Efficiently Onboarding New Bookkeeping Clients [Step-By-Step Guide]

Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!

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[4-Step Checklist] My Proven Process for Onboarding Bookkeeping Clients

[Mstroup]

Great video Zach 👍 I'm in the middle of onboarding a client right now. In addition to what you said I also like to request the clients most recent tax return so I can match it in their quickbooks as well as any loan / purchase agreements so I can amortize the loan payments.

[YourBusinessYourNumbers]

Again, this video provides valuable guidance for those who are starting their own accounting firms!

[radzwionlaw]

Some of these systems are directly applicable to a small law firm. Good stuff Zach!

[ASAP]

Great video
This is the information I needed to hear

[meganm]

HI Zach! Great video. Do you have a previous video showing your tracker spreadsheets? I would love to see how you have them set up to help you stay organized and efficient.

[katierau]

What would you charge for setting them up in QBO with a new subscription?
Would you suggest going back to the beginning of the year so they will have full reports for the year?

[stevenwebbjrhistory]

What legal info do you put in your agreement? And what about using your website for most of your onboarding and payments?

[theblondest]

How do you handle getting the adjusting entries for the Adjusted Trial Balance, do you contact the CPA

[jimmymaravilla]

Do you use pandadoc because its integrated with QuickBooks?

[vfulcomer]

Thank you for the video, that is helpful. Do you charge $2-$3 per transaction for big cleanup projects too? For example, if a client has 3, 000 transactions for 2023 to do bookkeeping for.

[sharonhanany]

Hi Zach. Love your videos. If you start with social media marketing with DM, FB groups, reaching out to current business owners, is it better to do with the goal of developing niche clients or just be a generalist to start? Meaning if your previous work experience is in healthcare or finance, it may be easier to attract and onboard new clients when you can say you understand their industry? Or be a generalist and think in terms of number of DMs, outbound calls and emails to potential clients? Thanks in advance and keep those YT videos coming.

[dylanfowler]

Just curious - why don’t you require autopay for your clients via credit card or ACH?

[lekanolabode]

How do you charge upfront if you charge per transaction and wouldn't know how many transactions will occur in the new month?

[JavarisJAskin]

Not sure if you’ve ever talked about this before but you don’t offer payroll services correct? If not, how do you account for that with doing their bookkeeping assuming they have employees?

[MrsLilLady]

Hi Zach, how long on average does it take for the client to get from the consultation to paying that first invoice? Thanks!

[comment]

In that first year, if you would have charged $3, would you have match your Amazon income?

[Getleadsforyourbusiness]

This is Iris. I keep missing your Live YouTube videos I have subscribed and have notifications on. Do you have a Live every week? Thanks