Hey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one.
In this episode you’ll hear:
- The complete education and experience foundation you need
- All the paperwork and compliance stuff nobody talks about
- How to actually get paid
- The exact documents you need to ask every client for during onboarding
- My honest take on pricing
Resources mentioned in this episode:
- Become a Bookkeeper
- Akadian Accounting Education
- Relay Bank
- Xero
- Pricing for Profit
- All Minicourses → Store
For experienced bookkeepers & accountants:
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
For new bookkeepers:
Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>
For online course creators:
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
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