A Client Portal: Do You Need One?

What is a client portal? Is it something only accountants use, or does it make sense for freelance bookkeepers too, especially if you work virtually? This is not a topic you hear about often. But if you’re running (or plan to run) a virtual bookkeeping business, how are you exchanging important and/or sensitive information with […] ...

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Virtual Bookkeeping Front Lines: 5 Key Takeaways from SNH

As a freelance bookkeeper doing virtual bookkeeping, I think it’s important to stay on top of the trends in our industry. Especially now, technology is driving some big changes for us and how we run our businesses. But that’s the bright, shiny part that easily catches our attention. What’s the latest app? How can I […] ...

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Why Bookkeepers Who Attend Conferences Thrive

By the end of this week I’ll be heading to Paradise Island in the Bahamas to attend the “Epic Practice” Scaling New Heights conference next week. Do you want to join me… for free? Before I get to that and how that’s even possible at this late date, let me share why I literally spend […] ...

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5 Ways to Get Bookkeeping Clients Any Time You Want

Nowadays, if you want to get bookkeeping clients, running an ad or making cold calls is a difficult and ineffective way to do it. The reason why can be summed up in the well known expression… “People don’t care how much you know until they know how much you care.” While it’s not clear who […] ...

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Cloud-Based Bookkeeping Automation: Are Bookkeepers Becoming Obsolete?

As more and more online bookkeeping automation is being introduced to small businesses, it seems the question is being asked by both small business owners and forward-thinking bookkeepers alike… are bookkeepers being phased out in favor of technology? It is an attractive idea to most business owners, and there’s proof of the economic benefits. Not long […] ...

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