Kate also recommended a couple of other companies that offer similar services, although she hasn’t used them himself yet: Once in, Kate said their sales team worked to find small businesses in need of bookkeeping services to introduce her to. To get accepted, she had to take a 5-hour test of bookkeeping tasks. They act as a kind of matchmaking service for bookkeepers and small businesses. Bookkeeping Matchmaking ServicesĮarly on, Kate signed up for a service called Paro.io. But she said it’s not necessary you can onboard clients remotely via Zoom and every accounting software has a built-in permissions to let 3rd party bookkeepers access it. Since this first client was local, Kate met with her a couple of times in person. And with that, Heritage Business Services was officially in business! It turned out that one of the other attendees needed some bookkeeping help, so Kate got the gig. Kate decided to go along and hand out Post-it notes - she wasn’t prepared enough to have business cards - introducing herself as a freelance bookkeeper. Her monthly real estate meetup group was hosting a speed networking night. In-Person MeetupsĪt the same time Kate took her bookkeeping course, she was also interested in real estate investing. Kate employed a few different tactics to fill her client roster. One challenge with any freelance business is how to connect with clients. How to Get Your First Bookkeeping Clients She recommended aspiring bookkeepers either gain certification in Quickbooks or Xero, as these are the two most popular online accounting software programs. In Kate’s case, she earned an Advanced Pro Advisor certification from Quickbooks. But you’ll still need a foundational education on the rules of accounting. By taking these, you can demonstrate you’re proficient in using their software. Still, Kate added that all of the major bookkeeping software providers have their own certification programs. In the US, there are no formal certifications required to call yourself a bookkeeper. What Certifications Are Required to Become a Bookkeeper? This isn’t a side hustle you can learn in a week or even a month, Kate told me. She also added that there are a lot of bad bookkeepers out there, and the difference between a good and a bad bookkeeper can have a huge impact on a business. You need to learn the fundamentals of accounting, as well as how to use bookkeeping software. “You’re really talking about people’s livelihoods here,” Kate explained. A paid course may accelerate your progress and give you confidence, but there’s always a way for bootstrappers to get started on the cheap. Still, these skills are learnable at your own pace. The systems and processes to run an efficient and compliant bookkeeping practice.Thinking beyond “debits and credits” to help business owners achieve their financial goals.Most free courses will give you to baseline technical education to feel comfortable doing the work, but won’t cover the “business” side of becoming a bookkeeper. If you click here, you’ll be able to check out a free preview of the course - and you can check out Kate’s full review here.īefore investing in a course though, it might make sense to work through some free resources, like these at. To learn the ropes, Kate enrolled in a premium course called Bookkeeper Launch. In Kate’s case, she’d taken some accounting classes in college, but those high-level courses weren’t necessarily great preparation for starting an actual bookkeeping business. The first step to getting started is making sure you have a proper education and understanding of bookkeeping and accounting rules. On top of this, being married to someone in the Navy and never being fully settled in one place, Kate really wanted a virtual job.īecoming a virtual bookkeeper checked both of those boxes. “And I’ve always been a great number two person.” “Lots of small businesses are really good at their craft, but they’re really bad at the behind-the-scenes stuff,” Kate said. She knew she could learn the necessary skills and software, and thrive in a “behind-the-scenes” role. What’s the Day-To-Day Work Like for a Virtual Bookkeeper?Īlthough she’d never been paid to do accounting or bookkeeping in the past, the business appealed to her.How to Get Your First Bookkeeping Clients.What Certifications Are Required to Become a Bookkeeper?.
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