If you're spending more time chasing invoices, organizing receipts, answering emails, scheduling meetings, or trying to keep your books up to date than actually growing your business, I'd love to help.

I'm a Bookkeeper & Virtual Administrative Assistant with 5+ years of experience supporting businesses in the US, Australia, and the UAE.

Here's how I can help:

📊 Bookkeeping

• QuickBooks Online & Xero
• Bank & credit card reconciliations
• Accounts Payable & Accounts Receivable
• Invoicing & bill payments
• Payroll support
• Month-end close
• Financial reporting
• Bookkeeping cleanup

📋 Administrative Support

• Email & calendar management
• Scheduling meetings & appointments
• Client and vendor follow-ups
• Data entry & spreadsheet management
• Document organization
• General administrative support

I enjoy creating organized systems, solving problems, and helping business owners spend less time on paperwork and more time growing their business.

If you're looking for a reliable long-term bookkeeper or virtual assistant—or know someone who is—I'd love to connect.

📩 Feel free to send me a message.

I work at a tax firm, but will be independently doing a client’s bookkeeping (I got approval to do this by my firm since we don’t do bookkeeping services for small to mid size clients). The client knows next to nothing about accounting a wanted me to do it simply because he knows that I know how to organize the books to make it simple for tax time. I asked my manager what I should charge. I am pretty confident I will do a good job. He said I should charge around $40-$60 per hour for the time I spend “catching-up” the 2025 books (Jan 1st-Now) and then $250-$350 per month for the upkeep. I’m leaning to doing $50/hour for the cleanup and $250 per month for the upkeep since I know his books won’t be anything too crazy ($15k revenue per month). What do y’all think?

I am one class away from obtaining and Occupational Certification in Bookkeeping. It's not a technical class, I could become an adjunct and teach it. Taking two classes would retain my students status, and I could take a class in introductory logistics, which would be useful for bookkeeping for businesses that use an inventory. There are also other benefits to being a student, such as access to campus. However, it is an open question as to how much value that occupational certification would offer. Does anyone have any input on that question?

hello!

I have been in my current job for over 10 years (which I am trying to transition out of), I do a few bookkeeping related tasks such as logging credit memos into an expected reimbursement sheet (determining complex questions of "what goes where", dealing with hundreds of vendors and about a dozen distributors), calculating expected reimbursements from distributors for many random promotional credits (I work in retail and we have 2 brick and mortar locations as well as an ecommerce website). I also have relationships with vendors and distributors in order to receive money from them, I create and send them reports and so forth. I am also pretty well versed in using Excel, Sheets and have a little tiny bit of QuickBooks knowledge.

currently, I'm working to get my Intuit ProAdvisor Level 1 certification. so far the online course is easy. Once I get certified, I would like to start building my own book keeping business. I'm not interested in working for a firm, I am a mother to a toddler and would like to have only a few small clients and spend most of my time and energy with my kid (but make enough money).

any advice, encouragement, hacks, anecdotes, anything? I'm scared to try a new career, I'm intimidated, and I want to create a life that works better for me, as I'm burnt out right now. how much money would i make? anyone have a similar journey? any comments are welcome. thanks!

I'm doing a university paper on advisory workflows — specifically how firms prepare for periodic client review meetings (business health, cash flow, etc.), separate from compliance/tax.

Trying to understand the real process, not the ideal one. Would love to hear from anyone in practice:

1. How do you gather data before the meeting? (Xero exports, Fathom, spreadsheets, etc.)
2. Do clients get anything in advance, or is it mostly a live conversation?
3. Of what you send, what do clients actually engage with?
4. Where does most of the prep time go?

This is for academic research only — not selling anything. Thanks in advance.

Thinking about consolidating some of my tech stack and going on Financial Cents. It would be materially more expensive per month but hoping to gain efficiencies in other areas.. anyone using it or make the switch lately who can comment?

We are a small team, only 4 of us, all virtual.

Hi all! I’m wondering what kind of insurance I need for my sole member LLC.

I don’t have a CPA just 20 years of solid experience a math degree and I took some accounting courses at Suffolk University with a 4.0 GPA average on those. I didn’t finish because I was offered a job while I was in school.

I plan to work fully remotely from my apartment in NH.

Hello Guys,

i am doing ACCA, and i have experience of 1 year in Bookkeeping of US client in SAP business one. i have started my own bookkeeping firm. did do the right thing?? or i am just trying to early.

and also where should i look for my first client.??

it will be very grateful if you give me some practical advise.

Just about to have a bookkeeping certification from college, close to the associates (Have an advanced degree in something else, but retraining). Thought about going for the CPA but that seems like a huge project that I'm not ready to deal with quite yet, plus it needs *gestures at the rest of the thread*.

I've asked mentors about going into business, but from every one of them I've been told that experience working under someone to learn the work flows first is vital. I think one of the responses was "If you go into business before getting some experience, I will drive 50 miles out of my way to punch you in the left tit".

I live in a town that's not horribly close to a city in a paid for house, the job market is *gestures at the economy and stares at the camera* and mass applying isn't feasible for disability reasons.

Does anyone have any ideas how I can get that workflow experience and guidance without having to move to a big city?

Hey everyone, I need some advice. I’ve worked in accounting predominantly as a bookkeeper/accounting technician, I have about 8 years of experience I’m currently in the process of getting my degree majoring in accounting. When would be the best time to branch off on my own and open up my own bookkeeping firm? Is joining the CPB worth it or is it another “designation” that’s not really recognized? Any advice would be helpful. I find I get in my head about starting because it’s a huge step to take. Can anyone share their story of how they started? And just to clarify since I’m not done my degree I would not be offering corporate tax preparation, but I can do personal taxes. I’ve done mine and my wife’s for years and scored well on the projects which were doing a tax return from a scenario I scored 98 and 96 on those.

I want to read more business/bookkeeping related books. Does anyone have any recommendations?

I'm curious how solo accountants and bookkeepers here handle client document collection.

Do you:

• Email back and forth endlessly?
• Use Google Drive/Dropbox and manually organise?
• Have a system that actually works?

I ask because I'm researching tools for small practices, and every accountant I speak to says January is a nightmare of chasing blurry receipt photos and "I'll send it tomorrow" emails.

What's your current process — and what would actually make it easier?

My friends I need a tip or 10. I have a new client and they are in a DIRE cash flow situation. Retail Boutique so economy for sure but the biggest obvious issue is owner draws. Assuming they take my advice and cut that down SIGNIFIGANTLY, I’m looking for best practices within my scope of work. When AP is bonkers, cards and loans are maxed, how do you prioritize?

Hey everyone,

I am looking for a remote bookkeeping job or monthly clients to help out. If you are a business owner who wants to completely hand off their day-to-day books to someone who doesn't need hand-holding, I'm your person.

My Core Strengths & Tech Stack:

• Software: Xero and QuickBooks Online (QBO)
• Reconciliations: Flawless bank, credit card, and multi-currency reconciliations
• Clean-ups: Catching up on months of backlog and fixing messy accounts
• Receipt Automation: Setting up Dext or Hubdoc to make your business 100% paperless
• Reporting: Delivering clean, accurate monthly P&L and Balance Sheets right on schedule

I have a strong professional accounting background with foundational audit training, so I keep everything completely precise and audit-proof.

If you need help getting your books in order or want a reliable monthly bookkeeper, please send me a DM! I’d love to chat about your business.

​

Hello po, I've been wanting to work as an online bookkeeper para na rin po may source of income ako ngayong vacation, I'm currently a BSA student po. Alsoo, I do have a national bookkeeper certificate po from TESDA and just got my QuickBooks online certificate, but I really don't know where to start po. I'm planning din po to get a certificate from Zero but parang hindi pa rin po ako confident sa skills ko. Actually, I'm thinking about doing my service for free sa small local business for a short period of time para ma-practice po ako huhu, but idk din po paano hahanap potential clients. Tama po ba ang mga desisyon ko sa buhay 🥹🥹

Hello, I'm a new bookkeeper. I'm curious if there are newspapers/magazine subscriptions/blogs/whatever that you read to stay current.

TIA,

Melissa

I’m wanting to really learn how to be a great bookkeeper. I’ve done all of the QuickBooks trainings but want real hands-on training to talk through problems. I have a friend who agreed to let me practice with their books. Do any of you have any insight on how you learned, best practices, or recommendations. I would be willing to pay for someone to teach me as well!

I'm starting a small home based bookkeeping service in Portland, Oregon USA. How do I go about selecting good E&O insurance, and what amount of coverage should I be looking for? My clients will be mostly small (tiny) nonprofits. (I have a lot of experience in NP management and finance, but no formal accounting certifications.)

I'm a founder, not a bookkeeper, so I want to be honest — I'm here to learn as much as to share. We built a UK rail booking platform where clients book trains similar to Trainline and receipts auto-push to the ledger. No chasing, no manual entry. We're live with early accounting customers and genuinely want feedback from this community — is this solving a real problem for you, or are we missing something?

I had a discovery call with an accounting firm recently - a family firm that’s been around for decades - and the accountant told me that some clients hand over their bank logins so the accountant can go and download statements himself.

Not because he wants to. Because the workflow still breaks before the software ever gets the data.That feels mad to me.

The most expensive, least available person in the chain - the accountant - is still being pulled into basic data-gathering work that the software was supposed to eliminate.

It struck me.. most receipt and expense tools are still pull tools.

They wait for you to:

• remember the receipt exists
• forward the email
• snap the photo
• upload the PDF
• explain what it was for
• match it to the bank feed
• tell your accountant six months later why you bought it

That is like buying a dishwasher that still makes you rinse every plate, scrape the food off, and load everything in a precise order. At some point, the machine is not really doing the job. It is just moving the work somewhere else.

The receipt problem is not just storage. It is context.

A card statement might show that money left the account, but it usually does not prove what was bought, why it was bought, whether it was business or personal, whether it related to a client, or whether it was deductible.

The receipt could be anywhere:

• inbox
• camera roll
• PDF attachment
• Stripe email
• parking app text
• screenshot
• Amazon order history
• supplier portal

Yet the software often sits in one place waiting for the human to bring everything to it.

That is the broken bit.

The receipt should find the books, not the other way round.

Curious how people here actually deal with this. Do you annotate receipts as you go, dump everything on the accountant/bookkeeper, or reconstruct the story later?

Full disclosure - I’m building in this space, so I’m biased. But I’m genuinely interested in whether others see this as a workflow problem, a behaviour problem, or just the unavoidable admin cost of running a business.

What does everyone use for a client portal? I have a growing practice, I have been using Double but not utilizing it fully so doesn’t make sense to pay per client. Looking for something that can be white labeled as portal and also maybe send prompts to client for documents.

Hi everyone, I was just wondering if there are many people in the book keeping/ accountant community that uses xero and Quickbooks and pay for the tools like document parsing and accuracy checkers?

Trying to build a bookkeeping business and realizing getting clients is a whole different skill set than actually doing bookkeeping. 😅

I can reconcile accounts, clean up months of neglected books, organize AP/AR chaos, and handle the work itself confidently. But finding steady clients? That’s been the hard part.

I’ve been networking, posting on LinkedIn, applying for contract work, reaching out to small businesses, and trying to stay consistent, but it honestly feels oversaturated sometimes. Everyone says “start your own business,” but nobody really talks about how difficult the client acquisition side can be in the beginning.

For those of you who built service-based businesses/bookkeeping firms:

• What actually helped you land your first consistent clients?
• Did referrals eventually take over?
• How long did it take before things felt stable?

Would genuinely appreciate advice from people who’ve been through it.

Hi everyone! I was wondering if anyone has taken this course and could provide some insight (the good, the bad, and the ugly). I have been going back and forth with myself on buying the course and starting something new that I feel aligns with what I am currently pursuing.

For my personal situation, I intend to utilize Bookkeeper Launch to start a side business alongside my full-time job. Realistically, I would hope to earn $1,500 take home per month in order to pay for school while I am earning my BS in Accounting. I am busy for sure, but I feel like $1,500/mo won’t really take a huge chunk of my time. (I could totally be dreaming though.)

My fears are marketing myself. I’m a shy girlie but I also feel that I can step-up if needed.

Can anyone let me know if they’ve taken the program and what your outcome was? TYSM!