Hey everyone! I’m getting more acclimated to my new role, so you’ll start seeing more of me around here in the coming weeks. Thanks for your grace and patience during this time! It’s been awesome and wild, and I’m really excited about what this new role could mean for this community. With that said, I’m going to start transitioning the community to make it much more relevant and valuable to you. Here’s the vision: 1. Get Clients The majority of you have said you want help marketing and selling your services. In other words: you want to know how to get clients. My original plan was to get at least 5 clients in 90 days and document the process for you. With my new role, I can’t get my own clients anymore (part of our arrangement). But I can still help you get yours. For example, one thing I’m planning is a LinkedIn course showing you how to use LinkedIn to generate clients, along with other resources around marketing and sales. More to come on this, but let me know your thoughts. 2. Build Skills & Find Your Niche I want to help you become really good at what you do. I’ll be building resources around: • Bookkeeping for specific industries • Servicing different types of businesses • Niche-specific offerings • Accounting, bookkeeping, and FP&A practice books I’m a firm believer that riches are in the niches, especially when you’re starting out. I want you to be able to explore different industries, find a niche you like, and build the skills to serve it well. 3. Build a REAL Community I love hearing from you guys, but right now most of the posts are from me. I want to change that. I want this to become a place where you can connect with people in similar niches, share ideas, build relationships, and actually build businesses together. The vision is simple: Build Skills Build Relationships Build a Business I’ve even been thinking about challenges where members come together and build businesses based on what we learn here. There’s a LOT I want to do.

I spoke with a bookkeeping owner who does 2.2M in revenue. He’s been in business 4 years and has roughly 100 clients. We talked for around 30 minutes today about life, work, and the challenges of business. But he said something to me that I think should give everyone here hope. He said: “I love my overseas bookkeepers. They’re great workers and they’re always grateful. I wish I could hire them to be client facing, even more than my US employees. But, I think my clients prefer to talk to people here.” Huh 🤔 That tells me two things: 1) If you’re overseas, you might need to be targeting bookkeeping firms, CPA firms, or outsourced accounting roles. If you’re good, grateful, and reliable, that’s what these owners want. 2) If you’re here in the US, you need to target business owners. They don’t have the time to talk to people outside of their own time zones. Local bookkeepers are preferred. This means that wherever you are, there is a target client for you here in the states. You just have to find them. So don’t give up. It only takes one connection to change the game forever. Routing for you all ✊ P.S. I’m thinking about creating a LinkedIn course to teach how I’ve made these connections. Let me know if you think that’d be valuable in the comments. P.P.S. Go read today’s daily verse. It should be an encouragement to you all regarding this (Galatians 6:9)