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TheĀ Ambitious BookkeeperĀ®

Our Run Like Clockwork Journey Updateā€”Stage 2 workflow Dec 19, 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...

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Secure file storage and sharing in your Bookkeeping Business business setup cloud document storage cyber security file storage filesharing gsuite workflow 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...

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Setting my firm up to Run Like Clockwork: A Series rlc workflow 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. 

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How to start a bookkeeping business when you work in corporate best practices bookkeeping business setup side hustle 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....

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Cash Flow Forecasting Basics advisory bookkeeping cashflow virtualcfo 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...

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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...

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Up-level Your On-boarding Game bookkeeping dubsado new clients onboarding workflow 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...

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5 Things Needed to start a Bookkeeping Business bookkeeping business setup 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...

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Attracting clients on LinkedIn linkedin marketing 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...

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How to Fire a Client bookkeeping firing clients ideal clients 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...

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What to do when you get a new bookkeeping client best practices diagnostic review new clients 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...

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Why you need a website for your bookkeeping business marketing squarespace webdesign website Jan 06, 2020

One of the most common questions I see with new bookkeepers is something along the lines of: “Do I need a website, or can I just run my bookkeeping business from Facebook?”

If you are...

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