Welcome To My Channel: The Bookkeeping Shop 👉 The Main Theme Of This Channel is Teaching Accounting & Bookkeeping professionals how to start, run and GROW 📈 💸 their profitable bookkeeping business online. Bookkeeping Business | Virtual Remote | Tips and Best Practices with Veronica L. Sagastume.
This channel will share tips, tricks, training, best practices, strategies, and more to teach Bookkeepers and Accountants how to start/launch, run and grow a profitable bookkeeping business online.
👇🔔 PLEASE LIKE SUBSCRIBE AND SHARE (The Bookkeeping Shop) to our channel and turn on those post notifications to never miss any video! www.youtube.com/@TheBookkeepingShop ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Grab my FREE Guide: My Top 10 Bookkeeping Resources to Start Your Bookkeeping Business Online www.veronicasagastume.com/top10
📧 Email us for any business-related inquiries: info@veronicasagastume.com
Thank you for giving me confidence that I don't have to go all out and offer services I'm really not comfortable with but to start small and bare bones so I don't get discouraged. I can focus on doing those things with excellence and expand later. I hope to get my first clients soon! 🙏
I just discovered your videos and I love them!! You're helping me so much!! But none of your links to the resources are active anymore, and I can't access your site. Where can I find you?? Thank you for all your hard work and info!
Hi Samantha, we are in the process of revamping the website and the resources. The links will be updated by mid July pointing to the right links. I’ll be sure to let you know when it’s live.
Welcome! Will be back in the fall with new content and a refreshed website and active links to the refreshed resources as well. Be on the lookout for that in the fall.
🌟 Just got "The Client Filter" and wow, it’s a total game-changer! 🚀 Not just for bookkeepers, but for any pro who's had enough of challenging clients. The detailed intake questionnaire and email script are perfect for weeding out the not-so-great fits and ensuring I collaborate with clients who truly respect and align with my business goals. 🎯 This tool is absolutely essential for anyone looking to build a respectful and productive client list. Plus, Veronica Sagastume’s '10 steps to kickstart your bookkeeping business' is packed with practical tips that are guiding me towards my business goals. Veronica is a treasure trove of bookkeeping and marketing wisdom! 💼📈
Thank you for the high value information you shared. I will create the templates you suggested and for the video…I think Loom would a good resource. Thanks again for the suggestions and advice
I'm a graduate student and want to do it for free . I can generalize every type of general journal entry and reconcile banking transactions to the record.but can't find a client. If you have any work I will do for my experience. Thank you
Never work for free, your time is precious. Price yourself low if you want to, $15 an hour or something, but don't work for free. Doing this screams desperation to the client, which is often a big turn off. You're worth more than free.
Hello. My name is Rickey Hughes. I have a business in bookkeeping and accounting. It is a small business, as well as a home based business. I have just watched your video on how to get more clients for my business. I believe if I try to do what you said in the video, I will be able to get more clients. Right now, I don't have too many clients; and so far, my business has not been too successful. That's why I am responding to you, right now, in reference to the video I have just seen. May I hear from you, so I can get more ideas on how to get more clients and grow my business? I will be more than glad to hear from you. I am interested in this. Please let me know how you can help me out with this. I would more than appreciate it. Thank you so much. I look forward to hearing from you.
Hi @rickeyhughes1784 I'm glad you found my video content helpful. I have a few questions for you. Have you selected the industry or type of business you would like to provide your bookkeeping services to? What method of outreach have you tried to get clients? and how often are you working to get leads to convert to clients? I have several free RU-vid videos in my channel of ways to get your first or next bookkeeping client you may want to check out, as well as a resource with 1000 bookkeeping niches bookkeepers can choose from and the reasons you should consider niching/focusing on a specifc industry. www.veronicasagastume.com/1000niches
Thank you so much for your insight into the business of bookkeeping. I feel that I have finally zeroed in on the field that compliments me and my skillset the best. I look forward to following and learning what you have to offer.
Hi @annetejackson3550 I'm so happy to hear your focus! Zeroing in on who you want to serve, helps you to focus on the services you offer, the way you'll deliver your service, the language you'll use to attract that group/industry and so much more. Feel free to check out my other free resources www.veronicasagastume.com/bio or available templates www.veronicasagastume.com/shop
Hello, Veronica. Appreciate your video and this free resource. I heard a couple people say it’s best to attempt to land the first client while doing the studies to complete the bookkeeping course since it takes 30 (-60 days?) to obtain the first client. What do you think? It’s ok to do the studies while simultaneously going after the first client? I’m about to begin my course.
Thank you so much. This was very helpful and easy to understand. I appreciate all your videos and help very much!!! How would I create this website and "put it out there?" Do you use Squarespace or which one and where did you get your domain?
Hi @rww4624 I personally host my website on Square space...my bookkeeping and accounting business name is Fortified Accounting. However, when I started, I had a one page website I used as a sort of bill board to send folks to for the main general information. I get all of my domains from Go Daddy. However, If you're looking for a budget-friendly one-page website you could design within an hour, I have a template you may be interested in checking out. you can use a subdomain or your own domain in Canva, the training inside the product template walks you through the set up. www.veronicasagastume.com/shop/p/bookkeeping-one-page-website-template I hope this helps.
I needed to hear this today. Thank you! I just started my bookkeeping business last month and I’ve been networking the past couple of weeks. No clients yet. Everything I’ve researched says it takes anywhere from 30 days to over 3 months to get your first bookkeeping client. I hope it’s sooner rather than later. Scary when you don’t have an income coming in.
Hi @kimmiel6825 I can totally understand the uncertainty that comes with not finding a paying client right away. I will encourage you to find 2-3 different ways you work to generate leads and make it your priority to build that muscle memory and feel confident while gaining the skill of direct outreach until you get that first client. Everything feels harder at first, but it gets easier the more you do it. If you choose a method to find clients and you don't like it, try another way until you find the one you can grow and master.
I am contracted with my 1st client a private real estate investor 20 hrs a week , 2 days a week to meet with accountant. I would like to bill 16th and 1st of the month. What's your thoughts vs Monthly billing paid for the previous work of services?
Hi @calicowest, congratulations on your First Client, that's amazing!. I will paste the 'draft' wording in a follow up comment below. - You are the 'consultant/contractor' you set the payment terms [you can make it so that it is pay the invoice upon receipt: due immediately with a few days of grace period] - Traditionally, we send a monthly invoice for services rendered the previous month because we are not on payroll getting paid every two weeks or on the 15th and the last day of the month. Also, most clients don't like to cut two checks for paying a bill/invoice for a contractor. Does this mean you'll be sending them two invoices? - The only time I've built it into our contract to invoice a client twice a month and get paid twice a month is when we knew the invoice would be so high that it would help the client to get an invoice for $5,000 twice a month and have the opportunity to pay each at seperate times which helped with his cashflow. question for you: - how much will you be invoicing them hat you need to have them pay twice a month? - is this to help you with your cashflow or your client? You can set the expectation in your scope of service/agreement so they know they will get two invoices per month, and what your payment terms are (how soon to get paid). There may be pushback because you as the bookkeeper will also be helping the client to pay bills (your bills have now gone from one a moth to two a month).
@calicowest here is a sample draft of wording to communicate billing: if sent via email Subject: Improved Invoicing for Your Convenience Dear [Client's Name], I hope this message finds you well. I wanted to discuss our billing process that could make managing your finances even easier. We invoice bi-monthly with invoices sent on the 15th and the last day of each month. Here's why it's beneficial: - Easier Budgeting: Smaller, more frequent invoices make it simpler to budget and track expenses. - Improved Cashflow: You'll have a clearer view of expenses, helping with cash flow management. - Convenience: Invoices will still be "due upon receipt," giving you flexibility in payment. This change will enhance transparency and help you stay in control of your finances. If you have any questions or concerns, please feel free to reach out. Thank you for choosing us as your bookkeeping partner. We look forward to your feedback. Best regards,
@@TheBookkeepingShop Thank you. It new to me that bookkeeping is now outsourced, I left accounting back in 1997, and I have been doing other financial services business. I embarked on a long time friend sho is a contractors and he needed help with preparing for taxes. I jumped in and was able to help him with any prior years of accounting transactions.
Great video! I live in California. How do I figure out what to charge for this offer? If extra bank accounts etc...if there are things considered as add on's to this offer package how much would I charge for each add on?
I will reply to your questions shortly, when I’m back in my office in a few days. It’s a great question and I think others would have the same question so I may actually do a video on it.
I live in California as well. Great questions about charging. In the video I mention an Intake Questionnaire which is typically something you would send your prospect in order to determine how big of a project it is. How many months, how many bank accounts, etc. and then you as the professional, need to assess how much time you may need in order to complete the project in a specific amount of time. You can then take that time, add some buffer for unexpected things that come up (because they always come up) and multiply those hours by a rate that would make you a profit and be worth your while to then give a fixed rate for the project. You can also add a clause that scopes out the project and stipulates if the volume or project is larger than originally scoped out, you may need to discuss and adjust or charge an additional rate. I have an intake questionnaire form already if you want to check that out. www.veronicasagastume.com/shop/p/questionnaire The flow would be: 1) Discovery Call (learn about what they need 2) send intake questionnaire to then 3) prepare a service agreement with the scope of work and fee www.veronicasagastume.com/shop/p/contract I hope this helps.
Hi James, the example I give is in the video. Creating an offer where you are solving a problem that a small business owner has especially in the fourth quarter of the year when they have all of a sudden realized they are way behind in keeping up with their books is a type of irresistible offer. You as a Bookkeeper, a Creating and Offer that is specific to the small business owner to solve the problem in a timely manner.
You can name to sell for a couple of different things whether it’s A) Year-End Bookkeeping B) Fourth-quarter catch up Bookkeeping C) Year End Catch Up your bookkeeping D) The All caught up bookkeeping offer
James, Here are a few more examples of naming this type of offer: 1. Year-End Bookkeeping Boost 2. Bookkeeping Bailout Bonanza 3. Yearly Books Booster 4. Year-End Books Breakthrough I hope this helps.
Hi, thank you for reaching out, I'm glad you found the video useful. Many of the links to resources I mention are in the description of the video however here's the link to my website resource page: www.veronicasagastume.com/resources www.veronicasagastume.com/bio if you want to check out other resources: 1000 Niches for Bookkeepers: www.veronicasagastume.com/1000niches Other Bookkeeping Digital Products you may find useful: www.veronicasagastume.com/shop
i cannot take customer from last employer. they always make me sign a paper I cannot do this. but your cideos are very informative. i see them. now a days, employers do not want to train new bookkeepers. I have been hired and fired 4 times by now. they want experoenced right at the beginning. So I kind of forced to become self employed.
@nzabeen, where are you located? You may want to try to work for a remote bookkeeping firm that allows you to work from anywhere while getting experience...look for bigger firms that would have a training and allow new bookkeepers to join their team. It may require you to reach out to them and inquire about a position if you still want to work for a firm where you can get experience from for a while to gain experience.
@@TheBookkeepingShop I get inspiration from you. I live in Hamilton city, Ontario province,Canada. This area is dead for accounting I believe. That's why I am facing same consequence again n again. Would you be able to tell me a few accounting firms that provide training and big enough to accomodate large number of employees? also remote working facility? To gain more experience or skill, I am enrolled in a bookkeeping certification course now 8 months long. So at least I have the skill. In Past, I had an accounting diploma that only covered generalised accounting knowledge but no hands on accounting skill and software skills, no skill for filing taxes and othet items.
@@TheBookkeepingShop most of thoese bookkeeping jobs that I had bad experience was from either one person owner or family owned small bookkeeping businesses. Not big accounting firms. I barely know any of those firms.
Hi @nzabeen, finding clients is a challenge many new bookkeepers or bookkeeping business owners face. I do believe that your first bookkeeping client is usually in your network (contacts). Have you put a communication together to let people in your circle know of what you're doing, what you offer, the type of client you're looking for? Start with focusing on getting warm leads (your network) and work on communicating with them to focus on getting one client in the next 30 days. Have you grabbed my resource (free) 'Nurture Your Network'? it gives you a guideline and email scripts you can customize to reach out.
@@TheBookkeepingShop i will do that. Thanks a lot! The reason I decided to become self employee is the dirty politics of accounting employers now a days. Iam in Canada, Ontario province, Hamilton city. They hire me, watch me a few days and realise I am new, still not super fast or need guidance/training and thenthey fire me. It has happened 4 times with me so far. These employers do not want to teach the on spot job training now a days because after I learn theskill, definitely I might walk away an. become self employed and be a competetor for them right? It has also happenes with some new bookkeepers in our community that I knowso far. And I am also stubborn. i want to be succesful here in this field. and i took vow i will become self employed, become a competitor for these nasty business people. more new self employed bookkeepers should emerge to solve this ugly situation. to be more knowledgeable, right now i m back to college to do an 8 month bookkeeping certification to learn the quickbooks in detail. in past, i only had an accounting dioloma, that didn't cover the hands on experience in bookkeeping. soecialy the different types of filings.
Hi Jerome, I'm thrilled to hear you found this helpful. It's definitely a topic I don't hear to much about. when you're ready, and if you need more help, be sure to check out the intake questionnaire I've already created along with the explainer video.I'm so happy to hear you taking action. Keep going! www.veronicasagastume.com/shop/p/questionnaire
I have a lot of free resources that can help you get started. If you go to the description of my videos, there is a section with resources and a link to take it to the page so you can grab what you need to start with.
I can't even tell you how much I needed this today!(I had tears in my eyes 🥺) I got my business license MONTHS ago and then PANICKED!!!😵💫 Literally talked myself out of it. Girl, you called me out in the first two minutes! 😆 Thank you! I shut off the TV and hot tailed it to my office to make a plan and get my butt back in gear. I'll be binging some of your videos to get me back into productive mode again. 🎉
Hi Aimee, I'm so happy to hear this video and my words helped to get you back on track of pursuing your dream and start your business! We're here to help. Congratulations on taking the immediate next step, making a plan :) I'm rooting for you.
Thank you! I appreciate the feedback. I do offer one on one strategy calls that can be used for on-demand coaching: which I offer to help with specific questions/issues. Ready for a 1:1 Bookkeeping Business Strategy Session with me? veronicasagastume.as.me/50 Use your RU-vid promo code YTSTRAT23 for a special offer: you'll get $75 off the regular fee.