Bookkeeping isn’t just numbers — it’s software too. QuickBooks, spreadsheets, client communication tools, the whole stack. And I’ve noticed something in this community: Some of you are coming in completely new — never opened QuickBooks, not sure what a “chart of accounts” even is, learning the software and the bookkeeping at the same time. That’s a bigger climb, and it’s okay to be there. Others already know the tech — maybe from a past job, maybe you’ve just poked around QBO on your own — and what you actually need help with is the client side: how to onboard them, what to ask for, how to actually run the relationship. Both are completely valid starting points. But I want to know where you are, so I can make sure this community is actually helping you where you need it: Drop a comment: A) New to bookkeeping AND the software B) Know the software, new to working with clients C) New to both, but comfortable with tech in general D) Somewhere in between — tell me! No wrong answer. I just want to build this out in a way that actually meets you where you’re at. 💚

How comfortable are you with the accounting equation? 🤔 Assets − Liabilities = Equity If reading that just made your stomach drop a little… you’re exactly who this community is for. No judgment here. Here’s the shorthand I learned when I was a new bookkeeper: What you OWN − What you OWE = What’s left OVER That’s it. That’s the whole equation. Three O’s, and suddenly it clicks. 👉 Drop a number in the comments, 1-5: 1 = “I panic when I hear these words’” 5 = “I could explain this to my kids” Wherever you land, here’s something that will help explain it: Monopoly. Yep, the board game. Once you see your properties as assets, your mortgages as liabilities, and your cash pile as equity — it stops being a scary formula and starts being something you already understand. This exact breakdown (Monopoly board and all) is inside Bookkeeper Launch, the training I recommend for anyone who wants to go from “what’s equity again?” to confidently doing this for real clients. It’s the same foundation I built my own bookkeeping business on. If you’re ready to stop guessing and actually get the fundamentals, I’ll drop the link below. 💚 Bookkeeper Launch

Over the last 6 years I've built my business by word of mouth but recently I decided to start posting on LinkedIn and I’ve noticed something and I wanted to share it with you. Almost every message I get isn't from a potential client. It's from other bookkeepers — hoping to network with me, hoping I'll pass along work, hoping to connect. And I get it. I really do. But it made me start paying attention to how people are actually trying to get clients right now, because there seem to be a few very different approaches: 1. Posting content and hoping the right person sees it. This is what most of us default to, myself included. It's the least scary option — no one has to look you in the eye and say no. But it's also the slowest, because nobody's actually required to respond to you. 2. Commenting, engaging, cold DMing. A step closer, but still mostly aimed at other bookkeepers and business coaches, not at actual potential clients. Safe, but a long shot. 3. Reaching out directly to a specific business owner or referral partner. The one that actually works fastest — and the one almost nobody does, because it's the only one where someone has to say yes or no to you personally. Here's the thing I keep coming back to: I used to sell life insurance, and our whole method was researching small businesses, driving there, and walking in to talk to the owner. I did the research part every time. The walking-in part? Some days I'd pull up, panic, and drive away without ever going inside. I wasn't lazy. I was busy the whole time — researching, planning, driving. But none of that could ever turn into a client. Only the conversation could. I think a lot of us are doing the online version of that right now. Posting, commenting, researching, planning — all of it feels like prospecting. But if no specific person has to answer you, it's not quite the same thing. So I'm curious… be honest with me: In the last couple weeks, how have you actually been trying to get clients? And if you're being really honest, how many of those were things where a real person had to say yes or no to you directly?

I see we have some members that are already bookkeepers and some that are here to learn how to become one so I'm just curious where everyone falls in this poll.