Watch Me Set Up a Bookkeeping Client in QuickBooks & Price Their Services (Full Demo w/ Screenshare)

Want to see what working with a bookkeeping client actually looks like? In this video, I'm taking you behind the scenes and walking you through the process from pricing a client based on their consultation form to completing their QuickBooks setup. (full demo with screen share) Instead of just telling you what to do, I'm showing you how I actually approach it. In this video, I'll break down: ✔ How I review a potential client's consultation information ✔ What I look at when determining bookkeeping pricing ✔ How I decide what services the client actually needs ✔ How I set up a client's QuickBooks account from start to finish ✔ How I customize the Chart of Accounts, vendors, customers, and categories as I work ✔ What the actual bookkeeping workflow looks like once you're inside QuickBooks One of the biggest things I want beginners to understand is that you don't need to memorize everything before working with clients. You need a solid process you can follow. Once you understand the workflow, working with your first client starts to feel a lot less intimidating. RESOURCES: #1 To see if bookkeeping is a good fit, risk free, join the free 3‑day bookkeeping workshop here: https://virtualbookkeepingseries.com/ #2 Ready to go all in? Join my course and mentorship program, Inside The Bookkeeping Course, you'll learn how to master bookkeeping, get QuickBooks certified, set up your business, price your services, find clients, and confidently complete the work once you land them - with ongoing support when you have questions. Join here: https://thebookkeepingcourse.com/ #bookkeeping #bookkeepingbusiness #bookkeeper #bookkeepingforbeginners #quickbooks #quickbooksonline #bookkeepingclients