Unless they are a certified public accountant (CPA), bookkeepers should not prepare tax returns or sign the returns as a paid preparer. Once you purchase QuickBooks Live, your dedicated accountant walks you through onboarding. They also take a look at and make any necessary adjustments to the current state of your finances. After that, they provide year-round service, creating financial reports, handling day-to-day bookkeeping and more. You choose which QuickBooks Online plan you want, and then you tack on QuickBooks Live for $300 more per month.
Pilot: Best for startups
- To get the most bang for your buck, start by getting inside the head of your preferred clients.
- This will increase the chances of gaining your first client and continue to attract new clients over time.
- To become a life insurance agent, you must pass a state licensing class and a standardized test.
- The biggest difference between an S-corp and sole proprietorship is that an S-corp requires two owners, while a sole proprietorship only requires one owner.
A great tip for attracting additional traffic to your company’s google my business profile is when you compose your headline, include some important business keywords there. For example, below are the Google Map profiles for two companies – the first one has only the company name in the header. And the best part is that it’s very easy to learn how to set up and optimize advertising on Google. Google itself is interested in making sure that businesses know how to use its tools.
Set up a website and all the socials for your small online business
When you’re ready to dive a little deeper into ads, take a look at our guide to the best places to advertise your business. Almost every business owner needs a bookkeeper, and as a bookkeeping professional, you’re confident that virtual bookkeeping services you know your stuff. However, competition can be stiff when you’re up against other local professionals, online services, and the DIY approach. A standalone bookkeeping service operates independently of any accounting software.
Register Your Business
For a bookkeeping business, you may also want to include information regarding your niche and any certifications that you have as well. Professional associations also offer certifications so that you can hone your skills and market yourself as a professional bookkeeper. For instance, both the American Institute of Professional Bookkeepers (AIPB) and the National Association of Certified Public Bookkeepers (NACPB) offer certification programs.
Software Tools and Technology
As any good bookkeeper knows, one of your primary jobs is making sure your clients’ financial data is safe and secure. That means communicating with them about who should have access to information and how you prioritize security. One of the biggest benefits of virtual bookkeeping is helping companies save a ton of time and money versus hiring an in-house bookkeeper. Fast-growing businesses may also turn to you, as their bookkeeper, to manage payroll and payroll taxes too. So it’s important you make timeliness and accuracy a critical part of your business.
Does your virtual bookkeeper have experience in your industry?
Get with the times by marketing in social media
- Fortunately, there are a variety of low-cost effective ways, both online and in person, to find new bookkeeping clients and successfully grow your client base.
- In addition to posting content on social media, consider hosting a webinar or podcast or offering to be a guest on an existing financial podcast.
- When clients enjoy working with you, they are more likely to offer referrals for you.
- Examples include bookkeeping journal entries, bookkeeping ledger, bookkeeping reconciliation and bookkeeping trial balance.
- AI generates your personalized website instantly with built-in scheduling, payments, email marketing, and more.
- There are many other factors to pay attention to when optimizing your site for SEO.
- Types of insurance many bookkeepers secure include professional liability (sometimes called errors and omissions) and general liability.