Choose your bookkeeping niche
Define your target clients
Learn bookkeeping software
Get bookkeeping training or certification
Set up your business structure
Register your business name
Obtain required licenses and permits
Open a business bank account
Set up accounting and invoicing systems
Create service packages and pricing
Build a professional website
Set up a business email and phone number
Create client onboarding documents
Draft contracts and engagement letters
Set up data security and recordkeeping processes
Purchase insurance if needed
Build a marketing plan
Network with local businesses and professionals
Create a portfolio or sample work
Find your first clients
Deliver accurate and timely bookkeeping services
Request testimonials and referrals
Track income, expenses, and taxes
Review and improve your processes regularly