What To Say During A Sales Call To Get More Bookkeeping Clients

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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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Опубликовано:

25 июн 2024

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Комментарии : 44

@jemimahwalker 13 дней назад

Have watched nearly all your videos! They are super helpful with getting my bookkeeping business into the next level. Super motivating too! Listening in from New Zealand

@BookkeepingExpert 12 дней назад

That’s awesome! I’m so happy to help

@heathersheaven7933 18 дней назад

Thank you... very helpful!

@BookkeepingExpert 16 дней назад

Glad it was helpful!

@emilio-vernaza 18 дней назад

great advice, straight to the point!

@BookkeepingExpert 15 дней назад

Thanks for watching!

@JoeDudleyCPA 18 дней назад

Thanks for the guidance

@BookkeepingExpert 16 дней назад

Always welcome

@ChocolateBubbleSkater 18 дней назад

Very helpful tips in here. Thank u 🐐

@BookkeepingExpert 15 дней назад

Happy to help

@rww4624 18 дней назад

Hi Zach. Thank you so much for this video, it was extremely helpful!! When you have someone send you bank and credit card statements, how do they send them to you? Is it by email and if so, how can they do it securely? I really appreciate you and all your help. You are making it possible for me to learn this and feel more and more comfortable getting started.

@vickispannagel1660 17 дней назад

This is a great question!

@BookkeepingExpert 15 дней назад

They just email them. They can password protect their PDFs if they want

@user-sw1hw3be7n 3 дня назад

Hi. What type of business structure have you opened for your bookkeeping business?

@BookkeepingExpert 3 дня назад

LLC taxed as an S Corp

@chytealthedeal 17 дней назад

1. If they do need Payroll services do you just send them to a 3rd party company? Then do you just categorize the payroll expenses from the bank feed? 2. Where does pricing a clean up or catch work into these steps? 3. Do you do clean ups if they want to be a monthly client after?

@JoeDudleyCPA 16 дней назад

You could also calculate clean-up work into equivalent months/hours etc and bill accordingly.

@BookkeepingExpert 15 дней назад

1 yes 2. I price them the same. I charge $2 to $3 per transaction 3 yes

@user-es6me7qn6l 18 дней назад

👍

@BookkeepingExpert 15 дней назад

😁

@JavarisJAskin 13 дней назад

How do you deal with clients who do not have a completely separate bank account for their business transactions? I'm sure that could get confusing

@BookkeepingExpert 12 дней назад

All of my clients have a separate business bank account. It’s basically a requirement for me to

@rww4624 17 дней назад

I share the same question as Wilson Marky 7. Would you please explain this from your perspective? Is it possible to keep more of our earnings? (move more into our personal accounts for bills and paying off debt and trying to save for a house). Thank you.

@BookkeepingExpert 15 дней назад

I keep about 90% of my profits. Bookkeeping businesses have very little expenses

@myallamericanlife4521 17 дней назад

Just got Certified Today. I need to get to 5-6 Clients by the end of November. Is this a realistic timeframe?

@BookkeepingExpert 16 дней назад

Yes, that's realistic! Try to get 1-2 per month

@WilsonMarky7 18 дней назад

Zach I heard you mention in another video that you choose to pay yourself 5k per month but your actually making 40k + in book keeping. Please explain what happens to the rest of that income. I understand some goes to taxes and business expenses but what happens to the rest? I’m worried book keeping might not be as lucrative as I thought if those are the ratios w take home pay.

@thekingscardboard 18 дней назад

He invests his money. He’s smart and only takes home what he needs.

@WilsonMarky7 18 дней назад

Gotcha! Thanks. Zach could you confirm that.

@Seidylasker 18 дней назад

@@WilsonMarky7 He's talking about what goes on his W2 for payroll since he's an S-corp. It has to do with taxes, not bookkeeping.

@jenninemorel7693 18 дней назад

Bookkeeping can be very lucrative if you know how to manage a business. If you have an SCorp and put yourself on payroll, you can also have the business pay manage a 401k, health and life insurance. If there are any profits, these pass through to him on a K1 and he has to pay taxes on those at that level. SCorps don't pay tax on profits. He probably has set up different investments as well the the company owns to reduce any pass through income. At the level of income that his company makes, he might be better restructuring to a CCorp at this point.

@WilsonMarky7 18 дней назад

Awesome info thank you guys so much 🙏