What bookkeeping service will you add next?

All great tips! Also look into filing sales tax reports. Most states have online training available. It is great service to add and usually does not take a lot of time and is a huge pain point for clients.

Thank you so much ❤❤❤❤

Here are some that my company offers: Income Tax Returns Annual Sales Tax Quarterly Sales Tax Payroll Audits/Pre-Audits Loan Packaging Prep Notary Live Scan/Fingerprinting Credit Checks Credit Repair Grant RFP Budgets Forecasting/Modeling Legal Formation

Thank you for putting out all of this valuable info! Very much appreciate it!

Thank you. This is very useful info. I am taking the ProAdvisor class now. I've done bookkeeping on and off for the last 30 yrs, but never put out my own shingle. Once I'm through and start getting clients I'm considering adding CFP and CFA. My background is mostly in Aviation and Publishing, so I'm hoping to make those industries my specialties.

Hi again, I just saw your master class. I’ve heard the touching thing to do to start a bookkeeping business is making yourself. If this is true dots your close offer step by step process in marketing myself?

Do you have any new customer intake forms that you use for a new bookkeeper?

Hi Morgan @finepointsbookkeeping I have been following you recently all your videos are so great and motivating. I have a quick question though can we start up a bookkeeper business outside Canada. I am basically from Oman and I want to settle down in Canada. Please reply @Morgan