A Day in the Life of a Bookkeeper | Indeed
TLDRIn this engaging video, bookkeeper Krystal offers a glimpse into her daily routine at Hayes Brothers Auto Glass and Chase Tire & Brake. She discusses the essential role of bookkeeping as a puzzle-solving challenge, detailing tasks such as email checks, bank reconciliation, check cutting, invoicing, and payment collection. Krystal highlights the importance of software like QuickBooks and the skills needed for the job, including attention to detail and persistence. The video also touches on career progression opportunities from bookkeeping to accounting and CPA, emphasizing job security and work-life balance.
Takeaways
- 📚 Krystal is a bookkeeper for Hayes Brothers Auto Glass and Chase Tire & Brake, finding the role challenging and like a constant puzzle.
- 🗓️ Her daily schedule includes checking emails, reconciling the bank, cutting checks, invoicing, and collecting payments.
- 🔍 She manually enters work done at the tire and glass shops into QuickBooks and reconciles payments later in the day.
- 🐷 Krystal enjoys the company of her pet pig, Clyde, who provides motivation and companionship.
- 💻 Bookkeepers typically use various software like QuickBooks, Asana, Microsoft Office, Google Sheets, and Xero for their tasks.
- 🔑 QuickBooks is beneficial for having presets for customers, vendors, products, and services, simplifying the invoicing process.
- 📞 Krystal's responsibilities include calling for part approvals and authorizations, demonstrating the need for communication skills.
- 💡 Essential bookkeeping skills include attention to detail, communication, time management, organization, persistence, and consistency.
- 📈 Bookkeepers have opportunities to advance to roles like accountant, CPA, or financial advisor, offering career growth potential.
- 🔒 The job offers stability, work-life balance, and job security, with the option for remote or in-office work.
- 🧩 For those who enjoy puzzles and have a knack for bookkeeping, it's a rewarding career path.
Q & A
Who is the bookkeeper featured in the video?
-The bookkeeper featured in the video is Krystal, who works for Hayes Brothers Auto Glass and Chase Tire & Brake.
What does Krystal enjoy about her job as a bookkeeper?
-Krystal enjoys bookkeeping because she sees it as a constant puzzle that challenges her regularly.
What are some of the tasks Krystal has on her schedule for the day?
-Krystal's tasks for the day include checking emails, reconciling the bank, cutting checks, invoicing, and potentially collecting payments.
How does Krystal describe the work done at the tire shop and the glass shop?
-Krystal describes the work done at the tire shop and the glass shop as tasks that she manually inputs into QuickBooks.
What does Krystal do after entering the work into QuickBooks?
-After entering the work into QuickBooks, Krystal reconciles the payments that she has received.
What is the role of the pig named Clyde in Krystal's life?
-Clyde, the five-year-old pig, is a source of motivation for Krystal, and they do almost everything together, including napping.
What is the difference between a bookkeeper and an accountant according to the video?
-The video does not provide a direct answer to this question but implies that there will be a follow-up to explain the difference.
What is the process for handling a new referral in the video?
-The process includes printing out the referral, getting approval for the parts, ordering them, and then seeking payment when necessary.
What are some of the software tools mentioned for bookkeepers in the video?
-The software tools mentioned for bookkeepers in the video are QuickBooks, Asana, Microsoft Office, Google Sheets, and Xero.
What are the key skills required to be a bookkeeper according to Krystal?
-The key skills required to be a bookkeeper, as mentioned by Krystal, are attention to detail, communication, time management, organization skills, persistence, and consistency.
What are some career opportunities beyond being a bookkeeper?
-Some career opportunities beyond being a bookkeeper include becoming an accountant, a CPA, or a financial advisor.
Why should someone consider becoming a bookkeeper according to the video?
-According to the video, someone should consider becoming a bookkeeper for the stability, work-life balance, opportunities for remote or in-office work, and job security that the career offers.
Outlines
😀 A Day in the Life of a Bookkeeper
Krystal, the bookkeeper for Hayes Brothers Auto Glass and Chase Tire & Brake, introduces her daily routine, which includes checking emails, reconciling the bank, cutting checks, and invoicing. She compares bookkeeping to solving puzzles and describes her workflow in QuickBooks, from entering tire shop and glass shop work to reconciling payments. Krystal also shares her personal life, mentioning her pet pig Clyde who motivates her. She highlights the skills needed for a bookkeeper, such as attention to detail, communication, and organization, and discusses the potential career progression from bookkeeper to accountant or CPA. The video ends with a call to like and subscribe, and a humorous note about Krystal's feet being glued to the ground.
📢 Engaging with the Audience and Skills Discussion
This paragraph features a crew member discussing essential skills for an unspecified role, which is abruptly cut off, suggesting a behind-the-scenes moment or an error in recording. The paragraph ends with Krystal's humorous comment about her feet being glued to the ground, followed by a crew member's off-camera interaction indicating a light-hearted atmosphere on set. This segment seems to be a brief interlude, possibly intended to add a touch of humor or to show the dynamic between the crew and the subject of the video.
Mindmap
Keywords
💡Bookkeeper
💡QuickBooks
💡Reconcile
💡Invoicing
💡Attention to Detail
💡Communication
💡Time Management
💡Organization Skills
💡Persistence
💡Consistency
💡Job Security
Highlights
Introduction to Krystal, the bookkeeper for Hayes Brothers Auto Glass and Chase Tire & Brake.
Krystal's passion for bookkeeping as a constant puzzle that challenges her regularly.
Daily schedule includes checking emails, reconciling the bank, cutting checks, invoicing, and collecting payments.
Manual entry of work done at the tire and glass shops into QuickBooks.
Reconciliation of payments as part of the morning routine.
Bookkeepers typically work in an office but may need to track down payments or interact for parts invoices.
Personal life insight with Krystal's pet pig, Clyde, who provides motivation.
The process of invoicing work done and applying collected checks to outstanding customer accounts.
Approving and ordering parts for a repeat customer with prior work history.
Use of various software by bookkeepers, including QuickBooks, Asana, Microsoft Office, Google Sheets, and Xero.
Efficiency of QuickBooks in managing customer, vendor, product, and service presets.
Skills required for a bookkeeper: attention to detail, communication, time management, organization, persistence, and consistency.
Customer interaction for payment follow-ups and obtaining authorization for payments.
The process of reconciling accounts after collecting payments and applying them to open invoices.
Challenges faced in the job, such as dealing with difficult payment collections and the importance of patience.
Career progression opportunities from bookkeeping to accounting, CPA, and financial advisor roles.
Advantages of being a bookkeeper, including job security, work-life balance, and the ability to work from home or in an office.
Closing remarks encouraging viewers to like, subscribe, and watch for more content.
Transcripts
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