I started a Bookkeeping business in 2017. I have worked with many clients on their business and their books, so I will be sharing, for free, how I built my business and how others did it as well!

Here is a video of this podcast if you prefer that: https://youtu.be/axKQgjPfwak

Here are documents to use if you want to follow along:

Cash Flow Forecast: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Tools Assessment: https://coeurbridge.com/wp-content/uploads/2025/09/ToolsAssessment.xlsx