In today’s fast-paced digital world, bookkeepers face various challenges when it comes to marketing their services and effectively. Traditional marketing approaches can be time consuming and expensive, leaving bookkeepers searching for other solutions. One marketing solution I use and highly recommend? ChatGPT, an artificial intelligence chatbot. Today, I’ll go over ChatGPT for bookkeepers and how […]
Introverted bookkeepers: how to confidently talk to prospective clients
Does the thought of talking to strangers just make you want to hide under your desk? Believe me, I have been there. Don’t worry because I’ve got your back. Today, I’ll discuss tips to boost your confidence and navigate sales call with ease. So, get ready introverted bookkeepers: how to confidently talk to prospective clients. […]
Tips for taking on a messy comingling cleanup in QuickBooks Online
Starting with a new bookkeeping client can be an exciting opportunity, but what happens when their books are a mixed mess of personal and business transactions? It becomes crucial to implement effective strategies to untangle the comingling mess and establish proper bookkeeping practices. When that happens to you, here are my tips for taking on […]
Bookkeepers: What you need to know about legal entities and owner compensation
Are you ready to take your bookkeeping knowledge to the next level? As bookkeepers, our clients come in an assorted variety of legal entities. Legal entities and owner compensation might not sound like the most exciting topic, but trust me, it’s essential knowledge for any bookkeeper looking to grow, gain confidence, or tackle clean-up projects. […]
5 Reasons why every bookkeeper should stop charging by the hour
When it comes to pricing their services, most new bookkeepers start off with charging their clients by the hour. I certainly did that in the early days of my bookkeeping business too. But one of the best things that I did to grow my business was to move away from hourly billing to pricing all […]
Paid diagnostic review: Every bookkeeper’s weapon for taking on a big QuickBooks Online cleanup
Knocking out a big QuickBooks Online cleanup project requires the right preparation, tools, and strategy. Imagine if a boxer were to walk into the ring unprepared, without a strategy or the tools to take on their opponent – they would most likely lose the fight. Are you facing the challenge of a messy QuickBooks Online […]
The biggest pricing mistakes I have made in my bookkeeping business
Are you struggling with pricing your bookkeeping services? Pricing is not easy, and in fact, it can evoke a lot of negative emotions, including fear and anxiety. It was certainly one of the areas that I struggled with the most while growing my virtual bookkeeping business. Although it was tough at times, I learned so […]
The biggest lessons I’ve learned from firing bookkeeping clients
Breaking up with bookkeeping clients is hard to do, as the song goes. Since I’ve worked with hundreds of clients, I’ve certainly ‘fired’ or parted ways with my share of bookkeeping clients, but it’s not all bad news. Every breakup is a valuable lesson. Today I want to share the biggest lessons I’ve learned from […]
How to charge for bookkeeping services
Is not knowing how to charge for bookkeeping services holding you back? I know that for many virtual bookkeepers, the problem isn’t the technical know-how, the problem is being able to confidently price their services. In this blog post, I’ll share the knowledge I’ve gathered over the years on how to charge for bookkeeping services. […]
How to work virtually with bookkeeping clients
Many businesses are switching to virtual offices, which opens up new challenges and exciting opportunities for accountants and bookkeepers. There are a few essentials you will need to know if you are ready to successfully make the switch to working virtually. Whether you’re just starting out as a bookkeeper, or you’ve been doing bookkeeping for […]