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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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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...

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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....

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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...

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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...

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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),...

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Your monthly client meetings

Jan 20, 2020

After client onboarding, what's next?

You've landed your first client and oboarded them, hopefully using some of the tips from this article. So now what? How do you know what you should be doing and when?

First, based on the items...

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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), you’re in...

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Why you need a website for your bookkeeping business

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 virtually, yes, you need a website, even...

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10 Key Apps That You Need to Run a Bookkeeping Business

Dec 30, 2019

Updated 3/15/2020

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 you. There are so many options out there and...

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