Steps to Take Before Your First Bookkeeping Client
Thinking about starting a bookkeeping business? This video covers key lessons bookkeepers wish they knew before their first client. Many new bookkeepers spend too much time on certifications before landing their first client. Instead of collecting every QuickBooks and bookkeeping certification, focus on networking and setting up simple onboarding systems. Learn how to create a solid client contract, streamline communication, and choose the right payment software to keep your business running smoothly. Investing in the right tools early—like receipt management and client communication apps—can save you time and stress.
RESOURCES MENTIONED IN VIDEO:
Video: Bookkeeper Workflow in Asana
Video: Beginner Sales Funnel
