How to Start a Bookkeeping Business with Confidence

Some of my blog posts include affiliate links.  If you purchase an item from one of my links I may receive a commission.  Please read my disclaimer for more details.  

If you have visited my site, then you know that I help businesses manage their income and expenses with my bookkeeping business.

When I first started blogging, I enjoyed the creative outlet of writing.  Initially, I did not know how to niche down to attract readers.  Honestly, I just enjoyed the writing process and the feeling of helping others. 

How to Start a Bookkeeping Business. I help businesses achieve free time by taking care of their bookkeeping. You can too!

I have my bachelor’s degree in accounting and have more than ten years’ experience working in bookkeeping and accounting.  Therefore, working with companies to manage and streamline their bookkeeping has become a norm for me. 

Being a busy mom, business owner, blogger, and wife has taught me how to organize and manage my time, so I know all too well how important it is to understand and manage bookkeeping. 

Before we get started let me remind you to sign up for my free Bookkeeping Simplified Guide. My Bookkeeping Simplified Guide includes free access to my method on how to put your bookkeeping on a schedule. 

Bookkeeping and Accounting Isn’t for Everyone

As I said, I have designated more than ten years in this career alone.  I have a bachelor’s degree in accounting and 26+ years of work history. 

Not everyone has to go to school to start a bookkeeping business, but I do recommend taking courses which teach you specifically about bookkeeping.  I suggest reaching out to your local colleges for certification programs or classes in bookkeeping.

In addition to local colleges, courses have been created online for individuals ready to dive into a bookkeeping career. 

Veronica Wasek is a business owner who has an expertise in QuickBooks and bookkeeping.  She created the course The Virtual Bookkeeper’s Roadmap and many others.

She gave me pointers when I started out.  I would give her free YouTube videos a try. 

I have not taken the Bookkeeper Launch course, but I have seen it highly recommended by other bookkeepers and bloggers I admire.  Bookkeeper Launch has some free classes here

Learning Accounting Software

Being a bookkeeper means you are offering a service to a business or entrepreneur.  The service you provide means you can conduct your service on an accounting software for the business.

Accounting software can be desktop or cloud accounting.  I have been certified in Xero and QuickBooks Online.  In addition, I have worked with QuickBooks Desktop for more than ten years. 

I studied the QuickBooks Online modules and became a QuickBooks Online ProAdvisor.  It is a certification that you can achieve through QuickBooks with a little studying. 

QuickBooks has a ProAdvisor site where you will be listed as a certified independent accounting pro once you have submitted your profile after completing the course. Create a QuickBooks Online Accountant login and you can become a QuickBooks Online ProAdvisor for free.

Keep in mind your niche could very well decide the accounting software you choose to use and become an expert in.   

Business License and Bank Account

My business name is legal in my state.  I submitted all the necessary paperwork to create a legal Limited Liability Company. 

Right after receiving my Articles of Organization and Business License I opened a new business checking account for my business only.  Keep your checking account separate from your personal account. 

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Work Email

I created a general work email for my vendors and affiliations.  Using made it easy for me to setup an email for clients. 

The email allows me to secure the content that I am sending to clients.  Look into secure ways to send documents back and forth.  Remember that you are dealing with financial materials. 

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Advertisement and Marketing

I began advertising using local associations to promote my business.  I purchased business cards and signage for my vehicle. 

Going out to local companies and introducing myself while leaving business cards gives business owners a face to remember when they need additional help.

List your business on Google My Business so people looking for help on the internet can find you.  

If advertising through a website interests you, consider using WordPress with the help of SiteGround. is where I purchased the domain name. 

I have a write-up to help you get started, How to Start a WordPress Blog Using SiteGround.

Social Media

Not everyone advertises on social media.  If you are trying to work with local clients, then word of mouth goes a long way.  However, since I have a blog and offer services locally and virtually, I use Pinterest with the help of Tailwind.  

Learning about Tailwind was one of the best marketing tools I have found.  For more information, go to my blog post How Tailwind Helped My New Blog.

I suggest focusing and starting with only one or two social media outlets. Social media is time consuming, so you want to manage your time and efforts while advertising and marketing your services.

Pricing and Packages

Since I have been working in the bookkeeping field for a while, I decided to go with a fixed rate instead of hourly because the faster and more efficient I have become the less I will be paid by the hour. Remember you are selling an expertise you have in your field.

Start a Blog

I began writing content before I used my website for my bookkeeping services.  Not everyone needs a blog, but I use blogging to share business and bookkeeping information. 

Writing content allows you to communicate your knowledge and expertise in your field. It gives potential clients the confidence they need to request help from you.

Additional Recommendations

Since I have been working in bookkeeping and accounting, I already had purchased a desk, QuickBooks Desktop, Office 365, a copier, scanner, file cabinets, and set up a designated work area. 

I suggest visiting my Recommendations Page for more products and services I use for my business and blog. Some of these include ConvertKit, Paychex, and QuickBooks.

If you are not interested in starting your own bookkeeping business but would like to utilize QuickBooks Online Software all my clients and readers receive 50% off QuickBooks Online software just by going here.

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