How To Find Your New Bookkeeping Client

Feb 22, 2021
 

One of the most common questions bookkeepers have is “How do I find clients?”  Before you decide on where to look, you first have to do a little bit of work to identify which kind of clients you want, so you know where to...

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2020 Reflections: What worked Part 3

Feb 10, 2021

What worked in 2020: Delegating & Letting Go

This is a continuation of my 2020 review and of what worked. For reference, you can refer back to the first post in the series here. 

How to hire for your bookkeeping firm

Toward the end...

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2020 Reflections: Part 2 - Planning My Weeks Ahead of Time

Jan 11, 2021

Back for more of “what worked in 2020.” This one I admittedly didn’t have nailed down until later in the year, but it helped SO MUCH. And when I look back, I definitely made baby steps of progress toward getting a system in place...

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2020 Reflections: What Worked & What Didn't

Jan 03, 2021

Looking back on 2020 with pure gratitude for what worked AND what didn't--in my firm, mostly:

 

What worked in 2020:

showing up consistently & being me (more on this later in this blog)

planning out my weeks ahead of time -  so I was...

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Run Like Clockwork: Stage 3

Dec 28, 2020

Ok -- now that we’d taken 6 months to figure out what the QBR was, I’d actually also been working really hard on all the things in stage 3: protecting & serving the QBR, even though I hadn’t quite nailed it down. (Honestly,...

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Our Run Like Clockwork Journey Update - Stage 2

Dec 20, 2020

This is the second in a series of posts. To read the Intro & Stage 1 of our Run Like Clockwork Journey, click here.

Also, I need to be transparent and let you know that some links are affiliate links which means if you buy, I may receive...

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Secure file storage and sharing in your Bookkeeping Business

Dec 17, 2020

Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this article we’re going to go over how to use G Suite in your bookkeeping business and best practices for...

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Setting my firm up to Run Like Clockwork: A Series

Dec 13, 2020

This post was originally just an email sent out to my list in the Summer of 2020. But I wanted to do an update and bring everyone on the journey. This is the first of a series of posts. 

Also, I need to be transparent and let you know...

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How to start a bookkeeping business when you work in corporate

Aug 31, 2020

Ever sat in your cubicle and thought "Is this really it? I worked so hard through business school and got my CPA license... for this?"

 Yeah, those thoughts used to go through my mind too. All. The. Time. (Sorry, to my former co-workers, it...

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Cash Flow Forecasting Basics

Aug 19, 2020

This article is inspired by a question from someone in our community, wondering how to start providing cash flow forecasting for a client that requested it. I’m going to go over what cash flow forecasting is, why it’s important...

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