If you want to attract new clients and get paid what you’re worth, you need to communicate your value. How do you effectively communicate value as a bookkeeper? That’s something I struggled with at first. It took me a while to figure out that the things my clients valued weren’t always what I expected. In […]
Charging for QuickBooks Online cleanup – fixed fee or by the hour?
One of the major discussion topics I see in my Facebook group (and all over the internet where bookkeepers hang out) is whether to charge a flat fee or by-the-hour for services. This is true for all kinds of accounting and bookkeeping services, but when it comes to QuickBooks clean up work, it’s a really […]
How to say ‘No’ when you’re an introvert bookkeeper
Are you an introvert bookkeeper? Me too. I’ve got a special place in my heart for people like you and me because we make great bookkeepers but we may have to face a unique set of challenges (opportunities for growth) when interacting with clients and prospects. One of these growth opportunities, is learning how to […]
How I get paid to diagnose my clients’ QuickBooks problems
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 […]