How I Built a Bookkeeping Business (From Idea to $40k/month Revenue)

How Much Should You Charge for Bookkeeping? Here's My Formula

If you're a bookkeeper, one of the hardest parts of growing your business is figuring out what to charge and how to close new clients. In this video, I break down the exact bookkeeping sales process I used to build a bookkeeping business generating over $30,000 per month in recurring revenue. You'll learn how I price bookkeeping services, why I don't charge hourly, how I quote cleanup projects, the questions I ask every prospect, and the simple follow-up process I use to win more clients. Whether you're just starting a bookkeeping business or looking to increase your bookkeeping revenue, these strategies can help you attract better clients, improve profitability, and build a more scalable firm. In this video: • How to price bookkeeping services • My bookkeeping proposal process • Questions to ask prospective clients • Monthly bookkeeping pricing • Cleanup project pricing • Why I avoid hourly billing • How to follow up on bookkeeping quotes • Bookkeeping sales tips for beginners If you're interested in bookkeeping, accounting, QuickBooks Online, client acquisition, pricing strategies, or growing a bookkeeping business, this video is for you. #Bookkeeping #BookkeepingBusiness #QuickBooksOnline #Accounting #SmallBusiness #Entrepreneur #Bookkeeper #VirtualBookkeeping #PricingStrategy #BusinessGrowth #ClientAcquisition #QuickBooks #AccountingBusiness #RemoteBookkeeping #BookkeepingTips *Learn more about my investment fund targeting 8% to 12% fixed returns* https://www.zipcapitalfund.com/

How I Onboard New Bookkeeping Clients Step by Step

In this video, I break down my exact bookkeeping client onboarding process from the first sales call all the way to getting paid and starting the bookkeeping work. If you are a bookkeeper, accountant, or aspiring business owner, this video will help you create a smoother onboarding system, improve client communication, and look more professional from day one. I cover: • My bookkeeping client onboarding workflow • Questions I ask during sales consultations • How I send bookkeeping quotes and proposals • My follow up process for potential clients • QuickBooks Online onboarding tips • How to collect bank statements and documents • Why I never start bookkeeping work before payment • Systems that help bookkeeping businesses scale A strong onboarding process can improve client retention, reduce confusion, and help your bookkeeping business grow faster. If you enjoy bookkeeping, accounting, finance, tax strategy, and entrepreneurship content, subscribe for more videos every week. #Bookkeeping #Bookkeeper #QuickBooksOnline #Accounting #SmallBusiness #BookkeepingBusiness #Entrepreneur #Finance #QuickBooks #TaxStrategy *Learn more about my investment fund targeting 8% to 12% fixed returns* https://www.zipcapitalfund.com/

My Morning Routine That Helped Me Grow My $20k Per Month Bookkeeping Business

How I Built a $20K/Month Bookkeeping Business With My Morning Routine In this video, I break down the exact morning routine that helped me grow my bookkeeping business to over $20,000 per month while working full time, raising kids, and building my business before and after work. I’ll walk you through: • My 5AM entrepreneur routine • How I used LinkedIn to get bookkeeping clients • My daily productivity schedule • Why consistency matters more than motivation • The sacrifices required to grow a successful business • How I balanced work, family, fitness, and entrepreneurship • Why focusing on inputs instead of outputs changed everything This is not a “get rich quick” strategy. Growing a business takes consistency, hard work, discipline, and focus every single day. If you want to start a bookkeeping business, grow your accounting firm, get more bookkeeping clients, or improve your productivity as an entrepreneur, this video is for you. #Bookkeeping #Entrepreneur #SmallBusiness #Productivity #MorningRoutine #BusinessGrowth *Learn more about my investment fund targeting 8% to 12% fixed returns* https://www.zipcapitalfund.com/

How to REALISTICALLY Make $250,000/Year as a Bookkeeper

Want to realistically make $250,000 per year with your bookkeeping business? In this video, I break down the exact strategy I used to build a bookkeeping business generating over $250,000 per year in just 3 years. No fake gurus. No unrealistic promises. Just a practical, focused approach that actually works. I explain: • How 40 bookkeeping clients at $500/month can create a $250K business • Why focus and specialization are critical for growth • The biggest limiting beliefs holding bookkeepers back • Why moving quickly is one of the most important business skills • How efficiency allows you to make more money while doing less • The exact bookkeeping services I recommend focusing on • Mistakes beginner bookkeepers make that slow down growth If you're trying to start or grow a bookkeeping business in 2026, this video will help you create a realistic roadmap toward financial freedom and entrepreneurship. Whether you are brand new to bookkeeping or already have clients, this video will help you think bigger, move faster, and build a more profitable business. Subscribe for more videos about: • Bookkeeping business growth • Getting bookkeeping clients • Entrepreneurship • Accounting & finance • Small business tips • Building recurring monthly revenue #Bookkeeping #BookkeepingBusiness #Entrepreneurship #SmallBusiness #Accounting #QuickBooks #BusinessGrowth *Learn more about my investment fund targeting 8% to 12% fixed returns* https://www.zipcapitalfund.com/

How Much Money I Actually Made Last Year [2025] as a Bookkeeper Will Surprise You

In this video, I’m sharing full transparency on exactly how much money I made in 2025 as an entrepreneur. No fluff. No fake numbers. Just real business breakdowns. Here’s what I cover: My total income across bookkeeping, education, and real estate lending How I made $550,000 from bookkeeping, $150,000 from education, and $400,000 from lending Why I believe all three could become $1,000,000 businesses And the real reason I’m choosing to focus on building a $10,000,000 investment fund I also break down something most people don’t talk about: 👉 Time vs money When you compare bookkeeping clients to private money lending deals, the difference is massive. The lending business is significantly more scalable and requires far less time per dollar earned. This video is also a behind-the-scenes look at how I’m thinking about: Scaling ZIP Capital Potentially exiting or restructuring my bookkeeping business Building a team and growing from $7M to $10M+ in assets under management What it actually takes to go from a $1M business to a $10M business If you’re an entrepreneur, investor, or business owner trying to grow, this will give you a real, honest look at what’s working right now. 📈 My goal: Build a $10M+ business through real estate lending 🏡 Focus: Funding deals and scaling ZIP Capital 💡 Strategy: Less complexity, more leverage, higher return on time *Learn more about my investment fund targeting 8% to 12% fixed returns* https://www.zipcapitalfund.com/