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Upskill & Reskill to More Income, Freedom, and Fun in Your Bookkeeping Business

by Ina Masten, Founder of Masten Solutions

Are you struggling in your current business?

Many people launch their own businesses because they want to work from home, set their own hours, and stop working for other people.  But unfortunately, many of these people struggle to get clients, bring in consistent income, and have the freedom they’re looking for.

A lot of people dive into the deep end of launching their own bookkeeping business without having a clear idea of what it takes to own a successful practice.  Once they start getting some clients, they work long hours for low pay. They constantly have to check email and voicemail, because they’re worried about upsetting clients if they’re not constantly available and “on call”.

Many bookkeepers also feel like they’re just improvising when it comes to running their businesses. They’re just “winging it” every day, and they’re often practicing what we call “hope and pray” marketing. This is the imposter syndrome and everyone experiences it and we have to become uncomfortably comfortable with it.  And…yes it does get better over time.

Sound familiar?

Perhaps right now, you’re feeling: 

  • Uncertain about how to launch your new bookkeeping business, especially because you feel like there’s a lot of competition in your area.
  • ​Like you’re working really hard, but aren’t really making enough money to live the life you want to lead.
  • Frustrated because you’re constantly hustling to bring in new clients. You’d like things to be a little easier, and a little more consistent.
  • ​Unsure of how to raise your prices with your clients, especially because you’ve probably been undercharging for a long time.
  • Doubtful about hiring new bookkeepers into your practice to help you with the clients you’re bringing in, because you feel like no one can do the work as well as you can.
  • Like you’re reinventing the wheel every time you work with clients. You don’t have any systems in place for things like client onboarding, introducing new bookkeepers, or getting testimonials from your clients. Everything takes far longer than it should because you don’t have efficient systems in place.

If You’re Struggling, There is Great News: Upskill your services!

Trying to run a bookkeeping business can be a lonely, frustrating business – but there is another way. 

As a bookkeeping professional, you understand the crucial role you play in supporting the financial health of businesses. In today’s competitive environment, it’s more important than ever to elevate and empower your bookkeeping business to stand out and offer exceptional service. Here’s a guide to help you transform your business and reach new heights.

  1. Invest in Continuous Education and Training
    The financial landscape is constantly evolving, and staying updated with the latest industry trends, technologies, and regulations is essential. Enroll in courses, attend workshops, and obtain certifications to enhance your skills and knowledge. This will not only improve your service quality but also boost your credibility in the market.
  2. Leverage Advanced Technology
    Embracing technology is non-negotiable for modern bookkeepers. Invest in state-of-the-art bookkeeping software that automates repetitive tasks, minimizes errors, and saves time. This will allow you to focus on more value-added services, such as financial analysis and advisory.
  3. Develop Strong Relationships with Clients
    Building trust and strong relationships with your clients is key to long-term success. Understand their business, communicate regularly, and be proactive in addressing their needs. Provide personalized and high-quality service to ensure client satisfaction and loyalty.
  4. Network and Collaborate
    Networking with other professionals in the industry can open doors to new opportunities and partnerships. Attend industry events, join professional associations, and connect with peers to expand your network and learn from others’ experiences.
  5. Enhance Your Online Presence
    In today’s digital age, having a strong online presence is essential. Develop a professional website, engage in social media, and utilize online marketing strategies to reach potential clients and showcase your expertise.
  6. Offer Value-Added Services
    To truly elevate your bookkeeping business, consider offering additional services that complement bookkeeping. This could include business consulting, advice on cash flow budgeting, business consulting, business planning and cashflow forecast. Providing a comprehensive suite of services can enhance your value proposition and attract more clients.
  7. Seek Feedback and Continuously Improve
    Always be open to feedback from clients and employees. Use it as an opportunity to learn and continuously improve your services and operations. Strive for excellence and never settle for mediocrity.

Elevating and empowering your bookkeeping business requires a combination of continuous learning, technological adoption, strong client relationships, and strategic networking. By implementing these strategies, you are setting your business up for success and ensuring that you provide exceptional value to your clients. Stand out in the competitive bookkeeping industry, and watch your business thrive!

The Result: SUCCESS for Your Business and your Client’s!

One way to upskill is to go to Trusted Advisory Training Program and learn more about how to learn key strategies and training on adding Client Accounting Services to your Bookkeeping services. Let Masten Solutions support you to go forth and grow your business!


Ina Masten, Founder of Masten Solutions

Want my contact info or to connect on social media to start building your network?

Click here for my digital business card!

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Small business owners can search for up to 2 years to find someone to help build their financial strategy for their business.

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Are you a bookkeeper or accountant looking to grow your expertise so you can provide more services to your clients?

You don’t have to. Ina’s accounting expertise and business acumen are here NOW.

Discover how your business can benefit from having someone like her in your corner with Ina’s fractional CFO services.

You’re in the right place. The small business community is massively underserved and needs someone like you.

Become a trusted advisor today at the level that’s right for you, with Ina’s Trusted Advisory Training Programs made for bookkeepers and accountants.

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