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1 contribution to From Zero to Remote Bookkeeper
🚀 Your First Client Game Plan (Simple + Doable)
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.
🚀 Your First Client Game Plan (Simple + Doable)
0 likes • 13d
Great tips. thanks
1-1 of 1
Mike Hobbs
1
5points to level up
@mike-hobbs-1885
I pay for & pick apart business tools so you don't waste money on the wrong ones. Co-founder of a $9M+ affiliate company. No theory, just real tests.

Active 9h ago
Joined Apr 21, 2026
Southern Utah
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