Past Due: What to Do When a Client Doesn’t Pay On Time

You never expect clients’ invoices to go past due, but unless you take 100% of your payments up front (most bookkeepers don’t), then sooner or later you will have a slow paying client. What’s the best way to handle the situation, once you find yourself faced with it? Money is Emotional Most bookkeepers perform client […] ...

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Workflow Obstacles: Are Your Clients The Problem?

Earlier this week I was speaking with a fellow bookkeeper about workflow and how to use online tools to make it more efficient. It seems that whenever us bookkeepers get together to talk about improving efficiency and speeding up how serve our clients, one issue usually surfaces. Why is it so hard to get the source information we […] ...

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5 Quick Tips for Optimizing Your Bookkeeping Business

If you’re a freelance bookkeeper, do you feel like your capacity is at its limit and you’re struggling to figure out how you can possibly take on more clients without losing your mind? Optimizing your bookkeeping business is one of the few ways you can serve more clients without hiring staff. But how, exactly?   […] ...

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Going Virtual: TFB Spotlight on Cindy Hovig

Are you thinking about going virtual with your bookkeeping business? Have you been wondering how best to make the transition… and how to get your existing clients to buy into the idea? This TFB Spotlight interview can help! Cindy Hovig of Beyond Balanced Books, Inc. starts from the beginning with a home-based, part-time business and shows […] ...

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Which Accounting Software Should You Use in Your Bookkeeping Business?

Which accounting software is best? When setting up your practice, and especially when transitioning to a virtual bookkeeping business, you have choices. In fact, it can feel like too many choices! QuickBooks desktop or Online? Xero? Sage? What about Kashoo, Wave, and FreshBooks? Your clients may be using any of these, or others not even […] ...

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