Meet Jennie Morris one of our 2023 Top 25 Up-N-Coming ProAdvisors
Jennie Morris
Jennie and her team over at 904 Bookkeeping LLC deliver complete bookkeeping for small to mid-sized companies. She loves numbers and is a true QuickBooks Geek.
She’s an absolute angel to everyone who needs help in cleaning up messes. We sat down with Jennie to get her thoughts on being a Top 25 Up-N-Coming ProAdvisor, her journey, her path to success, and her hands-on approach to her clients.
904 Bookkeeping
Give us a snapshot of your business.
We deliver complete bookkeeping for small to mid-sized companies. Bookkeeper Supporting QuickBooks Users. Setup, Update/clean up your data, Consulting and Training Services available.
Share your personal journey in the accounting industry
Started in admin and a Controller of the company I was working with started teaching me QuickBooks and that was it!!! That was desktop and I became certified in that. Then I found QuickBooks online and that was a completely different challenge. Did face some challenges after leaving the accounting firm, but overcame them. Starting on your own is tough and keeping your integrity.
Why did you become a QuickBooks ProAdvisor?
Initially, it was just to be able to access all the wonderful training material and it was great that it gave me a presence that helped launch my career.
Do you have a niche that you focus on or do you have a particular service that is key to your practice?
They call me the cleaner!! I can clean up just about any mess.
What are your main goals for yourself or your business for 2024?
Keep moving forward and growing and be able to travel a bit more.
Discuss any notable trends or changes you've observed in the accounting industry.
Lots of CPA firms don't want to have anything to do with QuickBooks. They don't want access. They just want the financial reports so you better make sure they're accurate!
Share your thoughts on how these trends may impact accounting professionals.
The 1099 issue is always a huge one..and the filing of W2's and everything online.
Share some best practices that have contributed to the success of your firm.
Implementing strong communication and quick response time.
Discuss any innovative approaches or strategies that have proven effective.
Improving my service and training. Part of my niche is providing a very personal service.
Identify common challenges that accounting firms face, and how does your firm address them?
- Automation and Artificial Intelligence.
- Upskilling.
- Tax Law Changes.
- Regulatory Changes & New Accounting Standards
- Education and research.
What are your insights into overcoming obstacles and adapting to industry changes?
Just stay informed and educated.
Are there any particularly rewarding client experiences or success stories?
Just last week I helped a company that spends 10-15 hours manually entering sales data in Quickbooks by automating it. They now spend 30 minutes a month on that same process and the bookkeeper is happier for it too because she's not spending all of her time in spreadsheets/Quickbooks!
How does your firm add value to clients beyond traditional accounting services?
The personal touch. I speak to everyone and visit each and every client. I will meet them at their home or Starbucks or anywhere they like. I am very hands-on and very connected with all clients.
Get in touch with Jennie!
