Full Circle Client Experience: TFB Spotlight on Steffanie Anderson

Key to the path of becoming a ‘trusted advisor’ type bookkeeper who provides consultative services and commands premium level fees is providing a truly valuable client experience. But how? A great first step is by putting yourself in your clients’ shoes. For some of us in the accounting profession, that is a major challenge. But not so […] ...

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Where Successful Freelance Bookkeepers Get Stuck

In the beginning, when trying to become a successful freelance bookkeeper, it might seem like the hardest part is getting those first few clients. Once you get two or three, you’ll be on your way. And for many, getting past that initial startup period, you think it’s smooth sailing from there since you’ve got what you wanted. Some […] ...

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Your Bookkeeping Checklist for Year End

It’s the 4th Quarter and busy season is upon us. Do you have a plan to grow your practice by taking on new clients, while still helping your existing clients wrap up their books for the year? Do have what you need to get the 1099s and W-2s done on time, and oh, yes… keep your […] ...

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3 Reasons to Welcome Automated Bookkeeping

Accounting software is in rapid growth, and apps are only adding more momentum to the race for truly automated bookkeeping. Human adoption, however, has been a bit slower. Are you one to grab hold of new opportunities, or are your more cautious about potentially ‘toppling the apple cart’ in your bookkeeping business? While personally, I’m […] ...

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Do Bookkeepers Need Professional Liability Insurance?

“As a bookkeeper, do I need liability insurance?” This is a question I’m asked from time to time by professional bookkeepers who are starting their own freelance bookkeeping business. Even if you’ve been running your bookkeeping practice for some time, you may not have considered whether you need any kind of insurance for the type […] ...

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