3 steps to start using AI as a bookkeeper
FinePoints FinePoints
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 Published On Mar 12, 2024

Here's how you can start using artificial intelligence technology in your bookkeeping business. First, you can use chatgpt to work on some writing pieces for your bookkeeping clients--maybe a price increase letter or a contract of employment. Next, you can use chatgpt to do fact checking or research for you as a bookkeeper. Last, I give some specific platforms that can help with meeting and email management.

Things mentioned:
Is it a good time to start bookkeeping (AI and future)    • Is it a good time to start bookkeepin...  
Fireflies AI - notebook (meeting recordings)
Karbon - summarize emails, prioritize emails, reply to emails

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▶ Videos to get started bookkeeping:
Learn bookkeeping:    • 10 ways to LEARN bookkeeping: classes...  
Bookkeeper certification for FREE:    • FREE ProAdvisor certification for boo...  
How to become a bookkeeper (with chart):    • How to become a BOOKKEEPER! Training ...  
How to get clients:    • 20 ways to get bookkeeping clients  
What does a bookkeeper do?    • WHAT DOES A BOOKKEEPER DO? Job descri...  
Day in the life playlist:    • "Day in the life" of a bookkeeper (DITL)  
Bookkeeper Launch video:    • 10 FIRST IMPRESSIONS of Bookkeeper La...  
Client onboarding:    • One Client, START TO FINISH (part 1: ...  
How much to charge:    • HOW MUCH to charge as a bookkeeper (P...  
Services to offer:    • BEGINNER services to offer as a bookk...  

▶ More videos you'll like:
Big, medium & small clients:    • CLIENT EXAMPLES: Small, Medium & Larg...  
Niches playlist:    • Niches for bookkeepers  
Before you start:    • Bookkeepers: 7 THINGS TO KNOW before ...  
Impostor syndrome for bookkeepers:    • How to overcome IMPOSTOR SYNDROME - f...  
10 reasons to start bookkeeping:    • WHY START BOOKKEEPING?  
How to clean up a client's books:    • How to do a "CLEAN-UP" for bookkeeper...  

#bookkeeper #finepoints #bookkeeping

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