[Script Info]
Title: 
[Events]
Format: Layer, Start, End, Style, Name, MarginL, MarginR, MarginV, Effect, Text
Dialogue: 0,0:00:00.24,0:00:02.67,Default,,0000,0000,0000,,Today, I'm gonna do a day in the life of a bookkeeper.
Dialogue: 0,0:00:02.88,0:00:05.44,Default,,0000,0000,0000,,So, it's been a while since I've done this and my last video,
Dialogue: 0,0:00:05.48,0:00:06.65,Default,,0000,0000,0000,,you guys seem to really enjoy it,
Dialogue: 0,0:00:06.76,0:00:08.51,Default,,0000,0000,0000,,so I thought I'd do an updated version.
Dialogue: 0,0:00:12.54,0:00:14.46,Default,,0000,0000,0000,,My name is Morgan from FinePoints.biz,
Dialogue: 0,0:00:14.50,0:00:18.29,Default,,0000,0000,0000,,and I love to help you guys get organized and talk to you all about bookkeeping.
Dialogue: 0,0:00:18.58,0:00:18.81,Default,,0000,0000,0000,,So,
Dialogue: 0,0:00:19.02,0:00:19.25,Default,,0000,0000,0000,,thumbs
Dialogue: 0,0:00:19.36,0:00:20.82,Default,,0000,0000,0000,,up is a huge compliment.
Dialogue: 0,0:00:20.86,0:00:22.05,Default,,0000,0000,0000,,It helps me out a ton,
Dialogue: 0,0:00:22.34,0:00:24.30,Default,,0000,0000,0000,,as well as if you hit that subscribe button,
Dialogue: 0,0:00:24.34,0:00:26.87,Default,,0000,0000,0000,,you can get a video for me every week about bookkeeping.
Dialogue: 0,0:00:27.22,0:00:30.53,Default,,0000,0000,0000,,So, I just turned on the camera to film a couple of YouTube videos,
Dialogue: 0,0:00:30.70,0:00:33.19,Default,,0000,0000,0000,,but I thought I'd let you know what I was up to this morning.
Dialogue: 0,0:00:33.87,0:00:37.68,Default,,0000,0000,0000,,So, I was working on QuickBooks online all morning right here on my laptop,
Dialogue: 0,0:00:38.13,0:00:41.00,Default,,0000,0000,0000,,and I was doing the yearly bookkeeping for
Dialogue: 0,0:00:41.37,0:00:43.09,Default,,0000,0000,0000,,one of my really small clients.
Dialogue: 0,0:00:43.21,0:00:45.69,Default,,0000,0000,0000,,So, she doesn't hire me every year to do her books,
Dialogue: 0,0:00:45.77,0:00:47.24,Default,,0000,0000,0000,,but she did want me to do them
Dialogue: 0,0:00:47.44,0:00:48.61,Default,,0000,0000,0000,,this year and last year.
Dialogue: 0,0:00:48.77,0:00:50.81,Default,,0000,0000,0000,,So, it's a fairly typical setup.
Dialogue: 0,0:00:51.13,0:00:51.28,Default,,0000,0000,0000,,She
Dialogue: 0,0:00:51.29,0:00:54.36,Default,,0000,0000,0000,,just has one bank account and one credit card,
Dialogue: 0,0:00:54.65,0:00:56.89,Default,,0000,0000,0000,,and so I just had everything feeding in.
Dialogue: 0,0:00:56.93,0:01:00.60,Default,,0000,0000,0000,,It was actually feeding in all year because I had had it set up in the past.
Dialogue: 0,0:01:01.28,0:01:04.57,Default,,0000,0000,0000,,I was just categorizing all of those expenses
Dialogue: 0,0:01:04.57,0:01:07.78,Default,,0000,0000,0000,,on both her bank account and her credit card.
Dialogue: 0,0:01:08.19,0:01:10.74,Default,,0000,0000,0000,,And I did a little work in the chart of accounts too,
Dialogue: 0,0:01:10.92,0:01:13.02,Default,,0000,0000,0000,,so I wanted to make it more clear.
Dialogue: 0,0:01:13.15,0:01:13.94,Default,,0000,0000,0000,,She's the florist,
Dialogue: 0,0:01:14.15,0:01:16.28,Default,,0000,0000,0000,,so she buys flowers.
Dialogue: 0,0:01:16.32,0:01:19.75,Default,,0000,0000,0000,,So, I kind of wanted to split out the flowers and that cost of goods
Dialogue: 0,0:01:20.24,0:01:23.79,Default,,0000,0000,0000,,from the vases and clippers and all of her tools.
Dialogue: 0,0:01:23.88,0:01:26.22,Default,,0000,0000,0000,,So, I made that a little bit more clear in the chart of accounts,
Dialogue: 0,0:01:26.24,0:01:28.82,Default,,0000,0000,0000,,as well as one of the stock chart of account
Dialogue: 0,0:01:29.51,0:01:30.62,Default,,0000,0000,0000,,categories they give you.
Dialogue: 0,0:01:31.00,0:01:33.47,Default,,0000,0000,0000,,is called Office Supplies and Software.
Dialogue: 0,0:01:33.68,0:01:34.12,Default,,0000,0000,0000,,And I
Dialogue: 0,0:01:34.24,0:01:35.24,Default,,0000,0000,0000,,just don't prefer that.
Dialogue: 0,0:01:35.36,0:01:38.24,Default,,0000,0000,0000,,I prefer to split out the software from the office supplies
Dialogue: 0,0:01:38.24,0:01:40.63,Default,,0000,0000,0000,,because I think of office supplies as like pencils and pens,
Dialogue: 0,0:01:40.84,0:01:42.64,Default,,0000,0000,0000,,and then software just seems so different to me.
Dialogue: 0,0:01:43.47,0:01:44.98,Default,,0000,0000,0000,,That's totally personal preference.
Dialogue: 0,0:01:45.27,0:01:47.57,Default,,0000,0000,0000,,After I categorized all of her transactions,
Dialogue: 0,0:01:47.75,0:01:50.74,Default,,0000,0000,0000,,I pulled up the profit and loss by year,
Dialogue: 0,0:01:51.03,0:01:51.54,Default,,0000,0000,0000,,and then,
Dialogue: 0,0:01:51.55,0:01:52.98,Default,,0000,0000,0000,,because it is a pretty small business,
Dialogue: 0,0:01:53.15,0:01:58.20,Default,,0000,0000,0000,,I just clicked into each of the categories to make sure that everything made sense
Dialogue: 0,0:01:58.51,0:02:01.34,Default,,0000,0000,0000,,and there wasn't anything that was in the wrong category.
Dialogue: 0,0:02:01.59,0:02:05.94,Default,,0000,0000,0000,,My next step is going to be to reconcile the bank account each month.
Dialogue: 0,0:02:06.31,0:02:07.02,Default,,0000,0000,0000,,So,
Dialogue: 0,0:02:07.35,0:02:08.65,Default,,0000,0000,0000,,I think I can just do,
Dialogue: 0,0:02:08.71,0:02:10.34,Default,,0000,0000,0000,,I think I'll probably just do
Dialogue: 0,0:02:10.55,0:02:12.58,Default,,0000,0000,0000,,it at the beginning of the year and the end of the year,
Dialogue: 0,0:02:12.91,0:02:16.00,Default,,0000,0000,0000,,and then put in those totals for reconciling and then.
Dialogue: 0,0:02:16.91,0:02:17.15,Default,,0000,0000,0000,,I
Dialogue: 0,0:02:17.19,0:02:17.66,Default,,0000,0000,0000,,don't know.
Dialogue: 0,0:02:17.74,0:02:21.22,Default,,0000,0000,0000,,And then I am planning to meet with her next week and just help her
Dialogue: 0,0:02:21.47,0:02:23.00,Default,,0000,0000,0000,,get the app set up on her phone,
Dialogue: 0,0:02:23.15,0:02:26.22,Default,,0000,0000,0000,,so that she's able to categorize this herself because
Dialogue: 0,0:02:26.80,0:02:30.45,Default,,0000,0000,0000,,the business is small enough that she's totally able to do that as a business owner,
Dialogue: 0,0:02:30.58,0:02:33.53,Default,,0000,0000,0000,,and then I'm gonna show her how to use the online receipt capture as well,
Dialogue: 0,0:02:33.57,0:02:34.42,Default,,0000,0000,0000,,because I think that'll be cool.
Dialogue: 0,0:02:34.54,0:02:34.93,Default,,0000,0000,0000,,She's
Dialogue: 0,0:02:35.19,0:02:36.05,Default,,0000,0000,0000,,very
Dialogue: 0,0:02:36.50,0:02:37.86,Default,,0000,0000,0000,,technologically savvy.
Dialogue: 0,0:02:37.98,0:02:39.14,Default,,0000,0000,0000,,I think she'll be interested
Dialogue: 0,0:02:39.26,0:02:40.21,Default,,0000,0000,0000,,to do that kind of thing.
Dialogue: 0,0:02:40.42,0:02:40.61,Default,,0000,0000,0000,,So,
Dialogue: 0,0:02:40.62,0:02:42.70,Default,,0000,0000,0000,,what I'm gonna be working on tomorrow is kind of a To-Do List.
Dialogue: 0,0:02:42.78,0:02:44.33,Default,,0000,0000,0000,,I'm gonna show you guys my to-do list
Dialogue: 0,0:02:44.58,0:02:46.35,Default,,0000,0000,0000,,and then show you how
Dialogue: 0,0:02:46.77,0:02:48.14,Default,,0000,0000,0000,,a different client
Dialogue: 0,0:02:48.42,0:02:50.30,Default,,0000,0000,0000,,kind of has their business set up and the tasks.
Dialogue: 0,0:02:50.38,0:02:51.05,Default,,0000,0000,0000,,I do for them.
Dialogue: 0,0:02:51.08,0:02:53.13,Default,,0000,0000,0000,,And as in my previous day in the life,
Dialogue: 0,0:02:53.17,0:02:56.08,Default,,0000,0000,0000,,I'm going to make this into a couple of different days because
Dialogue: 0,0:02:56.25,0:02:59.80,Default,,0000,0000,0000,,the way that I do my work isn't just like a whole day I'm working.
Dialogue: 0,0:02:59.97,0:03:00.32,Default,,0000,0000,0000,,So,
Dialogue: 0,0:03:00.53,0:03:03.04,Default,,0000,0000,0000,,I fit in my work here and there as my
Dialogue: 0,0:03:03.48,0:03:05.24,Default,,0000,0000,0000,,kids' schedules allow.
Dialogue: 0,0:03:05.44,0:03:09.94,Default,,0000,0000,0000,,I do try to work on every Thursday from like 9:00 to 2:30,
Dialogue: 0,0:03:10.22,0:03:13.89,Default,,0000,0000,0000,,is a big chunk of time I work, and then I was trying to do the similar thing on
Dialogue: 0,0:03:14.03,0:03:17.54,Default,,0000,0000,0000,,Friday and I had a little bit of a childcare hiccup on Fridays.
Dialogue: 0,0:03:17.95,0:03:20.03,Default,,0000,0000,0000,,So, I'm trying to work through that at the moment,
Dialogue: 0,0:03:20.39,0:03:22.94,Default,,0000,0000,0000,,but that's... Usually, I work about like 10 hours a week.
Dialogue: 0,0:03:23.15,0:03:23.55,Default,,0000,0000,0000,,So right now,
Dialogue: 0,0:03:23.59,0:03:24.47,Default,,0000,0000,0000,,just in my stage of life,
Dialogue: 0,0:03:24.51,0:03:29.62,Default,,0000,0000,0000,,I'm just trying to fit in work as I can and that's kind of what my preference is.
Dialogue: 0,0:03:30.18,0:03:30.31,Default,,0000,0000,0000,,All right,
Dialogue: 0,0:03:30.39,0:03:33.86,Default,,0000,0000,0000,,so earlier I made my to-do list for my personal stuff,
Dialogue: 0,0:03:34.19,0:03:37.62,Default,,0000,0000,0000,,and then this is for a YouTube project I'm working on.
Dialogue: 0,0:03:38.03,0:03:41.61,Default,,0000,0000,0000,,And so, now I'm gonna make a to-do list for
Dialogue: 0,0:03:42.64,0:03:44.59,Default,,0000,0000,0000,,just some work stuff that I need to get done.
Dialogue: 0,0:03:44.80,0:03:48.27,Default,,0000,0000,0000,,It's mostly for client work so I thought you guys would enjoy um taking a look at this. (MUSIC)
Dialogue: 0,0:03:55.11,0:03:55.23,Default,,0000,0000,0000,,Alright,
Dialogue: 0,0:03:55.32,0:03:59.41,Default,,0000,0000,0000,,so this is the work I'm trying to get done before picking up my kids in about 2 hours.
Dialogue: 0,0:03:59.83,0:04:00.06,Default,,0000,0000,0000,,So,
Dialogue: 0,0:04:00.07,0:04:02.15,Default,,0000,0000,0000,,the first three things are for a certain client,
Dialogue: 0,0:04:02.23,0:04:04.09,Default,,0000,0000,0000,,so I need to input all their checks
Dialogue: 0,0:04:04.35,0:04:06.97,Default,,0000,0000,0000,,and then match them to what fed in from the bank.
Dialogue: 0,0:04:07.27,0:04:08.15,Default,,0000,0000,0000,,And I'll show 
Dialogue: 0,0:04:08.15,0:04:08.28,Default,,0000,0000,0000,,you
Dialogue: 0,0:04:08.59,0:04:09.87,Default,,0000,0000,0000,,kind of the process for that.
Dialogue: 0,0:04:10.68,0:04:10.97,Default,,0000,0000,0000,,These
Dialogue: 0,0:04:11.05,0:04:12.68,Default,,0000,0000,0000,,are paper,
Dialogue: 0,0:04:13.14,0:04:13.83,Default,,0000,0000,0000,,check
Dialogue: 0,0:04:14.21,0:04:16.12,Default,,0000,0000,0000,,stubs that I get from my client,
Dialogue: 0,0:04:16.29,0:04:18.65,Default,,0000,0000,0000,,and so they're upside down obviously because I don't want to show you what it is,
Dialogue: 0,0:04:18.73,0:04:20.81,Default,,0000,0000,0000,,but this was a paper check that was attached to it,
Dialogue: 0,0:04:20.82,0:04:23.36,Default,,0000,0000,0000,,and then this is the check stub where they write it down.
Dialogue: 0,0:04:23.77,0:04:25.01,Default,,0000,0000,0000,,Before I connect it to bank feeds,
Dialogue: 0,0:04:25.09,0:04:28.76,Default,,0000,0000,0000,,I want to input all my checks first because that makes the process a lot easier.
Dialogue: 0,0:04:29.55,0:04:30.52,Default,,0000,0000,0000,,And this paper,
Dialogue: 0,0:04:30.60,0:04:31.00,Default,,0000,0000,0000,,I told you,
Dialogue: 0,0:04:31.04,0:04:31.75,Default,,0000,0000,0000,,I've told you guys before,
Dialogue: 0,0:04:31.76,0:04:33.31,Default,,0000,0000,0000,,I try not to deal with much paper,
Dialogue: 0,0:04:33.59,0:04:35.40,Default,,0000,0000,0000,,but this is what I get once a month.
Dialogue: 0,0:04:35.52,0:04:37.21,Default,,0000,0000,0000,,There's probably about,
Dialogue: 0,0:04:37.36,0:04:40.31,Default,,0000,0000,0000,,there's three checks per page and maybe there's 20 of these,
Dialogue: 0,0:04:40.52,0:04:42.11,Default,,0000,0000,0000,,so like 60 checks a month.
Dialogue: 0,0:04:42.20,0:04:42.38,Default,,0000,0000,0000,,So,
Dialogue: 0,0:04:42.52,0:04:43.91,Default,,0000,0000,0000,,I do get these once a month.
Dialogue: 0,0:04:43.97,0:04:44.35,Default,,0000,0000,0000,,I
Dialogue: 0,0:04:44.48,0:04:48.04,Default,,0000,0000,0000,,usually go into the office and pick them up or they'll drop them off for me.
Dialogue: 0,0:04:48.79,0:04:49.92,Default,,0000,0000,0000,,And then,
Dialogue: 0,0:04:50.28,0:04:51.69,Default,,0000,0000,0000,,so I can input these checks.
Dialogue: 0,0:04:51.77,0:04:53.64,Default,,0000,0000,0000,,You put in the check first in QuickBooks,
Dialogue: 0,0:04:53.89,0:04:55.08,Default,,0000,0000,0000,,and then the bank
Dialogue: 0,0:04:56.08,0:04:57.55,Default,,0000,0000,0000,,feeds it in and then the two match.
Dialogue: 0,0:04:57.64,0:05:01.27,Default,,0000,0000,0000,,So, that's just a really good check to make sure that
Dialogue: 0,0:05:01.60,0:05:04.37,Default,,0000,0000,0000,,what you've written is correct and that type of thing.
Dialogue: 0,0:05:04.83,0:05:04.92,Default,,0000,0000,0000,,All right,
Dialogue: 0,0:05:04.96,0:05:09.03,Default,,0000,0000,0000,,and then the second thing I have to do is I have to input the income per person.
Dialogue: 0,0:05:09.16,0:05:12.28,Default,,0000,0000,0000,,So, the same client has this book that they've given me,
Dialogue: 0,0:05:12.64,0:05:14.24,Default,,0000,0000,0000,,so they get income from clients,
Dialogue: 0,0:05:14.48,0:05:16.43,Default,,0000,0000,0000,,but each of the employees,
Dialogue: 0,0:05:16.84,0:05:19.37,Default,,0000,0000,0000,,they want to track how much each employee is making
Dialogue: 0,0:05:20.41,0:05:20.72,Default,,0000,0000,0000,,per
Dialogue: 0,0:05:20.79,0:05:21.62,Default,,0000,0000,0000,,client.
Dialogue: 0,0:05:22.04,0:05:22.68,Default,,0000,0000,0000,,So,
Dialogue: 0,0:05:23.15,0:05:23.78,Default,,0000,0000,0000,,they
Dialogue: 0,0:05:23.87,0:05:24.39,Default,,0000,0000,0000,,use
Dialogue: 0,0:05:24.83,0:05:28.12,Default,,0000,0000,0000,,this paper ledger to record like each person's name.
Dialogue: 0,0:05:28.59,0:05:31.54,Default,,0000,0000,0000,,This person made $300 and it goes to this client.
Dialogue: 0,0:05:31.79,0:05:33.39,Default,,0000,0000,0000,,So, then on the profit and loss statement,
Dialogue: 0,0:05:33.43,0:05:34.42,Default,,0000,0000,0000,,it's going to look something like this,
Dialogue: 0,0:05:34.43,0:05:35.62,Default,,0000,0000,0000,,it's going to have the income,
Dialogue: 0,0:05:35.83,0:05:38.42,Default,,0000,0000,0000,,and then it'll have each person and how much they made,
Dialogue: 0,0:05:38.71,0:05:42.42,Default,,0000,0000,0000,,and then the total income for the company and then expenses are down below.
Dialogue: 0,0:05:42.63,0:05:44.87,Default,,0000,0000,0000,,But that just helps the owner give visibility to
Dialogue: 0,0:05:44.87,0:05:47.30,Default,,0000,0000,0000,,kind of who is making what within the firm.
Dialogue: 0,0:05:47.75,0:05:49.82,Default,,0000,0000,0000,,So, after all the income feeds in from the bank,
Dialogue: 0,0:05:49.88,0:05:50.43,Default,,0000,0000,0000,,I just go through
Dialogue: 0,0:05:50.52,0:05:54.20,Default,,0000,0000,0000,,this and match it up with the deposits to make sure that
Dialogue: 0,0:05:54.50,0:05:55.93,Default,,0000,0000,0000,,all the income is accounted for.
Dialogue: 0,0:05:56.26,0:05:57.93,Default,,0000,0000,0000,,So, once I do those two things,
Dialogue: 0,0:05:58.14,0:05:59.70,Default,,0000,0000,0000,,then I just reconcile the bank,
Dialogue: 0,0:05:59.82,0:06:01.26,Default,,0000,0000,0000,,get the statement from the
Dialogue: 0,0:06:01.46,0:06:02.70,Default,,0000,0000,0000,,bank website,
Dialogue: 0,0:06:02.82,0:06:05.36,Default,,0000,0000,0000,,and then I'll send reports to the owner.
Dialogue: 0,0:06:05.46,0:06:07.18,Default,,0000,0000,0000,,So, send a profit and loss.
Dialogue: 0,0:06:07.30,0:06:08.46,Default,,0000,0000,0000,,For this particular one,
Dialogue: 0,0:06:08.50,0:06:10.30,Default,,0000,0000,0000,,usually I do the last three months so they can
Dialogue: 0,0:06:10.30,0:06:12.42,Default,,0000,0000,0000,,compare month-to-month and see how they're doing.
Dialogue: 0,0:06:13.34,0:06:13.50,Default,,0000,0000,0000,,All right,
Dialogue: 0,0:06:13.58,0:06:14.91,Default,,0000,0000,0000,,so that's all for one client.
Dialogue: 0,0:06:15.38,0:06:18.46,Default,,0000,0000,0000,,And then I also have to send an invoice to one of my clients,
Dialogue: 0,0:06:18.62,0:06:22.11,Default,,0000,0000,0000,,that's something that is kind of hard to keep up on sometimes because,
Dialogue: 0,0:06:22.50,0:06:22.66,Default,,0000,0000,0000,,you know,
Dialogue: 0,0:06:22.71,0:06:25.22,Default,,0000,0000,0000,,I just get wrapped up in doing client work and then I'm like,
Dialogue: 0,0:06:25.30,0:06:25.46,Default,,0000,0000,0000,,OK,
Dialogue: 0,0:06:25.58,0:06:25.63,Default,,0000,0000,0000,,yeah,
Dialogue: 0,0:06:25.74,0:06:26.74,Default,,0000,0000,0000,,I actually have to get paid,
Dialogue: 0,0:06:26.83,0:06:28.74,Default,,0000,0000,0000,,so that's definitely important.
Dialogue: 0,0:06:29.10,0:06:29.45,Default,,0000,0000,0000,,And
Dialogue: 0,0:06:29.46,0:06:31.58,Default,,0000,0000,0000,,then I have to text Serena,
Dialogue: 0,0:06:31.66,0:06:34.01,Default,,0000,0000,0000,,who's another bookkeeper who's in my local area,
Dialogue: 0,0:06:34.14,0:06:35.39,Default,,0000,0000,0000,,and she actually found me on YouTube.
Dialogue: 0,0:06:35.46,0:06:36.18,Default,,0000,0000,0000,,She might be watching this.
Dialogue: 0,0:06:36.26,0:06:36.70,Default,,0000,0000,0000,,Hi Serena,
Dialogue: 0,0:06:36.74,0:06:37.49,Default,,0000,0000,0000,,if you're watching.
Dialogue: 0,0:06:37.89,0:06:38.57,Default,,0000,0000,0000,,But
Dialogue: 0,0:06:39.39,0:06:41.35,Default,,0000,0000,0000,,we just like to get together every so often just
Dialogue: 0,0:06:41.35,0:06:43.68,Default,,0000,0000,0000,,to kind of like network and support each other.
Dialogue: 0,0:06:43.83,0:06:44.02,Default,,0000,0000,0000,,She's
Dialogue: 0,0:06:44.03,0:06:45.06,Default,,0000,0000,0000,,a little bit newer too,
Dialogue: 0,0:06:45.11,0:06:46.50,Default,,0000,0000,0000,,so sometimes she has questions,
Dialogue: 0,0:06:46.79,0:06:47.68,Default,,0000,0000,0000,,but I just really like,
Dialogue: 0,0:06:47.71,0:06:48.50,Default,,0000,0000,0000,,if possible
Dialogue: 0,0:06:48.67,0:06:48.86,Default,,0000,0000,0000,,to,
Dialogue: 0,0:06:48.87,0:06:50.62,Default,,0000,0000,0000,,if there's certain people you connect with
Dialogue: 0,0:06:50.95,0:06:53.47,Default,,0000,0000,0000,,and can just get together in person when you're working from home,
Dialogue: 0,0:06:53.51,0:06:54.74,Default,,0000,0000,0000,,then that is really helpful.
Dialogue: 0,0:06:55.62,0:06:58.30,Default,,0000,0000,0000,,And then another client needs to send me a spreadsheet.
Dialogue: 0,0:06:58.59,0:07:03.93,Default,,0000,0000,0000,,I had some questions for her and so I'm waiting for her to get back to me on that,
Dialogue: 0,0:07:03.99,0:07:07.03,Default,,0000,0000,0000,,so I might just send her a quick reminder to see if that is ready.
Dialogue: 0,0:07:08.03,0:07:08.47,Default,,0000,0000,0000,,Then
Dialogue: 0,0:07:09.00,0:07:09.20,Default,,0000,0000,0000,,send
Dialogue: 0,0:07:09.20,0:07:09.67,Default,,0000,0000,0000,,an invite.
Dialogue: 0,0:07:09.75,0:07:09.99,Default,,0000,0000,0000,,Oh! Yeah.
Dialogue: 0,0:07:10.15,0:07:10.57,Default,,0000,0000,0000,,So,
Dialogue: 0,0:07:10.75,0:07:11.22,Default,,0000,0000,0000,,it
Dialogue: 0,0:07:11.23,0:07:11.78,Default,,0000,0000,0000,,is
Dialogue: 0,0:07:12.19,0:07:13.36,Default,,0000,0000,0000,,getting close to tax season,
Dialogue: 0,0:07:13.51,0:07:14.02,Default,,0000,0000,0000,,so
Dialogue: 0,0:07:14.35,0:07:16.75,Default,,0000,0000,0000,,all of my clients I have been communicating with their
Dialogue: 0,0:07:16.75,0:07:19.48,Default,,0000,0000,0000,,accountants to make sure that they have everything they need.
Dialogue: 0,0:07:19.80,0:07:20.79,Default,,0000,0000,0000,,So, with QuickBooks Online,
Dialogue: 0,0:07:20.91,0:07:22.87,Default,,0000,0000,0000,,Laurie is an accountant for one of my clients.
Dialogue: 0,0:07:23.15,0:07:26.22,Default,,0000,0000,0000,,This was the first time that Laurie had used QuickBooks online,
Dialogue: 0,0:07:26.31,0:07:27.74,Default,,0000,0000,0000,,so I just added her
Dialogue: 0,0:07:28.19,0:07:29.42,Default,,0000,0000,0000,,in my QuickBooks account.
Dialogue: 0,0:07:29.59,0:07:32.86,Default,,0000,0000,0000,,Maybe I can put a screenshot here to show you guys how to do that as well,
Dialogue: 0,0:07:33.15,0:07:34.50,Default,,0000,0000,0000,,but I just added her.
Dialogue: 0,0:07:35.92,0:07:38.14,Default,,0000,0000,0000,,And then she is able to go in and pull any
Dialogue: 0,0:07:38.14,0:07:41.29,Default,,0000,0000,0000,,reports that she needs to do to prepare the client's taxes.
Dialogue: 0,0:07:42.07,0:07:43.68,Default,,0000,0000,0000,,And then update my business license.
Dialogue: 0,0:07:43.70,0:07:44.54,Default,,0000,0000,0000,,So, with the new year,
Dialogue: 0,0:07:44.62,0:07:47.22,Default,,0000,0000,0000,,I just need to make sure that I am current with my
Dialogue: 0,0:07:47.78,0:07:49.49,Default,,0000,0000,0000,,local business license
Dialogue: 0,0:07:49.90,0:07:51.34,Default,,0000,0000,0000,,and then set up a meeting.
Dialogue: 0,0:07:51.44,0:07:53.78,Default,,0000,0000,0000,,I also need to meet with one of my clients.
Dialogue: 0,0:07:54.01,0:07:54.02,Default,,0000,0000,0000,,I
Dialogue: 0,0:07:54.06,0:07:56.45,Default,,0000,0000,0000,,told her I'd just give her a little of a tutorial
Dialogue: 0,0:07:57.06,0:07:59.62,Default,,0000,0000,0000,,in QuickBooks because she's doing a lot of it on her own
Dialogue: 0,0:07:59.62,0:08:02.33,Default,,0000,0000,0000,,and she's wanting to learn how to put her receipts in there.
Dialogue: 0,0:08:02.86,0:08:03.23,Default,,0000,0000,0000,,So,
Dialogue: 0,0:08:03.42,0:08:03.66,Default,,0000,0000,0000,,just,
Dialogue: 0,0:08:03.70,0:08:04.98,Default,,0000,0000,0000,,I'm probably going to meet with her in-person
Dialogue: 0,0:08:04.98,0:08:07.29,Default,,0000,0000,0000,,because she's actually someone I know in real life.
Dialogue: 0,0:08:07.74,0:08:09.14,Default,,0000,0000,0000,,So, I will
Dialogue: 0,0:08:09.82,0:08:13.04,Default,,0000,0000,0000,,meet with her probably on an evening because we both have kids,
Dialogue: 0,0:08:13.05,0:08:15.76,Default,,0000,0000,0000,,so it's easy for us to just get together in the evening.
Dialogue: 0,0:08:15.89,0:08:18.00,Default,,0000,0000,0000,,This is pretty typical for my day,
Dialogue: 0,0:08:18.17,0:08:20.15,Default,,0000,0000,0000,,some client work and then some odds and ends,
Dialogue: 0,0:08:20.33,0:08:21.85,Default,,0000,0000,0000,,getting back to people and
Dialogue: 0,0:08:22.17,0:08:23.52,Default,,0000,0000,0000,,doing stuff for my own business.