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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

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Recession-Proof Demand

Every business needs bookkeeping. In good times and bad, companies must track their finances. Stable, consistent demand.

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Predictable Recurring Revenue

Monthly bookkeeping retainers create reliable income. Clients stay for years once you understand their business.

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Remote-Ready Industry

Cloud accounting software makes remote bookkeeping seamless. Serve clients anywhere without geographic limitations.

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High Client Retention

Switching bookkeepers is painful. Once clients trust you with their finances, they stay loyal.

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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

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Professional Website

Bookkeeping-focused templates with trust signals and testimonials.

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Secure Client Portal

Share sensitive financial documents securely with encryption.

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Document Collection Forms

Request bank statements, receipts, and invoices automatically.

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Appointment Scheduling

Book consultations and quarterly reviews online.

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Email Automation

Send monthly close reminders and document requests automatically.

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Client Onboarding

Streamlined intake process for new client setup.

Perfect For

Join thousands of professionals building successful bookkeeping businesses

Accountants starting their own practiceBookkeepers leaving firmsCPAs adding bookkeeping servicesFinance professionals going independentQuickBooks ProAdvisors expandingTax preparers diversifying

"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."

Jennifer Adams

Founder at Adams Bookkeeping Services

Investment in Your Future

Complete business infrastructure with ongoing support

Starter
$7,500$3,750setup
$397
per month
  • Professional website
  • Lead capture forms
  • Basic phone system
  • Email support
Get Started
Turnkey
$25,000$12,500setup
$997
per month
  • Everything in Professional
  • LLC formation assistance
  • Complete branding package
  • 6 coaching sessions
  • Lead generation setup
  • Dedicated success manager
Go Turnkey

50% Founder Discount available for early adopters. Contact us for details.

Frequently Asked Questions

Common questions about starting a bookkeeping business

Do I need to be a CPA to do bookkeeping?+
No, bookkeeping does not require CPA licensure. Many successful bookkeepers have accounting degrees or certifications like QuickBooks ProAdvisor, but practical experience is often most valuable.
How much should I charge for bookkeeping?+
Monthly bookkeeping retainers typically range from $250-$2,500 depending on transaction volume and complexity. Most small businesses pay $400-$800/month for comprehensive bookkeeping.
What software do I need?+
You'll need cloud accounting software (QuickBooks Online, Xero, or FreshBooks), receipt management tools, and our platform for client management. Most software has accountant/bookkeeper programs.
How do I find bookkeeping clients?+
Partner with CPAs and tax preparers who need bookkeeping support. Network with business coaches, attorneys, and financial advisors. Local business networking groups are excellent sources.
Can I specialize in an industry?+
Absolutely! Industry specialization (restaurants, contractors, ecommerce, medical) lets you command higher rates and deliver better service. Our templates can be customized for your niche.

Ready to Start Your Bookkeeping Business?

Join thousands of consultants who have launched successful businesses with our platform.

Start Your Bookkeeping Business

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