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How to start a bookkeeping business step by step
Work from home on a monthly retainer, with clients who stay for years. Here is what it takes to start, step by step.
At a glance
What it takes to start a bookkeeping business
Bookkeeping
Work from home on a monthly retainer, with clients who stay for years.
- Startup cost$500 to $2,000
- Typical price$300 to $1,000 a month per client
- Main gearLaptop, accounting software
- Repeat workMonthly retainer
Rough US ranges to help you plan. Costs, prices and rules vary a lot by area, so check locally before you start.
Step by step
How to start a bookkeeping business
Check the rules and register
Most states don't require a license for bookkeeping, but preparing tax returns for pay needs an IRS PTIN. Professional liability insurance is recommended. Register as a sole proprietor or LLC and open a separate bank account.
Get your gear
A reliable laptop, accounting software you know well and a secure way to collect documents.
Set your prices
Charge a monthly package based on the number of accounts and transactions. Cleanup of past months is a separate one-time fee.
Get online
Customers search Google before they call. You need a simple website, a booking or quote form, and a Google Business Profile so you show up on the map.
Land your first customers
Other local service businesses, like contractors and salons, often fall behind on their books. Start with people you already know.
Ask for reviews and rebook
After every job, ask for a Google review and offer to put the next visit on the calendar. Reviews and repeat bookings are what make a local service business grow.
Questions
Common questions
Do I need to be a CPA?
No. Bookkeeping doesn't need a CPA license. A certification from a bookkeeping association can help you win clients.
Will I make money?
That depends on your work, your area and how many customers you reach. We don’t promise any income.
Other businesses
Thinking about something else?
House cleaningMobile car detailingLawn careHandymanPet sitting and dog walkingMobile mechanicPressure washingJunk removalWindow cleaningMobile dog groomingEvent and party rentals
Guides
More on starting a bookkeeping business
How much to charge for bookkeeping servicesDo you need a certification to be a bookkeeper?All starting a business guides