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Complete QuickBooks Online ProAdvisor certificationPractice with fake/sample companies in QuickBooks OnlineLearn core bookkeeping tasks:Bank reconciliationsCategorizing transactionsInvoicingPayroll basicsMonthly financial reportsBuild sample work and create a portfolioStart freelancing with simple clients such as:ArtistsPhotographersSalonsCleanersContractorsSmall local businesses
1 - 3 Bank/CC Accounts50-300 TransactionsQBO Payroll3-5 Bank / CC300-600 TransactionsPayrollInvoicesBillsIntegrations (POS System)5+ Bank / CC600+ TransactionsPayrollInvoicesBillsIntegrations (POS System)InventorySales TaxProjects
Price appropriately: sign engagement letter and collect payment information through Quickbooks and charge CC. Charge clients auto on the 1st of every month, before even doing the work. Do not send invoice. Create sales receipt. select client, payment method (credit card) and fill out info they give you, as monthly bookkeeping (sales.) At bottom, under interval, hit make recurring to charge every month.Work efficiently: bookkeeping can be outsourced further than us. You can have staff (locally $25-30/hour) or oversees ($10/hour)) to go beyond $150,000 a year full-time. Use AI!
Make more moneyGrow their businessHave more free time
BE CERTIFIEDQuickBooks Online BasicsQuickBooks Online AdvancedQuickBooks Online Payroll
Spend most of the time here: Tell me about your business and what you’re looking for help with. What specific problems is the client having? This helps us focus on the solution. Why are they looking for a bookkeeper? Are the books messy? Is there current bookkeeper inefficient?How did you find me? What encouraged you to reach out?I can def help with XYZ. I’ll look over your books, and send a proposal later today. What does your schedule look like tomorrow afternoon for a call to review?How many accounts, transactions, etc do you have?Give them a range. “This is about 800 dollars, does that work for you?”If they say its too expensive, ask them if the other bookkeepers they talked to took the time to go over the questions we did today.Walk them through how to add you to access their QuickBooks.Send calendar invitation.On review: Ask deeper questions to answers. “What do you mean by that? Can you give me an example of some reports youre not getting?”
Need-to-Know
Bookkeeping is the methodical, day-to-day recording, organizing, and tracking of a business's financial transactions, such as sales, purchases, and payments. It is a critical, foundational component of accounting that ensures financial records are accurate and up-to-date, allowing businesses to monitor cash flow, prepare tax returns, and make informed decisions.
Learn Through Intuit Training
Learn bookkeeping basics
Get certified
Practice with sample businesses
Learn core bookkeeping workflows
Build portfolio pieces
Start freelancing with beginner-friendly clients
ROADMAP
PROJECTED PAY
Do not work hourly:
We get penalized if we work quickly and the client gets penalized if we work slowly and inefficiently. This puts you and the client at odds.
Beginner/practice stage: $76/hour
Experienced with cleanup work, reconciliations, reports, & monthly bookkeeping: $150/hour
Flatrate Value Pricing INSTEAD:
Small Client:
$300 - 1000/month
Medium Client:
$1000 - 2000/month
Large business with more transactions:
$1000 - 2000/month
$750 /month on average, but pricing accurately, it should be twice this.
CLIENT TIPS FOR A PROADVISOR
Clients are selfish. All they want to know is how I can help them:
They don’t want a bookkeeper. They want the benefits of one.
I help small businesses increase their profits by optimizing their bookkeeping and providing actionable data they can use to grow.
It is mandatory to be listed on the “find-a-proadvisor” website: quickbooks.intuit.com/find-an-accountant/
Must earn points by:
Difficulty: 5/10
Difficulty: 10/10
Difficulty: 10/10
Can fail 3x, then get locked out for 60 days.
You don’t need to sell.
Clients are the ones reaching out to you.
Ask questions during consultation. The client should be talking more than you. This is a win-win. You have to know about the business, and it helps them feel like you care.
Top Three Questions:
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