The Freelance Bookkeeper is Joining

Big news! The Freelance Bookkeeper is merging with was founded by Ben Robinson (known for his Bookkeepers Launch program) in 2015. Ben's mission is to grow an army of “21st Century Bookkeepers” who use their expertise to help clients see the path forward to prosperity and financial success.

Sound familiar? For good reason.

Like me and The Freelance Bookkeeper, Ben offers a range of online courses, (he's a former CPA) but he works with both beginners and experts, and leads the largest online community of virtual bookkeeping professionals online. He also recently founded the Digital Bookkeepers Association (DBA) and hosts the I Love Bookkeeping podcast.

Ben and I decided to join forces because we share the same core values and vision for elevating the status of our profession and embracing the vital role we play in the success and prosperity of bookkeepers and small business clients. We came to the conclusion that we can do much more good for our profession working together rather than working independently.

Our goal is to provide bookkeeping professionals at every level with quality training and education so we can reach new levels of competence, confidence and prosperity together.

What This Means for You

For the time being, TFB training programs will continue to run as they have. The reality is, it will take some time for us to mechanically merge our operations. But you won't miss a beat and in fact, we have some fantastic upgrades coming your way!

In the meantime, let's celebrate!

In this time of ‘Growing Together' I want to make it super easy for you to get what you need right now in these challenging times so you can thrive and not just survive.

So from now until April 30th (Thursday) you get your first month of TFB Premium paid for you! That means you'll get this month's class and last month's class for FREE!

Those available classes are…
March – Acquiring New Clients: Your Prospect-to-Client System

April – Simple Systems for Providing Advisory Services to Your Bookkeeping Clients

But that's not all! With more of us and our clients working online than ever, there is a HUGE need for us to pay attention to the cybersecurity threats that are growing rapidly! Hardly anyone is paying attention to that, but we need to.

So when you join us in TFB Premium this week, you ALSO get FREE access to the TFB Cybersecurity for Bookkeepers class (which includes new materials just added). That's an additional $67 value!

How to Get the Goodies

Use the Coupon Code: TFBMERGE27

That's good for $27 off on either the monthly or the annual membership in TFB Premium

Once we see your subscription come through between now and April 30th, you'll also get free access to the Cybersecurity for Bookkeepers class with the latest updates.

Join TFB Premium Here:
Click here to access the new class now

By the way, you won't see this special offer on the information page. That's because this is exclusively for TFB subscribers (That's YOU!). It's my way of saying thank you for being part of the TFB community. So let's celebrate what are actually bright opportunities for us right now together!

We are in challenging times, for sure, but that's no reason to stop us from seizing all the exciting, new and emerging advantages we have now that are ripe for us to grow and prosper!

THAT is exactly what Ben Robinson and I see for our future as freelance virtual bookkeepers, and we're thrilled to be sharing this journey together with you!

Stay tuned, since we have more exciting announcements coming your way! 🙂

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TFB Spotlight: Yoseph West of Relay – Virtual Bookkeeping & Online Banking

We've long been saying that virtual bookkeeping is what we all need to be offering to our clients, and now more than ever this is true, thanks to COVID-19.

In this TFB Spotlight we caught up with Yoseph West of Relay (more on that later). He shares a very candid view into how “work from home” is affecting the operation of even online companies.

Take a half-hour break and have a listen to this interview and learn not only what likely many of your clients are going through, but also some tips on how you can help them on the road ahead.

Download the audio version here. (40 mins)

Interview Highlights

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Help for Working Virtually and Growing Your Practice in Uncertain Times

If you've been running your practice virtually for some time, keeping your business running on an online-only basis is not as stressful as if you've not quite gotten there yet.

Sudden change, however, is always stressful.

In uncertain times some businesses who have what is needed most in such circumstances start to gouge prices due to the high demand. They're looking to cash in on short-term gain without considering the long-term fallout. That's not a win-win solution.

By contrast, there are others who are stepping up to find ways to do what works for all concerned because they care and realize we are all connected. An example this week is how Amazon is hiring 100,000 workers, making their surge in demand benefit those who are losing work (and taking the pressure off their employers who may not have the resources to continue paying them while operations are paused).

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Virtual Bookkeeping: 7 Ways to Go from Offline to Online

Author's Note: Virtual bookkeeping is more important than ever in light of current challenges! This article was originally published in 2015 but has been updated and expanded for 2020.

If you're currently serving clients on site (in their office), or even if they're coming to you to drop off their info, how can you upgrade your business and make the transition to an online bookkeeping service?

Here are 7 ways to move from a traditional offline bookkeeping business to an online, remote bookkeeping service:

1. Cut back your dependence on paper

These days most of the information needed to get the bookkeeping done is now available in electronic form. As a virtual bookkeeper, you can use automatic bank downloads to gather the vast majority of the transactions flowing through your clients' bank and credit card accounts. Bank statements are also available as PDF documents. Your clients can even snap photos of paper receipts with their smartphones, or forward the email versions to provide the “paperwork” you need.

2. Become a more proactive communicator

When you don't see your clients in person, it is more important for you to reach out to them via email and phone frequently. Set regular appointments to review their books and get questions answered. Hold online video meetings to nurture the inter-personal connection. (Yes, that means getting on camera!) Your services will feel more personable and professional to your clients, and will help you and your clients stay on track too.

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A Key to Growing Your Bookkeeping Business

So you've been working on growing your bookkeeping business?

I've got both good news and bad news for you.

Bad News First

I'm hearing from more and more bookkeepers who are getting really frustrated with the changes that are being thrust upon us as a profession.

  • Key apps are being acquired, aren't working anymore, disappearing, or are becoming over-developed or overpriced (or both!)
  • Clients seem to be getting more demanding, yet think our service fees should be “cheaper” with expanded scope and faster response time.
  • Competition is growing from big accounting firms and software vendors alike. It seems everyone wants to offer low-cost bookkeeping services and squeeze us right out of the picture!

Have you been feeling the pinch from these changes happening around us yet?

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