My Daily Routine Managing 60+ Bookkeeping Clients

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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[wenonahbookkeeping]

One of the best decisions I made so far was offering a “late delivery of financials” to my clients for a 10% discount. I found that 75% of my clients didn’t care about the timing and it freed me up CONSIDERABLY to take on additional clients.

[marinabereza]

Thank you for comparing bookkeeping with nursing. I am RN who is looking for the exit from this overwhelming profession. I am glad I became a nurse and this profession is only income our family of four is having now. I have my first Bachelors degree in economics but was not able to use it bc of the language barrier during first years in USA. I am doing ProAdvisor certification now with QBO and so far so good. Thank you a lot for your genuine interest in other ppl success. I subscribed!

[thetaxaccountant]

Well done. I am tax accountant in Australia. I refused to be covid vaxed hence had to start my own business, trying to get more bookkeeping clients. Thanks for the advice Zack

[lindatran]

Your wanting to help others making this video sounds so genuine. I can feel it; I am sure other people watching your video agrees with me.
A great blessing for many of us. Thanks a million.

[noodlehead]

I have zero experience with quickbooks and excel, but I want this so bad.
Best way to get started on skills to progress?
I want 2025 to be better than the last 4 years.

This is a fabulous video. Thank you!

[dwydeezdundoon]

Awesome! You should totally do a credits/debits episode! maybe even a series...

[HarvestingFaithHomestead]

I do my brothers books for two of his businesses, and he gives me physical receipts, so I use my QBO app on my phone to snap a picture of all of them that way I can just categorize them as usual in the software. It goes much faster that way.

[andyndanaemcburney]

I really appreciate hearing what your work flow looks like.

[inacecilia]

This was jam packed with helpful information! Thank you so much!

[RosaAbney]

This is probably the best "straight forward" content I have watched on YouTube and, I've watched a lot!! Thank you so much for providing such detail and transparency. I'm hoping to launch my own business soon, however, I'm still in the research stage. I can't wait to go through your other videos/content. Again, thank you!

[livingwholewithnicole]

Wow so glad I found your channel!! I am thinking of starting a bookkeeping business bc there are so many entrepreneurs in our church and managing their books is a pain point for them. I love this kind of stuff and think I will do great at it! Can’t wait to watch all your other videos!

[lindatran]

I am learning Bookkeeping with the hope to work as a Bookkeeper. I think an efficient routine in managing clients is the most important factor in remaining in business. Be happy while working AND keep clients happy at the same time!

[randyroopchan]

Hey, Just wanted to say thanks for creating these videos. I am working my way now through all your videos. Understanding your systems for daily/monthly work routines are super helpful. I am looking to launch my business this fall, and just doing prep and research at this stage. I have a list of questions for you. I look forward to scheduling a call with you sometime in the next couple of months. Once again thanks so much for these vids, your info, clarity, simplicity and transparency are extremely helpful.

[kellsielarsen]

This is super helpful! I am going to school to get my accounting certificate and I think bookkeeping is the route I want to take. Thanks so much for all the info!

[chadleycb]

“That’s what separates us from the CPA firms.” 👍 By consistently communicating WHAT you do, you’re educating busy owners. Owners don’t understand bookkeeping separately from tax services. 10:48

[dharmikkoshti]

Truely ! Lots of in depth information in just single video.
Great job 👍

[ProBookstaxsolutions]

Appreciate your transparency and for sharing your processes. Thank you

[biswajitghatak]

I am from india and I want to start bookkeeping business out of India and I have experienced in accounting for 3 years

[Peytonwitt]

I am a CPA who has always worked at a big firm. I want to start a micro cpa firm with just me. I would like to do the bookkeeping, tax compliance, and tax advisory. This information helps so much!

[naomitatum]

I’m enjoying your channel! I will take the Quickbooks course but do you suggest we learn about accounting and bookkeeping without paying for expensive classes? Are there any online or YouTube resources you suggest? Thanks