The Bookkeeper Blueprint Fast Start Course Podcast

Here we show you how to set up a new customer in Quickbooks Online. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support...

This is a quick overview of invoice creation and statements in Quickbooks Online. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tool...

Here we give an overview of payments to invoices, which are also payments to deposit in Quickbooks Online. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t...

Here we demonstrate how to complete a bank deposit in Quickbooks Online. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and sup...

Here we cover how to set up payments in Quickbooks for both yourself and for clients. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the...

Which financial statements are which, and how do they all fit together to understand the business? We lay it out for you. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the...

It is important to review client financials each and every month so that you can spot any remaining problems. We walk through several examples of what to be looking for. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses,...

There are many common mistakes we see clients have in their books. Sometimes those mistakes are caused by inexperience. Here is how to identify the major ones and avoid them for yourself and your clients. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by...

This template provides you with advanced financial options for your clients. We walk you through some financial basics for KPIs that your clients might benefit from and how to incorporate them in this professional template. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find vis...

Undeposited funds is on the Chart of Accounts sometimes also called Payments to deposit. This is consistently one of the most popular topics within our group month after month. Whenever there is a problem with invoices or AR, check this process first. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside...

When it comes to undeposited funds and AR messes, it can be hard to sort it all out or even know where to start. We will walk you through a fool-proof strategy to untangle undeposited funds and correct invoice payment discrepancies. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll...

Bookkeeping is like keeping a diary, but instead of writing about your day, you write down all the money stuff for a person or a business. Imagine you have a piggy bank where you keep all your money. Every time you put money in or take money out, you make a note of it. Bookkeeping is just like that! It's writing down every time money comes in, like when someone buys something, and every time...

I don't know about you but I love using software to create efficiencies in my business. The trajectory of AI in bookkeeping is set towards further innovation, promising to enhance the value bookkeepers bring to businesses.  Quickbooks announced t hat it is planning to double down on AI to allow accountants to stay competitive and support business growth at the 2023 QuickBooks Connect Conferen...

Debits and Credits are where we really begin applying the fundamentals of the accounting equation. We walk you through what all of that means and how the different sides relate. DOWNLOAD CHEAT SHEET HERE This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-...

This answers one of the most often asked questions about accounting principles in our group over the years. Accrual is different, but really just follows the accounting cycle. Here we explain what all of that means. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guid...

Picking the perfect business name, registering it, and creating a logo you love can be fun and exciting! Join us in "Business Name, Registration, and Logo" to make sure your brand stands out and feels right, even a year from now. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course,...

Learn about protecting your business with professional business insurance. As a reminder be sure you know what your insurance policy covers. Many bookkeeper business policies do not include Payroll, or Taxes.  This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, st...

This is how to set up the QBO Accountant profile which your firm can use for free. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the too...

Setting up Quickbooks payments allows you to take payments through Quickbooks. It can take about 5 days to get approved, so we recommend doing this even before your first client. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive...

Quickbooks revenue share is a great way to increase the revenue of your firm while you grow and serve your clients.  This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podc...

Being able to access and remember log in information without bothering the clients, or more annoyingly having to reset passwords each time you log in. For most institutions and logins, a password manager like this one is a great option. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, yo...

Welcome to The Bookkeeper Blueprint™ Certification Program! We are so honored to have you here. Watch this welcome from Sherry to get the details and learn what you can expect. If you haven't already please join the Private Facebook Group https://www.facebook.com/groups/bookkeepingbusinesssuccess In The Bookkeeper Blueprint™ Fast Start Certification program, we'll walk you though all the...

Listen, you are in the right place! Before we begin. Commit to Your Success: We believe that success in bookkeeping – and in any endeavor – starts with a strong commitment. That's why we're inviting you to make a crucial commitment to yourself, your growth, and your future in the bookkeeping business.  Watch this video with Sherry and then download the attached worksheets to make a commi...

Ever thought about why you want to start a business from home? In this video, we'll figure out what really motivates you to work online. Discovering your 'why' can help you understand your goals and dreams better. Let's find out what drives you to succeed in the online world!"   This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a...

Bookkeeping is your key to stable online income. Explore how to create a dependable flexible and stable income through your online business.   This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t...