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 entrepreneurs and small business owners manage their income and expenses with my bookkeeping business.

I am a bookkeeper, accountant, busy mom, business owner, blogger, and wife.  These titles have taught me how to organize and manage my time and understand how important the management of bookkeeping is for entrepreneurs and small business owners. 

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

Education

I have designated more than ten years in my bookkeeping career alone. I have my bachelor’s degree is in accounting. However, not everyone has to go to school to start a bookkeeping business.

I do recommend taking courses which teach you specifically about bookkeeping.  Reach 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.

Ben Robsinson has founded Bookkeepers.com. Bookkeepers.com course teaches you how to start a virtual bookkeeping business. Sign up for Ben’s free bookkeeping class here: Bookkeepers.com/free-classes/.

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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. 

Accounting Software

Being a bookkeeper means you are offering a service to a business or entrepreneur.  You need some type of accounting software to provide your service. 


I have been certified in Xero and QuickBooks Online.  Choose an accounting software that helps you and your clients. 

If you are not interested in starting your own bookkeeping business but would like to use QuickBooks, go here to receive 50% off.    

QuickBooks

If you are interested in QuickBooks as your go to accounting software, study to become a QuickBooks Online ProAdvisor.  It is a certification that you can achieve through QuickBooks by studying the modules they provide.   

Once you become a QuickBooks ProAdvisor you will have the ability to list yourself on their website as a QuickBooks Online ProAdvisor.  Create a QuickBooks Online Accountant login and become a QuickBooks Online ProAdvisor for free.

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Niche Down

Bookkeeping services are meant to help a business so they can determine income and expenses, grow their business, budget, and much more. 

It helps if you have an insight and clear idea as to what the business is and how it runs.  That is where the bookkeeping niche helps you and the company you are working for.

My husband has an automotive business; therefore, I know exactly how it runs and what type of cost of goods, expenses, and income it receives. 

I have worked for many businesses over the years, but automotive shops and tattoo artists are the businesses I have worked with the longest. 

Think about a type of business you know well or would like to learn lots about to have an expertise in.  This helps to sell your services. 

Bookkeepers

Legal Business

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

Bank Account

Right after receiving my Articles of Organization and business license I opened a new business checking account for my business only.  It is important to keep your business income and expenses separate from your personal account. 

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Work Email

I created a general work email for my vendors and affiliations.  Using GoDaddy made it easy for me to setup an email for clients. The email allows me to send secure content to clients. 

Look into secure ways to send documents back and forth.  Remember that you are dealing with private financial materials. 

Advertisement

There are many ways you can advertise.  But first you need to decide whether your business will be virtually or at an actual business location.

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.  

Start a Blog

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.

If you decide to blog then my write-up How to Start a WordPress Blog Using SiteGround is here to get you started.

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Pricing and Packages

Pricing and packages have become a common question for many bookkeepers.  However, I feel like your niche will help you to decide how you want to present your pricing. 

Sometimes a review of their bookkeeping accounts are necessary before you decide on how much to charge. 

I work on a fixed rate and always send an engagement letter the client signs. QuickBooks has many resources to help bookkeepers and accountants.  Their Engagement Letter is free for download.

Additional Recommendations

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

I suggest visiting my Recommendations Page for more products and services I use for my business and blog.

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