>> Ready to setup a seamless onboarding experience? Get DUBSADO DECODED 20% off thru 7/31! <<

Secure file storage and sharing in your Bookkeeping Business

Dec 16, 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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

Bookkeeping for Different Business Structures

Aug 08, 2020

In this blog we’re going to go over the main differences in bookkeeping/accounting for the various business structures. Really, it requires a foundational knowledge of the accounting entries when starting a business. Each structure is...

Continue Reading...

Up-level Your On-boarding Game

Jul 31, 2020

In small businesses, it’s important to maintain a good rapport with your clients. But it’s just as important to grow your business and expand your client base. This means going through the daunting process of onboarding new clients....

Continue Reading...

5 Things Needed to start a Bookkeeping Business

Mar 09, 2020

There are really only 5 things you need to start your own bookkeeping or accounting business.

Accounting or bookkeeping experience is a given...

They aren’t apps, software, or tools (although those help too).

There’s no...

Continue Reading...

Attracting clients on LinkedIn

Feb 24, 2020

What if I told you there was a nearly effortless way to attract clients to you? Almost as easy as getting referrals…

I heard the same thing and thought it was hogwash so I set out to prove it wrong.

A while back I kept hearing that...

Continue Reading...

How to Fire a Client

Feb 10, 2020

The most difficult thing you will do in your business is fire an employee. The second most difficult thing you will do in your business is let a client go. Yes, it sucks. But I’m here to tell you that you both will survive (in both cases),...

Continue Reading...

What to do when you get a new bookkeeping client

Jan 13, 2020
 

If you’ve ever caught yourself feeling like you may be missing something when onboarding a new client or unsure of even where to start once you do land a client (if you haven’t launched your bookkeeping business yet),...

Continue Reading...
Close

50% Complete


Get notified as soon as it's available!

Fill out the info below to sign up for the waitlist.Ā