My Podcast Blog

The Ambitious Bookkeeper®

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

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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 through the dauntin

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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.
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đź’  Accounting or bookkeeping experience is a given...â €
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💠 They aren’t apps, software, or tools (althoug

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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 prove

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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 tell you

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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 haven’t launched your

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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 working vir

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10 Key Apps That You Need to Run a Bookkeeping Business bookkeeping dubsado setup Dec 30, 2019

Updated 1/23/2021

If you are stuck or overwhelmed with all of the options for software or don’t know what you need in order to start and run a successful bookkeeping practice, this is just for yo

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Crafting Winning Bookkeeping Proposals on Freelance Marketplace Sites mindset proposals prospecting upwork Dec 09, 2019

The formula for winning bookkeeper proposals (cover letters) on freelance sites

You can absolutely start your bookkeeping business through freelance websites like Upwork.com. I did. In fact, I ma

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Where to find new Bookkeeping Clients (Part 2) new clients Nov 18, 2019

Finding New Bookkeeping Clients In Real Life

When you work virtually, does that mean you can’t or shouldn’t look for new clients in real life or network in person? NO WAY! In fact, I personally d

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Where to look for new Bookkeeping Clients Online (Part 1) mindset new clients prospecting Nov 06, 2019

You’ve made the decision to go for it and go out on your own! Now you’ve just gotta figure out where to find clients and if you’re a virtual only practice (or aspire to be) it can feel even harder

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How to Have a Successful Discovery Call discovery call dubsado new client questionnaire Nov 04, 2019

Last week we talked about how to pre-qualify your potential clients to make sure they’re a good fit and weed out those who aren’t serious. This week we’re going to talk about the discovery call pr

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