Teach on Udemy

Turn what you know into an opportunity and reach millions around the world.

Learn More

Your cart is empty.

Keep shopping

Start a Bookkeeping Business (Bookkeeping & Accounting)

Name: Start a Bookkeeping Business (Bookkeeping & Accounting)
Rating: 4.5 (996 reviews)

Bookkeeping business is profitable. Bookkeeping is in high demand. How to start a bookkeeping business now.

Created byCalvin Lee, CPA, CA, MBA

Last updated 6/2026

English

What you'll learn

You get an eBook called "Bookkeeping & Accounting Basics"
How to start your own bookkeeping business
Subtitles/captions available in English, French, German, Hindi, Simplified Chinese, Spanish
[Worksheet included] Checklist for starting a bookkeeping business
Getting the necessary training for bookkeeping
How to get paid by clients
How to get bookkeeping clients
What to do when meeting a new client
Checklist for working with clients
Which business structure to use for your business
Getting the equipment and software for your business

Course content

8 sections • 35 lectures • 2h 51m total length

Introduction5:39
In this video we talk about the easy way to start a bookkeeping business, and what will be covered in this course.
[EBOOK] Bookkeeping & Accounting Basics0:02
Download my eBook "Bookkeeping & Accounting Basics".
Describe your motivation for taking this course
How to make the most of this course (subtitles, speed up videos)2:22
In this video I explain how you can get the most out of this course.
[Worksheet] Checklist to start a bookkeeping business0:06
Download the "Checklist to Start a Bookkeeping Business" to help you start your business.

Why start a bookkeeping business3:34
In this video we discuss the advantages of starting a bookkeeping business.
Steps to start your bookkeeping business4:49
In this video we discuss the steps to start your bookkeeping business.
Show me the money: How much to charge your bookkeeping client (Part 1)4:12
In this video we talk about how much to charge your clients for your bookkeeping services.
Show me the money: How much to charge your bookkeeping client (Part 2)4:13
In this video we talk about how much to charge your clients for your bookkeeping services.
Quiz

Methods of accepting payments from clients2:23
In this video we discuss methods of accepting payments from clients.
Bookkeeping hardware and software6:01
In this lecture we discuss bookkeeping hardware and software.
Acquiring bookkeeping skills6:04
In this lesson we discuss how to acquire bookkeeping skills.
Familiarize yourself with your client's industry6:28
In this video we discuss how to be familiar with your client's industry.
What do you like about this course so far?

Promoting your bookkeeping business (sales & marketing)6:44
In this video we discuss the sales & marketing strategies for your bookkeeping business.
30 ways to get new clients (Part 1)3:33
In this video we discuss how to get clients for your bookkeeping business
30 ways to get new clients (Part 2)4:13
In this video we discuss how to get clients for your bookkeeping business
30 ways to get new clients (Part 3)2:49
In this video we discuss how to get clients for your bookkeeping business
What lessons did you find most useful?

Preparing to meet a new bookkeeping client5:48
In this video we discuss how to prepare to meet a new bookkeeping client.
Questions to ask a new client (Part 1)5:51
In this video we discuss questions to ask a new client.
Questions to ask a new client (Part 2)2:12
In this video we discuss questions to ask a new client.
Monthly bookkeeping checklist (Part 1)3:54
In this video we discuss having a monthly bookkeeping checklist.
Monthly bookkeeping checklist (Part 2)2:51
In this video we discuss having a monthly bookkeeping checklist.
Client engagement letter7:58
In this video I will discuss how to prepare an engagement letter for your client. I also provide a sample engagement letter that you can download.
First steps to start a bookkeeping business5:39
Practice Test

Timesheets to track work done for clients to invoice clients5:21
We discuss how to use timesheets to track the time you spent on each client so you can invoice them later.
Planning your bookkeeping business (Part 1)4:39
How to create a business plan for your bookkeeping business (Part 1).
Planning your bookkeeping business (Part 2)4:48
How to create a business plan for your bookkeeping business (Part 2).
Competencies of a successful bookkeeper7:44
Learn the competencies of a bookkeeper.
Getting clients through networking6:39
In this video we discuss how to get clients through networking.
Which lesson(s) was the most interesting?

Types of business structures (sole proprietor vs corporation)7:34
In this video we discuss the different types of business structures.
Quiz
Keep business finances and personal finances separate3:13
In this video we discuss why it's important to keep business finances and personal finances separate, and how to do it.
Bonus lecture: additional resources to learn bookkeeping4:03
In this bonus lecture, I show you how you can learn more with me through my Udemy courses and Amazon books.

Requirements

No prior knowledge needed.

Description

Course + eBook + Downloadable Checklists included

Start your own bookkeeping business now, and live the lifestyle you want anywhere in the world!

Starting a bookkeeping business is one of the most profitable businesses according to Entrepreneur, Fortune, and INC Magazine. You don’t need a degree to start a bookkeeping business and it is really easy to learn the necessary skills. Another advantage is the low costs of starting a bookkeeping business are really low, all you need is bookkeeping software and a computer with Internet access.

Each lesson is around 3-5 minutes, and you can learn at your own pace.

Student reviews:

"This course is AMAZING! Easy to understand, fantastic content. Thank you so much." - Tayyaba A.
"This is the most informative class I ever took. Taking the book work and making it hands on is the best way to learn. Thank you so much Mr. Calvin Lee." - Stephanie J.

You can start a bookkeeping business as a side-hustle to earn money, and you can work from home. I will show you step-by-step how to start a successful bookkeeping business.

YOU WILL LEARN:

Why now is the best time to start a bookkeeping business
Step-by-step how to start your own business
How to choose a business structure that works for your business
How much money to charge your clients
How to get paid by your clients and collect money
The easy ways to get more bookkeeping clients
The best bookkeeping software to use
How to acquire bookkeeping skills
How to become familiar with your client’s industry
How to prepare for a client meeting
Monthly bookkeeping checklist
And much more!

WHY THIS COURSE?

Taught by a CPA, CA, MBA - Calvin K. Lee
Calvin is a top-rated instructor at Schulich School of Business at York University
Over 52,000+ students from 172 countries enrolled in his courses
Lifetime access to this course, and you receive new lessons and updates for FREE.
He has 15 years of experience in bookkeeping & accounting
He has worked in a Big 4 accounting firm
Subtitles (captions) available in English, Chinese, French, German, Hindi, and Spanish.
Certificate of Completion available
I guarantee you will learn how to start a bookkeeping business. If you aren't absolutely satisfied, I'll refund your money with a 30-day money-back guarantee

Don't delay any more. Start today and work with bookkeeping clients!

Register for this course now!

Who this course is for:

People who want to start their own bookkeeping business
Beginner bookkeeping and accounting students
People who want to start a business

Start a Bookkeeping Business (Bookkeeping & Accounting)

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 8min

Starting your bookkeeping business4 lectures • 17min

Getting ready to accept clients for your bookkeeping business4 lectures • 21min

How to get clients for your bookkeeping business4 lectures • 17min

Sales Call, Closing Clients, Branding, Finding a Niche4 lectures • 30min

Meeting your bookkeeping client and doing the bookkeeping7 lectures • 34min

A Bookkeeper's Toolbox and Templates5 lectures • 29min

Additional topics3 lectures • 15min

Requirements

Description

Who this course is for: