When I left my corporate job to start my own bookkeeping business, I had a clear vision:

• Land a few clients right out of the gate to replace the income from my job
• Quickly grow my business to 6-figures
• …or maybe even 7-figures!  

It felt amazing. I was in control now.  I...

Because I’m a trained accountant, transitioning from my corporate job to the independence of running a bookkeeping business seemed like a natural fit. New business owners often stress and sweat over spreadsheets and financial reports, but as a CPA, these were my very specialty! 

But I...

As bookkeepers, we tend to focus on the numbers - meticulous spreadsheets, flawless formulas, and carefully maintained data. When I started my company, I found that looking for bookkeeping business leads still involved numbers, but with a drastically different approach involving: 

• Putting...

Starting a bookkeeping business can be a whirlwind. But after all of the basics are taken care of, you might find yourself asking some big questions about the future. 

What’s next for your bookkeeping business? 

Do you have the foundation laid for strong, stable growth? 

Do...

With the end of the year rapidly approaching, I'm here to reveal how you can get the IRS to owe you money. 

Of course, the IRS will not likely cut you a check for this money (although in the right circumstances, that will happen), but you and your clients will realize the cash...

Do you feel like you're stuck doing the same thing every day? You're certainly not alone. 

Or maybe you're looking for a way to earn some extra cash - another understandable motivation these days. 

Lots of people may be interested in starting a business to satisfy both of these desires...

I had my “dream job”, but I was miserable. 

I thought I hit the jackpot right out of college when I landed a job as an auditor at a prestigious accounting firm. It seemed like everything I had worked for - I passed the CPA exam, got the fancy title, the nice salary, the coveted...

As a bookkeeper, your role doesn’t revolve around taxes. However, the work you do can position your client’s tax professional to make decisions that have a great impact on your client’s tax deductions when tax time rolls around.

Continue reading as we cover 5 tax hacks (or tips)...

Wondering how to get bookkeeping clients? Marketing is the obvious answer. 

However, a mistake is made when you think of marketing as a singular activity; it encompasses the entire customer journey. 

• Customer service
• Social media interactions
• Text messages
• Emails

…the list goes...

Starting a bookkeeping business is an exciting endeavor! This fast-growing yet stable industry allows you to:

• Take control of your professional life
• Make more time for the things that matter
• Develop a financial and professional legacy for your family

For new bookkeepers just trying to get...