Once your proposal is ready, you can preview it before sending it off to your client within Financial Cents. Your onboarding process begins the moment a client officially says “yes” to working with you. This step involves sending and signing the bookkeeping proposal and engagement letter—two essential documents that outline the scope of work, your responsibilities, and your fees. Getting a new client on board, especially as a bookkeeper is always exciting—it’s proof that all your hard work is paying off. The real key to long-term success is how you bring them in. Think of all the work you put into marketing your services, networking, and sending bookkeeping proposals – you don’t want all that work to go to waste.
You’ll be ready to launch your own business (or you may already have done so by the time you graduate). All this passion for creating virtual bookkeepers and tax preparation professionals makes bookkeepers.com a powerhouse of a company. You probably don’t think about “bookkeeping” and “passion” as words that fit well together. There’s the stereotype of the dry, analytical accountant-type who is more or less a calculating device in human form.But that’s not who Ben Robinson is.
- When you create a proposal or engagement letter in Financial Cents, the client’s basic information (like their name, email, and business details) is already added to your dashboard.
- How to offload routine, boring tasks to other people.
- This template is designed to help you onboard accounting clients through QuickBooks Online (QBO).
- Onboarding clients can be a lot of work, and a well-thought-out onboarding checklist is the tool that keeps you organized and ensures every step—big or small—is covered.
- Students originally set up their websites early in the Bookkeeper Business Launch course.
- For your clients, a seamless onboarding sets the tone for a great working relationship.
- Now you can learn the time-honored skill of bookkeeping to put to usehowever you want.
By the way, I’ve added those interviews in boxes throughout this review, so you can read for yourself. Right now, there are over 15,000 BL graduates and more people working their way through the course. Even if your goals are more modest, the average pay rate for a virtual bookkeeper is $24/hr. But Ben and his team teach methods that can help you earn a much higher pay rate – even if you only work part-time.
This bookeepers.com review is about more than the course: Live Zoom Coaching Calls, Legal Lunches, and a blog, too
Ben Robinson’s first course, Bookkeeper Business Blueprint, was pretty straightforward. He released one module a week, because he didn’t want his students to become overwhelmed. Students moved through the lessons in a prescribed manner, learning the skills, building their websites, and so forth.It seemed to Ben like the most logical approach. For many course creators, it would have remained that way….But Ben Robinson isn’t most course creators. Whether you have a question on day 1 or day 1,001, send us an email and our SST will be happy to help.
Why Bookkeeping Client Onboarding Matters
Sending this alongside your notes or instructions can make the transition even easier for them. Dealing with uncategorized transactions can be a time drain, but tools like Financial Cents ReCats simplify this. Use this feature to automate categorization and keep their books clean and accurate. Students originally set up their websites early in the Bookkeeper Business Launch welcome to bookkeepers com where we love bookkeeping! course. But that turned out to be distracting for some students. So Ben now suggests that you wait to start setting up your website until you have at least three clients.
Step-By-Step Courses
Poor cash flow management has sunk countless profitable businesses. A classic mistake is confusing profit with cash flow. You may be profitable on paper but still run out of cash if you’re not tracking the timing of payments and expenses. Watch for growing complexity in your business—adding employees, expanding to new states, or dealing with inventory often means you’ll need professional support.
Why Bookkeeping is Essential for Small Businesses
- The business owner I was talking with looked like she was on the verge of tears.
- But there’s also recommended reading, spreadsheets, hacks, systems, challenges, and other add-ons to help you along your way.
- Many business owners find it helpful to reconcile accounts more frequently – even weekly – to catch issues while they’re fresh and easier to resolve.
- You follow the process and create systems around your onboarding workflow.
- Ben Robinson and his team aren’t just passionate about helping you become a successful virtual bookkeeper.
- While there are no assurances as to what someone can make, let’s see how the best ones earn working part-time, full-time or as a side hustle.
Or, if you’re ready to dive in, feel free to skip ahead to the Templates section to explore real examples. Some online work-from-home courses never even mention work/life balance. Bookkeeper Launch offers skills training you can use to create “day after tax refund” comfort in your everyday life.
Handle Uncategorized Transactions
“You can easily be wasting money on unused expenses, or spending money foolishly on things that don’t provide a good enough return on your spending. Once you choose your tax year, you’ll need IRS approval to change it. Consider your business cycles carefully and get advice from a tax professional before deciding. While you may think of bookkeeping as a necessary evil—something you must do to avoid IRS trouble—it actually has many benefits beyond making tax time easier.
I was having a blast teaching Kelly and helping her with her business. With a virtual job, she was able to put her kids on the bus in the morning. Then, she could be there when the boys came home from school. And, she could take care of a sick boy without having to take a “vacation” day.