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Want to start a bookkeeping business while working a full time job? This is the exact roadmap I would follow if I had to do it all over again.
In this video, I break down how to build a profitable bookkeeping business from scratch no matter your situation. Whether you are young with no bills, working a demanding job with responsibilities, or even retired, this strategy works.
We cover realistic income goals, how many clients you actually need, and how much time it takes to run a successful bookkeeping business. I also walk through a simple 6 month, 1 year, and 2 year plan so you can scale step by step without feeling overwhelmed.
Most importantly, I explain how to get your first 5 clients using social media and online marketing without cold calling, networking events, or in person meetings.
If you are serious about building an online bookkeeping business, generating consistent monthly income, and eventually quitting your job, this video will give you the clarity and direction you need.
Success in bookkeeping is not about secrets. It is about consistent effort, smart time management, and focusing on the right activities every single day.
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
If I could go back to 2020 and start my bookkeeping business all over again, I would do a lot differently.
In this video, I break down the biggest lessons I’ve learned after building a bookkeeping business to over $500,000 in revenue as a solo operator. These are the exact mistakes, decisions, and strategies that shaped my journey and what I would change if I had to start from scratch today.
Whether you’re thinking about starting a bookkeeping business, already have clients, or want to scale faster, this video will save you time, money, and frustration.
Here’s what I cover:
• Why I would quit my job sooner
• The truth about college and online courses for bookkeeping
• The tools and setup that actually matter
• Why I stopped offering payroll services
• Mistakes working with tax accountants
• Why QuickBooks Online is a must
• The importance of niching down (real estate investors)
• Why I don’t hire employees
• Pricing mistakes to avoid (hourly vs value-based)
• Why you need to follow up more than you think
• Firing bad clients sooner
• Why I stopped doing in-person meetings
• How content creation changed everything
• Why I would start private money lending sooner
These lessons come from real experience, real clients, and real growth. No fluff.
If you want to start or grow your bookkeeping business the right way, this is the roadmap I wish I had.
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
If you’ve ever felt like entrepreneurship is lonely… this is for you.
This video breaks down exactly why I started making content in the first place and the real strategy behind how I’ve grown multiple businesses, including my bookkeeping company and ZIP Capital, to over $5,000,000.
Nothing about this journey has been accidental.
I walk through the exact principles and daily actions that helped me go from:
10 clients → 20 → 40 → 80
$156,000 → $359,000 → $1.3M → $3M → $5M+
And the truth is… it’s simpler than most people think.
In this video, I cover:
• Why entrepreneurship feels lonely and how content changed everything
• My proven business growth strategy that actually works
• The 3 P’s that guide everything I do in business and life
• How trust, transparency, and authenticity drive real results
• The power of relationships both online and in person
• Practical daily actions to grow your business starting today
• Why your current skills are stepping stones to something bigger
This isn’t theory. This is what I actually do every single day.
If you’re trying to grow a business, land clients, build an audience, or raise capital, this will give you a clear path forward.
Consistency wins. Relationships win. Truth wins.
If you’re serious about building something real, start here.
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
If you’re a bookkeeper struggling to get clients or grow your business, this video breaks down the exact system I used to build a $30,000 per month bookkeeping business without paid ads.
I’m sharing my full client acquisition and onboarding process step by step so you can stop guessing and start signing real clients consistently.
In this video, you’ll learn:
• How I get bookkeeping clients organically using social media
• The exact questions I ask on every initial consultation
• How I turn a first call into a paying client in as little as 48 hours
• My proven onboarding workflow for new bookkeeping clients
• How to price your bookkeeping services with confidence
• The follow up system that closes more deals over time
This is the same system I use in my own bookkeeping business with over 70 recurring clients and growing.
If you want to start or scale your bookkeeping business, this will give you a clear, actionable roadmap you can implement immediately.
Whether you’re a beginner or already have clients, this process will help you:
• Get more leads
• Close more deals
• Build consistent monthly revenue
If you’re serious about growing your bookkeeping business, subscribe and follow along as I document everything in real time.
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
Starting a bookkeeping business can be an incredible opportunity, but most people underestimate how difficult entrepreneurship really is.
In this video, I break down the brutal truth about starting a bookkeeping business. From dealing with difficult clients and messy financial records to learning sales, marketing, and client communication, running a bookkeeping business is very different from working as an accountant inside a company.
Many people are also worried about artificial intelligence replacing bookkeepers. The reality is that bookkeepers will not be replaced by AI. Instead, bookkeepers who refuse to learn how to use new technology will be replaced by those who adapt and improve their skills.
In this video we talk about:
• The truth about starting a bookkeeping business
• Whether AI will replace bookkeepers
• Why some business owners think they can do their own bookkeeping
• Why cheap bookkeeping often leads to expensive mistakes
• How reputation and trust determine your success
• Where most bookkeepers get their first clients
• Why speed and action matter more than overthinking
• The power of recurring monthly bookkeeping revenue
I also explain why reputation is one of the most valuable assets in a bookkeeping business. One strong referral from a happy client can generate months of new opportunities, while a bad experience can damage your credibility quickly.
Building a successful bookkeeping business requires consistency, learning from mistakes, and being willing to put yourself out there. The bookkeepers who succeed are the ones who keep marketing, keep improving, and keep building trust with business owners.
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
Starting a bookkeeping business sounds simple… until you actually try to do it.
The hardest part of entrepreneurship is realizing that you are not just a bookkeeper. You are also responsible for sales, marketing, customer service, administration, and operations. Most people underestimate how difficult that combination really is.
In this video I break down what it actually takes to grow a bookkeeping business and get your first clients.
Before you start, you need to ask yourself an honest question. Do you actually want to be an entrepreneur? Because running a business is very different from being a staff accountant, accounting clerk, loan officer, or financial advisor. Entrepreneurship is hard work. It requires consistency, discipline, and a willingness to do things that most people will not do.
The good news is that the upside can be much higher.
I share my own experience building my bookkeeping business to 80 clients in just four years and how that journey eventually led me to launching ZIP Capital, where I raised $3 million in the first year.
Notes
In this video we talk about:
• How to get bookkeeping clients
• The real hardest part of starting a bookkeeping business
• Why consistency matters more than talent
• How social media marketing can help you grow
• The importance of trust and relationships in business
• Why doing boring work consistently wins in the long run
There is no magic strategy. Growing a business is like getting better at anything else in life. Running, catching a football, public speaking, or reading. Improvement comes from repetition and practice.
You can grow your business through social media, cold outreach, BNI groups, YouTube, LinkedIn, SEO, or even direct mail. The specific method matters less than taking consistent action every single day.
Most businesses fail because people stop doing the work.
If you are willing to stay consistent, build relationships, and keep showing up even when it feels boring, you can build a successful bookkeeping business.
And if you want to learn more about how I fund real estate investors through private lending, check out ZIP Capital where we target 8 percent up to 12 percent fixed returns for accredited investors.
Subscribe for more videos about bookkeeping, entrepreneurship, finance, and real estate investing. 🚀
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
How I made $10,000 in one month as a bookkeeper.
In this video, I break down exactly how I generated $10K in 30 days with my bookkeeping business and what it really takes to build consistent income as a bookkeeper in 2026.
This is not a get rich quick strategy. Entrepreneurship is stressful. There are extreme financial, mental, and emotional ups and downs. If you want to make serious money in bookkeeping, you need a rock solid personal foundation first. Discipline, emotional control, and stability matter more than skill in the beginning.
I also talk about why positivity matters in business. Positive energy attracts clients. People want to work with someone who makes them feel confident, calm, and capable. Energy compounds just like money.
I cannot talk about my success without honoring God. The skills, opportunities, and timing were not random. I believe every person has a unique purpose. Whether you are an employee, entrepreneur, parent, scientist, missionary, or athlete, your responsibility is to steward your gifts well.
We also get practical.
There are two main types of bookkeeping revenue:
• Monthly recurring bookkeeping clients
• Large clean up projects
Both are powerful. Clean up projects often lead to long term monthly clients. Two large clean up projects alone can generate $10,000 in a single month.
I share what consistency actually looks like. Daily LinkedIn outreach. Doing boring work every morning. Fighting doubt. Continuing when results are not guaranteed. Most people quit because it feels like an endless marathon.
If you are wondering about timeline, here is the realistic expectation:
• First 60 days just get started
• Then aim for 1 to 2 new clients per month
• Around 12 months is when momentum builds
We also break mindset barriers. I used to think making $100K per year was the pinnacle. Then I charged $16,000 for a clean up project that took 20 hours. That changed how I viewed income forever.
It is easier to make $100K as an employee.
It is easier to make $1M as an entrepreneur.
If you want to start a bookkeeping business, I cover:
• What bookkeeping services to offer
• What software and equipment you actually need
• What education matters and what does not
• How to market and get bookkeeping clients
If you are serious about building a profitable bookkeeping business and want realistic guidance, this video will help you think bigger and act more strategically.
If you are a real estate investor looking for funding, check out ZIP Capital where we provide real estate backed loans for investors.
*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/
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/
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