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How to Start a Bookkeeping Business: From 0 to 10 Clients

Marcus Bennett

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How to Start a Bookkeeping Business: From 0 to 10 Clients

3 036 просмотров · 3 нед. назад
Marcus Bennett
1,34 тыс. подписчиков
3 036 просмотров · 3 нед. назад
A beginner masterclass on building a bookkeeping business toward your first ten clients. Work through one fictional business from invoice and payment to reconciliation, reports, pricing, discovery, onboarding and capacity. FOLLOW ALONG WITH MARCUS Interactive workshop: https://buildforreal.com/workshops/bo... Practice pack and workflow links: https://buildforreal.com/resources/bo... Download all practice files: https://buildforreal.com/downloads/ma... Step-by-step companion guide: https://buildforreal.com/episodes/sta... Keep the workshop open beside this lesson. Pause when prompted, try the same Cedar Lane examples, then resume when you are ready. The pack includes the answer key, pricing model, prospect tracker, offer builder and monthly-close checklist. The US/USD examples are educational illustrations, not income promises or market-rate claims. 00:00 Build something a client can trust 01:32 What a bookkeeper actually delivers 03:27 Learn the work before you sell the work 05:42 Choose a first client you can serve well 07:33 Set up a business that can handle client information 09:23 The transaction lab: what actually happened? 12:33 Reconcile: solve the twenty-dollar mystery 15:14 Turn the numbers into a client conversation 17:36 Price the actual job 20:00 Find people you can have a useful conversation with 22:42 The first call: listen, scope, then propose 25:06 Onboard and deliver the first month 27:24 Grow from one to three, five, and ten 29:45 Your next thirty days 31:23 You have a repeatable path Sources checked October 10, 2026: Intuit training: https://quickbooks.intuit.com/account... Intuit sample-company guide: https://quickbooks.intuit.com/learn-s... SBA launch: https://www.sba.gov/counseling/launch... IRS records: https://www.irs.gov/publications/p583 FTC cybersecurity: https://www.ftc.gov/business-guidance... Presenter and dramatized characters are synthetic. Original fictional case: Cedar Lane Design. Calculator stock footage by Kaboompics.com via Pexels (7710750); generic context only. Subscribe for practical business workshops.