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Laura1980
Level 3

Starting Bookkeeping Business

Since I am new to Quickbooks and gradually learning the program I have a few questions. 

I am a certified bookkeeper and certified payroll but most of the time i have always work as an AP or AR  (with quickbooks desktop enterprise version ) ,  and I have never started a company from scratch.  Everywhere I have worked things were settled well ahead of me joining those big companies .  So I am really afraid to start from zero completely on my own without any previous experience. So my initial thought is to start offering only AP , AR  bank reconciliation  services where i feel more confident -  no payroll , no taxes or amortization, inventory etc.

My biggest fear is what  are the chances I might be able to find clients who are willing to pay just for that ? 

 

Please any insights  from when you first started would be really appreciated . 

Solved
Best answer June 20, 2020

Best Answers
AileneA
QuickBooks Team

Starting Bookkeeping Business

Hi there, @Laura1980

 

Thank you for choosing QuickBooks as your Accounting tools. 

 

If your masterpiece is about AP and AR service and Bank reconciliation, you can start with that one. 

 

Though financial statements and taxes are important as well in the business, you can learn and understand its workflow with the articles provided below.

 

I've attached articles to help you guide about Bookkeeping workflow: 

 

 

However with the Flat rate, its a choice of you, if how would you charge them. You can check out this link for more tips about the Flat fees and packages:  How to Price Your Services Like Products

 

Please don't hesitate to post questions in Community, if you wish to learn more about accounting workflow. We are here to lend a hand. Have a great day!

View solution in original post

6 Comments
JessT
QuickBooks Team

Starting Bookkeeping Business

Hello Laura!

 

Welcome to your new environment, the QuickBooks Online Accountant platform! There's nothing much different in the process with the Enterprise version, except the interface, so I'm pretty sure this will just be a piece of cake to you. We're also here to help.

 

For bank reconciliations, just be sure that the transactions listed in a client's bank register in a statement match the transactions in their statement. See more references for bank reconciliation here.

   

For A/R and A/P reconciliations, you can open the General Ledger report and run the report for the A/R and A/P sub-ledgers in the Chart of Accounts. Actually, you will no longer have to compare them because their respective amounts are reflected in the GL report in detail.

 

You can find more references for QuickBooks Online Accountant on the QuickBooks Support page.

 

We're just around if you have follow-up questions.

Laura1980
Level 3

Starting Bookkeeping Business

Hi JessT 

Thank you so much for your reply , but may be you didn't get my main point ? 

 

1 . I am saying that I want to start and  personal own LLC business. 

(having my own business offering bookkeeping services for real ) and I am thinking to offer just AP services and AR services  and bank reconciliation services to start with . This is where i feel more confident.

I am wondering would there be any interesting client to get just these few services without any payroll or taxes or other more complex accounting tasks included.  How would that impact their overall situation ? Their financial statements etc ? 

 

2. Second do bookkeepers charge a flat rate per month or hourly rates ? 

 

Thank you 

 

 

 

AileneA
QuickBooks Team

Starting Bookkeeping Business

Hi there, @Laura1980

 

Thank you for choosing QuickBooks as your Accounting tools. 

 

If your masterpiece is about AP and AR service and Bank reconciliation, you can start with that one. 

 

Though financial statements and taxes are important as well in the business, you can learn and understand its workflow with the articles provided below.

 

I've attached articles to help you guide about Bookkeeping workflow: 

 

 

However with the Flat rate, its a choice of you, if how would you charge them. You can check out this link for more tips about the Flat fees and packages:  How to Price Your Services Like Products

 

Please don't hesitate to post questions in Community, if you wish to learn more about accounting workflow. We are here to lend a hand. Have a great day!

View solution in original post

dwaite
Level 1

Starting Bookkeeping Business

My name is Deana [last name removed] and I would be interested. I am interested and have a dew small companies a that could use this service. Please call me at [phone number removed].  

ReymondO
QuickBooks Team

Starting Bookkeeping Business

Good day, @dwaite.

 

Thank you for choosing QuickBooks Online (QBO) Accountant as your financial software. This program is built to empower pros like you. With features and resources available only to accountants and bookkeepers, you can grow and run your practice, your way. 

 

Let me help you get started so you can add and track all your clients in QBO. 

 

First, sign up for free to start growing and managing your practice remotely from one login. QBO Accountant is your portal to client leads, training, tools, and support. 

 

Next, get to know the features you can use in the product and check the resources available in your Accountant Toolbox. This way, we can make your work more efficient.

 

For more details, you can check out this article: Getting started with QuickBooks Online Accountant.

 

Since QuickBooks Community is a public forum, we don't have the available tools that could schedule you for a callback. However, you can use your QBOA account to connect with our live agent.

 

 Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.

Fiat Lux - ASIA
Level 15

Starting Bookkeeping Business

@dwaite 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the Trial account, you have to pay the regular rate.
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