Explore every episode of the podcast Bookkeeping Expert - Zach Pasquariello

How do you sell bookkeeping services if you've never had a client before?

In this video, I'll walk you through my bookkeeping sales process and show you exactly what happens during a discovery call. You'll learn the questions I ask, how I identify a prospect's needs, how I present my bookkeeping services, and how I confidently discuss pricing without feeling like a salesperson.

Selling bookkeeping services doesn't have to be complicated. The goal isn't to pressure people into becoming clients. The goal is to determine whether you're the right fit to help their business.

In this video you'll learn:

• How to sell bookkeeping services
• How to conduct a bookkeeping discovery call
• The questions I ask every prospect
• How to present your bookkeeping services
• How to discuss pricing with confidence
• How to close your first bookkeeping client
• What happens after a client says yes

This is Week 6 of my 10-part series on how to start and grow a bookkeeping business. If you're just joining the series, I recommend watching the previous videos first so you can build your bookkeeping business step by step.

Whether you're starting a bookkeeping business, becoming a virtual bookkeeper, or trying to get your first bookkeeping client, this series is designed to give you the practical roadmap I wish I had when I was getting started.

Next week's video:
How To Onboard A Bookkeeping Client (Step-by-Step)

Subscribe so you don't miss future videos covering bookkeeping, QuickBooks, pricing, client onboarding, monthly bookkeeping workflows, financial statements, marketing, and growing a successful bookkeeping business.

#BookkeepingBusiness #Bookkeeping #QuickBooks


*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

How do you set up a bookkeeping business the right way?

In this video, I'll walk you through the exact steps I would take if I were setting up a bookkeeping business from scratch today. We'll cover the essential business setup, the software I recommend, how to build a professional brand, and the tools you need before taking on your first bookkeeping client.

Don't overcomplicate the process. You don't need a perfect website, expensive software, or a huge budget to get started. You simply need the right foundation.

In this video you'll learn:

• How to set up a bookkeeping business
• How to choose a business name
• When to form an LLC
• How to get an EIN
• Why you need a business bank account
• The software I recommend for new bookkeepers
• How to create a professional bookkeeping business
• Basic cybersecurity and protecting client information

This is Week 4 of my 10-part series on how to start and grow a bookkeeping business. If you're just joining the series, I recommend watching the first three videos before continuing.

Whether you're looking to start a bookkeeping business, become a virtual bookkeeper, or build a profitable work-from-home business, this series is designed to give you a practical, step-by-step roadmap.

Next week's video:
How Much Should You Charge for Bookkeeping?

Subscribe so you don't miss future videos covering bookkeeping, QuickBooks, pricing, marketing, sales, client onboarding, monthly bookkeeping workflows, financial statements, and growing a successful bookkeeping business.

#BookkeepingBusiness #Bookkeeping #QuickBooks

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

How do you start a bookkeeping business with no experience and turn it into $40,000 per month in recurring revenue?

In this video, I break down exactly how I built my bookkeeping business from idea to consistent monthly income. No employees. No office. No inventory. Just a laptop, consistency, and a simple strategy that works.

I started as an Army officer, then worked as a warehouse manager before discovering accounting. Eight weeks into my first accounting class, everything clicked. That moment changed my life and led me to build a profitable bookkeeping business from scratch.

In this video, I walk you through:

• How I got started with less than $1,000
• Why learning the basics of accounting matters
• How I landed my first clients with only 300 Facebook friends
• The exact social media strategy I used to grow
• How I built trust and relationships that turned into paying clients
• How I scaled to $40K/month in recurring revenue

If you're thinking about starting a bookkeeping business, this is the real blueprint. No fluff. No theory. Just what actually worked.

Whether you're a beginner, side hustler, or entrepreneur looking for a scalable service business, bookkeeping is one of the best opportunities right now.

Subscribe for more videos on bookkeeping, business growth, and building real income streams.

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

Are you a bookkeeper trying to grow your business? In this video, I break down The 7 Most Common Mistakes Bookkeeping Business Owners Make, and exactly how to fix them. Whether you're just getting started or already managing multiple clients, this will help you avoid costly errors and scale faster.

You'll learn:
• Why QuickBooks Desktop is holding you back
• The dangers of in-person work and manual invoicing
• Why doing payroll yourself is a bad idea
• How to stop underpricing your services
• And how to start marketing online confidently

Plus, I’ll show you how to get systems in place, raise your prices, and finally start attracting high-quality clients.

If you’re serious about building a profitable remote bookkeeping business, watch this before you take on another client.

Subscribe for more tips on bookkeeping, client acquisition, and growing your accounting business.

*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

Surviving month-end close as a bookkeeper or accountant can feel overwhelming, especially when juggling dozens of clients, urgent deadlines, and endless reconciliations. In this video, I share my proven month-end close workflow after successfully closing the books for over 80 bookkeeping clients this month.

You’ll learn:
How to organize your weekly bookkeeping workflow so month-end is smoother
Tips for categorizing transactions, reconciling accounts, and requesting documents efficiently
How to manage client communication during this busy week
Why it’s okay for marketing & sales to slow down during close
My strategies for time blocking, batching tasks, and limiting distractions
The importance of knowing the difference between “done” and “perfect” in bookkeeping
How to track your time to improve your pricing and quoting process

Whether you’re just starting your bookkeeping business or already working with multiple clients, these month-end close tips will help you stay productive, organized, and stress-free.

*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

Are you tired of repetitive bookkeeping tasks eating up your time? In this video, I’ll show you how I’ve automated key parts of my bookkeeping business using QuickBooks Online, recurring transactions, automated emails, and proven systems, saving me over 10 hours every single week.

Whether you’re just starting your bookkeeping business or looking to scale efficiently, these automation tips will help you work smarter, serve more clients, and avoid burnout. I’ll walk you through my exact workflow, including how I:

Automate bank feeds and reconciliations in QuickBooks Online (QBO)
Use recurring journal entries, invoices, and client reports
Set up automatic reminders and email templates
Eliminate scope creep and client chaos
Build a professional home office setup
Get paid automatically every month with ACH billing
And much more!

*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

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus, I’ll show you how learning bookkeeping became the foundation for launching my investment fund, ZIP Capital, and how marketing and sales matter just as much as accounting knowledge.

If you're thinking about starting a bookkeeping business, start today, even if you don’t feel ready.

*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

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus, I’ll show you how learning bookkeeping became the foundation for launching my investment fund, ZIP Capital, and how marketing and sales matter just as much as accounting knowledge.

If you're thinking about starting a bookkeeping business, start today, even if you don’t feel ready.

*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

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus, I’ll show you how learning bookkeeping became the foundation for launching my investment fund, ZIP Capital, and how marketing and sales matter just as much as accounting knowledge.

If you're thinking about starting a bookkeeping business, start today, even if you don’t feel ready.

*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

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus, I’ll show you how learning bookkeeping became the foundation for launching my investment fund, ZIP Capital, and how marketing and sales matter just as much as accounting knowledge.

If you're thinking about starting a bookkeeping business, start today, even if you don’t feel ready.

*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

Want to know how I manage 87 bookkeeping clients and generate $47,602 in monthly revenue? In this video, I pull back the curtain and share the exact systems, tools, and strategies I use to stay organized, deliver great service, and scale my bookkeeping business without burning out.

Whether you're just getting started or already running your own bookkeeping firm, these tips will help you save time, stay focused, and grow fast. I cover:

✅ My daily and weekly routines
✅ The tools that keep my business running smoothly
✅ How I communicate with clients and keep them happy
✅ Simple strategies that helped me grow past 80 clients

If you’re serious about building a successful, profitable bookkeeping business, this video is for you.

*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

If you're a bookkeeper trying to land more clients, this video is for you. I'm breaking down exactly how I use YouTube to attract high-paying bookkeeping clients every single month — without spending a dollar on ads. I’ll show you the content I post, how I build trust, and how I turn views into paying customers.

*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

Last month, I made $118,000 in profit — not revenue — real profit.

In this video, I break down the 5 exact strategies I used to grow my bookkeeping business and private lending operation to six figures a month.

Whether you're a bookkeeper, entrepreneur, or investor, these practical tips will help you scale faster, avoid burnout, and focus on what really drives profit.

Here’s what I cover:
✅ How to focus on high-margin services (like bookkeeping retainers & private money lending)
✅ How I qualify every client and borrower to avoid wasting time
✅ Why delegating low-value tasks helped me focus on growth
✅ How daily content creation brings in high-quality leads
✅ Why reinvesting profit is the key to sustainable scaling

No fluff. No hype. Just real strategies that work in 2025.

*Learn more about my investment fund offering up 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

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/

Unlock the secret to landing top-tier real estate investors as bookkeeping clients! In this video, I dive deep into proven strategies that will help you attract, convert, and retain high-value real estate investors who are tired of messy financial records. Discover why real estate investors are the ideal niche for bookkeepers, learn how to identify their biggest pain points, and master the insider language that sets you apart from the competition.

What You’ll Learn:

Why real estate investors make exceptional bookkeeping clients
The common bookkeeping challenges faced by property investors
Where to find and connect with investors both online and in-person
Strategies to build trust with free audits, tailored content, and success stories
How to price and package your bookkeeping services for multiple property portfolios

Whether you’re a seasoned bookkeeper looking to diversify your client base or a newcomer eager to tap into a lucrative niche, this step-by-step guide offers actionable tips and expert insights. Get ready to scale your bookkeeping business and turn real estate investors into loyal clients!

Don’t forget to like, comment, and subscribe for more in-depth strategies on growing your bookkeeping business. Click the link below to schedule a free consultation and discover how you can start transforming your client approach today!

*Learn more about my investment fund offering up 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

#RealEstateInvesting #MillionaireMindset #FinancialFreedom

🎤 In this powerful live speech, a local entrepreneur shares how he built a $1 million net worth by the age of 31 — and how you can apply his financial strategies today. Whether you're a real estate investor, realtor, or entrepreneur, his advice will inspire and guide you toward real wealth.

💬 In this video, you’ll learn:

How he grew his net worth through smart investing

Practical finance tips for real estate investors and realtors

The mindset shifts you need to achieve financial freedom

✅ If you’re serious about real estate investing, building wealth, or taking your financial future into your own hands, this is a must-watch!

👉 Don't forget to like, comment, and subscribe for more real estate and financial success content!

*Learn more about my investment fund offering up 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

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Tired of cold calling and getting ignored? In this video, I’ll show you exactly how to network as a bookkeeper and get new clients—without feeling salesy or awkward.

Whether you're just starting your bookkeeping business or looking to grow your client base, these networking strategies will help you build real relationships that turn into paying clients. I’ll walk you through how to introduce yourself, where to find ideal clients, and how to follow up the right way.

*Learn more about my investment fund offering up 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

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Want to grow your bookkeeping business and attract high-quality clients? In this video, I’ll show you 5 proven strategies to build a powerful online presence and stand out from the crowd.

Whether you're a brand-new bookkeeper or you're looking to level up your existing business, you’ll learn how to:

Define your niche and speak directly to your ideal client
Build a consistent, trustworthy brand across all platforms
Share your story to build connection and trust
Post valuable, educational content that positions you as an expert
Set up your digital presence with Google Business Profile, website, and social media

*Learn more about my investment fund offering up 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

Want to know how a bookkeeper turned entrepreneur made $900,000 in profit last year? In this video, I break down the real numbers, strategies, and systems that led to this massive success. Whether you're just starting your bookkeeping business or looking to scale, you'll learn the exact mindset, client acquisition tactics, and pricing methods that helped this entrepreneur build a high-profit business from the ground up.

📈 Learn how to grow your bookkeeping business
💡 Discover strategies for landing high-value clients
💵 See the real breakdown behind a $900K profit year

🔔 Subscribe for weekly videos on bookkeeping, business growth, and client acquisition.

*Learn more about my investment fund offering up 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

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Want to grow your bookkeeping business without cold calling or running ads? In this video, I’ll show you how to build powerful referral partnerships that consistently bring in high-quality bookkeeping clients. Whether you're just starting your bookkeeping business or looking to scale, referral marketing is one of the most effective and affordable ways to grow.

You'll learn:
✅ Who your ideal referral partners are
✅ How to provide value and build trust
✅ How to create a simple referral system
✅ Tips for follow-up and tracking referrals

Referrals helped me scale my bookkeeping business fast — and they can do the same for you.

🔔 Subscribe for weekly videos on bookkeeping, business growth, and client acquisition.

*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

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

📈 Want More Bookkeeping Clients in 2025? Watch This!

In this video, I’m sharing 10 creative and proven ways to get bookkeeping clients in 2025 — even if you're just starting out. Whether you’re a brand new bookkeeper or looking to grow your existing business, these strategies will help you attract clients, build trust, and grow faster.

You’ll learn how to:
✅ Find bookkeeping clients on social media
✅ Use short-form video marketing
✅ Build referral partnerships
✅ Use cold outreach that actually works
✅ Get clients without paid ads
...and more!

🧠 These tips are based on what’s working RIGHT NOW in 2025 — no outdated tactics, just results-driven strategies.

*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

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

How to Quit Your Job & Start a Profitable Bookkeeping Business

Thinking about leaving your 9-5 job to become a self-employed bookkeeper? In this video, I’ll walk you through everything you need to know to transition from employee to business owner—mindset shifts, legal setup, pricing strategies, and how to land your first clients.

📌 What You’ll Learn in This Video:
✅ How to shift your mindset from employee to business owner
✅ The essential steps to legally set up your bookkeeping business (LLC, EIN, bank account)
✅ Why choosing a niche helps you attract better clients
✅ The best pricing strategy: hourly vs. value-based pricing
✅ Proven ways to find your first bookkeeping clients & start marketing
✅ How to financially prepare before quitting your job
✅ Important legal and tax considerations to stay compliant
✅ How to continuously improve your skills and stay ahead of the competition

*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

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

📢 The ULTIMATE Social Media Marketing Guide for Bookkeepers! 🚀

Want to get more bookkeeping clients FAST? This is the greatest social media marketing strategy ever created for bookkeepers! Whether you're just starting out or looking to scale your business, this step-by-step guide will show you exactly how to attract high-paying clients, build a strong online presence, and turn your social media into a client-generating machine.

✅ What You'll Learn:
✔️ The #1 mistake bookkeepers make on social media (and how to fix it)
✔️ The best platforms for finding bookkeeping clients (Instagram, Facebook, LinkedIn & more)
✔️ The exact content strategy to establish trust and authority
✔️ How to use DMs & engagement strategies to close more deals
✔️ Real-life examples & proven posting templates

*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

#PrivateMoneyLending #RealEstateInvesting #PassiveIncome 

💸 How I Made $2,450 in One Day as a Private Money Lender! 💸

Want to make passive income through real estate investing? In this video, I break down exactly how I made $2,450 in just one day by funding a real estate deal as a private money lender. I’ll walk you through my lending strategy, how I structure deals, and why private lending can be a powerful way to generate consistent, high-yield returns.

📌 In This Video, You’ll Learn:
How private money lending works 
How I evaluate real estate deals before funding them 
My risk management strategy to protect my money 
The exact loan terms that made me $2,450 in one day 

🔥🔥 Want to invest in my fund? Check it out!  🔥🔥
https://zipcapital.investnext.com/

Want to schedule a call with me?
https://www.harrisburgbookkeeping.com/scheduling

Join my Facebook Group:
https://www.facebook.com/groups/1441533440145755

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/

Are bookkeeping and accounting the same thing? Not quite! In this video, I’ll break down the key differences between bookkeeping and accounting, so you know which one you need for your business. Whether you're a business owner looking for financial help or an aspiring bookkeeper or accountant, this video will clear up any confusion.

I’ll also cover different roles in finance, like A/P and A/R clerks, corporate accountants, office administrators, tax preparers, payroll specialists, and CFO services. Watch now to learn how each role fits into managing business finances!

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Starting a bookkeeping business? 🚀 In this video, I’ll reveal 5 must-have software tools that will help you streamline your workflow, manage clients efficiently, and stay compliant. Whether you’re a beginner or looking to upgrade your systems, these tools will save you time and boost your profits. Watch now to set up your bookkeeping business for success! 💰✅

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Thinking about starting a bookkeeping business in 2025? In this video, I break down the exact costs of getting started, from software and marketing to legal fees and certifications, so you know exactly what to expect. Whether you're launching a full-time bookkeeping business or a side hustle, this guide will help you plan your budget and start strong! 

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

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#BookkeepingBusiness #BookkeepingMistakes #HowToStartABookkeepingBusiness

Starting a bookkeeping business can be exciting, but making the wrong moves can cost you time, money, and clients. In this video, I’ll break down the 7 biggest mistakes new bookkeepers make—and how to avoid them so you can build a profitable and stress-free business. 💰✅

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

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Thinking about starting a bookkeeping business? 🤔 Not sure if it's the right fit for you? In this video, I break down the key traits of a successful bookkeeper, the daily responsibilities, and what it takes to thrive in this business.

💡 What You’ll Learn: ✔️ Key traits you NEED to succeed (Are you a numbers person? Do you like working alone?) ✔️ What the day-to-day life of a bookkeeper looks like (marketing, stress, client management) ✔️ How to evaluate if you're READY to start your business ✔️ Should you quit your job? The reality of going full-time

*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

📅 Schedule a 1-on-1 Call With Me
Need personalized guidance? Let's talk strategy and get your questions answered.
https://www.harrisburgbookkeeping.com/scheduling

📥 Free Digital Downloads
Get templates, guides, and resources to streamline your bookkeeping business.
https://www.harrisburgbookkeeping.com/store

📢 Join Our Weekly Live Meetings!
Network with other bookkeepers, ask questions, and get real-time support!
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

👥 Join My Facebook Group
Connect with 20,000+ bookkeepers & entrepreneurs, share insights, and grow together!
https://www.facebook.com/groups/176068125361087

🎁 Free Mini Course
New to bookkeeping? Start learning today with my free mini-course!
https://hbg-bookkeeping.mykajabi.com/

💼 [Powerful Business Tools I Use Daily]

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Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

PandaDoc gives you the power to start and complete contracts, proposals, quotes, and more in a flash. 
Sign up here: https://pandadoc.partnerlinks.io/px2www0fndqb

Automatic Conversion for Any PDF Bank Statements to Excel
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Create viral videos in seconds with Submagic Artificial Intelligence (AI)
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Learn how to land your first bookkeeping client quickly and confidently! 💼 In this video, we’ll cover proven networking strategies, crafting a winning pitch, and using referrals to build trust and credibility. Start growing your bookkeeping business today! 🚀

Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

PandaDoc gives you the power to start and complete contracts, proposals, quotes, and more in a flash. 
Sign up here: https://pandadoc.partnerlinks.io/px2www0fndqb

Automatic Conversion for Any PDF Bank Statements to Excel
Sign up here: https://www.docuclipper.com?fpr=zach25

Create viral videos in seconds with Submagic Artificial Intelligence (AI)
Sign up here: https://www.submagic.co/?via=zach25

Learn how to handle clean-up and catch-up bookkeeping projects with this step-by-step tutorial designed for bookkeepers and small business owners. This video covers everything you need to know to organize financial records, reconcile accounts, and prepare accurate reports efficiently. Whether you're dealing with months of unrecorded transactions or a messy set of books, this guide provides actionable strategies to streamline the process. Perfect for beginners and experienced bookkeepers looking to sharpen their skills and deliver exceptional results!

Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!

*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

*Schedule a Call With Me*
https://www.harrisburgbookkeeping.com/scheduling

*Free Digital Downloads*
https://www.harrisburgbookkeeping.com/store

*Join Us Weekly For Live Meetings!*
https://hbg-bookkeeping.mykajabi.com/offers/rVSvSvKi/checkout

*Join my Facebook Group*
https://www.facebook.com/groups/176068125361087

*Free Mini Course*
https://hbg-bookkeeping.mykajabi.com/

PandaDoc gives you the power to start and complete contracts, proposals, quotes, and more in a flash. 
Sign up here: https://pandadoc.partnerlinks.io/px2www0fndqb

Automatic Conversion for Any PDF Bank Statements to Excel
Sign up here: https://www.docuclipper.com?fpr=zach25

Create viral videos in seconds with Submagic Artificial Intelligence (AI)
Sign up here: https://www.submagic.co/?via=zach25

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/

How do you get your first bookkeeping client?

This is the question I get more than any other, and it's also the biggest challenge for most new bookkeepers. The good news is you don't need years of experience, thousands of followers, or a huge marketing budget to land your first bookkeeping client.

In this video, I'll share the exact strategies I would use if I were starting a bookkeeping business from scratch today. You'll learn where to find potential clients, how to build relationships, and the daily marketing habits that can help you grow a successful bookkeeping business.

In this video you'll learn:

• How to get your first bookkeeping client
• The biggest myths about finding bookkeeping clients
• Where to find bookkeeping clients
• The best ways to market a bookkeeping business
• My daily marketing routine
• Why you should start marketing before you feel ready
• How to build confidence while growing your bookkeeping business

This is Week 3 of my 10-part series on how to start and grow a bookkeeping business. If you're just joining the series, be sure to watch the first two videos before continuing.

Whether you're looking to start a bookkeeping business, become a virtual bookkeeper, or grow your bookkeeping client base, this series will give you the step-by-step roadmap I wish I had when I was getting started.

Next week's video:
How To Set Up Your Bookkeeping Business

Subscribe so you don't miss future videos covering bookkeeping, QuickBooks, pricing, sales, client onboarding, monthly bookkeeping workflows, financial reports, and growing a profitable bookkeeping business.

#BookkeepingBusiness #Bookkeeping #QuickBooks


*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/

In this video, I break down exactly how to get bookkeeping clients from scratch using a simple and repeatable system. We cover social media marketing with a proven four step process, why starting today matters, and how sharing your real story builds trust faster than polished sales pitches. I also explain how Google My Business, your website, in person networking, and everyday life connections through church, sports, and community events can consistently generate leads.

You will learn how to identify strong referral partners like CPAs and why your onboarding process protects you just as much as the client. We walk through common client red flags including poor communication, unrealistic demands, and boundary issues, plus how overpromising leads to burnout and frustration. I also explain a simple pricing model based on transactions, why onboarding fees matter, and why hourly billing holds bookkeepers back.

Finally, we cover the core skills every successful bookkeeper needs including organization, communication, discipline, and time management, plus the mindset required to win long term. Ruthless determination, focusing on daily inputs instead of outcomes, and staying consistent are what actually drive results.

This video is for anyone who wants to start or grow a profitable bookkeeping business and land clients with confidence.

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

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/

New real estate investors miss this all the time: hard money loans are for properties that need work, not turnkey rentals. In this video, I break down the simple equation I use as a direct lender to quickly determine if a deal is fundable, plus the exact documents I expect during underwriting.

You will learn:
How to estimate ARV using comps and your own due diligence
The lender math for a long term rental
ARV times 70 percent equals purchase plus rehab
The lender math for a fix and flip
ARV times 80 percent equals purchase plus rehab
A real example deal breakdown and why tighter margins get risky
Cash reserve expectations for closing costs and rehab coverage
The minimum underwriting docs I need before I can approve anything
What happens after approval, from title to insurance to closing

Learn more about my investment fund targeting 8% to 12% fixed returns
https://www.zipcapitalfund.com/

QUICK 2-minute loan application
https://www.zipcapitalfund.com/loan-request

In this video, I break down exactly how to get bookkeeping clients, especially if you are new and still battling imposter syndrome. You do not need to be perfect. You need a simple plan, consistent action, and a clear offer that solves a real problem for business owners. 🚀

Here is what you will learn:

How to overcome imposter syndrome without waiting to feel ready
How to build confidence by stacking small wins you can document
Why this business is hard, and how to set expectations so you do not quit
How to pick one niche and explain what you do in one sentence
How to position bookkeeping as stress relief, time freedom, and peace of mind

The simple bookkeeping promise that clients actually understand: categorize, reconcile, reports

Why specializing helps you get clients faster and scale easier
How to keep clients long term by doing a great job and delivering high quality service
Small wins to celebrate and document (do these early):
Become a QuickBooks Online ProAdvisor
Get your first Google review
Launch your website
Order business cards
Attend your first networking meetup
Book your first sales consultation
Mindset shift that changes everything:
Replace comparison with curiosity. Ask, what can I learn from them?
Prioritize progress over perfection. There is no perfect time. There is only today.
Embrace a growth mindset. Challenges are training, not proof you are not good enough.

Real talk: this is going to be hard.
If this were easy, everyone would do it. It is way better than being a W2 staff accountant, but it is only better if you succeed. Most people fail because they underestimate the difficulty and quit too early. In this video, I show you how to go into it with the right expectations, so you stay in the game long enough to win.

My biggest advice for getting clients in the beginning:
Pick one niche, build a simple offer, and explain how you help. Business owners do not buy bookkeeping. They buy relief. They buy clarity. They buy getting their time back.

If you want my help building your niche offer and landing your first clients, drop a comment with the word CLIENTS and tell me what industry you want to work with. 🚀

#bookkeeping #bookkeepingbusiness #quickbooks #quickbooksonline #accounting #smallbusiness #entrepreneur #freelancebookkeeper #bookkeepingclients #howtogetclients

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

I started an investment fund with a simple plan, learn the market, focus, and execute. In my first year, I raised $3,000,000 and built ZIP Capital toward a $5,000,000 goal by doing a few core things really well.

In this video I break down the 5 things that helped me get started as a fund manager:

Leverage prior experience
Learn the market by being in it
Focus on one thing (my niche and buy box)
Start with your own money
Build an online brand and trust

Plus the two bonus rules that made everything easier: mentors, hard boundaries, and repeatable systems.

If you are an accredited investor and want to learn more about ZIP Capital, comment or reach out. If you are a real estate investor in Pennsylvania looking for funding, same thing.

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

Last year I made $1,000,000. This year I’m doing it again, and I’m documenting every single day so you can see exactly what I’m doing in real time.

I run a bookkeeping business, I lend money to real estate investors, and I manage an investment fund. In this daily vlog, I’m breaking down the work, the decisions, the numbers, the deals, and the discipline it takes to repeat a seven figure year.

If you’re a bookkeeper, entrepreneur, real estate investor, or someone building a business and chasing big goals, subscribe and follow the journey.

Want to learn more about my bookkeeping services, real estate loans, or investing with my fund? Drop a comment and I’ll cover it in a future video.

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

Day 8 of 2026 is a real day in the life of a bookkeeper and investment fund manager. I’m juggling month end close work for my bookkeeping clients while moving 4 real estate loans toward funding.

In this vlog, you’ll see how I balance accounting work, underwriting, deal flow, borrower communication, and the daily operating tasks it takes to run a real estate lending business. If you’re a bookkeeper, entrepreneur, or real estate investor, this will give you a behind the scenes look at what it actually takes to keep everything moving.

Drop a comment with your questions about bookkeeping, month end close, or real estate private lending, and I’ll answer them in an upcoming video. 🚀

Learn more about my investment fund targeting 8% to 12% fixed returns
https://www.zipcapitalfund.com/

Day 7 of 2026 is officially on.

Last year I hit $1,000,000 in profit as a bookkeeper and entrepreneur, and in this daily vlog I’m documenting exactly what it takes to try to do it again. You’ll see my real day in the life running a bookkeeping business, managing clients, staying on top of finances, and making the daily decisions that drive profit.

If you’re a bookkeeper, business owner, or aspiring entrepreneur, this series will show you the habits, systems, and work ethic behind building a profitable service business. I’m not here to sell a fantasy. I’m documenting the process, every day, all year.

Subscribe for the full Day 7 of 2026 vlog series, and drop a comment: what would you do differently to repeat a $1M year?

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/