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

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

[brolybsavage]

I greatly appreciate you Zach with your videos I was able to help my mom get a client for $700 a month. She gave me my first clients when I first started as a bookkeeper so it feels great to give back in return. Appreciate you bro!

[tiitus.crawford]

I've been watching your videos for a while and I recently got my LLC and EIN and now I'm on track to starting my own bookkeeping business.

[apima]

I love your videos Zach packed with great information and straight to the point, I appreciate you 🙏🏼

[kathypatterson]

Love your videos and am following your advice. Many thanks!

[A..]

Thank you, Zach. As always you help calm my stress and remind me it can be easier. Been stalling out because of fear but going to work on my mindset and keep things simple

[lynettevandyk]

Hi Zach. A question. When potential client invites you to QBO, you review their books and then quote them. What if they reject your quote? You have already accepted their invite, and are technically then their accountant. Can you remove them as your client?

[philipjoseph]

This is all such wonderful info. I am a retired senior with a Master’s degree in Accounting. Worked for 20 years in Banking Finance and then for another 20 years in IT.
I would like to start a Bookkeeping business to use a major part of the income for charitable work.
How do I get Certified as a QuickbooksPro Advisor. Any pointers in this regard is most welcome.
Thank you for your informative videos. Really appreciate them. God Bless!!

[bellam]

Great information! Thank you!
Question, do you enter transactions one by one from statements or do you populate from bank applications electronically?

[KeepingMoneyJazzy]

I am going to be starting a client in trucking business. The client is an owner operator that works with a company for loads etc. Where would I start in regards to how to categorize income because they have deductions that comes out prior to receiving income. Just starting out and want to make sure I am doing it correctly.

[reneebellotte]

Do you do the steps of Diagnostic Review and Clean-Up projects first?

[richardjoseph]

Hey Zach, how do you have customers pay you? Is there a better route vs the other?

[sheilam]

Hi Zach. I've learned the basics and more, I've gotten the QBO Pro-Advisor certification, and set up my social media accounts(and started posting regularly). I'm considering applying for a part-time bookkeeping position now per your video. I've been working as a registered nurse for the past 26 years, so what would my resume look like? Any suggestions on how to put together a resume for this new career? Thanks in advance.

[_Deidre_Esteron_]

Thank you for this! I have been hesitating out of fear that I don’t know it all. I have gotten my Advanced QBO ProAdvisor and have been trying to learn all that I can about bookkeeping. Everyone says that you learn on the job, so I guess I just need to get out there and go 😅.
Do you recommend learning payroll, I see that a lot of companies ask for bookkeepers to do payroll.

[tony.]

Hi zach, your videos are good insights. I did form my business and got an ein. I decided to start a bookkeeping business since i have an accounting degree. However, i am finding it difficult to find clients. Any recommendations you can send my way?

[alexisflores]

Do you use pandadoc to send the invoice or QB online?

[AnnaWinestock-fp]

Zach, do you collect client documents like bank statements and everything else through regular google email? Is there anything a client could send that would need to have secure encryption etc to protect it? I wanted to just have them send statements and onboarding docs to my google suite business email.Thank you!!

[dhuratadobbins]

Where does one learn the bookkeeping part with hands on examples?

[sewing-seeds]

So you ask for a whole year paid up front? Does your paid training cover S-corps?

[julie-deibert]

Hi. Ive been working with my sister who is a bookkeeper as her assistant. Im catorizing and reconciling her clients and have doing this for about 2 months. My questions is I want to get some clients but only want to catorize and reconciling only. I am also going through the ProAdvisor training. Would it be a good idea to try to get my own clients or just wait.

[titoo]

I have a client that has not had bookkeeping done before on their 5 year old business. How do I go about this? Thanks Zach