
Launch a profitable bookkeeping business by forming your company, leveraging low startup costs, setting up essential tools, and marketing, pricing, and invoicing clients.
Learn to form your bookkeeping business by choosing a professional name, checking availability, and selecting an entity, then set up banking, merchant services, and errors and omissions insurance.
Discover affordable hardware and software essentials for a bookkeeping practice, including laptop, all-in-one printer, second monitor, notebook, QuickBooks desktop and online, Microsoft Office, and secure cloud storage like Dropbox.
Sharpen essential bookkeeping skills before your first client by mastering double entry, chart of accounts, bank data pulls, expense categorization, and financial statements, then prepare management reports.
Build a professional bookkeeping brand and online presence by designing a free Canva logo, choosing a simple Wix or Squarespace site, and defining clear home, services, about, and contact pages.
Advertise your bookkeeping business by boosting Google rankings, collecting reviews, building backlinks, and using social media, then track traffic with analytics and convert through networking and referrals.
Master first client meetings by guiding conversations, gathering financials, and outlining a fixed-fee engagement. Learn to build trust, ask key questions, and schedule future steps.
Learn to price bookkeeping services with value billing and fixed fees via an engagement letter, using a four-category template (launch, growth, mature, corporate) and monthly versus quarterly options.
Learn to prepare and deliver final bookkeeping deliverables using a customizable workflow checklist to ensure accurate financials, including balance sheet, income statement, and cash flows, with management-use-only notes.
Launch your own bookkeeping business by following a 10-step startup process. Build credibility with templates, cookbooks, LLC setup, bank accounts, a logo, and take action to win your first client.
Thinking about starting a bookkeeping business? Bookkeepers are always in demand, and if you are good with numbers and organizing financial information, this might just be the right business for you. If you want the freedom and rewards that come with building something solid and scalable, then join us in this fun and informational course.
This course is not intended to teach you the fundamentals of accounting or how to use QuickBooks. Before taking this course, you should have a strong understanding of accounting fundaments and bookkeeping techniques. It takes years of education, experience and knowledge before you should consider starting your own bookkeeping business.