😉

[MikaelaMaverix]

I'm so happy I decided to get your book! I'm going to be a bookkeeper and finally realize my dream of buying and living aboard a sailboat ⛵

[countrylivinglifestyle]

Thank you very much for this info. I am fairly new to bookkeeping and I'd like to start my own business...so just learning the steps and you have been amazing!

[reonwatching]

Excellent, thank you so much! Very inspiring, great coaching!

[jhamm]

Hey Bill I bought your book, read it and am having trouble getting the videos that I'm supposed to have access to, I'm wanting to get my model started within a few weeks and stumbled onto this video, please let me know if it's because I'm on my phone, missing charging wire for my laptop

[anthicharalambous]

You are fantastic, thank you for sharing 🙏😊

[stevensteinback]

totally different from what i am use to . but i can grasp the concepts

[kpwaterfield]

I'm a Corporate Bookkeeper, but I want to start my own Company and I'm interested in your program. I like the Bank Feed, but have never been able to understand how a remote Bookkeeper could correctly categorize items, since they usually don't have the source documents. Do you ever receive documents from Bill Pay or Receipt apps? Does this work better with certain niches? I can't see how you could do this in Job Costing or Inventory Clients.

[julissaalvarez]

Hello, where can I find a link or website for your mentorship program? All I am able to find is the free training link for the upcoming 5 day course. I have read your book and have watched several of your videos but would like to begin looking into that program 😊. TIA

[stevestricker]

Hi Bill. Where can I find the pricing calculator?

[bev]

When I go to sign up for QuickBooks for free they’re asking me for my firm and I’m just now learning is this OK is this legal for me to sign up for free?

[sahebalipanjwani]

Whats different btw bookkeeper and CPA??

[tonystevens]

Just wanted to know if am at the correct place?

[abdielvital]

I can’t Enroll in the course, when I clik on the button it doesn’t match