Bookkeeping BIZ

The virtual bookkeeper’s guide to understanding PayPal

By Veronica Wasek|2021-01-22T05:10:26+00:00January 21st, 2021|Bookkeeping BIZ, E-commerce, QBO Cleanup|

Does the thought of working with PayPal transactions make you want to run and hide? PayPal bookkeeping can be very complicated, even for the most experienced virtual bookkeeper. I definitely struggled to understand the ins and outs of how it works at first. Now I want to share my experience with you. I'm going to show you the essentials of how PayPal works so you can tackle your client's PayPal transactions with more confidence in this virtual bookkeeper’s guide to understanding PayPal.

How to effectively communicate your value as a bookkeeper – Part 2

By Veronica Wasek|2020-12-03T23:34:50+00:00December 3rd, 2020|Bookkeeping BIZ|

Virtual Bookkeepers can spend a lot of time trying to build up their client list. Unfortunately, it's hard to grow a business when you are underpricing your services and working overtime, just trying to earn a living. A better approach for building a successful bookkeeping business is to selectively take on clients who value what you do, and pay what your services are really worth. How do you get those kind of clients? Well, if you want high-quality clients, you need to know how to effectively communicate your value as a bookkeeper.

How to effectively communicate your value as a bookkeeper – Part 1

By Veronica Wasek|2020-11-13T19:49:11+00:00November 12th, 2020|Bookkeeping BIZ|

If you want to attract new clients and get paid what you’re worth, you need to communicate your value. How do you effectively communicate value as a bookkeeper? That’s something I struggled with at first. It took me a while to figure out that the things my clients valued weren’t always what I expected. In this two-part series I‘m going to show you the biggest lessons I’ve learned about communicating your value to your ideal clients.

Charging for QuickBooks Online cleanup – fixed fee or by the hour?

By Veronica Wasek|2020-10-08T23:29:32+00:00October 8th, 2020|Bookkeeping BIZ|

With QuickBooks Onlnine clean ups, you often don’t know exactly what you’re getting into or exactly how much work will be involved, and these unknowns can make pricing a cleanup pretty complicated. I want to share my insights on the two basic ways of charging for QuickBooks Online cleanup - fixed fee or by the hour, to help you decide a pricing system that works for you.

How to say ‘No’ when you’re an introvert bookkeeper

By Veronica Wasek|2020-08-21T06:13:57+00:00August 20th, 2020|Bookkeeping BIZ|

Are you an introvert bookkeeper? Me too. I’ve got a special place in my heart for people like you and me because we make great bookkeepers but we may have to face a unique set of challenges (opportunities for growth) when interacting with clients and prospects. One of these growth opportunities, is learning how to say “No” when you’re an introvert bookkeeper. It’s crucial to be able to say "no" to the wrong kinds of clients and projects so you have time and energy for the right ones!

Behind the Scenes – The Virtual Bookkeeper’s Roadmap

By Veronica Wasek|2020-08-12T04:55:37+00:00August 6th, 2020|Bookkeeping BIZ|

Whether you are launching a new virtual bookkeeping business or trying to make your existing business more efficient and scalable, you probably know that it can take years of trial and error to figure out the best way to run a bookkeeping business. You are probably also very aware that all that time is costing you money. Most people would rather skip past that trial and error and follow a proven roadmap, if they can find one. In this blog post I want to give you a behind the scenes look at my course in the 5MB Academy, The Virtual Bookkeeper’s Roadmap, which was designed specifically to show you how to do it right.

How I get paid to diagnose my clients’ QuickBooks problems

By Veronica Wasek|2020-07-09T18:14:38+00:00July 9th, 2020|Bookkeeping BIZ|

A lot of people ask me how I get paid to diagnose my clients’ QuickBooks problems. In recent blog posts and videos, I’ve shown you the Smart Review checklist I use for a quick (free) check up of how messed up a client’s books might be. Once potential problems are discovered during my Smart Review, I will recommend a paid QuickBooks diagnostic review to my client, so we can take a deep dive into the books to find out exactly what needs to be fixed.

My Smart Review System for getting bookkeeping clients

By Veronica Wasek|2020-10-01T19:35:32+00:00July 2nd, 2020|Bookkeeping BIZ|

Are you looking to add more bookkeeping clients? Do you wish you had a reliable system for turning quick, free QuickBooks reviews into paying clients? My Smart Review System for getting bookkeeping clients does exactly that. Keep reading to discover how I do it.

My QuickBooks paid diagnostic review sales funnel

By Veronica Wasek|2020-07-09T18:23:52+00:00June 11th, 2020|Bookkeeping BIZ|

A lot of bookkeepers struggle to take new prospects from the initial phone call to being ongoing clients. It can be tricky at first, but it’s crucial if you want to grow your bookkeeping business. Fortunately, it’s much easier if you have a plan in place. That’s why today I’m going to share my QuickBooks paid diagnostic review sales funnel. Keep reading to see just how the funnel works.

How I review my clients’ QuickBooks in 15 minutes

By Veronica Wasek|2020-06-04T23:06:33+00:00June 4th, 2020|Bookkeeping BIZ|

Before you take on a new client, it pays to review their books and see what’s really going on. Did you know that you can get a pretty good picture of a potential client’s biggest QuickBooks problems in less time that you might think? Let me tell you how I review my client's books in just 15 minutes with my Smart Review System, so you can do it too.

Where can you get virtual bookkeeping training?

By Veronica Wasek|2021-09-15T14:11:14+00:00May 21st, 2020|Bookkeeping BIZ|

Are you serious about becoming a confident, competent virtual bookkeeping professional? If the answer is yes, then you need to be willing to invest the time and money necessary to raise your skill level. Where can you get virtual bookkeeping training? I'll share several options with you.

How to pick a niche for your bookkeeping business

By Veronica Wasek|2020-05-08T13:59:32+00:00May 7th, 2020|Bookkeeping BIZ|

Are you struggling to pick a niche for your virtual bookkeeping business? I hear so many of my peers asking, “How do I pick the ‘right’ niche?”, or “What is the most profitable niche?” I'm going to give you some tips on how to pick a niche for your bookkeeping business.

The biggest pricing mistakes bookkeepers make

By Veronica Wasek|2020-04-17T06:28:28+00:00April 16th, 2020|Bookkeeping BIZ|

In working with thousands of bookkeepers, and learning through my own ‘pricing journey’, I want to talk about five of the biggest pricing mistakes bookkeepers make, and how you can overcome them.

The 3 biggest mistakes bookkeepers make in their bookkeeping business

By Veronica Wasek|2020-05-08T14:07:19+00:00July 5th, 2019|Bookkeeping BIZ|

Sometimes I wish that I could go back to the early days of my business and know what I know now. Of course, that's not possible, but I do want to help you avoid some of the same mistakes I made.

Can a CPA start a successful bookkeeping business?

By Veronica Wasek|2020-05-08T14:13:04+00:00June 25th, 2019|Bookkeeping BIZ|

Can a CPA start a successful bookkeeping business? Well, I'm here to tell you that yes, a CPA can! As a matter of fact, I am a certified public accountant and I have a successful cloud accounting business. In this blog post, I will give you some tips from my experience on how I started my successful bookkeeping business.