Your monthly client meetings
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...
Starting a Bookkeeping Business in 2022
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...
Episode 23: What kind of Insurance do Bookkeepers Need? With Jock Wols
In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business...
How To Find Your New Bookkeeping Client
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...
How to start a bookkeeping business when you work in corporate
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...
Cash Flow Forecasting Basics
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...
Up-level Your On-boarding Game
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....
5 Things Needed to start a Bookkeeping Business
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...
How to Fire a Client
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),...
10 Key Apps That You Need to Run a Bookkeeping Business
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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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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