Home and car servicesEvenings and weekendsA laptop and bookkeeping skills

Start a bookkeeping business

To start a bookkeeping business, make sure your skills match what clients need, check whether your country requires registration or supervision for bookkeepers, and choose a type of client to serve, such as trades or cafés. Then give each client one place to send receipts and see what you need from them.

At a glance

You start with
A laptop and bookkeeping skills
Time
Evenings and weekends
Where you work
From home, online with clients
Who pays
Sole traders and small businesses without a finance person
Check first
Registration or anti-money-laundering supervision rules, professional indemnity insurance

How to start a bookkeeping business

  1. 1

    Check the rules for bookkeepers

    Some countries require registration or supervision for anyone handling clients’ books.

  2. 2

    Choose one kind of client

    Trades, cafés or online shops each have similar books, which makes you faster and easier to recommend.

  3. 3

    Offer a monthly package

    A fixed monthly service is easier to sell and plan than hourly work.

  4. 4

    Set up how clients send documents

    One place for receipts and statements saves chasing emails.

  5. 5

    Ask accountants for referrals

    Accountants often want clients whose books arrive in order.

The app that runs it

A client portal for documents, requests and monthly status. Fabricate builds it from the words below; change any of them first.

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Questions about starting a bookkeeping business

Do I need to be an accountant to do bookkeeping?
Usually not, but some countries require bookkeepers to register or be supervised for money laundering rules. Check what applies where you live.
Can I run a bookkeeping business from home?
Yes, most bookkeepers work from home and online with their clients.

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