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All in For Bookkeepers
In many ways, a good budget spreadsheet is one of the most valuable tools you can provide for your bookkeeping clients.
Is it the most common task you will perform in your bookkeeping business? No, probably not. Most business owners just want the bare essentials. They want their bank account reconciled and a basic set of financial statements so they can hand everything to their accountant at tax time.
Those are not the clients we will focus on today. In fact, I'd argue those are not the clients we should focus on...period.
Let's focus on the small business owner that wants to know more about their company. They want bookkeeping services that give them a clear picture of the upcoming year. They want to know how their revenue looks and where to reign in their expenses. And, most importantly, they want your expertise to create this budget.
Ever since I made my bookkeeping business fully remote in 2010, I have been obsessed with productivity. I'd like to share some basic concepts I've learned over the years that I hope will help you and your bookkeeping practice.
Here are 7 of the most common bookkeeping mistakes I have encountered in my many years as a bookkeeper.
As a bookkeeper, you have a few different ways you can charge for your bookkeeping services. Should you bill an hourly rate? Would a flat monthly fee be better? What about value pricing your services? Let’s discuss your options and find out how to charge for bookkeeping services.
Client and employers often require prior experience before they will hire you. But what if you have no experience yet? We’ll explore 5 ways to get your first bookkeeping client when you have no experience
There are 2 basic directions to grow your business. Ok, a third if you count “straight into the ground.” The first two are good options, but one is likely a better fit for you and your business. Which option have you chosen?
There really is no substitute for work experience.
As a bookkeeper it's hard finding clients. Clients who will work with you year after year. It can take a long time to build up trust. After all, we are dealing with their business and their money. Often we're moving their life savings to and from their accounts each month. If you take on a client who is just getting started, they will often come to you for your advice. It makes sense. Most people work with one or two accountants in their life, if any. Most bookkeepers work with dozens over their career.
This can be tricky. An accountant is a critical position to fill. A really good accountant can be a big factor in your success. A really bad one can cost you a lot of money and steer you in the wrong direction.
