Are you a bookkeeper who wants to increase your monthly revenue without constantly chasing new clients?

In this video, I break down exactly how to manage accounts payable, bill pay, accounts receivable, and invoicing for your bookkeeping clients so you can earn an extra $500 per month per client.

Most bookkeepers only offer basic monthly bookkeeping. But if you add AP and AR services the right way, you can increase your pricing, create recurring revenue, and become indispensable to your clients.

You’ll learn:

• How to structure accounts payable services for bookkeeping clients
• How to manage client bill pay safely and efficiently
• How to handle accounts receivable and invoicing workflows
• How to price AP and AR services to add $500+ per month per client
• The systems and processes that make this scalable

If you want to grow your bookkeeping business, increase MRR, and offer higher value services, this is the playbook.

Bookkeeping is not just data entry. It is financial operations management.

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

Starting your own bookkeeping business can be exciting, but choosing the wrong clients early on can slow your growth, drain your time, and create unnecessary stress.

In this video, I break down the types of clients new bookkeepers should avoid when launching a bookkeeping business and why saying no early is often the smartest move you can make.

We cover why industries like restaurants and car dealerships are especially challenging for beginners due to point of sale systems, inventory tracking, cash transactions, sales tax complexity, payroll issues, and high employee turnover.

I also explain why project tracking and job costing construction clients can be overwhelming without the right software systems, clean receipt workflows, and strong documentation.

You will hear exactly what services I personally do not offer, including in person work, payroll, taxes, forecasting, budgeting, cash flow projections, hourly billing, and receipt management. Understanding your boundaries is critical if you want to build a scalable bookkeeping business.

We also talk about the red flags to watch for in clients, such as pushy behavior, poor communication, lack of appreciation, controlling personalities, and disrespect. These are the clients that often cause the biggest problems regardless of how much they pay.

Finally, I explain what I focus on instead, including recording transactions, reconciling accounts, managing accounts payable, and handling accounts receivable. These core services allow for consistency, efficiency, and predictable results.

If you are starting a bookkeeping business or thinking about niching down, this video will help you avoid common mistakes and build a business that actually supports your life.

Subscribe for more bookkeeping tips, client selection advice, and real world lessons from running a profitable bookkeeping business.

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

Starting a bookkeeping business is easy. Building a successful and profitable one is not.

In this video, I break down the 10 things every successful bookkeeping business owner must master if they want to quit their job, land clients consistently, and build a business that actually lasts.

These are not theory or fluff. These are the exact skills and habits I used to grow my bookkeeping business from zero into a real, sustainable operation.

In this video, you will learn:

• How to manage your time when you are building your bookkeeping business while still working a full time job
• Why discipline and saving money during the transition phase matters more than motivation
• How consistency helps you push through the brutal 6 to 12 month plateau most bookkeepers quit during
• Simple organization systems for email and daily task management
• How communication impacts sales consultations, client retention, and customer service
• Why mastering QuickBooks Online is non negotiable
• The bookkeeping fundamentals you must understand before scaling
• How social media marketing fits into growing a bookkeeping business and why it feels so hard at first

If you are trying to:
• Start a bookkeeping business
• Grow your bookkeeping client base
• Quit your job and go full time
• Build predictable income with bookkeeping

This video is for you.

Subscribe for more content on bookkeeping, small business finance, QuickBooks Online, and building a profitable service based business.

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

In this video, I break down exactly how to get bookkeeping clients from scratch using a simple and repeatable system. We cover social media marketing with a proven four step process, why starting today matters, and how sharing your real story builds trust faster than polished sales pitches. I also explain how Google My Business, your website, in person networking, and everyday life connections through church, sports, and community events can consistently generate leads.

You will learn how to identify strong referral partners like CPAs and why your onboarding process protects you just as much as the client. We walk through common client red flags including poor communication, unrealistic demands, and boundary issues, plus how overpromising leads to burnout and frustration. I also explain a simple pricing model based on transactions, why onboarding fees matter, and why hourly billing holds bookkeepers back.

Finally, we cover the core skills every successful bookkeeper needs including organization, communication, discipline, and time management, plus the mindset required to win long term. Ruthless determination, focusing on daily inputs instead of outcomes, and staying consistent are what actually drive results.

This video is for anyone who wants to start or grow a profitable bookkeeping business and land clients with confidence.

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

Want to start a bookkeeping business in 2026 but not sure what to buy, what to learn, and how to get your first client? In this video, I break down the exact setup and simple plan I would follow if I was starting from zero today.

You will learn the hardware you need, the software you need (including QuickBooks Online), what skills to focus on first, the weekly and monthly bookkeeping workflow, and the boundaries that will protect you from scope creep and burnout. I also cover how to get clients using social media marketing and Google My Business, so you can start generating leads without spending thousands on ads or overpriced courses.

✅ In this video, you will learn:

The basic home office setup for bookkeepers (laptop, monitors, internet, workspace)
The must have software for a bookkeeping business in 2026 (QBO, Excel, Google Suite)
What to learn first: QBO ProAdvisor, bookkeeping fundamentals, accounting basics
What services to offer in the beginning (keep it simple and profitable)
The weekly and monthly workflow: categorizing, reconciling, financial reports
Boundaries every bookkeeper needs: communication rules, scope, client agreement
How to get your first bookkeeping clients with social media and Google My Business

If you are a beginner, switching careers, or starting a side hustle, this is the simplest roadmap to start a bookkeeping business the right way in 2026.

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

New real estate investors miss this all the time: hard money loans are for properties that need work, not turnkey rentals. In this video, I break down the simple equation I use as a direct lender to quickly determine if a deal is fundable, plus the exact documents I expect during underwriting.

You will learn:
How to estimate ARV using comps and your own due diligence
The lender math for a long term rental
ARV times 70 percent equals purchase plus rehab
The lender math for a fix and flip
ARV times 80 percent equals purchase plus rehab
A real example deal breakdown and why tighter margins get risky
Cash reserve expectations for closing costs and rehab coverage
The minimum underwriting docs I need before I can approve anything
What happens after approval, from title to insurance to closing

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

QUICK 2-minute loan application
https://www.zipcapitalfund.com/loan-request

In this video, I break down exactly how to get bookkeeping clients, especially if you are new and still battling imposter syndrome. You do not need to be perfect. You need a simple plan, consistent action, and a clear offer that solves a real problem for business owners. 🚀

Here is what you will learn:

How to overcome imposter syndrome without waiting to feel ready
How to build confidence by stacking small wins you can document
Why this business is hard, and how to set expectations so you do not quit
How to pick one niche and explain what you do in one sentence
How to position bookkeeping as stress relief, time freedom, and peace of mind

The simple bookkeeping promise that clients actually understand: categorize, reconcile, reports

Why specializing helps you get clients faster and scale easier
How to keep clients long term by doing a great job and delivering high quality service
Small wins to celebrate and document (do these early):
Become a QuickBooks Online ProAdvisor
Get your first Google review
Launch your website
Order business cards
Attend your first networking meetup
Book your first sales consultation
Mindset shift that changes everything:
Replace comparison with curiosity. Ask, what can I learn from them?
Prioritize progress over perfection. There is no perfect time. There is only today.
Embrace a growth mindset. Challenges are training, not proof you are not good enough.

Real talk: this is going to be hard.
If this were easy, everyone would do it. It is way better than being a W2 staff accountant, but it is only better if you succeed. Most people fail because they underestimate the difficulty and quit too early. In this video, I show you how to go into it with the right expectations, so you stay in the game long enough to win.

My biggest advice for getting clients in the beginning:
Pick one niche, build a simple offer, and explain how you help. Business owners do not buy bookkeeping. They buy relief. They buy clarity. They buy getting their time back.

If you want my help building your niche offer and landing your first clients, drop a comment with the word CLIENTS and tell me what industry you want to work with. 🚀

#bookkeeping #bookkeepingbusiness #quickbooks #quickbooksonline #accounting #smallbusiness #entrepreneur #freelancebookkeeper #bookkeepingclients #howtogetclients

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

I started an investment fund with a simple plan, learn the market, focus, and execute. In my first year, I raised $3,000,000 and built ZIP Capital toward a $5,000,000 goal by doing a few core things really well.

In this video I break down the 5 things that helped me get started as a fund manager:

Leverage prior experience
Learn the market by being in it
Focus on one thing (my niche and buy box)
Start with your own money
Build an online brand and trust

Plus the two bonus rules that made everything easier: mentors, hard boundaries, and repeatable systems.

If you are an accredited investor and want to learn more about ZIP Capital, comment or reach out. If you are a real estate investor in Pennsylvania looking for funding, same thing.

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

Last year I made $1,000,000. This year I’m doing it again, and I’m documenting every single day so you can see exactly what I’m doing in real time.

I run a bookkeeping business, I lend money to real estate investors, and I manage an investment fund. In this daily vlog, I’m breaking down the work, the decisions, the numbers, the deals, and the discipline it takes to repeat a seven figure year.

If you’re a bookkeeper, entrepreneur, real estate investor, or someone building a business and chasing big goals, subscribe and follow the journey.

Want to learn more about my bookkeeping services, real estate loans, or investing with my fund? Drop a comment and I’ll cover it in a future video.

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

Day 8 of 2026 is a real day in the life of a bookkeeper and investment fund manager. I’m juggling month end close work for my bookkeeping clients while moving 4 real estate loans toward funding.

In this vlog, you’ll see how I balance accounting work, underwriting, deal flow, borrower communication, and the daily operating tasks it takes to run a real estate lending business. If you’re a bookkeeper, entrepreneur, or real estate investor, this will give you a behind the scenes look at what it actually takes to keep everything moving.

Drop a comment with your questions about bookkeeping, month end close, or real estate private lending, and I’ll answer them in an upcoming video. 🚀

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