Efficiently Onboarding New Bookkeeping Clients [Step-By-Step Guide]

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Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!
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1 окт 2024

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Комментарии : 40

@Mstroup93 4 месяца назад

Great video Zach 👍 I'm in the middle of onboarding a client right now. In addition to what you said I also like to request the clients most recent tax return so I can match it in their quickbooks as well as any loan / purchase agreements so I can amortize the loan payments.

@BookkeepingExpert 4 месяца назад

Great suggestion!

@ASAP815 4 месяца назад

Great video This is the information I needed to hear

@BookkeepingExpert 4 месяца назад

Glad it was helpful!

@sharonhanany3373 4 месяца назад

Hi Zach. Love your videos. If you start with social media marketing with DM, FB groups, reaching out to current business owners, is it better to do with the goal of developing niche clients or just be a generalist to start? Meaning if your previous work experience is in healthcare or finance, it may be easier to attract and onboard new clients when you can say you understand their industry? Or be a generalist and think in terms of number of DMs, outbound calls and emails to potential clients? Thanks in advance and keep those YT videos coming.

@BookkeepingExpert 4 месяца назад

I started as a generalist, and I still am

@meganm1441 3 месяца назад

HI Zach! Great video. Do you have a previous video showing your tracker spreadsheets? I would love to see how you have them set up to help you stay organized and efficient.

@BookkeepingExpert 3 месяца назад

I'm not sure, but probably some where! I keep it pretty simple, I just track which clients I work on which days

@dylanfowler350 21 день назад

Just curious - why don’t you require autopay for your clients via credit card or ACH?

@BookkeepingExpert 21 день назад

I do now!! 🙂

@dylanfowler350 21 день назад

@@BookkeepingExpert awesome! I just started my bookkeeping business and this is how I have it set up for my first 3 clients so far. Great content!

@jimmymaravilla87 3 месяца назад

Do you use pandadoc because its integrated with QuickBooks?

@BookkeepingExpert 3 месяца назад

No, I don’t integrate anything with QuickBooks

@YourBusinessYourNumbers 3 месяца назад

Again, this video provides valuable guidance for those who are starting their own accounting firms!

@BookkeepingExpert 3 месяца назад

I’m happy to help!

@katierau3404 4 месяца назад

What would you charge for setting them up in QBO with a new subscription? Would you suggest going back to the beginning of the year so they will have full reports for the year?

@BookkeepingExpert 4 месяца назад

I just ask my clients, when do you want me to start? Then I charge the full monthly fee for each month

@radzwionlaw 4 месяца назад

Some of these systems are directly applicable to a small law firm. Good stuff Zach!

@BookkeepingExpert 4 месяца назад

Thanks!

@vfulcomer1 4 месяца назад

Thank you for the video, that is helpful. Do you charge $2-$3 per transaction for big cleanup projects too? For example, if a client has 3,000 transactions for 2023 to do bookkeeping for.

@BookkeepingExpert 4 месяца назад

Yes, exactly

@vfulcomer1 4 месяца назад

Thank you!

@stevenwebbjrhistory 4 месяца назад

What legal info do you put in your agreement? And what about using your website for most of your onboarding and payments?

@BookkeepingExpert 4 месяца назад

My agreement has most of the regular legal jargon

@theblondest1 2 месяца назад

How do you handle getting the adjusting entries for the Adjusted Trial Balance, do you contact the CPA

@BookkeepingExpert 2 месяца назад

Very few adjustments with almost all of my clients. These are very small, cash basis companies

@comment5884 4 месяца назад

In that first year, if you would have charged $3, would you have match your Amazon income?

@BookkeepingExpert 4 месяца назад

Probably!

@JavarisJAskin 4 месяца назад

Not sure if you’ve ever talked about this before but you don’t offer payroll services correct? If not, how do you account for that with doing their bookkeeping assuming they have employees?

@BookkeepingExpert 4 месяца назад

I don't do payroll. I just record payroll wages and payroll taxes on the P&L. I don't track payroll liabilities or accruals