What to do BEFORE getting your 1st bookkeeping client

Thinking about starting a bookkeeping business? This video covers key lessons bookkeepers wish they knew before their first client. Many new bookkeepers spend too much time on certifications before landing their first client. Instead of collecting every QuickBooks and bookkeeping certification, focus on networking and setting up simple onboarding systems. Learn how to create a solid client contract, streamline communication, and choose the right payment software to keep your business running smoothly. Investing in the right tools early—like receipt management and client communication apps—can save you time and stress.

Videos mentioned:
Client Contracts for Bookkeepers https://youtu.be/654O4AF2vR8
Bookkeeper Workflow in Asana https://youtu.be/erzqzDh8TqY
Beginner Sales Funnel https://youtu.be/_asOONZEL_E

My website: https://www.finepoints.biz/

☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/
💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/
💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/

☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/courses/bookkeeper-business-coach
🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/courses/bookkeeper-marketing-coach

☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1
➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/clients
➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1
➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/certification-chart-freebie
➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/decision-tree-chart
➡Tax Biz (free intro class on taxes): no longer offered
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE! https://www.youtube.com/@UCKwFBVwdVjyhE0wa0WvJpjw

☑️Margie’s Classes (affiliate links)
**Use code "FinePoints15" for 15% off on any class**
Pass the ProAdvisor Test: https://fastandeasyqbo.samcart.com/referral/qbo-basic/X03zI7TgYsggOYXf
Pass the ProAdvisor Test (Advanced): https://fastandeasyqbo.samcart.com/referral/qbo-advanced/X03zI7TgYsggOYXf
Free guide for the test: https://fastandeasyqbo.samcart.com/referral/everything25/X03zI7TgYsggOYXf
Get hands-on experience (QBO gym): https://fastandeasyqbo.samcart.com/referral/gym-pass/X03zI7TgYsggOYXf
All classes: https://fastandeasyqbo.samcart.com/referral/S9VDjgIM/X03zI7TgYsggOYXf

☑️Other awesome classes (affiliate links)
Booming Bookkeeping: https://www.boomingbookkeeping.com/register?affiliate_id=3902557
Nerd Enterprises: https://www.nerdenterprises.com/a/20210/u7o94LhJ
5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a25de6

▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/technology-tips-for-bookkeepers

▶ Videos to get started bookkeeping:
Learn bookkeeping: https://youtu.be/5W1m-0R6H_k
Bookkeeper certification for FREE: https://youtu.be/xKcCrN5Sn-E
How to become a bookkeeper (with chart): https://youtu.be/IyZvsc0gavM
How to get clients: https://youtu.be/RrrKUYuMSA4
What does a bookkeeper do? https://youtu.be/XVu0Lr_vElY
Day in the life playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAP7Ih6lsz-XD6kVT2w5-wCr
Bookkeeper Launch video: https://youtu.be/dUrjJy1ersw
Client onboarding: https://youtu.be/zEzlaAoEfgQ
How much to charge: https://youtu.be/tm-Eo3tke0E
Services to offer: https://youtu.be/3BPxGm1SIGk

▶ More videos you'll like:
Big, medium & small clients: https://youtu.be/8A877-pVRKA
Niches playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAMm3ERdb-gEY-ZLSnRdCxq8
Before you start: https://youtu.be/40d-8IsYqDo
Impostor syndrome for bookkeepers: https://youtu.be/Y1HVIYj6Mq8
10 reasons to start bookkeeping: https://youtu.be/2tZOoXoZC_w
How to clean up a client's books: https://youtu.be/moRR3fc61XE

#bookkeeper #finepoints #bookkeeping