Bookkeeping Expert - Zach Pasquariello

I started an investment fund with a simple plan, learn the market, focus, and execute. In my first year, I raised $3,000,000 and built ZIP Capital toward a $5,000,000 goal by doing a few core things really well.

In this video I break down the 5 things that helped me get started as a fund manager:

Leverage prior experience
Learn the market by being in it
Focus on one thing (my niche and buy box)
Start with your own money
Build an online brand and trust

Plus the two bonus rules that...

Last year I made $1,000,000. This year I’m doing it again, and I’m documenting every single day so you can see exactly what I’m doing in real time.

I run a bookkeeping business, I lend money to real estate investors, and I manage an investment fund. In this daily vlog, I’m breaking down the work, the decisions, the numbers, the deals, and the discipline it takes to repeat a seven figure year.

If you’re a bookkeeper, entrepreneur, real estate investor, or someone building a business and chasing big goals, subscribe and follow the...

Day 8 of 2026 is a real day in the life of a bookkeeper and investment fund manager. I’m juggling month end close work for my bookkeeping clients while moving 4 real estate loans toward funding.

In this vlog, you’ll see how I balance accounting work, underwriting, deal flow, borrower communication, and the daily operating tasks it takes to run a real estate lending business. If you’re a bookkeeper, entrepreneur, or real estate investor, this will give you a behind the scenes look at what it actually takes to keep everything moving.

Drop a comment with y...

Day 7 of 2026 is officially on.

Last year I hit $1,000,000 in profit as a bookkeeper and entrepreneur, and in this daily vlog I’m documenting exactly what it takes to try to do it again. You’ll see my real day in the life running a bookkeeping business, managing clients, staying on top of finances, and making the daily decisions that drive profit.

If you’re a bookkeeper, business owner, or aspiring entrepreneur, this series will show you the habits, systems, and work ethic behind building a profitable service business. I’m not here to sell a fantas...

Day 6 of 2026 and a big milestone just happened: I received $400,000. In today’s day in the life vlog, I break down exactly what that means for my business, my goals for 2026, and how I think about deploying capital responsibly as an entrepreneur.

I’ll walk you through the strategy behind the money, what it changes, what it does not change, and the next moves I’m focused on, including risk management, keeping momentum, and staying disciplined with growth.

If you’re building a business, raising capital, or trying to scale without losing control, this vlog will giv...

Day 5 of 2026. In this video, I’m breaking down exactly how I manage 64 bookkeeping clients while running a $30,000 monthly recurring revenue bookkeeping business. I’ll walk you through the real systems I use to stay organized, hit deadlines, and keep month end close under control without feeling overwhelmed.

If you’re a bookkeeper or you want to start a bookkeeping business, this is the client management workflow that keeps everything moving. I’m sharing how I structure my week, how I track tasks, how I communicate with clients, and what I focus on to keep retention high and oper...

It’s Sunday and I’m doing a short bookkeeper work session to get ahead before January month end close. In this day in the life vlog, you’ll see how I plan my week, organize client priorities, and knock out a few key tasks early so month end feels smooth instead of stressful.

If you’re a bookkeeper or a small business owner trying to stay on top of your books, this will give you a realistic look at what it takes to stay organized and proactive heading into a new month.

If you have que...

Day 3 of 2026. A lot of people tell me I should sell my bookkeeping business and take the $300K+ payday. In this daily vlog, I break down exactly why I am not selling, what I would lose by cashing out too early, and how I think about building long term wealth through recurring revenue, systems, and consistency.

If you are building a bookkeeping business, thinking about an exit, or trying to grow monthly recurring revenue, this video will help you think clearly about the tradeoffs between a quick cash out and playing the long game.

In...

Day 2 of 2026 is a real bookkeeper day in the life as I manage month end close from start to finish. In this vlog, I walk through my month-end close workflow, the checklist I follow, and the key tasks I tackle to keep client books clean and accurate in QuickBooks Online. If you are a new bookkeeper or a small business owner trying to understand month end close, this is the exact routine that keeps everything organized and on time

Learn more about my investment fund targeting 8% to 12% fixed returns
https://www.zipcapitalfund.com/

Happy New Year 2026 🎉 Come with me for a Bookkeeper Day in the Life vlog as I kick off Day 1 of the year with my real morning routine, client work, QuickBooks workflows, and the exact systems I use to stay organized and productive. If you’re a bookkeeper or small business owner, this behind the scenes look will give you practical ideas you can copy today. Like, subscribe, and drop your questions below about starting a bookkeeping business and I’ll answer them in my next video!

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https...

In this video, I break down 5 things I learned in 2025 that directly helped me profit $1,000,000, and I’m sharing it because most people are chasing money while ignoring the habits that actually create it. 🚀

We’ll talk about why focus is really a discipline of saying no, and how every yes costs you time, energy, and momentum. I’ll explain how to build high income skills that compound over time, and why compounding is not just money, it is competence.

I also get real about consistency. It is simple, powerful, and painfully boring, but the boring re...

Want to grow a bookkeeping business to $40,000 per month in monthly recurring revenue without chasing random tactics? In this video, I break down the exact 5-step marketing strategy I used to consistently attract bookkeeping clients, build trust online, and convert viewers into paying monthly clients.

This is the same framework I used to grow my bookkeeping business into predictable, recurring revenue using simple marketing fundamentals: content, positioning, outreach, and a repeatable follow-up system.

In this video, you’ll learn:

The 5-step marketing system I used to grow my bookkeeping business
How to at...

In this video, I break down exactly how I built a 7 figure net worth through bookkeeping and smart investing. I’m sharing the real strategy, the habits, the numbers that matter, and the decisions that compounded over time.

If you are a bookkeeper, business owner, or someone trying to build wealth the boring but reliable way, this is for you. I’ll walk through how I used bookkeeping to increase my income, tighten up my financial systems, and create the cash flow that funded investments. Then I’ll show how I deployed that cash into investments that actual...

Want to keep more of what you earn as a bookkeeper? In this video, I break down practical, legal ways bookkeepers can save money on taxes, reduce taxable income, and avoid the most common mistakes that cost thousands.

You will learn:
How to structure your bookkeeping business for tax efficiency
The most overlooked deductions bookkeepers should be tracking
Home office rules and what documentation you actually need
Vehicle and mileage strategies that stand up to an audit
Retirement plan options that can lower taxes fast
How to handle quarterly estimates so...

I Lost 3 Bookkeeping Clients This Month and What That Means for the Bookkeeping Industry in 2026 😄

This month, I lost 3 bookkeeping clients. Not a rant. Not a sob story. A real breakdown of what happened, what I learned, and why I think it matters for every bookkeeper and every small business heading into 2026.

In this video, I walk through the biggest reasons bookkeeping clients leave, the warning signs most bookkeepers ignore, and the industry shifts that are going to separate the bookkeepers who grow from the ones who get replaced.

If you are a boo...

Last month, I paid my investors $15,713 in passive income from my real estate private money lending fund, ZIP Capital. Total investor capital currently deployed: $2,172,103.

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://www.zipcapitalfund.com/

In this video, I break down exactly how this works, what’s involved behind the scenes, and why private money lending is simple… but not easy.

What I do in ZIP Capital

I lend money to real estate investors on Pennsylvania properties, secured by real estate. When I run out of capital, I ra...

Are you still charging hourly for bookkeeping projects and wondering why your income feels capped? In this video, I break down the truth about hourly vs fixed fees and how to choose the best pricing model for your bookkeeping business.

You will learn:
✅ When hourly pricing makes sense and when it kills profitability
✅ Why fixed fee pricing scales better for most bookkeepers
✅ How to price monthly bookkeeping packages with confidence
✅ The biggest mistakes bookkeepers make when setting rates
✅ A simple framework to quote projects without undercharging

If you are a bookkeeper...

Want to get faster, cleaner, and more confident in QuickBooks Online? 🚀 In this video, I’m sharing practical QuickBooks Online pro tips that help bookkeepers work smarter, avoid common mistakes, and deliver more accurate financials for clients.

You’ll learn how to:
✅ Speed up monthly close with a repeatable workflow
✅ Keep the Chart of Accounts clean and consistent
✅ Catch miscategorized transactions quickly
✅ Use bank rules and automation the right way
✅ Improve reconciliation accuracy and reduce cleanup work
✅ Create better reports that clients actually understand

If you’re a bookkeeper who wants to level up...

Want to start a bookkeeping business but you are stuck on the money question? In this video, I break down the exact cost of starting a bookkeeping business, line by line. You will see what is truly required, what is optional, and what I would personally pay for first if I had to start over from scratch.

We cover:
What you must pay to legally set up your business
The essential software and tools to deliver bookkeeping services
Training and certifications that are worth it and what you can skip
Marketing costs to...

If you are a small business owner trying to grow in 2026, your bookkeeping is either helping you win or quietly costing you money.

In this video, I break down why every small business needs a bookkeeper in 2026, even if you are using QuickBooks, a spreadsheet, or an app. You will learn what a bookkeeper actually does, what problems they prevent, and how clean books translate into better cash flow, smarter tax decisions, easier loans, and more peace of mind.

We cover
Monthly close and why it matters
Profit and loss vs balance sheet...

If you are managing multiple bookkeeping clients and feel like you are one missed deadline away from chaos, this video is for you 🚀

I manage 70 bookkeeping clients, and I am breaking down the exact system I use to stay organized every week and every month. You will see how I track deadlines, handle client requests, keep clean books in QuickBooks Online, and make sure nothing falls through the cracks.

In this video, I cover:
What my weekly bookkeeping workflow looks like
How I structure my month end close process
How I track tas...

Are you a bookkeeper on a tight budget but still want powerful tools to run a professional business
In this video I walk through the best free software for bookkeepers so you can save money without sacrificing quality

You will discover
• Free tools to manage client communication and scheduling
• Free apps to track tasks and deadlines for monthly close
• Free options for secure file sharing and document storage
• Simple tools for screen recording and client tutorials
• My favorite free tools to stay organized and look professional online

Whether you are just s...

From Army boots to warehouse shifts to building a thriving bookkeeping business from scratch, this is the real story of how I completely changed my life and career path 🚀

In this video I walk through how I went from serving in the United States Army, to managing a warehouse, to finally finding my lane in bookkeeping and entrepreneurship. I share the skills I learned in each season, the mistakes I made, the financial pressure of supporting a family, and how I used bookkeeping to build freedom, income, and purpose.

You will see:

Why I l...

What should you do after your bookkeeping month end close is complete so your financials are accurate, your clients are impressed, and nothing slips through the cracks ✅

In this video, I walk you through a simple process to follow right after you close the books so you can catch errors, clean up reports, and turn raw data into powerful insight for your clients or your own business.

You will learn how to

Review your profit and loss and balance sheet for obvious red flags
Tie out key balance sheet accounts so nothing is...

Turn more discovery calls into paying bookkeeping clients with a simple, repeatable process. In this video, I walk you through exactly how I structure free consultations so small business owners feel heard, understand the value of clean books, and are ready to sign up for ongoing monthly services.

You will learn how to pre qualify leads before the call, what questions to ask to uncover pain points, how to present your pricing and packages with confidence, and how to handle common objections without feeling salesy. I will also show you how to send a clear follow up...

Turn your bookkeeping business into a profit machine that runs with or without you 🚀

In this video I walk you through how to automate your bookkeeping business so you can stop trading every hour for dollars and start building true leverage. You will see the exact systems, tools, and workflows I use to streamline client onboarding, monthly recurring work, and reporting so cash flow keeps coming in even when you are not at your desk.

We will cover
• How to map your entire bookkeeping process from lead to paid invoice
• Simple automations for proposa...

Want to make an extra $10,000 per month as a bookkeeper without taking on more monthly bookkeeping clients or tax returns This video walks you through specific ways to use your bookkeeping skills to create new income streams outside of traditional client work 💰

In this training I break down how bookkeepers can package their knowledge into higher value offers, set up leveraged services, and create more predictable income without burning out. Whether you are just getting started or you already have a full roster of clients, you will see exactly what to focus on to grow your income. Duration: 00:29:01

Every month my bookkeeping clients pay me on autopilot. In this video I walk through exactly how I structure my pricing, billing, and client expectations so cash flow is predictable and stress free. If you are trying to build a reliable monthly bookkeeping income, you will want to watch this from start to finish.

You will see how I package monthly bookkeeping services, how I set up invoicing and payment systems, and how I talk to small business owners about recurring monthly fees. I also share the tools I use to collect payments, reduce late invoices, and...

Running a bookkeeping business from home sounds flexible, until your entire house comes down with a cold. In this video I show you exactly how I handle sick days as a work from home bookkeeping business owner with kids. You will see how I prioritize client work, protect deadlines, and still show up for my family.

If you are trying to grow a bookkeeping business while managing young kids, sick days, and constant interruptions, this video will give you realistic strategies for time blocking, communication with clients, and staying organized when life gets messy.

Watch...

In this video I walk through why I am completely changing my marketing strategy as a bookkeeping business owner and what that means for getting better clients and growing a profitable firm 🚀

For years I relied on word of mouth, random social media posts, and waiting for referrals. Now I am shifting to a focused marketing system that brings in consistent leads for my bookkeeping business. I break down what was not working, what I am changing, and how you can use the same strategy in your own bookkeeping firm.

You will learn

How...

Bookkeeper How I Create Social Media Marketing Content For My Bookkeeping Business

In this video I walk you through exactly how I plan create and post social media marketing content to grow my bookkeeping business. If you are a bookkeeper or accountant who wants more clients and better brand awareness, this walkthrough will help you build a simple repeatable content system that actually brings in leads.

You will see my real process for turning ideas into short form content, repurposing one topic across multiple platforms, and speaking directly to small business owners so they understand...

Ready to pick the brain of a one million dollar bookkeeping entrepreneur

In this video I answer your biggest questions about how to start and grow a profitable bookkeeping business. We will talk about how I landed my first clients, how I priced my services, what my monthly systems look like, and how I scaled to one million dollars in revenue with a lean team and simple tools.

You will learn
• How to start a bookkeeping business from scratch
• How to find and sign your first bookkeeping clients
• My approach to pricing, packag...

Want to see exactly how I manage 70 bookkeeping clients every single month and consistently bring in about $35,000 in monthly revenue

In this video I walk through my real systems for running a busy bookkeeping firm without burning out. You will see how I structure my week, organize client work, and use checklists, templates, and workflows so every set of books is accurate and delivered on time.

I cover how I
• Onboard new bookkeeping clients smoothly so they feel confident from day one
• Schedule recurring work so nothing slips through the cracks
• Use tools...

Tired of chasing bookkeeping clients with no results? In this video, I show you my complete local lead generation system using LinkedIn Sales Navigator — the exact method that gets me new local clients every single month without paid ads.
Here’s exactly what you’ll learn:

How to target ONLY local business owners in your city or state (perfect for in-person or hybrid bookkeeping services)
The “Recent Connections” filter trick that lets you message people who just connected with your ideal prospects
My foolproof connection request formula
The 2 types of direct messages I send that...

Level up your bookkeeping business and stop stressing about competition today 📈

In this video I show bookkeeper entrepreneurs how to beat the competition and attract high paying clients who respect your time and expertise. You will learn how to position your bookkeeping services, stand out in a crowded market, and stop worrying about what other bookkeepers are charging.

Here is what you will learn inside this video

How to pick a clear niche so you become the obvious choice for your ideal client
Simple messaging that separates you from every other local boo...

I had to fire four bookkeeping clients from my firm, and in this video I walk you through exactly what happened, why I made that decision, and how it actually helped my bookkeeping business grow stronger instead of falling apart.

You will see real examples of red flag clients, scope creep, late payments, poor communication, and what it looks like when a client no longer fits your business. I break down how to know when it is time to let a client go, how to protect your time and mental energy, and how setting clear boundaries can...

How to verify your Google My Business profile fast and correctly so your company shows up in search and maps. In this step by step walkthrough I cover every verification method plus the exact fixes if you get stuck. Verifying your profile boosts visibility builds trust and unlocks reviews posts messaging and analytics so you can win more local customers

Use a real deliverable address or a legitimate service area do not use coworking mailboxes
Match your business name exactly across your website and major directories
Add original photos and short videos to increase conversion...

This video breaks down a complete digital marketing strategy for bookkeepers in 2025, showing you exactly how to position your firm online, attract high value clients, and stand out in a crowded market. You will learn how to dial in your ideal niche, build an authority driven content strategy, optimize your website for search so clients can actually find you, and use platforms like LinkedIn, YouTube, Facebook, and email to create a predictable pipeline of quality leads. I walk through real examples, proven messaging that resonates with business owners, and simple systems you can implement this week without a big...

New bookkeepers get excited, land a few clients, then hit the six month slump and start to question everything. This video breaks down exactly how to avoid stalling out by keeping a consistent pipeline, committing to one clear offer, setting strong pricing standards, building simple systems, tracking your numbers, and surrounding yourself with serious action takers. If you are stuck at the same client count or revenue for months, watch this to learn how to rebuild momentum, stay confident, and push through to a stable, profitable bookkeeping business. 🚀

*Learn more about my investment fund offering 8% to 12% fixed ret...

In this video I share my personal net worth update for October 2025 as a 32 year old entrepreneur. I walk through my assets, liabilities, investments, real estate holdings, and business growth. You will see how I manage my money, how I reinvest profits, and how I think about building long term wealth.

My goal is to show the real numbers, mindset, and disciplined financial habits that have helped me grow year after year. I talk about income sources, recurring revenue, private investment returns, and my personal investment strategy.

If you are interested in entrepreneurship, private money...

In this video I walk through exactly how much I earned and how much I spent in October 2025 as a full time entrepreneur. I break down business income, personal expenses, investments, and where the money actually goes each month. If you are growing a business and want a transparent look at real numbers, this is for you.

I show how I manage cash reserves, distributions, taxes, operating expenses, payroll, and how I reinvest profits to grow long term wealth. My goal is to build a strong company, create financial freedom for my family, and help others who...

In this video, I break down exactly how I invest my money as a bookkeeping entrepreneur. This is my personal financial blueprint — the same strategy I use to build wealth, create passive income, and secure my family’s financial future.

I’ll walk you step-by-step through how I prioritize my money:
• Pay off high-interest debt first
• Keep 3–6 months of living expenses in a Vanguard Money Market account earning around 4%
• Max out my Roth IRA (or use a backdoor Roth if needed)
• Contribute to my Solo 401(k) — up to $70,000 total with employee and employer contributions
...

In this video, I share 6 powerful tips every bookkeeper and entrepreneur needs to succeed. These are the lessons I learned from building my bookkeeping business from scratch into a thriving company — and how I used those same principles to become a successful investor and business owner.

If you're a bookkeeper, small business owner, or aspiring entrepreneur, these tips will help you stay organized, make smarter financial decisions, and grow faster. From managing your time and money to building strong relationships and developing the right mindset, this video covers everything you need to take your business to the ne...

Want to know if networking events actually help bookkeepers get clients? In this video, I share how I built relationships, landed clients, and grew my bookkeeping business through local networking events. I’ll walk you through what worked, what didn’t, and what I’d do differently today.

If you’re a bookkeeper trying to grow your business, this video will help you decide whether networking is worth your time and how to turn casual conversations into paying clients.

✅ Learn how to introduce your services naturally
✅ Discover what types of events attract real business owners
✅...

In this live conversation, I share how I helped over 100 bookkeepers launch and grow successful bookkeeping businesses in 2025. Whether you’re just getting started or trying to land your first few clients, this live session breaks down what actually works — real marketing strategies, client acquisition tips, and mindset lessons from the trenches.

You’ll learn how to:
✅ Start your bookkeeping business from scratch
✅ Get paying clients fast using proven methods
✅ Build confidence, systems, and long-term success
✅ Avoid the mistakes that most beginners make

If you want to quit your job, work from home, and...

Learn the essential tax tips every bookkeeper should know to help clients save money, stay compliant, and avoid costly mistakes. In this video, I break down key strategies for managing small business taxes, understanding deductions, maximizing write-offs, and preparing accurate year-end financials.

Whether you’re a new bookkeeper or an experienced professional, these insights will help you provide more value to your clients, streamline your workflow, and stay ahead of tax season stress.

📈 What you’ll learn:

Smart tax planning tips for bookkeepers
How to track business deductions the right way
The bes...

Are you a bookkeeper struggling to compete with big accounting firms and cheap overseas bookkeepers? In this video, I’ll show you exactly how to stand out, attract better clients, and charge premium rates, even in a crowded market.

You’ll learn how to position your bookkeeping business as a trusted financial partner, build strong client relationships, and leverage your local expertise to your advantage. I’ll also share the marketing strategies I use to grow my own bookkeeping business and win clients who value quality over price.

Whether you’re just starting out or trying t...

Ever wonder what a six-figure bookkeeping business owner does every day? In this video, I share my daily routine as a full-time bookkeeping entrepreneur — from managing client work, team communication, and marketing, to balancing family life and growing my business. You’ll see exactly how I organize my day for maximum productivity, focus, and profit.

If you’re a bookkeeper, accountant, or small business owner looking to build a successful bookkeeping business, this video will show you what it really takes to reach six figures and beyond.

📈 What You’ll Learn:

How I plan my mor...

Unlock the secrets to getting more bookkeeping clients in 2025. In this video, I break down proven sales and marketing strategies to help you grow your bookkeeping business faster. Whether you’re brand new or already have a few clients, I’ll show you exactly how to build your brand, attract ideal clients, and convert leads into paying customers.

You’ll learn how to:
✅ Build a marketing system that consistently generates leads
✅ Use content and social media to establish trust and authority
✅ Create an offer that makes clients say “yes” instantly
✅ Develop a simple sales process that...

In this video, I break down exactly how I made $10,000 in one month as a bookkeeping business owner. Whether you’re just starting your bookkeeping journey or already running your own business, this video will show you what it really takes to build a profitable bookkeeping business from scratch.

You’ll learn how to price your services, find clients fast, manage your time effectively, and scale your monthly income. I’ll also share the systems and strategies that helped me grow Harrisburg Bookkeeping and hit consistent five-figure months.

If you’ve been wondering how to start a...

Are you struggling to get bookkeeping clients fast? In this video, I’ll share 10 proven ways to land bookkeeping clients — even if you’re brand new. Whether you just started your bookkeeping business or you’ve been stuck trying to grow, these strategies will help you attract clients, build credibility, and generate consistent income.

We’ll cover how to use your personal network, leverage Facebook and LinkedIn groups, offer free audits, and optimize your Google Business Profile so clients can find you locally. You’ll also learn how to partner with accountants, use referrals, build a simple website, and...

Learn exactly what bookkeeping services you should offer as a beginner and how to grow from Level 1 to Level 3. In this video, I’ll break down which services to start with, how to price them, and how to scale your bookkeeping business to full-time income. Perfect for new bookkeepers who want to start strong, land clients, and build confidence in their first year.

What Level 1 bookkeeping services include
Examples of Level 1 tasks for beginners
When to move from Level 1 to Level 2
What Level 2 bookkeeping services include
How to price Level 2 bookkeeping services
Wh...

Alex Hormozi completely changed how I think about growing a bookkeeping business. In this video, I break down the lessons I learned from Alex that helped me scale faster, attract better clients, and simplify my offer. Whether you’re just starting your bookkeeping business or looking to grow beyond six figures, these insights will help you think bigger and execute smarter.

Why I started studying Alex Hormozi
The biggest mindset shift: focusing on value, not price
How I redesigned my offer for bookkeepers using the Hormozi model
Understanding your target client and their pain po...

Discover how I quit my full time job to start a profitable bookkeeping business from scratch. In this video, I share my exact steps, mindset, and strategy that helped me replace my income, find my first clients, and build a six figure bookkeeping business working from home. If you’re tired of your 9 to 5 and want more freedom, this video will show you how to start a bookkeeping business in 2025 — even if you have no experience.

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bo...

Learn exactly how to do bookkeeping for real estate investors in 2025. In this step-by-step video, I’ll show you how to set up QuickBooks for real estate, track income and expenses, manage rehab costs, record private money loans, and prepare clean financials for your investors. Whether you’re a bookkeeper working with real estate clients or an investor who wants better financial clarity, this video will help you stay organized and profitable this year.

I’ll cover:
✅ How to structure a real estate chart of accounts
✅ Managing property-level bookkeeping and job costing
✅ Tracking private lending and...

Want to land your first bookkeeping client fast? In this video, I share my proven system to get your first bookkeeping client in just 30 days — even if you’re brand new, have no experience, and are starting from scratch.

You’ll learn exactly what I did to find, attract, and close my first paying client, plus the marketing strategies that still work in 2025. Whether you’re a new bookkeeper or trying to grow your business, this step-by-step process will help you build confidence, book clients, and start generating consistent monthly income.

📘 What You’ll Learn:
• How to...

Want to learn bookkeeping fast? In this step-by-step tutorial, I’ll teach you the fundamentals of bookkeeping so you can confidently manage your business finances, track income and expenses, and understand your numbers like a pro. Whether you’re a beginner or starting your own bookkeeping business, this video breaks down everything you need — accounts, debits and credits, journal entries, and financial reports — in a simple, easy-to-follow way.

If you’re ready to master bookkeeping, organize your finances, and grow your business, this video is for you.

*Learn more about my investment fund offering 8% to 12% fixed retu...

Want to know exactly how to go from bookkeeper to business owner? In this step-by-step blueprint, I break down everything you need to start, grow, and scale your own bookkeeping business. Whether you’re just beginning your bookkeeping career or ready to transition into full-time entrepreneurship, this video will show you how to land clients, manage finances, and build a profitable business.

I’ll share the proven strategies that helped me go from doing books to running a successful company — so you can skip the guesswork and fast-track your success.

If you’re serious about becoming...

Want to know exactly how to go from bookkeeper to business owner? In this step-by-step blueprint, I break down everything you need to start, grow, and scale your own bookkeeping business. Whether you’re just beginning your bookkeeping career or ready to transition into full-time entrepreneurship, this video will show you how to land clients, manage finances, and build a profitable business.

I’ll share the proven strategies that helped me go from doing books to running a successful company — so you can skip the guesswork and fast-track your success.

If you’re serious about becoming...

Starting a bookkeeping business can be one of the best decisions you’ll ever make — but only if you start the right way. In this video, I’ll walk you through the 10 most important things every beginner needs to know before launching their bookkeeping business. Whether you’re brand new or already have accounting experience, these tips will help you avoid costly mistakes, attract clients, and grow faster.

You’ll learn how to set up your business, the tools you’ll need, how to price your services, and how to market yourself to land your first clients. If you want...

Learn how to manage accounts payable for your bookkeeping clients with this step-by-step guide. In this video, I’ll walk you through the full process of handling vendor bills, tracking due dates, making payments, and keeping your clients’ cash flow organized. Whether you’re a new bookkeeper or an experienced professional looking to improve your workflow, this tutorial will show you the best practices to save time and add value for your clients. Perfect for QuickBooks users, virtual bookkeepers, and anyone growing a bookkeeping business.


*Learn more about my investment fund offering 8% to 12% fixed returns*
https...

Discover the real truth about finding bookkeeping clients in 2025. Most bookkeepers struggle with the sales and marketing side of the business, not the actual bookkeeping work. In this video, I break down exactly how to attract clients, build trust, and grow your bookkeeping business without wasting time on strategies that don’t work. Whether you’re just starting out or looking to scale, these proven methods will help you get more clients, increase your income, and create the bookkeeping business you want.


*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com...

Bookkeepers in 2025 need more than just QuickBooks and spreadsheets. In this video, I break down the Top 10 Tools Every Bookkeeper Needs in 2025 to run a profitable and efficient business. From automation and AI to practice management and marketing, these are the tools that will save you time, help you deliver more value to your clients, and grow your business faster.

Whether you’re just starting out as a bookkeeper or looking to scale your firm, mastering these tools will put you ahead of the competition.

📌 What you’ll learn in this video:

The must-ha...

Are you looking for the best side hustle to start in 2025? Bookkeeping is hands down the smartest choice for entrepreneurs, parents, and anyone ready to build financial freedom.

In this video, I’ll share 7 powerful reasons why bookkeeping is the #1 side hustle in 2025. You’ll learn how bookkeeping can be started with low costs, flexible hours, and high profit margins—all without needing a degree or CPA license.

Whether you’re brand new to business or already have experience, bookkeeping offers unmatched stability, recurring monthly income, and the ability to scale into a full-time business.
Duration: 01:05:55

Learn exactly how to complete a month-end close as a bookkeeper with this step-by-step guide. I’ll walk you through the entire process so you can confidently reconcile accounts, review financial statements, and deliver accurate reports for your clients or business. Whether you’re a beginner bookkeeper or looking to refine your workflow, this tutorial covers the key tasks you need to streamline your month-end close and avoid costly mistakes.

If you’re serious about bookkeeping, accounting, or running a small business, this video will help you save time, stay organized, and keep your books clean.

*L...

I lost a $28,000 bookkeeping client, and it taught me some of the most valuable lessons of my career. In this video, I’ll break down exactly what happened, the mistakes I made, and how you can avoid losing high-value clients in your own bookkeeping business.

Whether you’re just starting your bookkeeping business or already managing multiple clients, this story will give you real-world insight into client retention, communication, and building long-term relationships.

📌 What you’ll learn in this video:

Why I lost a $28,000 bookkeeping client 😭
The mistakes bookkeepers make with client relationship...

Struggling with how to price your bookkeeping services? In this video, I’ll walk you through step-by-step strategies to confidently set your bookkeeping rates in 2025. You’ll learn how to avoid undervaluing your skills, calculate fair prices, and create a pricing structure that maximizes profit while keeping clients happy. Whether you’re a beginner bookkeeper or already running your own bookkeeping business, this video will give you the exact framework you need to charge what you’re worth.

If you’ve ever asked:

How much should I charge for bookkeeping?
What’s the best way to price...

Join me for a live Q&A where I answer your biggest questions about starting and growing a profitable bookkeeping business in 2025. Whether you’re brand new to bookkeeping or looking to take your existing business to the next level, this session will cover:

1. Structure creates stability – Self employed bookkeepers need a daily schedule and weekly routine to manage stress, stay productive, and avoid burnout. Time blocking for bookkeeping tasks, QuickBooks work, and client communication creates balance and reduces overwhelm.

2. Set boundaries with clients – Stress management for bookkeepers starts with boundaries. Don’t let bookkeeping clients...

Want to start a bookkeeping career but don’t know where to begin? In this video, I’ll show you how to get a bookkeeping job in 2025 with no experience, even if you’ve never touched QuickBooks or worked in accounting.

You’ll learn the essential skills employers are looking for, how to build a simple portfolio, create a resume that stands out, and land interviews without a degree. I’ll also share how to use that first bookkeeping job as a stepping stone to eventually start your own bookkeeping business.

Whether you’re switching careers, fre...

Join me for a live Q&A where I answer your biggest questions about starting and growing a profitable bookkeeping business in 2025. Whether you’re brand new to bookkeeping or looking to take your existing business to the next level, this session will cover:

✅ How to get your first bookkeeping clients
✅ The best software and tools for bookkeepers in 2025
✅ Pricing your services for maximum profit
✅ Building efficient systems and workflows
✅ Marketing strategies that actually work for bookkeepers
✅ Common mistakes new bookkeepers make and how to avoid them

If you’ve ever thought abo...

Last month, I made $92,000 as a bookkeeping entrepreneur.

Here’s the truth: it didn’t come from just one source. I’ve built multiple streams of revenue including:

Bookkeeping services for small businesses
Education and coaching for aspiring bookkeepers
Private lending to real estate investors

In this video, I break it all down. How each income stream contributed and the exact strategies I used to grow.

Then I’ll show you my 3-step process for starting a bookkeeping business from scratch:

1. Learn bookkeeping – get the skills you need to ma...

Join me for a live Q&A where I answer your biggest questions about starting and growing a profitable bookkeeping business in 2025. Whether you’re brand new to bookkeeping or looking to take your existing business to the next level, this session will cover:

✅ How to get your first bookkeeping clients
✅ The best software and tools for bookkeepers in 2025
✅ Pricing your services for maximum profit
✅ Building efficient systems and workflows
✅ Marketing strategies that actually work for bookkeepers
✅ Common mistakes new bookkeepers make and how to avoid them

If you’ve ever thought abo...

Will AI replace bookkeepers? Not in the way you think. In this video, I break down the truth about artificial intelligence in the accounting and bookkeeping industry. You’ll learn why AI is actually an opportunity for bookkeepers, how it can automate repetitive tasks, and why the best bookkeepers will always be in demand.

I’ll cover:

How AI will change bookkeeping (and what it won’t replace)
Why bookkeepers who use AI will replace those who don’t
How AI tools like QuickBooks features, chatbots, and automation can save time
The differen...

Join me for a live Q&A where I answer your biggest questions about starting and growing a profitable bookkeeping business in 2025. Whether you’re brand new to bookkeeping or looking to take your existing business to the next level, this session will cover:

✅ How to get your first bookkeeping clients
✅ The best software and tools for bookkeepers in 2025
✅ Pricing your services for maximum profit
✅ Building efficient systems and workflows
✅ Marketing strategies that actually work for bookkeepers
✅ Common mistakes new bookkeepers make and how to avoid them

If you’ve ever thought abo...

Join me for a live Q&A where I answer your biggest questions about starting and growing a profitable bookkeeping business in 2025. Whether you’re brand new to bookkeeping or looking to take your existing business to the next level, this session will cover:

✅ How to get your first bookkeeping clients
✅ The best software and tools for bookkeepers in 2025
✅ Pricing your services for maximum profit
✅ Building efficient systems and workflows
✅ Marketing strategies that actually work for bookkeepers
✅ Common mistakes new bookkeepers make and how to avoid them

If you’ve ever thought abo...

Are you a bookkeeper trying to grow your business? In this video, I break down The 7 Most Common Mistakes Bookkeeping Business Owners Make, and exactly how to fix them. Whether you're just getting started or already managing multiple clients, this will help you avoid costly errors and scale faster.

You'll learn:
• Why QuickBooks Desktop is holding you back
• The dangers of in-person work and manual invoicing
• Why doing payroll yourself is a bad idea
• How to stop underpricing your services
• And how to start marketing online confidently

Plus, I’ll show you how...

Surviving month-end close as a bookkeeper or accountant can feel overwhelming, especially when juggling dozens of clients, urgent deadlines, and endless reconciliations. In this video, I share my proven month-end close workflow after successfully closing the books for over 80 bookkeeping clients this month.

You’ll learn:
How to organize your weekly bookkeeping workflow so month-end is smoother
Tips for categorizing transactions, reconciling accounts, and requesting documents efficiently
How to manage client communication during this busy week
Why it’s okay for marketing & sales to slow down during close
My strategies for time bloc...

Are you tired of repetitive bookkeeping tasks eating up your time? In this video, I’ll show you how I’ve automated key parts of my bookkeeping business using QuickBooks Online, recurring transactions, automated emails, and proven systems, saving me over 10 hours every single week.

Whether you’re just starting your bookkeeping business or looking to scale efficiently, these automation tips will help you work smarter, serve more clients, and avoid burnout. I’ll walk you through my exact workflow, including how I:

Automate bank feeds and reconciliations in QuickBooks Online (QBO)
Use recurring journal...

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus...

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus...

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus...

In this video, I share exactly how I learned bookkeeping with zero experience and turned it into a profitable bookkeeping business. If you like math, personal finance, Excel spreadsheets, or business in general, this video is for you.

I’ll cover how I taught myself QuickBooks Online, mastered bookkeeping fundamentals, took a QBO bookkeeping course, and partnered with a CPA to stay focused. I’ll also explain how I avoided scope creep, practiced using my personal accounts, and eventually became an expert in QBO and small business bookkeeping (no taxes, no payroll, no CFO work).

Plus...

Want to know how I manage 87 bookkeeping clients and generate $47,602 in monthly revenue? In this video, I pull back the curtain and share the exact systems, tools, and strategies I use to stay organized, deliver great service, and scale my bookkeeping business without burning out.

Whether you're just getting started or already running your own bookkeeping firm, these tips will help you save time, stay focused, and grow fast. I cover:

✅ My daily and weekly routines
✅ The tools that keep my business running smoothly
✅ How I communicate with clients and keep them happy
✅...

If you're a bookkeeper trying to land more clients, this video is for you. I'm breaking down exactly how I use YouTube to attract high-paying bookkeeping clients every single month — without spending a dollar on ads. I’ll show you the content I post, how I build trust, and how I turn views into paying customers.

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

Last month, I made $118,000 in profit — not revenue — real profit.

In this video, I break down the 5 exact strategies I used to grow my bookkeeping business and private lending operation to six figures a month.

Whether you're a bookkeeper, entrepreneur, or investor, these practical tips will help you scale faster, avoid burnout, and focus on what really drives profit.

Here’s what I cover:
✅ How to focus on high-margin services (like bookkeeping retainers & private money lending)
✅ How I qualify every client and borrower to avoid wasting time
✅ Why delegating low-value tasks helped...

Unlock the secret to landing top-tier real estate investors as bookkeeping clients! In this video, I dive deep into proven strategies that will help you attract, convert, and retain high-value real estate investors who are tired of messy financial records. Discover why real estate investors are the ideal niche for bookkeepers, learn how to identify their biggest pain points, and master the insider language that sets you apart from the competition.

What You’ll Learn:

Why real estate investors make exceptional bookkeeping clients
The common bookkeeping challenges faced by property investors
Where to fi...

#RealEstateInvesting #MillionaireMindset #FinancialFreedom

🎤 In this powerful live speech, a local entrepreneur shares how he built a $1 million net worth by the age of 31 — and how you can apply his financial strategies today. Whether you're a real estate investor, realtor, or entrepreneur, his advice will inspire and guide you toward real wealth.

💬 In this video, you’ll learn:

How he grew his net worth through smart investing

Practical finance tips for real estate investors and realtors

The mindset shifts you need to achieve financial freedom

✅ If you’re serious about...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Tired of cold calling and getting ignored? In this video, I’ll show you exactly how to network as a bookkeeper and get new clients—without feeling salesy or awkward.

Whether you're just starting your bookkeeping business or looking to grow your client base, these networking strategies will help you build real relationships that turn into paying clients. I’ll walk you through how to introduce yourself, where to find ideal clients, and how to follow up the right way.

*Learn more about my investment fund offering up to 12% fixed return...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Want to grow your bookkeeping business and attract high-quality clients? In this video, I’ll show you 5 proven strategies to build a powerful online presence and stand out from the crowd.

Whether you're a brand-new bookkeeper or you're looking to level up your existing business, you’ll learn how to:

Define your niche and speak directly to your ideal client
Build a consistent, trustworthy brand across all platforms
Share your story to build connection and trust
Post valuable, educational content that positions you as an expert
Set...

Want to know how a bookkeeper turned entrepreneur made $900,000 in profit last year? In this video, I break down the real numbers, strategies, and systems that led to this massive success. Whether you're just starting your bookkeeping business or looking to scale, you'll learn the exact mindset, client acquisition tactics, and pricing methods that helped this entrepreneur build a high-profit business from the ground up.

📈 Learn how to grow your bookkeeping business
💡 Discover strategies for landing high-value clients
💵 See the real breakdown behind a $900K profit year

🔔 Subscribe for weekly videos on bookkeeping, business gro...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Want to grow your bookkeeping business without cold calling or running ads? In this video, I’ll show you how to build powerful referral partnerships that consistently bring in high-quality bookkeeping clients. Whether you're just starting your bookkeeping business or looking to scale, referral marketing is one of the most effective and affordable ways to grow.

You'll learn:
✅ Who your ideal referral partners are
✅ How to provide value and build trust
✅ How to create a simple referral system
✅ Tips for follow-up and tracking referrals

Referrals helped me scale m...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

📈 Want More Bookkeeping Clients in 2025? Watch This!

In this video, I’m sharing 10 creative and proven ways to get bookkeeping clients in 2025 — even if you're just starting out. Whether you’re a brand new bookkeeper or looking to grow your existing business, these strategies will help you attract clients, build trust, and grow faster.

You’ll learn how to:
✅ Find bookkeeping clients on social media
✅ Use short-form video marketing
✅ Build referral partnerships
✅ Use cold outreach that actually works
✅ Get clients without paid ads
...and more!

🧠 Thes...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

How to Quit Your Job & Start a Profitable Bookkeeping Business

Thinking about leaving your 9-5 job to become a self-employed bookkeeper? In this video, I’ll walk you through everything you need to know to transition from employee to business owner—mindset shifts, legal setup, pricing strategies, and how to land your first clients.

📌 What You’ll Learn in This Video:
✅ How to shift your mindset from employee to business owner
✅ The essential steps to legally set up your bookkeeping business (LLC, EIN, bank account)
✅ Why choosing a niche helps y...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

📢 The ULTIMATE Social Media Marketing Guide for Bookkeepers! 🚀

Want to get more bookkeeping clients FAST? This is the greatest social media marketing strategy ever created for bookkeepers! Whether you're just starting out or looking to scale your business, this step-by-step guide will show you exactly how to attract high-paying clients, build a strong online presence, and turn your social media into a client-generating machine.

✅ What You'll Learn:
✔️ The #1 mistake bookkeepers make on social media (and how to fix it)
✔️ The best platforms for finding bookkeeping clients (Instagram, Facebook, LinkedIn & more...

#PrivateMoneyLending #RealEstateInvesting #PassiveIncome 

💸 How I Made $2,450 in One Day as a Private Money Lender! 💸

Want to make passive income through real estate investing? In this video, I break down exactly how I made $2,450 in just one day by funding a real estate deal as a private money lender. I’ll walk you through my lending strategy, how I structure deals, and why private lending can be a powerful way to generate consistent, high-yield returns.

📌 In This Video, You’ll Learn:
How private money lending works 
How I evaluate real estate deals before funding...

Are bookkeeping and accounting the same thing? Not quite! In this video, I’ll break down the key differences between bookkeeping and accounting, so you know which one you need for your business. Whether you're a business owner looking for financial help or an aspiring bookkeeper or accountant, this video will clear up any confusion.

I’ll also cover different roles in finance, like A/P and A/R clerks, corporate accountants, office administrators, tax preparers, payroll specialists, and CFO services. Watch now to learn how each role fits into managing business finances!

*Learn more abou...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Starting a bookkeeping business? 🚀 In this video, I’ll reveal 5 must-have software tools that will help you streamline your workflow, manage clients efficiently, and stay compliant. Whether you’re a beginner or looking to upgrade your systems, these tools will save you time and boost your profits. Watch now to set up your bookkeeping business for success! 💰✅

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF...

#BookkeepingBusiness #Entrepreneurship #SmallBusiness

Thinking about starting a bookkeeping business in 2025? In this video, I break down the exact costs of getting started, from software and marketing to legal fees and certifications, so you know exactly what to expect. Whether you're launching a full-time bookkeeping business or a side hustle, this guide will help you plan your budget and start strong! 

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO G...

#BookkeepingBusiness #BookkeepingMistakes #HowToStartABookkeepingBusiness

Starting a bookkeeping business can be exciting, but making the wrong moves can cost you time, money, and clients. In this video, I’ll break down the 7 biggest mistakes new bookkeepers make—and how to avoid them so you can build a profitable and stress-free business. 💰✅

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
USE THIS CODE TO GET $50 OFF: YOUTUBE

*Schedule a Call With Me*
https://w...

Thinking about starting a bookkeeping business? 🤔 Not sure if it's the right fit for you? In this video, I break down the key traits of a successful bookkeeper, the daily responsibilities, and what it takes to thrive in this business.

💡 What You’ll Learn: ✔️ Key traits you NEED to succeed (Are you a numbers person? Do you like working alone?) ✔️ What the day-to-day life of a bookkeeper looks like (marketing, stress, client management) ✔️ How to evaluate if you're READY to start your business ✔️ Should you quit your job? The reality of going full-time

*Learn more about my investment fund...