Tag: day in the life of a bookkeeper

So what we’re doing as a trio is a day in the life of a bookkeeper and, more specifically in the different styles of bookkeeping and the different genre that we all three do so each one of us is a little bit different. So come join us in this awesome collaboration.

You can find link to their article down below in the descriptions so come along with me. As I take you into the day in the life of me good morning guys, I am actually participating in our morning weekly p.M. Meeting at TM for project manager meeting a few of us accountants in our company and our superiors, their CFO. We all participate in this meeting because the counting is needed when it comes to a collections billing things like that taxes.

I also take care of a lot of our collection side of our accounting and for our project managers, so when they have questions about certain projects that they’re working on, if we’re collecting things like that, we type in – and you know we make sure we take our Mill, so this is my morning here. Luckily I can do that at home, a lot of them do it from their location, like our sales, guys, our project managers that are out on site they’re able to participate.

You know by my computer or phone or something awesome like that, so we are able to connect that way and amazingly our company. You know that’s what we do. We do audio-visual stuff and this is kind of our forte. You know so we like to make sure that we can tell communicate this way so alright. So now that my meetings over, I am headed into the office, I absolutely love honestly to work at the office because of the environment.

My company has kind of set forth. It’S so chill and so relaxed and honestly my bosses and superiors are the best I’ve ever had in my life, not even kidding so here my first duty and tasks that I do when I first get in and start my computer is that I process our checks For deposit our CFO wants to see the money hit our bank first thing in the morning, so we have a really awesome, remote deposit machine, where I can process all of our checks and get them right into the bank.

https://m.youtube.com/watch?v=ZvUZsRKzIno

As soon as I sit down one of the habits that I did it break and it took me a little while was that I broke checking my inbox for new emails first thing in the morning, because if I did that that I wouldn’t complete the checks and One times and not, I found myself forgetting about it until lunchtime, so because I wanted to to create really good habits. I started doing it as soon as I got in as soon as I sit down.

Everything is open and I get the checks in first because they usually put them on my keyboard, so good habits, good development. I end up holding a lot of different tasks through the day because I’m an accountant there I help with. I do my official title fYI because I’m their staff accountant. So I handle many different tasks and I help out almost every department in our company. So I’ve got my hands in kind of I guess everyone’s plate.

You know tiny sounds gross, but you know what I mean. I help out everyone, because my tasks require me to kind of jump all over the place. I want to show you guys my really cool 10 key. I have an ergonomic keyboard. This is separate and for those of you who are going to be working as a go to and counselor in finance anything these numbers master ten key. If you haven’t already practice practice practice, ten key is the best skill you can have if you’re working with numbers and if your bookkeeper I’m talking about you so another really cool thing that I really love about working my day job and having my business on the Side is that we both do things carelessly so the tasks that I do my day job and the things I do for my bookkeeping.

Business kind of keep me you know refreshed and up to date with new ways of doing change. Paperless leave so it’s kind of like I don’t know they bleed together. So I get more hands-on experience and I get more more, no more paperless training, yeah that makes sense our paperless training. So I think that’s a really cool aspect having this particular job and this particular company’s policies kind of coincide with my own.

So now that my workday is over for my day job. The first thing I do when I get home his eye – Walker dogs. This is just one of our two dogs. Her name is Nessie and she’s hilarious she’s, like the laziest dog in the whole wall. She just likes to stand there when I walk her so she’s, just the easy stock to walk and she’s super funny. She doesn’t like to walk in the grass. She would much prefer to walk on the sidewalk with me.

I know this dog is crazy, crazy hilarious and I always try to get some things done and unwind before I actually get started on my bookkeeping business and get started with my clients. This particular day I made some ramen my daughter, and I so shout out to all you ramen fans out there. I’M he’s Robin and a huge Harry Potter fan, so we hung out and ate our ramen readed some TV and unwind a little bit.

You know shoot some time together. You know they do this usually before I start my business workday for my book to big business, because this time is important to me all right. So now that I’m going to get started with my bookkeeping business, I am actually just going to call here with my husband’s best friend, who owns his own pool company, and what I’m doing for him is I’m providing him with a couple of things.

It is a business consultation to go over what his current QuickBooks Online bookkeeping looks like you answer some of his questions because, like most entrepreneurs, he wears all the hats in his company and he’s been taking care of his own book. So he has been wanting some guidance on how to clean that up and just have some general questions that, of course, those that don’t have a bookkeeping or accounting background might have.

It might be very easy, so I’m having that conversation and then we go into talking about his bookkeeping future and how to go about doing that. With my help he’s a really cool dude and I really love to help startup companies, because I want to see them succeed and when my client succeed, I succeed so another couple tasks that I have set forth this evening is that I’m going to be knocking out Some financials and do transaction reconciliations for some clients, so that way I can knock out their reconciliation.

It’S kind of on a daily pace for these two particular companies, because they do so many transactions through the month. It’S best that I don’t wait till month end to reconcile, but rather do them a little by little throughout the week. So that way it doesn’t just snowball on me. I feel like that’s kind of the best way to go about certain companies, because you definitely don’t want to burn out that’s what I’m trying to avoid at all cost.

What I’m also going to do is I’m going to do a quick screen share and walkthrough of my next task for a brand new company that I have taken on as a client, and I think this will be just a little added bonus to my day in The life article so enjoy a quick glance into what I’m doing right now. I just got a new clients who they happen to be a volleyball club and they haven’t reconciled their account. Basically, they didn’t officially have any kind of bookkeeping software or process at all in place since 2018.

So what I did for them is, I went ahead. I met with them and I’m going to be reconciling everything since they’ve started and then I’m also in the while. I’M doing that we’re in the process of building their bookkeeping process and how we’re going to do everything as far as financially moving forward. So what I did was I connected their bank account to this 2-0. I went and I had to block out their bank account number because well privacy, of course, and the last time we went in, I was only able to get up to June 25th.

You know, as far as getting the bank feet going, that took me a little bit, but I don’t need you know. I doesn’t need to be up to date just yet I can start from. I need to start from the beginning, so I can start from the 20 October 2nd of 18 and get started because I you know, obviously I’m going to work from the past to the front pass to the future, to the present goodness, alright, and here I’m going To be receiving the money, I’m actually because I am creating a new process, and this is a brand new account, I’m going to be adding all this new fun stuff that you guys can read me make and create, as I go about it.

So here we go. The item code, I’m not sure what I want the item code to be. Let’S see, I smell this item. Let’S say the item code is: let’s go with one yeah, that’s about 10! That’S about a thousand! That’S perfect item! Name! Let’S go club dues unit price, they don’t really have unit price, which is fine. This is going to be sales tax on sales, no tax, because it’s a service so we’re good, zero on sales, tax, yeah, that’s good, that’s good, and so kay.

We do not track this, so there we go, I’m going to save it. Club dues, the quantity one, the unit price isn’t filled in because we’re catching up from 2018. I’M not going to put a unit price in to play just yet. What I want to do is I want to come back and I’m going to see these deposits. They have quite a few deposits and it’s just deposits and other things, of course purchases, but these deposits are strictly to do with Jews and payments to their club.

So I’m going to basically receive the money in those quantities. So 279 74 is what I’m going to work with right now and that’s what I’m going to put in 79 74. There we go tax exclusive and one show like that, save and add another boom. So I’m going to go through this process for the next, maybe 30 minutes or so I probably can do this a lot faster. I’M just taking the time to show you guys right now and explain what I’m doing so.

I am going to get started and as soon as I’m done with this, we will catch up alright guys. So that’s the end of my evening. I am about to call it a night it’s about a nail, so I got a lot of my things done as soon as I got home. I made sure to make some time in between both my jobs to detox. Make some dinner hang out with my family. Walk the dogs and then start into my bookkeeping business. I do have a lot of things automated now, so I don’t spend too much time doing things as manual as I usually used to do them, because I’m trying to juggle clients and if you do have the option to automate to make your life a little bit Easier, I say: go for it also just make sure that you’re staying on task and that you don’t let the tasks build up to one big gigantic mountain of things.

To do. I tend to spread out all the things that I want to do for the month and do little things as I go. Instead of one big project, one big clothes and you know one big reconcile for all the companies. I tend to spread it out and do little tests in between, so that I am slowly tackling you know the huge mountain. Whatever analogy you guys want to use, but you kind of get it if you let, if you put off what you can do today for tomorrow, then it’s just going to add to your list and it’s going to burn you out.

Another thing I do want to mention is that a struggle of mine as an entrepreneur and as just a bookkeeper, it’s keeping myself motivated to do this as most of you, entrepreneurs out there know when you don’t have a big team, you might have to do everything By yourself, especially if you’re, first starting out you’re going to be doing the bookkeeping, you’re going to be doing the marketing the sales the website, all of it – and you tend to be – you know – kind of the person that wears all of the hats.

So you know make sure you don’t burn out you’ll find that motivation is sometimes really hard to come by so make sure you’re doing whatever it takes to keep you motivated, I listen to podcasts or some YouTube blogs that I find inspiring to make sure that I Feel pumped up when that doesn’t work. You know I switch it up. Maybe I’m going to go. You know on a run or go to the gym or do something like that, maybe even start doing yoga.

In the morning, I tend to mix things up so that I don’t get stuck in the same routine and that I find everyday. You know more than just a struggle of balancing things, because it is key. You want to balance your life. You want to make sure that you have enough time for your job. Well, at least for me my job, my family, my other job, all the things that I need to do you know family is important, especially me for my culture, and I I highly regard our family time and I try to keep that private, because the reason I’m Doing all of this is because I want to live the life that I want, that I can control and I’m the boss of right.

I think that’s what everybody was, so I hope you enjoyed the article leave me some comments below. If you have any questions, let me know what kind of challenges you have to face and you have to overcome as an entrepreneur or bookkeeper both whatever. Let me know in the comments, and did I mention that this is another collab Asian article with two awesome youtubers. First is Miss Andy smiles and the second is Miss Morgan law, who you might remember from a past collaboration article that I did with her book.

Gals are extremely awesome. They both bring really awesome things to the table gosh how many times I’m going to say, awesome, and I think that, having a perspective from their view on how they deal with bookkeeping and their bookkeeping businesses with their backgrounds, you know we have different lifestyles. It’S it’s really refreshing, so you guys go check their blogs out and you know make sure you support them as well as me, because we support you guys and we’re here for you so make sure you go check them out.

They’Re really awesome. Awesome! Awesome! Awesome! I’M going to keep saying it and I’m going to wrap it up tonight because I’m going to start this all over tomorrow, so I will see you later bye.

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