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/

Day 7 of 2026 is officially on.

Last year I hit $1,000,000 in profit as a bookkeeper and entrepreneur, and in this daily vlog I’m documenting exactly what it takes to try to do it again. You’ll see my real day in the life running a bookkeeping business, managing clients, staying on top of finances, and making the daily decisions that drive profit.

If you’re a bookkeeper, business owner, or aspiring entrepreneur, this series will show you the habits, systems, and work ethic behind building a profitable service business. I’m not here to sell a fantasy. I’m documenting the process, every day, all year.

Subscribe for the full Day 7 of 2026 vlog series, and drop a comment: what would you do differently to repeat a $1M year?

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

Day 6 of 2026 and a big milestone just happened: I received $400,000. In today’s day in the life vlog, I break down exactly what that means for my business, my goals for 2026, and how I think about deploying capital responsibly as an entrepreneur.

I’ll walk you through the strategy behind the money, what it changes, what it does not change, and the next moves I’m focused on, including risk management, keeping momentum, and staying disciplined with growth.

If you’re building a business, raising capital, or trying to scale without losing control, this vlog will give you a real behind the scenes look at how I think.

Subscribe for more daily entrepreneur vlogs throughout 2026. Leave a comment: if you had $400,000 hit your account today, what would you do first?

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

Day 5 of 2026. In this video, I’m breaking down exactly how I manage 64 bookkeeping clients while running a $30,000 monthly recurring revenue bookkeeping business. I’ll walk you through the real systems I use to stay organized, hit deadlines, and keep month end close under control without feeling overwhelmed.

If you’re a bookkeeper or you want to start a bookkeeping business, this is the client management workflow that keeps everything moving. I’m sharing how I structure my week, how I track tasks, how I communicate with clients, and what I focus on to keep retention high and operations smooth.

Comment below if you have questions about bookkeeping systems, getting clients, or building monthly recurring revenue, and I’ll answer them in a future video.

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

It’s Sunday and I’m doing a short bookkeeper work session to get ahead before January month end close. In this day in the life vlog, you’ll see how I plan my week, organize client priorities, and knock out a few key tasks early so month end feels smooth instead of stressful.

If you’re a bookkeeper or a small business owner trying to stay on top of your books, this will give you a realistic look at what it takes to stay organized and proactive heading into a new month.

If you have questions about starting a bookkeeping business, drop them in the comments and I will try to answer them in my next video.

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