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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5 Ways Attending Accounting Conferences Pays Off

Every year I spend thousands of dollars and lose billable time so I can travel to at least a few conferences. Some of them are huge events. Others are smaller “cozy” gatherings. However, most freelance bookkeepers won’t do this. Heck, most CPAs at multi-partner firms don’t either! So this begs the question, why would I […] ...

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Workflow, Convenience, and the Value of Your Services

Workflow is something most of us want to improve. In fact, it’s a buzzword in our profession right now. Why? Because done right, your workflow means you can get more done, consistently and more profitably. Good workflow makes it easier to scale your business, expand your workload capacity, or even take more time off, if that’s what you’re after. But […] ...

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Bookkeeping Frustration #1 – Getting Client Info

Here’s some good news about something that’s probably driving you crazy. From time to time I like to check in with you, my fellow freelance bookkeepers, to see what your biggest challenges are and what’s working, and what’s not. That’s because even though I’m a freelance virtual bookkeeper myself, one person’s experience certainly doesn’t tell the full story. There […] ...

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