HOW TO SCALE YOUR BOOKKEEPING BUSINESS

HOW TO SCALE YOUR BOOKKEEPING BUSINESS | BOOKKEEPING SERVICES THAT GO BEYOND TAX PREP & MONTHLY REPORTS.

There are two reasons a bookkeeper starts a bookkeeping business

1. You went to school for accounting.

You were told that you had to go into the public accounting field or go to a big four firm or your degree would be for nothing.

So you did, you hated it and then questioned all of your life choices. Until you realized that bookkeeping might be a good fit for you.

2. You kinda fell into bookkeeping through a job…

…realized you were pretty damn good at it and didn’t hate it.

Then somewhere along the way, realized that you actually, kinda love it.

And while, yes, the cliche is true – we love our spreadsheets and clients who save receipts- let’s be honest, sometimes, even we get bored.

Most people think bookkeeping for small businesses is just about making sure their taxes right but, there is so much more that bookkeepers can offer clients!

You’re not Angela from Accounting.

There are other ways to serve your clients beyond a yearly profit and loss for their taxes.

Bookkeeping Services for Small Businesses

🪄Done-For-You (DFY) & Monthly Retainer Clients for On-Going Support

Standard practice is to retain as many clients as possible through “done-for-you” service.

This is when you take over the categorizations of income and expenses for your clients. You’re literally a recording artist. Don’t let anyone tell you otherwise.

Done-for-You Bookkeeping Services Typically Include:

• Monthly reconciliations: Ensuring all transactions are accurately recorded and accounts are balanced.
• Basic Monthly Reporting: Preparing monthly reports like profit and loss statements, balance sheets and other statements as you and your client have arranged.

And can also include more advanced services such as:

• Budgeting
• Cash flow forecasting
• Profit Evaluations

Your clients get a high-value service each month giving them peace of mind knowing their finances are in expert hands, allowing them to focus on what they do best.

Benefits: Recurring steady income every month and building relationships with clients and their businesses.

Cons: Can be time-consuming in the beginning while you clean up systems and get acclimated to the client’s financial routines.

⭐️ VIP Projects for Quick Transformations

Sometimes, businesses need immediate, short-term help rather than ongoing support.

They’re looking for quick transformations like:

• Clean-up services: Fixing errors, catching up on backlog, and organizing disorganized financial records.
• Set-up services: Implementing a new bookkeeping system, setting up accounting software, or establishing efficient processes from the get-go.

Benefits: You can control how many projects to do each month. Once you become efficient, you’re able to charge more and deliver in less time!

Cons: You’ll have to market these services more to keep a flow of leads converting.

👩🏻‍💻 A La Carte Services:

These are add-ons and special offers like consultations, workshops, and small projects.

A la carte services allow you to offer flexible, specialized support tailored to your client’s specific needs.

A La Carte Bookkeeping Services Are Things Like:

• Consultations: Providing expert advice on financial management, software selection, or process improvements.
• Workshops: Conducting training sessions for clients and their staff on bookkeeping best practices or specific software tools.
• Small projects: Handling one-off tasks like creating customized financial reports, assisting with audits, or preparing for a loan application.

These options are perfect for clients who want to DIY their bookkeeping but still require professional guidance and support.

Benefits: These services help build trust and position you as the expert, especially when people are turning to you for consulting and presenting!  

Cons: Opportunities like this may not occur that often in the beginning but can be a great way to make additional income once you have a full roster of clients!

The need for online bookkeeping services is exploding!

As the online business world continues to grow the demand for diverse bookkeeping services is growing as well, and clients are looking for flexible, tailored solutions.


By expanding your service offerings, you not only increase your revenue potential but also increase your value to clients.


Ready to expand your bookkeeping services and better serve your clients? Check out The Studio! A 6-week program designed to help you build offers that attract your ideal client.

Trust me, your future self will thank you.