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) you can implement t...

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 on.

Think ...

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 st...

Every successful company has one thing in common, no matter how big or small they are or what they do - accurate, reliable bookkeeping. While it might not be the flashiest or most fun part of running a business, it's critical for leaders to understand their financial situation, spot trends, and make...

Success is a state of mind. It’s true in life as it is in accounting firm growth. 

But unfortunately, many accounting firm owners are stuck on cruise control. They aren’t embracing evolving tech, changing customer expectations, and new ways to add value to their services. 

Success is within reach,...

Let the truth be told, most clients that hire you to do their bookkeeping usually come to you when their books are already months behind and many times in disarray.  In other words, their books are a complete mess. 

You may be wondering…where do I even start? 

1.  When To Start

Typically you will...

Employee Retention Credits - It’s Not Too Late to Help Clients Now (Yes in 2022) Get Maximum Cash from 2021 and 2020

Are any of your clients part of the 50% of small businesses that are eligible to claim the Employee Retention Credit (ERC) and have not yet done so?

During much of 2020 and 2021, your...