📊Start by tracking your personal or business expenses for 60 to 90 days using accounting software.
📝Familiarize yourself with software tools and apps specific to your niche, such as scheduling or workflow apps.
📈Excel skills are essential for problem-solving and organizing reports.
📚Math proficiency isn't crucial, but you should have an affinity for numbers and be a good problem solver.
📆Stay organized, stay on track, and practice, practice, practice!
Do I need to be good at math to become a bookkeeper?
—Not really. You should know the basics of math and be a good problem solver, but you don't need to be amazing at mental calculations. Using calculators and Excel can help you with calculations and problem-solving.
Where do I start if I have no bookkeeping experience?
—Start by tracking your personal or business expenses for 60 to 90 days using accounting software like Xero or QuickBooks. Practice reconciling accounts and generating monthly reports to familiarize yourself with the bookkeeping process.
What software or apps should I learn?
—The software or apps you should learn depend on your niche. For general bookkeeping, Xero and QuickBooks are popular options. Additionally, explore task-oriented apps, scheduling apps, and other tools specific to your niche.
Do I need to be a fast math person?
—No, you don't need to be a fast math person. Calculators and Excel can handle most calculations for you. Being able to problem solve and stay organized are more important skills for a bookkeeper.
How can I improve my bookkeeping skills?
—Practice is key. Track your personal or business expenses, reconcile accounts, generate reports, and stay organized. Consider taking courses or attending webinars to expand your knowledge and skills.
00:00Cece Crosley, an accountant and freelance bookkeeper, discusses whether one is ready to become a freelance bookkeeper. She suggests starting by tracking personal or business expenses for 60 to 90 days using accounting software like Xero or QuickBooks. Familiarize yourself with software tools and apps specific to your niche, such as scheduling or workflow apps. Excel skills are essential for problem-solving and organizing reports. Math proficiency isn't crucial, but you should have an affinity for numbers and be a good problem solver.
10:00Cece recommends staying organized, utilizing task-oriented apps, and practicing to improve bookkeeping skills. She answers common questions, including the importance of math skills, where to start with no bookkeeping experience, what software or apps to learn, and tips for improving bookkeeping skills.
