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. […]
The biggest mistakes I made in my bookkeeping business
Starting a bookkeeping business is fulfilling, but it’s not without challenges. A lot goes into building a bookkeeping business from the ground up, and there are sure to be some missteps. The good news is that you don’t have to make the same mistakes I did. That’s why I’m sharing the biggest mistakes I made […]
How to get started as a virtual bookkeeper in 7 steps
Are you new to virtual bookkeeping? Maybe you’re not even officially a new bookkeeper yet, but you’re seriously thinking about it. If you are starting your journey into the virtual bookkeeping field (or you’re considering it), in this article we’ll go over how to get started as a virtual bookkeeper in 7 steps. The benefits […]
Using journal entries in a QBO cleanup without messing up the books
When you’ve got a problem in QuickBooks Online, the ‘easy fix’ is making a journal entry…right? As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books! […]
The virtual bookkeeper’s guide to understanding PayPal
Does the thought of working with PayPal transactions make you want to run and hide? PayPal bookkeeping can be very complicated, even for the most experienced virtual bookkeeper. I definitely struggled to understand the ins and outs of how it works at first. Now I want to share my experience with you. I’m going to […]
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 […]
Behind the Scenes – The Virtual Bookkeeper’s Roadmap
Whether you are launching a new virtual bookkeeping business or trying to make your existing business more efficient and scalable, you probably know that it can take years of trial and error to figure out the best way to run a bookkeeping business. You are probably also very aware that all that time is costing […]
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 […]