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Crafting Winning Bookkeeping Proposals on Freelance Marketplace Sites

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 may even be somewhat addicted to the process of...

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Where to find new Bookkeeping Clients (Part 2)

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 didn’t network in person for my...

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Where to look for new Bookkeeping Clients Online (Part 1)

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! Fear not—there are...

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How to Have a Successful Discovery Call

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 process for that next layer of...

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How to avoid getting the worst clients ever

Oct 28, 2019

Some links are affiliate links which means if you buy, I may receive a small commission from the sale. This does not cost you anything and I only recommend products I 100% believe in.

Have you ever wondered how to filter through the leads that you...

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How to Use Dubsado in Your Bookkeeping Workflow

Oct 21, 2019

Some links are affiliate links which means if you buy, I may receive a small commission from the sale. This does not cost you anything. I do not promote products I don’t stand behind 100%. If you’d like 20% off your first month or year...

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