How to Start Bookkeeping
Launch your bookkeeping or accounting services business with a professional website, client portal, secure document sharing, and complete practice management tools.
Why Start a Bookkeeping Business?
The opportunity is massive - here's why it's the right time to start
Recession-Proof Demand
Every business needs bookkeeping. In good times and bad, companies must track their finances. Stable, consistent demand.
Predictable Recurring Revenue
Monthly bookkeeping retainers create reliable income. Clients stay for years once you understand their business.
Remote-Ready Industry
Cloud accounting software makes remote bookkeeping seamless. Serve clients anywhere without geographic limitations.
High Client Retention
Switching bookkeepers is painful. Once clients trust you with their finances, they stay loyal.
Scalable Operations
Start solo with 10 clients, scale to 100+ with a team. Standardized processes make growth manageable.
Add-On Services
Expand into payroll, tax prep, CFO services, and financial advisory as you grow.
Everything You Need to Launch
Our platform gives you all the tools to run a professional bookkeeping business
Professional Website
Bookkeeping-focused templates with trust signals and testimonials.
Secure Client Portal
Share sensitive financial documents securely with encryption.
Document Collection Forms
Request bank statements, receipts, and invoices automatically.
Appointment Scheduling
Book consultations and quarterly reviews online.
Email Automation
Send monthly close reminders and document requests automatically.
Client Onboarding
Streamlined intake process for new client setup.
Perfect For
Join thousands of professionals building successful bookkeeping businesses
"I was working at an accounting firm doing bookkeeping for their clients. Now I have my own practice with 35 monthly clients and make more than I ever did employed. The platform made it easy to look professional."
Founder at Adams Bookkeeping Services
Investment in Your Future
Complete business infrastructure with ongoing support
- Professional website
- Lead capture forms
- Basic phone system
- Email support
- Everything in Starter
- SMART Voice phone system
- AI chatbot with training
- 2 coaching sessions
- Priority support
- Everything in Professional
- LLC formation assistance
- Complete branding package
- 6 coaching sessions
- Lead generation setup
- Dedicated success manager
50% Founder Discount available for early adopters. Contact us for details.
Frequently Asked Questions
Common questions about starting a bookkeeping business
Ready to Start Your Bookkeeping Business?
Join thousands of consultants who have launched successful businesses with our platform.
Start Your Bookkeeping Business