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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
By Zach Pasquariello5
55 ratings
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

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