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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/
By Zach Pasquariello5
77 ratings
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/

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