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What tasks do you need to complete for year-end bookkeeping? I walk you through my end-of-year bookkeeping process for a client, showing how I use QuickBooks Online to review and close the books efficiently. I cover key tasks like categorizing expenses, reclassifying income, and analyzing advertising budgets, all while staying organized and communicating with the accountant. If you're looking to start a bookkeeping business, this video is packed with tips and insights into managing year-end tasks. I also share how I balance workload throughout the year and why January isn’t as hectic as many think for bookkeepers. Whether you’re new to bookkeeping or thinking about growing your business, this video offers valuable advice on using QuickBooks Online and staying on top of client accounts. Videos mentioned: Year-end closing for bookkeeping v • How to do "year end" bookkeeping How to get ready for tax time • Everything i sent my ACCOUNTANT for TAXES ... Year-end bookkeeping tips • YEAR-END bookkeeping tasks (+questions fro... How to organize books for accountants • Tax prep: 4 things to give your accountant... My website: https://www.finepoints.biz/ ☑️My favorite bookkeeper training (affiliate links) 💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/ 💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/ 💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/ ☑️Classes taught by me 🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/cour... 🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/cour... ☑️Free stuff ➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/b... ➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/c... ➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/st... ➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/ce... ➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/de... ➡Tax Biz (free intro class on taxes): no longer offered ➡More freebies on my website: https://www.finepoints.biz/resources ➡ Please SUBSCRIBE! / @finepointsbookkeeping ☑️Margie’s Classes (affiliate links) *Use code "FinePoints15" for 15% off on any class* Pass the ProAdvisor Test: https://fastandeasyqbo.samcart.com/re... Pass the ProAdvisor Test (Advanced): https://fastandeasyqbo.samcart.com/re... Free guide for the test: https://fastandeasyqbo.samcart.com/re... Get hands-on experience (QBO gym): https://fastandeasyqbo.samcart.com/re... All classes: https://fastandeasyqbo.samcart.com/re... ☑️Other awesome classes (affiliate links) Booming Bookkeeping: https://www.boomingbookkeeping.com/re... Nerd Enterprises: https://www.nerdenterprises.com/a/202... 5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a... ▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/techn... ▶ Videos to get started bookkeeping: Learn bookkeeping: • 10 ways to LEARN bookkeeping: classes and ... Bookkeeper certification for FREE: • FREE ProAdvisor certification for bookkeep... How to become a bookkeeper (with chart): • How to become a BOOKKEEPER! Training & sta... How to get clients: • 20 ways to get bookkeeping clients What does a bookkeeper do? • WHAT DOES A BOOKKEEPER DO? Job description Day in the life playlist: • "Day in the life" of a bookkeeper (DITL) Bookkeeper Launch video: • 10 FIRST IMPRESSIONS of Bookkeeper Launch:... Client onboarding: • One Client, START TO FINISH (part 1: On-bo... How much to charge: • HOW MUCH to charge as a bookkeeper (PRICIN... Services to offer: • BEGINNER services to offer as a bookkeeper... ▶ More videos you'll like: Big, medium & small clients: • CLIENT EXAMPLES: Small, Medium & Large for... Niches playlist: • Niches for bookkeepers Before you start: • Bookkeepers: 7 THINGS TO KNOW before you s... Impostor syndrome for bookkeepers: • How to overcome IMPOSTOR SYNDROME - for bo... 10 reasons to start bookkeeping: • WHY START BOOKKEEPING? How to clean up a client's books: • How to do a "CLEAN-UP" for bookkeepers (cl... #bookkeeper #finepoints #bookkeeping 00:00 How long? 01:17 Categorize 01:36 Check P&L 04:09 Issues I fixed 05:48 AMA 07:24 Analysis 10:51 Finish year