A lot of people ask me how I get paid to diagnose my clients’ QuickBooks problems. In recent blog posts and videos, I’ve shown you the Smart Review checklist I use for a quick (free) check up of how messed up a client’s books might be. Once potential problems are discovered during my Smart Review, […]
My Smart Review System for getting bookkeeping clients
Are you looking to add more bookkeeping clients? Do you wish you had a reliable system for turning 15-minute free QuickBooks reviews into paying clients? My Smart Review System for getting bookkeeping clients does exactly that. Let me show you how it works. Check out the short video below or keep reading to discover how […]
My QuickBooks paid diagnostic review sales funnel
A lot of bookkeepers struggle to take new prospects from the initial phone call to being ongoing clients. It can be tricky at first, but it’s crucial if you want to grow your bookkeeping business. Fortunately, it’s much easier if you have a plan in place. That’s why today I’m going to share my QuickBooks […]
How I review my clients’ QuickBooks in 15 minutes
Before you take on a new client, it pays to review their books and see what’s really going on. Did you know that you can get a pretty good picture of a client’s biggest QuickBooks problems in less time that you might think? Let me tell you how I review my clients’ books in just […]
Where can you get virtual bookkeeping training?
Are you serious about becoming a confident, competent virtual bookkeeping professional? If the answer is yes, then you need to be willing to invest the time and money necessary to raise your skill level. Where can you get virtual bookkeeping training? Well, that’s what I want to discuss in this blog post. I recently put […]
How to pick a niche for your bookkeeping business
Are you struggling to pick a niche for your virtual bookkeeping business? I hear so many of my peers asking, “How do I pick the ‘right’ niche?”, or “What is the most profitable niche?” Honestly, until recently, I thought that I had enough of a niche, by specializing in QuickBooks Online. But, after taking some […]
The biggest pricing mistakes bookkeepers make
Pricing is a big challenge for many bookkeepers. I’ve certainly had my share of pricing challenges, especially in the early years of my business. One major lesson learned, is that the wrong pricing model can really hold you back. In working with thousands of bookkeepers, and learning through my own ‘pricing journey’, I have compiled […]
The 3 biggest mistakes bookkeepers make in their bookkeeping business
[embedded content] What are the 3 biggest mistakes that bookkeepers make in their bookkeeping business? Mistake #1 Number one is in pricing. I think most people under price their services, and I think that mistake comes from fear. I certainly can understand that, because I have definitely pulled my hair out trying to figure out […]
Can a CPA start a successful bookkeeping business?
[embedded content] Can a CPA have a successful bookkeeping business? Well, I’m here to tell you that yes, a CPA can! As a matter of fact, I am a certified public accountant here in the United States, and I have a successful cloud accounting business in which I work with clients throughout the United States […]
How to convince prospects that they need and can afford your services
[embedded content] So, how do you convince a bookkeeping prospect that they need and can afford your services? I actually think that you can’t. The reason is that I don’t think that you can convince someone who doesn’t value your time, your services and your expertise to pay more money for what you offer. I […]