How to Open Your Own In-Home Bookkeeping Service, 4th Edition , written by Julie A. Mucha-Aydlott, CFE, is a value-packed, real-world instruction guide that will help you open and run your own successful bookkeeping service! The In-Home Bookkeeping series has sold over 25,000 copies worldwide and is the most comprehensive and requested set of instructions that teaches you how to start your own bookkeeping business. The 4th edition includes a wealth of information and valuable updated content that will take you through step-by-step instructions for new bookkeeping standards, requirements, finding clients, virtual bookkeeping, and accountability and virtual bookkeeping—just to name a few. The tools and resources included with the 4th edition will give you more value in the industry and help guide you with everything you need to know about opening your own successful bookkeeping service! With the author’s easy to follow writing style and down to earth approach, she shares her real-world journey, firsthand knowledge, and expertise, covering 26 years of self-employment.
How to Open Your Own In-Home Bookkeeping Service, 4th Edition:
- Chapters
- Introduction
- Chapter 1 – Where to Begin
- Writing your business plan
- Selecting a niche
- Picking a business name
- Business licensing
- Picking a business entity type
- Creating and operating agreement
- Errors and omissions insurance
- Certification & training
- Accounting software
- Setting up your office
- Common questions
- Chapter 2 – Services and Rates
- Types of services
- Pricing structure
- Getting paid
- Types of businesses
- Quotes & engagement agreements
- Common questions
- Chapter 3 – Sales & Marketing
- Networking & contacts
- Selling your services
- Joining organizations
- Marketing materials
- Creating a website & SEO
- Social Media & paid advertising
- Creating a professional profile
- Online freelancing
- Competition
- Testing your marketing
- Common questions
- Chapter 4 – Bookkeeping Service Instructions
- Bookkeeping workflow software & aps
- Setting up a new client
- Bookkeeping duties
- Year end accounting
- Recording keeping & filing
- QuickBooks chart of accounts & sample reports
- Common questions
- Chapter 5 – Preparing Taxes
- Gov Regulations
- Tax schools & training
- Preparing your own taxes
- Preparing client tax returns
- Common questions
- Chapter 6 – Common Questions & Mistakes
- Chapter 7 – Bookkeeping Accountability
- Fraud statistics
- Fraud cases in the news
- Bookkeeping accountability
- Case studies
- Fraud allegations
- Internal controls
- Vitalics control forms
- Common questions
- Chapter 8 – Forms & Checklists
- Download access to forms and checklists – instructions included
- Bookkeeping business forms
- Business plan forms
- Certificate and Training Syllabuses
- IRS Resources
- QuickBooks sample reports
- Spreadsheets and budgets
- 14 Vitalics Internal Control Forms
- Chapter 9 – Resources
- Resources & links
- Download access to forms and checklists – instructions included
