How Will You Grow Your Bookkeeping Business in 2018?

Have you started working your plan to grow your bookkeeping business for the new year? What does it include?

January is one of the busiest times of year for bookkeepers, since small business owners who have been neglecting their bookkeeping all year begin to realize they need to get their records in order because taxes will be due soon. Or maybe it's part of their 2018 business plan to take better care of their financial management (and stop trying to cut corners when it comes to maintaining their finances).

Point is, if your biggest goal is to bring in new clients to grow your bookkeeping business, this is a great time of year to ramp up your marketing and networking activities.

Or maybe you have enough clients and get new referrals regularly and would rather focus on updating your skills and start embracing the latest in online technology. You're wasting too much time in non- or low-billable activities doing the books at your clients' offices, or want to become more eco-friendly and stop being tied to paper documentation.

Or maybe you are knee-deep in technology but still feel like you're spinning your wheels trying to fit all the pieces together. Your plans to grow your bookkeeping business are more about doing more with less. Streamlining your workflow is your priority this year so you can finally stop working so hard.

Do any of these resonate with you in where you want to take your practice?

I really wanted to know, plus had a practical reason to ask this question. So I did.

The Votes Are In

In December I ran a survey for the topics that you felt would help you most in 2018. We focused on the three key areas that bookkeepers ask me to help them with most: (1) technology, (2) marketing and getting new clients, and (3) streamlining internal systems and workflow. I was curious to find out which was the most in demand now.

Survey says…

Pretty much all three. But a clear trend is emerging. In fact, I run a survey like this every year to come up with the training plan for my TFB Premium membership program. Two years ago was the first time that systems and workflow beat marketing for the #1 spot. But this year technology takes the prize!

Here's how these areas ranked, in order:

  1. Technology
  2. Systems & workflow
  3. Marketing

We will be providing classes surrounding all of these topics in 2018, but clearly we are looking for ways to rise above the noise and future-proof our bookkeeping practices as automation and technology keep surging forward. The scene of our world is changing and we need to adapt.

My mission with The Freelance Bookkeeper is to gather a community of confident, competent, consultative bookkeepers who want to make a difference. I believe that when you grow your bookkeeping business, you can provide important benefits to not only yourself and your family, but also to your clients and everyone we collectively touch. So all of the training programs and resources this year will be to support your success as we navigate the changes together.

In view of this, we've now posted the new 2018 lesson schedule for the TFB Premium program (see below), as well as planning upcoming free webinars that support these three key areas of growth. We're also working on several projects that will zero in on leveraging technology AND honing your consultative and advisory skills to produce the best results for both you and your clients for the long term. So stay tuned this year. We are in for an exciting ride!

The TFB Premium Lesson Topic Schedule for 2018

January: The 6-Figure Bookkeeper – Is it Really Possible?

February: Simple Online Client Attraction for Busy Bookkeepers & Accountants 

March: Your Win-Win Client Assessment – How to Avoid Getting Stuck with the Wrong Clients

April: The No-Risk Way to Specialize Your Bookkeeping Practice

May: Bookkeeping Automation for Virtual Bookkeepers

June: Virtual Service Delivery Systems: How to Assemble Your Own Streamlined Workflow

July: How to Add Coaching & Consulting to Your Bookkeeping Business in 3 Simple Steps

August: CyberSecurity – What Every Freelance Bookkeeper Needs to Know

September: Your Online Presence – What You Need to Succeed

October: Bookkeeper Blogging & Content Marketing for a Regular Stream of New Client Leads

November: How to Set Up Your Client Referral System for More Consistent Inquiries

December: How to Migrate from Hourly to Flat Fee Packages Without Losing Your Shirt

If you've been thinking about joining us for one or more months this year, we'd be glad to have you with us!

Learn more about The Freelance Bookkeeper Premium program here

Additionally, if there are topics you don't see here that you'd like to learn more about or have me post here on the blog, go ahead and let me know using the Suggestion Box at the bottom right of this page.

So, what are your big plans for 2018 to grow your bookkeeping business?

Freelance bookkeeper, trainer and consultant who works with internet savvy business owners and bookkeeping professionals to maximize cash flow and build true win-win relationships.

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