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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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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Dangerous Document Sharing Mistakes – Are You Making Them Too?

Document sharing is something we do constantly as bookkeepers and accountants. We share electronic documents with clients, vendors, our clients’ customers and suppliers, and the list goes on. While document sharing is a typical activity in our world, I have been shocked time and again when seeing what ‘typical procedures’ actually involve for many of us. For […] ...

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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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