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.

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https://www.zipcapitalfund.com/