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Your monthly client meetings

Sep 04, 2022

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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Starting a Bookkeeping Business in 2022

Aug 17, 2022

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This post contains affiliate links. I only affiliate for programs and software I believe in and/or use myself. Using my affiliate links to purchase costs you nothing, but I do get a commission. Thank you for using...

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How To Find Your New Bookkeeping Client

Feb 22, 2021

One of the most common questions bookkeepers have is “How do I find clients?”  Before you decide on where to look, you first have to do a little bit of work to identify which kind of clients you want, so you know where to look for...

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How to start a bookkeeping business when you work in corporate

Aug 31, 2020

Ever sat in your cubicle and thought "Is this really it? I worked so hard through business school and got my CPA license... for this?"

 Yeah, those thoughts used to go through my mind too. All. The. Time. (Sorry, to my former co-workers, it...

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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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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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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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10 Key Apps That You Need to Run a Bookkeeping Business

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

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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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