Crafting Winning Bookkeeping Proposals on Freelance Marketplace Sites
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...
Where to find new Bookkeeping Clients (Part 2)
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...
Where to look for new Bookkeeping Clients Online (Part 1)
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...
How to Have a Successful Discovery Call
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...
How to avoid getting the worst clients ever
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Have you ever wondered how to filter through the leads that you...
How to Use Dubsado in Your Bookkeeping Workflow
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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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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