If you’re in that “I know some things… but not everything yet” stage—this is for you 👇 Step 1: Pick ONE service to start with Don’t try to offer everything. Start simple: ✔️ Monthly bookkeeping ✔️ Cleanup (last 2–3 months) ✔️ Bank/credit card reconciliations 👉 Clarity builds confidence. Step 2: Practice just enough (not forever) Use QuickBooks sample company or create your own mock client. Focus on: ✔️ Categorizing transactions ✔️ Reconciling accounts ✔️ Running basic reports (P&L, Balance Sheet) 👉 You don’t need perfection—you need familiarity. Step 3: Set a beginner-friendly price Give yourself permission to start simple: ✔️ $150–$300/month (small clients) ✔️ OR a one-time cleanup price 👉 You can raise prices as your confidence grows. Step 4: Start telling people (this is where it clicks) You don’t need a website yet. Start here: ✔️ Post on Facebook ✔️ Tell friends/family ✔️ Reach out to small business owners Simple message: “I’m taking on a few bookkeeping clients as I grow my business—if you or someone you know needs help, I’d love to connect!” Step 5: Get your first client → THEN grow Your first client is not about being perfect. It’s about: ✔️ Learning in real life ✔️ Building confidence ✔️ Creating momentum 👉 That first client changes everything. Step 6: Lean on support (you’re not alone) If you get stuck: ✔️ Ask questions here in SKOOL ✔️ Rewatch lessons ✔️ Google + learn as you go 👉 Real bookkeepers look things up ALL the time. 💬 Truth: Confidence comes after action, not before it.

Hi everyone! I realized it’s been a little while since I’ve posted in here, and I wanted to take a moment to check in with all of you. Behind the scenes I’ve been working on new classroom material and building out more resources to help you on your bookkeeping journey. It’s been exciting seeing members moving through the lessons and starting to apply what they’re learning. But the best part of this community is hearing where YOU are in your journey right now. So let’s do a quick check-in 👇 Where are you currently in your bookkeeping journey? 1️⃣ Just starting and learning the basics 2️⃣ Working through the course lessons 3️⃣ Practicing and building confidence 4️⃣ Starting to look for clients or jobs 5️⃣ Already working with clients Drop the number that fits you best in the comments. No matter where you are right now, remember this: every step forward counts. The skills you’re building today are the foundation for the opportunities that come later. Looking forward to hearing where everyone is! — Terry