The COMPLETE Bookkeeping Business Roadmap Every Beginner Needs in 2026

This is Video 3 of 6 in my Start and Grow Your Bookkeeping Biz in 2026 series. If you're starting a bookkeeping business and feel overwhelmed by all the advice out there, this roadmap will give you clarity on exactly what to do and when to do it. I'm walking you through the complete 4-phase roadmap I used to grow my virtual bookkeeping firm from a solo practice to a team supporting funded startups nationwide.

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https://www.thebookkeepingshop.com/resources
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VIDEO CHAPTERS
0:00 Intro To Phases
1:29 Phase 1 Foundations
6:48 Phase 2 Getting Ready
15:31 Phase 3 Landing Clients
20:28 Phase 4 Delivering service
26:05 Phase 5 Leveling Up

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VIDEOS MENTIONED:
- How To Run (host) a Discovery Call https://youtu.be/insQb-FSICs
- First Offer https://youtu.be/IlVg63M4paE
- VIDEO SERIES: https://youtube.com/playlist?list=PLegNhelRbS5cyjLVKcn-Z2NTHl8BL7Z81&si=-Dt-GMZV1ahiYq3h

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KICKSTART YOUR BOOKKEEPING BUSINESS BUNDLE
https://www.thebookkeepingshop.com/bundle

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My Payroll system I use to pay employees, and contractors (I love that they take care of preparing and filing W2's and 1099's. Gusto has been crushing it for me for 10 years!
https://gusto.com/y/veronica3170

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Check out my AMAZON Must-Haves for my Business
https://www.amazon.com/shop/profitablebookkeepingbiz?isPublicView=true

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