Turn more discovery calls into paying bookkeeping clients with a simple, repeatable process. In this video, I walk you through exactly how I structure free consultations so small business owners feel heard, understand the value of clean books, and are ready to sign up for ongoing monthly services.

You will learn how to pre qualify leads before the call, what questions to ask to uncover pain points, how to present your pricing and packages with confidence, and how to handle common objections without feeling salesy. I will also show you how to send a clear follow up proposal, set expectations for onboarding, and turn one time projects into long term monthly engagements.

If you are struggling to close clients from your free calls, or you feel like you are giving away free advice without getting paid, this video will help you fix that and grow your bookkeeping business faster. Subscribe for more content on pricing, marketing, and getting better bookkeeping clients

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

Turn your bookkeeping business into a profit machine that runs with or without you 🚀

In this video I walk you through how to automate your bookkeeping business so you can stop trading every hour for dollars and start building true leverage. You will see the exact systems, tools, and workflows I use to streamline client onboarding, monthly recurring work, and reporting so cash flow keeps coming in even when you are not at your desk.

We will cover
• How to map your entire bookkeeping process from lead to paid invoice
• Simple automations for proposals, engagement letters, and recurring invoices
• Using task management tools to systemize weekly and monthly work
• What to outsource to a VA and what to keep for yourself
• How to maintain quality control while you scale your client roster
• Key metrics to track so you know when you are ready to hire help

If you are serious about growing your bookkeeping business into a scalable, semi passive income stream, watch this to the end, then drop your questions in the comments and subscribe for more content on bookkeeping, pricing, and growing your monthly recurring revenue.

Subscribe for more videos on bookkeeping, marketing strategy, pricing, systems, and building a long term profitable bookkeeping business.
*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

Want to make an extra $10,000 per month as a bookkeeper without taking on more monthly bookkeeping clients or tax returns This video walks you through specific ways to use your bookkeeping skills to create new income streams outside of traditional client work 💰

In this training I break down how bookkeepers can package their knowledge into higher value offers, set up leveraged services, and create more predictable income without burning out. Whether you are just getting started or you already have a full roster of clients, you will see exactly what to focus on to grow your income.

In this video you will learn
• How to make extra income as a bookkeeper without more monthly clients
• Real examples of bookkeeping income streams that can add $10,000 per month
• How to turn your bookkeeping expertise into one to many offers
• Why traditional bookkeeping alone limits your earning potential
• Simple ways to raise your average revenue per client
• How to use systems and processes so you can scale your income
• Common mistakes bookkeepers make when trying to grow faster

If you want to grow your bookkeeping income, work with better clients, and stop trading every hour for dollars, this video will give you a clear game plan.

Like this video if it was helpful, subscribe for more bookkeeping business training, and comment with your current monthly income goal so I can make more videos to help you get there.

Subscribe for more videos on bookkeeping, marketing strategy, pricing, systems, and building a long term profitable bookkeeping business.
*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

Every month my bookkeeping clients pay me on autopilot. In this video I walk through exactly how I structure my pricing, billing, and client expectations so cash flow is predictable and stress free. If you are trying to build a reliable monthly bookkeeping income, you will want to watch this from start to finish.

You will see how I package monthly bookkeeping services, how I set up invoicing and payment systems, and how I talk to small business owners about recurring monthly fees. I also share the tools I use to collect payments, reduce late invoices, and keep my receivables clean, so I can focus on serving clients instead of chasing money.

What you will learn in this video:
• How my monthly bookkeeping clients are set up and onboarded
• How I decide on my monthly bookkeeping pricing
• How I structure recurring invoices and automatic payments
• How I handle late payments and client expectations
• How I use software to automate billing and collections
• How to turn one time projects into monthly bookkeeping clients
• How to grow a bookkeeping business with recurring revenue

If you want to start or grow a bookkeeping business, hit subscribe and check out my other videos on pricing, getting clients, and building systems so your monthly bookkeeping income increases every single month.

Subscribe for more videos on bookkeeping, marketing strategy, pricing, systems, and building a long term profitable bookkeeping business.
*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
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Running a bookkeeping business from home sounds flexible, until your entire house comes down with a cold. In this video I show you exactly how I handle sick days as a work from home bookkeeping business owner with kids. You will see how I prioritize client work, protect deadlines, and still show up for my family.

If you are trying to grow a bookkeeping business while managing young kids, sick days, and constant interruptions, this video will give you realistic strategies for time blocking, communication with clients, and staying organized when life gets messy.

Watch until the end for practical tips you can plug into your own weekly routine so you can keep growing your bookkeeping business even when your kids are sick and you are not at 100 percent.

Subscribe for more videos on bookkeeping, marketing strategy, pricing, systems, and building a long term profitable bookkeeping business.
*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

In this video I walk through why I am completely changing my marketing strategy as a bookkeeping business owner and what that means for getting better clients and growing a profitable firm 🚀

For years I relied on word of mouth, random social media posts, and waiting for referrals. Now I am shifting to a focused marketing system that brings in consistent leads for my bookkeeping business. I break down what was not working, what I am changing, and how you can use the same strategy in your own bookkeeping firm.

You will learn

How to think about marketing as a real business system instead of random activity
The simple content plan I use to attract high quality bookkeeping clients
Why niche focused messaging works better than trying to serve everyone
How I combine YouTube, Facebook, and email to stay in front of ideal clients
The metrics I track to know if my marketing strategy is working

If you are a bookkeeping business owner who wants more clients, higher quality clients, and predictable monthly revenue, this video will help you rethink your entire approach to marketing.

Watch until the end to see the exact steps I am taking next in my bookkeeping business, and how you can apply the same strategy this week.

Subscribe for more videos on bookkeeping, marketing strategy, pricing, systems, and building a long term profitable bookkeeping business.
*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

Bookkeeper How I Create Social Media Marketing Content For My Bookkeeping Business

In this video I walk you through exactly how I plan create and post social media marketing content to grow my bookkeeping business. If you are a bookkeeper or accountant who wants more clients and better brand awareness, this walkthrough will help you build a simple repeatable content system that actually brings in leads.

You will see my real process for turning ideas into short form content, repurposing one topic across multiple platforms, and speaking directly to small business owners so they understand why good bookkeeping matters. I cover how I choose topics, how often I post, and how I stay consistent while still serving clients and doing the actual work.

What you will learn in this video

How to pick content topics that attract bookkeeping clients
Simple ways to talk about bookkeeping so business owners pay attention
How to turn one idea into multiple posts across several platforms
How to mix educational content, authority content, and personal story content
How to stay consistent with content while you run your firm
How I track what works so I can double down on the best posts

If you are building a bookkeeping business and want more clients, watch this video all the way through then use one idea today. Consistent content is one of the fastest ways to build authority and grow a profitable bookkeeping firm.

Subscribe for more content about bookkeeping, pricing, systems, and marketing, and use the link below to schedule a call if you want help growing your bookkeeping business. 🚀

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

Ready to pick the brain of a one million dollar bookkeeping entrepreneur

In this video I answer your biggest questions about how to start and grow a profitable bookkeeping business. We will talk about how I landed my first clients, how I priced my services, what my monthly systems look like, and how I scaled to one million dollars in revenue with a lean team and simple tools.

You will learn
• How to start a bookkeeping business from scratch
• How to find and sign your first bookkeeping clients
• My approach to pricing, packages, and raising rates
• What software I use every day to manage client work
• How I manage my time as a bookkeeping entrepreneur
• Common mistakes new bookkeepers make and how to avoid them

If you are a bookkeeper, accountant, or service based entrepreneur who wants predictable monthly income and long term clients, this Q and A is for you.

Drop your questions in the comments so I can answer them in future videos, and subscribe if you want more training on bookkeeping, pricing, systems, and growing your own firm 🚀

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

Want to see exactly how I manage 70 bookkeeping clients every single month and consistently bring in about $35,000 in monthly revenue

In this video I walk through my real systems for running a busy bookkeeping firm without burning out. You will see how I structure my week, organize client work, and use checklists, templates, and workflows so every set of books is accurate and delivered on time.

I cover how I
• Onboard new bookkeeping clients smoothly so they feel confident from day one
• Schedule recurring work so nothing slips through the cracks
• Use tools like QuickBooks Online and cloud storage to streamline communication and document requests
• Prioritize tasks so I stay focused on high value activities
• Track revenue, pricing, and profit per client so the business remains healthy

If you are building a bookkeeping business and want to grow from a few clients to a full roster of monthly clients, this video will give you a clear roadmap. You will learn what to focus on first, what to stop doing, and how to build simple systems that can handle more volume without adding chaos.

Watch until the end to see the exact mindset I use to grow my monthly recurring revenue and keep clients happy for the long term.

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

Tired of chasing bookkeeping clients with no results? In this video, I show you my complete local lead generation system using LinkedIn Sales Navigator — the exact method that gets me new local clients every single month without paid ads.
Here’s exactly what you’ll learn:

How to target ONLY local business owners in your city or state (perfect for in-person or hybrid bookkeeping services)
The “Recent Connections” filter trick that lets you message people who just connected with your ideal prospects
My foolproof connection request formula
The 2 types of direct messages I send that get replies from local owners
How to use Sales Navigator’s location + company size filters to find businesses in your area
Real examples of connection requests & messages that booked me new clients
How to spot local businesses that are growing or just raised funding (they NEED bookkeepers!)

Perfect for bookkeepers, accountants, tax pros, or any local service business wanting consistent clients.

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE