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...

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...

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

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...

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...

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...

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...