7 Steps to Start as a Virtual Bookkeeper 🧾

Virtual bookkeeping is a great way to be your own boss and make money working from home. You can work with clients anywhere and set your own hours. But, bookkeeping isn't something you just decide to do. When you decide to become a bookkeeper - you're making the choice to become a professional and a business owner. You have to be willing to put in the time to get training and to use the right tools to become successful as a virtual bookkeeper. Let's go over how to get started as a virtual bookkeeper in 7 steps.
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Chapters:
00:00 Introduction
00:46 Bookkeeping training
02:02 QBO training & certification
03:45 The legal stuff
06:09 Marketing
08:30 Sales
10:00 Workflows
11:12 Support and community
12:14 Free resources

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Free resource:
Get all my essential templates, checklists, and tools in one place inside The Virtual Bookkeeper’s Toolbox: https://bit.ly/bktoolbox

Recommended Resource:
Avoid scope creep and protect your profits from day one with Mastering Engagement Letters: https://bit.ly/5MB_EngLet

Learn with 5MB Academy:
Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\
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Recommended Apps & Partners:
**Learn how to become a bookkeeper and build a thriving business from scratch with Bookkeeper Launch: http://bit.ly/4nUJNeC

**Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

Copyright:
© 2025 Veronica Wasek – 5MB LLC. All rights reserved.

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